WPC Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 0.93%

Insider Buying (Last 12 Months): $195,545.00

Insider Selling (Last 12 Months): $24,926.00

W. P. Carey Insider Trading History Chart

W. P. Carey Share Price & Price History

^$60.81

▲ +0.19 (0.31%)

As of 04/28/2025 04:59 PM ET

Days: 30 | 90 | 365

W. P. Carey Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
11/20/2024	Brian H. Zander	CAO	Sell	440	$56.65	$24,926.00	7,237
8/9/2024	Mark A. Alexander	Director	Buy	3,500	$55.87	$195,545.00	38,124
12/14/2023	Brian H. Zander	CAO	Sell	200	$65.26	$13,052.00	4,224
5/2/2023	Mark A. Alexander	Director	Buy	1,000	$72.48	$72,480.00	26,118
2/17/2023	Brian H. Zander	CAO	Sell	200	$84.14	$16,828.00	4,266

SEC Filings (Institutional Ownership Changes) for W. P. Carey (NYSE:WPC)

73.73% of W. P. Carey stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

W. P. Carey Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/29/2025	IFM Investors Pty Ltd	93,872	$5.85M	0.1%	+3.3%	0.043%
4/29/2025	GF Fund Management CO. LTD.	4,145	$0.26M	0.0%	+4.2%	0.002%
4/29/2025	OneDigital Investment Advisors LLC	6,549	$0.41M	0.0%	-16.6%	0.003%
4/29/2025	Avantax Planning Partners Inc.	4,207	$0.27M	0.0%	-32.4%	0.002%
4/29/2025	Silver Oak Securities Incorporated	4,928	$0.31M	0.0%	+15.4%	0.002%
4/28/2025	D.A. Davidson & CO.	9,451	$0.60M	0.0%	+46.4%	0.004%
4/28/2025	Principal Financial Group Inc.	503,334	$31.77M	0.0%	+0.4%	0.230%
4/28/2025	Mutual Advisors LLC	21,983	$1.33M	0.0%	+16.4%	0.010%
4/28/2025	Gutierrez Wealth Advisory LLC	9,746	$0.62M	0.5%	+29.5%	0.004%
4/28/2025	Meritage Portfolio Management	77,144	$4.87M	0.3%	-2.7%	0.035%
4/28/2025	Teacher Retirement System of Texas	31,994	$2.02M	0.0%	N/A	0.015%
4/28/2025	Axis Wealth Partners LLC	7,645	$0.48M	0.4%	-11.1%	0.003%
4/28/2025	Weaver Consulting Group	34,602	$2.18M	0.7%	-0.5%	0.016%
4/28/2025	Private Trust Co. NA	3,325	$0.21M	0.0%	+22.4%	0.002%
4/28/2025	CarsonAllaria Wealth Management Ltd.	7,069	$0.45M	0.3%	-27.8%	0.003%
4/28/2025	Detalus Advisors LLC	3,400	$0.22M	0.1%	N/A	0.002%
4/28/2025	DAVENPORT & Co LLC	157,359	$9.93M	0.1%	+30.6%	0.072%
4/28/2025	Summit Trail Advisors LLC	5,261	$0.34M	0.0%	+45.5%	0.002%
4/28/2025	Sumitomo Mitsui DS Asset Management Company Ltd	69,439	$4.38M	0.0%	+14.6%	0.032%
4/28/2025	Clear Creek Financial Management LLC	3,747	$0.24M	0.0%	-56.7%	0.002%
4/28/2025	BLB&B Advisors LLC	11,045	$0.70M	0.0%	N/A	0.005%
4/25/2025	Prairiewood Capital LLC	77,457	$4.89M	2.0%	+9.7%	0.035%
4/25/2025	WASHINGTON TRUST Co	615	$39K	0.0%	-74.8%	0.000%
4/25/2025	Ameritas Advisory Services LLC	15,322	$0.93M	0.0%	-3.2%	0.007%
4/25/2025	New Wave Wealth Advisors LLC	4,231	$0.27M	0.1%	-9.6%	0.002%
4/25/2025	New York State Teachers Retirement System	223,833	$14.13M	0.0%	+0.2%	0.102%
4/25/2025	Amalgamated Bank	100,262	$6.33M	0.1%	-4.1%	0.046%
4/25/2025	Wealthstar Advisors LLC	15,301	$0.97M	0.4%	-3.4%	0.007%
4/25/2025	KBC Group NV	49,362	$3.12M	0.0%	-27.8%	0.023%
4/25/2025	Sumitomo Mitsui Trust Group Inc.	668,987	$42.22M	0.0%	-0.2%	0.306%
4/24/2025	Jeppson Wealth Management LLC	21,713	$1.37M	0.5%	-1.6%	0.010%
4/24/2025	Mirae Asset Global Investments Co. Ltd.	12,087	$0.76M	0.0%	+13.5%	0.006%
4/24/2025	Money Concepts Capital Corp	3,218	$0.20M	0.0%	N/A	0.001%
4/24/2025	Achmea Investment Management B.V.	173,202	$10.93M	0.2%	+10.6%	0.079%
4/24/2025	Jaffetilchin Investment Partners LLC	4,939	$0.31M	0.0%	N/A	0.002%
4/24/2025	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	9,756	$0.60M	0.0%	-2.4%	0.004%
4/24/2025	Diversified Trust Co	3,384	$0.21M	0.0%	-65.5%	0.002%
4/23/2025	Western Wealth Management LLC	5,461	$0.35M	0.0%	-7.1%	0.002%
4/23/2025	Creative Financial Designs Inc. ADV	5,288	$0.33M	0.0%	+26.1%	0.002%
4/23/2025	Robeco Institutional Asset Management B.V.	872,496	$55.06M	0.1%	+74.5%	0.398%
4/23/2025	Sequoia Financial Advisors LLC	146,276	$9.23M	0.1%	-1.8%	0.067%
4/23/2025	HBK Sorce Advisory LLC	10,979	$0.69M	0.0%	-35.3%	0.005%
4/23/2025	Golden State Wealth Management LLC	3,272	$0.21M	0.0%	+101.7%	0.001%
4/23/2025	Spire Wealth Management	3,052	$0.19M	0.0%	+48.5%	0.001%
4/23/2025	Lecap Asset Management Ltd.	27,871	$1.76M	0.4%	N/A	0.013%
4/23/2025	International Assets Investment Management LLC	5,654	$0.36M	0.0%	-14.3%	0.003%
4/23/2025	C2C Wealth Management LLC	11,113	$0.70M	0.7%	-9.4%	0.005%
4/23/2025	BridgePort Financial Solutions LLC	28,501	$1.80M	0.8%	+3.6%	0.013%
4/23/2025	Keudell Morrison Wealth Management	4,460	$0.28M	0.1%	+9.0%	0.002%
4/23/2025	Clearview Wealth Advisors LLC	3,425	$0.22M	0.2%	N/A	0.002%
4/23/2025	Consolidated Portfolio Review Corp	28,698	$1.81M	0.3%	+89.4%	0.013%
4/23/2025	Asset Management One Co. Ltd.	439,346	$27.73M	0.1%	+1.4%	0.201%
4/23/2025	Oppenheimer & Co. Inc.	15,090	$0.95M	0.0%	+20.2%	0.007%
4/22/2025	XML Financial LLC	37,361	$2.36M	0.2%	+2.5%	0.017%
4/22/2025	Brown Lisle Cummings Inc.	47,994	$3.03M	0.9%	-1.3%	0.022%
4/22/2025	Cambridge Investment Research Advisors Inc.	153,497	$9.69M	0.0%	+0.8%	0.070%
4/22/2025	Kentucky Retirement Systems Insurance Trust Fund	6,300	$0.40M	0.0%	N/A	0.003%
4/22/2025	Kentucky Retirement Systems	14,791	$0.93M	0.0%	N/A	0.007%
4/22/2025	TT Capital Management LLC	54,474	$3.44M	2.9%	-3.3%	0.025%
4/22/2025	Praxis Investment Management Inc.	4,480	$0.28M	0.0%	-14.7%	0.002%
4/22/2025	PFG Investments LLC	15,926	$1.01M	0.1%	+28.3%	0.007%
4/22/2025	Advocate Group LLC	77,529	$4.89M	0.9%	+2.7%	0.035%
4/21/2025	Proathlete Wealth Management LLC	1,097	$69K	0.0%	N/A	0.001%
4/21/2025	Retirement Systems of Alabama	266,366	$16.81M	0.1%	+0.1%	0.122%
4/21/2025	Silver Oak Securities Incorporated	4,928	$0.31M	0.0%	+15.4%	0.002%
4/21/2025	Envestnet Portfolio Solutions Inc.	12,547	$0.79M	0.0%	-15.2%	0.006%
4/21/2025	Adams Asset Advisors LLC	60,203	$3.80M	0.5%	+0.9%	0.027%
4/21/2025	State of Alaska Department of Revenue	131,500	$8.30M	0.1%	+1.6%	0.060%
4/21/2025	Kingswood Wealth Advisors LLC	21,434	$1.35M	0.1%	+121.9%	0.010%
4/18/2025	Cornerstone Wealth Management LLC	22,121	$1.40M	0.1%	-8.0%	0.010%
4/18/2025	Insigneo Advisory Services LLC	3,853	$0.24M	0.0%	N/A	0.002%
4/18/2025	Demars Financial Group LLC	1,060,816	$66.95M	0.2%	+6.3%	0.484%
4/18/2025	Bfsg LLC	2,738	$0.17M	0.0%	N/A	0.001%
4/17/2025	FNY Investment Advisers LLC	5,700	$0.36M	0.2%	N/A	0.003%
4/17/2025	QRG Capital Management Inc.	132,034	$8.33M	0.1%	+12.5%	0.060%
4/17/2025	Sagespring Wealth Partners LLC	3,428	$0.22M	0.0%	N/A	0.002%
4/17/2025	Janney Montgomery Scott LLC	148,226	$9.36M	0.0%	-0.7%	0.068%
4/17/2025	Hanson & Doremus Investment Management	1,350	$85K	0.0%	N/A	0.001%
4/17/2025	Exchange Traded Concepts LLC	59,941	$3.78M	0.1%	-18.4%	0.027%
4/17/2025	Dynamic Advisor Solutions LLC	14,088	$0.89M	0.0%	N/A	0.006%
4/17/2025	Family Wealth Partners LLC	3,222	$0.20M	0.1%	N/A	0.001%
4/16/2025	IAG Wealth Partners LLC	2,495	$0.16M	0.0%	+7.0%	0.001%
4/16/2025	Wealth Enhancement Advisory Services LLC	207,509	$13.10M	0.0%	+3.0%	0.095%
4/16/2025	Tritonpoint Wealth LLC	4,153	$0.27M	0.0%	-6.7%	0.002%
4/16/2025	Griffin Asset Management Inc.	32,058	$2.02M	0.2%	+7.7%	0.015%
4/15/2025	Capital Advisory Group Advisory Services LLC	3,632	$0.23M	0.1%	N/A	0.002%
4/15/2025	Focus Financial Network Inc.	7,736	$0.49M	0.0%	-3.2%	0.004%
4/15/2025	SG Americas Securities LLC	13,903	$0.88M	0.0%	-56.6%	0.006%
4/15/2025	Parsons Capital Management Inc. RI	3,450	$0.22M	0.0%	-12.7%	0.002%
4/15/2025	Sonora Investment Management Group LLC	178,005	$11.23M	0.9%	+12.3%	0.081%
4/15/2025	MADDEN SECURITIES Corp	3,690	$0.23M	0.1%	-38.4%	0.002%
4/15/2025	Accurate Wealth Management LLC	4,766	$0.28M	0.1%	+11.5%	0.002%
4/15/2025	GAMMA Investing LLC	2,570	$0.16M	0.0%	+36.1%	0.001%
4/15/2025	Wealthcare Advisory Partners LLC	34,458	$2.18M	0.1%	+7.2%	0.016%
4/15/2025	Signet Financial Management LLC	39,563	$2.50M	0.3%	+11.0%	0.018%
4/14/2025	Yousif Capital Management LLC	84,502	$5.33M	0.1%	-1.8%	0.039%
4/14/2025	Octavia Wealth Advisors LLC	3,951	$0.25M	0.0%	N/A	0.002%
4/14/2025	Farther Finance Advisors LLC	5,464	$0.34M	0.0%	+109.8%	0.002%
4/14/2025	Daymark Wealth Partners LLC	4,556	$0.29M	0.0%	+9.0%	0.002%
4/14/2025	NewSquare Capital LLC	65,388	$4.13M	0.3%	-0.5%	0.030%

Data available starting January 2016

See Full Table

W. P. Carey ranks among the largest net lease REITs with a well-diversified portfolio of high-quality, operationally critical commercial real estate, which includes 1,424 net lease properties covering approximately 173 million square feet and a portfolio of 89 self-storage operating properties as of December 31, 2023. With offices in New York, London, Amsterdam and Dallas, the company remains focused on investing primarily in single-tenant, industrial, warehouse and retail properties located in the U.S. and Northern and Western Europe, under long-term net leases with built-in rent escalations.

Today's Range

Now: $60.81

$60.02

$60.96

50 Day Range

MA: $61.64

$56.01

$65.02

52 Week Range

Now: $60.81

$52.91

$66.10

Volume

749,646 shs

Average Volume

1,173,998 shs

Market Capitalization

$13.32 billion

P/E Ratio

29.10

Dividend Yield

5.83%

Beta

0.81

Who are the company insiders with the largest holdings of W. P. Carey?: W. P. Carey's top insider investors include:
Mark A Alexander (Director)
Brian H Zander (CAO)
Learn More about top insider investors at W. P. Carey.
Who are the major institutional investors of W. P. Carey?: W. P. Carey's top institutional shareholders include:
Demars Financial Group LLC — 0.48%
Robeco Institutional Asset Management B.V. — 0.40%
Sumitomo Mitsui Trust Group Inc. — 0.31%
Rhumbline Advisers — 0.30%
Principal Financial Group Inc. — 0.23%
Asset Management One Co. Ltd. — 0.20%
Learn More about top institutional investors of W. P. Carey stock.
Which major investors are selling W. P. Carey stock?: During the last quarter, WPC stock was sold by these institutional investors:
Columbia Asset Management
Gateway Investment Advisers LLC
KBC Group NV
SG Americas Securities LLC
Exchange Traded Concepts LLC
Diversified Trust Co
HBK Sorce Advisory LLC
Clear Creek Financial Management LLC
Which major investors are buying W. P. Carey stock?: In the previous quarter, WPC stock was acquired by institutional investors including:
Robeco Institutional Asset Management B.V.
GAMMA Investing LLC
Demars Financial Group LLC
DAVENPORT & Co LLC
Teacher Retirement System of Texas
Lecap Asset Management Ltd.
Sonora Investment Management Group LLC
Achmea Investment Management B.V.