Sequoia Financial Advisors LLC Sells 14,331 Shares of W.P. Carey Inc. $WPC

Posted by Geri Gentry on Sep 11th, 2026

Sequoia Financial Advisors LLC lessened its holdings in W.P. Carey Inc. (NYSE:WPC – Free Report) by 9.3% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 139,129 shares of the real estate investment trust’s stock after selling 14,331 shares during the period. Sequoia Financial Advisors LLC’s holdings in W.P. Carey were worth $9,948,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of WPC. Commonwealth Retirement Investments LLC purchased a new stake in shares of W.P. Carey during the fourth quarter worth about $26,000. Osbon Capital Management LLC purchased a new stake in W.P. Carey during the 4th quarter valued at approximately $29,000. Headlands Technologies LLC bought a new stake in shares of W.P. Carey during the second quarter valued at approximately $30,000. Wealth Watch Advisors INC bought a new stake in shares of W.P. Carey during the third quarter valued at approximately $33,000. Finally, LGT Financial Advisors LLC purchased a new position in shares of W.P. Carey in the third quarter worth $34,000. Institutional investors own 73.73% of the company’s stock.

W.P. Carey Price Performance

WPC stock opened at $69.60 on Friday. The stock has a market cap of $15.86 billion, a PE ratio of 23.75, a P/E/G ratio of 3.49 and a beta of 0.75. W.P. Carey Inc. has a 12 month low of $63.08 and a 12 month high of $77.22. The company has a 50-day moving average price of $72.11 and a 200 day moving average price of $72.40. The company has a current ratio of 0.22, a quick ratio of 0.22 and a debt-to-equity ratio of 1.01.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on WPC. Citigroup reaffirmed a “market perform” rating on shares of W.P. Carey in a research note on Thursday, June 18th. Wells Fargo & Company increased their price objective on shares of W.P. Carey from $77.00 to $80.00 and gave the company an “overweight” rating in a report on Monday, June 1st. Scotiabank raised their price objective on W.P. Carey from $76.00 to $77.00 and gave the company a “sector perform” rating in a research report on Thursday, August 13th. Bank of America raised W.P. Carey from an “underperform” rating to a “neutral” rating and lifted their target price for the stock from $73.00 to $83.00 in a report on Tuesday, June 16th. Finally, BMO Capital Markets reduced their price objective on W.P. Carey from $86.00 to $84.00 and set an “outperform” rating on the stock in a research note on Thursday, June 18th. Seven analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, W.P. Carey presently has an average rating of “Moderate Buy” and a consensus price target of $79.38.

Check Out Our Latest Analysis on WPC

W.P. Carey Profile

(Free Report)

W.P. Carey Inc (NYSE: WPC) is a diversified real estate investment trust that owns and manages a portfolio of commercial properties leased to companies under long-term, primarily net lease agreements. Under these arrangements, tenants generally assume responsibility for property taxes, insurance and maintenance, allowing W.P. Carey to generate contractual rental income.

The company invests in and provides sale-leaseback and build-to-suit financing solutions for businesses. Its portfolio has historically included industrial and warehouse facilities, retail properties, office buildings, self-storage facilities and other commercial real estate.

Sequoia Financial Advisors LLC Sells 14,331 Shares of W.P. Carey Inc. $WPC

W.P. Carey Price Performance

Analyst Upgrades and Downgrades

W.P. Carey Profile

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