— Know what they know.
Not Investment Advice
Also trades as: 0LS8.L (LSE) · $vol 0M

WPC Smart Money

W. P. Carey Inc.
1W: -1.1% 1M: -2.1% 3M: -15.0% YTD: -2.1% 1Y: -5.0% 3Y: +38.0% 5Y: +6.9%
$63.51
-0.88 (-1.37%)
 
Weekly Expected Move ±3.1%
$60 $62 $64 $66 $68
NYSE · Real Estate · REIT - Diversified · Tech Score Sell · Power 44 · $14.5B mcap · 225M float · 0.669% daily turnover · Short 51% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $211.2M held by 252 funds, 78 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
964
Institutions Holding
+23 vs prior
89.3%
Ownership
+9.41%
110 New
346 Increased
359 Reduced
60 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-10-01 GASS RHONDA director A-Grant/Award 469 $63.83 $30K Filing
2026-07-01 Beier Constantin H. director A-Grant/Award 2,824 $— $0 Filing
2026-07-01 Beier Constantin H. director F-Tax Withholding 834 $70.81 $59K Filing
2026-07-01 LEWIS MARGARET G director A-Grant/Award 2,824 $— $0 Filing
2026-07-01 CALAWAY TONIT M director A-Grant/Award 2,824 $— $0 Filing
2026-07-01 Niehaus Christopher director A-Grant/Award 2,824 $— $0 Filing
2026-07-01 Farrell Peter director A-Grant/Award 2,824 $— $0 Filing
2026-07-01 FLANAGAN ROBERT J director A-Grant/Award 2,824 $— $0 Filing
2026-07-01 GASS RHONDA director A-Grant/Award 2,824 $— $0 Filing
2026-07-01 GASS RHONDA director A-Grant/Award 423 $70.81 $30K Filing
2026-07-01 Talma Stheeman Mechthild Elisabeth director A-Grant/Award 2,824 $— $0 Filing
2026-07-01 Talma Stheeman Mechthild Elisabeth director F-Tax Withholding 834 $70.81 $59K Filing
2026-05-06 Zander Brian H officer: chief accounting officer S-Sale 433 $74.00 $32K Filing
2026-02-15 Gregory Jeremiah officer: managing director F-Tax Withholding 771 $74.20 $57K Filing
2026-02-15 Gregory Jeremiah officer: managing director F-Tax Withholding 14 $74.20 $1K Filing
2026-02-15 Gregory Jeremiah officer: managing director F-Tax Withholding 362 $74.20 $27K Filing
2026-02-15 Gregory Jeremiah officer: managing director F-Tax Withholding 1,239 $74.20 $92K Filing
2026-02-15 Sabatini Gino M. officer: managing director F-Tax Withholding 1 $74.20 $74 Filing
2026-02-15 Sanzone ToniAnn officer: cfo F-Tax Withholding 1,076 $74.20 $80K Filing
2026-02-15 Sanzone ToniAnn officer: cfo F-Tax Withholding 1,441 $74.20 $107K Filing
2026-02-15 Sanzone ToniAnn officer: cfo F-Tax Withholding 2,236 $74.20 $166K Filing
2026-02-15 Zander Brian H officer: chief accounting officer F-Tax Withholding 159 $74.20 $12K Filing
2026-02-15 Zander Brian H officer: chief accounting officer F-Tax Withholding 476 $74.20 $35K Filing
2026-02-15 Gordon Brooks G. officer: managing director F-Tax Withholding 517 $74.20 $38K Filing
2026-02-15 Gordon Brooks G. officer: managing director F-Tax Withholding 648 $74.20 $48K Filing

🏛️ Congressional Trades

20 records
Date Politician Chamber Type Amount Filing
2026-01-12 Gary Peters Senate Buy $15,001 - $50,000 Filing
2026-01-12 Gary C. Peters Senate Buy $15,001 - $50,000 Filing
2026-01-12 Gary Peters Senate Buy $15,001 - $50,000 Filing
2026-01-12 Gary C. Peters Senate Buy $15,001 - $50,000 Filing
2025-07-16 Lisa McClain House Sell $1,001 - $15,000 Filing
2025-07-10 Lisa McClain House Buy $1,001 - $15,000 Filing
2022-03-16 John Rutherford House Sell $1,001 - $15,000 Filing
2020-04-07 Francis Rooney House Sell $1,001 - $15,000 Filing
2020-03-23 Zoe Lofgren House Sell $1,001 - $15,000 Filing
2019-06-24 Donna Shalala House Sell $1,001 - $15,000 Filing
2019-04-03 Donna Shalala House Buy $1,001 - $15,000 Filing
2018-04-03 Sheldon Whitehouse Senate Sell $1,001 - $15,000 Filing
2018-04-03 Sheldon Whitehouse Senate Sell $1,001 - $15,000 Filing
2018-04-03 Sheldon Whitehouse Senate Sell $1,001 - $15,000 Filing
2017-04-05 Sheldon Whitehouse Senate Buy $1,001 - $15,000 Filing
2017-04-05 Sheldon Whitehouse Senate Buy $1,001 - $15,000 Filing
2017-04-05 Sheldon Whitehouse Senate Buy $1,001 - $15,000 Filing
2016-01-26 Gary Peters Senate Buy $1,001 - $15,000 Filing
2016-01-26 Gary C. Peters Senate Buy $1,001 - $15,000 Filing
2016-01-26 Gary Peters Senate Buy $1,001 - $15,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 33,172,035 $2.4B +3,062,946 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 19,241,915 $1.4B +90,739 2026-06-30 Filing
STATE STREET CORP 12,356,050 $895M +17,455 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 10,026,079 $717M +32,889 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 5,029,277 $359M +115,366 2026-06-30 Filing
MASSACHUSETTS FINANCIAL SERVICES CO /MA 4,467,099 $325M +276,166 2026-06-30 Filing
Invesco Ltd. 4,535,606 $324M +43,785 2026-06-30 Filing
NORTHERN TRUST CORP 3,404,655 $243M +745,115 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 3,346,564 $239M -1,568 2026-06-30 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,262,016 $233M +215,790 2026-06-30 Filing
Sixth Street Partners Management Company 3,262,016 $233M +3,262,016 2026-06-30 Filing
NORGES BANK 2,847,221 $204M +2,847,221 2026-06-30 Filing
Legal & General Group Plc 2,647,763 $189M -95,409 2026-06-30 Filing
Bank of New York Mellon Corp 2,305,639 $165M -48,305 2026-06-30 Filing
UBS AM, a distinct business unit of UBS 2,270,499 $162M +65,284 2026-06-30 Filing
Nuveen, LLC 2,096,115 $150M -30,030 2026-06-30 Filing
MORGAN STANLEY 2,047,971 $146M +56,614 2026-06-30 Filing
UBS Group AG 2,019,951 $144M +354,694 2026-06-30 Filing
BANK OF AMERICA CORP /DE 1,790,679 $128M +424,955 2026-06-30 Filing
DEUTSCHE BANK AG 1,787,749 $128M +1,322,414 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms