WPC Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 1.08%

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

^$62.67

▲ +0.256 (0.41%)

As of 03/28/2025 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
3/24/2025	Wellington Management Group LLP	319,738	$17.42M	0.0%	+26.2%	0.146%
3/18/2025	California State Teachers Retirement System	313,452	$17.08M	0.0%	+3.1%	0.143%
3/17/2025	Wealth Enhancement Advisory Services LLC	201,509	$10.98M	0.0%	+38.6%	0.092%
2/28/2025	BridgePort Financial Solutions LLC	27,522	$1.50M	0.7%	N/A	0.013%
2/28/2025	Employees Retirement System of Texas	86,000	$4.69M	0.0%	-28.9%	0.039%
2/25/2025	B. Riley Wealth Advisors Inc.	6,165	$0.34M	0.0%	+5.4%	0.003%
2/24/2025	Liberty Square Wealth Partners LLC	11,099	$0.65M	0.2%	N/A	0.005%
2/24/2025	Ameriflex Group Inc.	1,879	$0.11M	0.0%	N/A	0.001%
2/20/2025	Mackenzie Financial Corp	19,024	$1.04M	0.0%	+63.0%	0.009%
2/20/2025	Wealth Management Strategies Inc.	4,305	$0.23M	0.2%	N/A	0.002%
2/19/2025	Toronto Dominion Bank	29,414	$1.60M	0.0%	+6.8%	0.013%
2/19/2025	GF Fund Management CO. LTD.	3,977	$0.22M	0.0%	N/A	0.002%
2/19/2025	WCG Wealth Advisors LLC	12,168	$0.66M	0.0%	-27.6%	0.006%
2/19/2025	Public Employees Retirement System of Ohio	389,320	$21.21M	0.1%	-2.0%	0.178%
2/18/2025	Sunbelt Securities Inc.	5,079	$0.28M	0.0%	+71.0%	0.002%
2/18/2025	Fourth Dimension Wealth LLC	800	$44K	0.0%	N/A	0.000%
2/18/2025	Investmark Advisory Group LLC	32,965	$1.80M	0.9%	-4.2%	0.015%
2/18/2025	RB Capital Management LLC	14,063	$0.77M	0.2%	-11.0%	0.006%
2/18/2025	Focus Partners Advisor Solutions LLC	6,153	$0.34M	0.0%	-23.4%	0.003%
2/18/2025	PharVision Advisers LLC	3,911	$0.21M	0.2%	N/A	0.002%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	2,188,603	$119.24M	0.0%	+6.5%	1.000%
2/17/2025	Waverly Advisors LLC	9,846	$0.54M	0.0%	-13.7%	0.004%
2/17/2025	Vident Advisory LLC	24,645	$1.34M	0.0%	-28.1%	0.011%
2/17/2025	Squarepoint Ops LLC	16,172	$0.88M	0.0%	-75.9%	0.007%
2/17/2025	Two Sigma Advisers LP	8,400	$0.46M	0.0%	N/A	0.004%
2/17/2025	Two Sigma Investments LP	47,797	$2.60M	0.0%	+30.5%	0.022%
2/17/2025	Toronto Dominion Bank	29,414	$1.60M	0.0%	+6.8%	0.013%
2/17/2025	ProShare Advisors LLC	10,239	$0.56M	0.0%	-46.3%	0.005%
2/17/2025	Quadcap Wealth Management LLC	5,144	$0.28M	0.0%	-13.2%	0.002%
2/17/2025	Quantinno Capital Management LP	50,382	$2.75M	0.0%	+120.2%	0.023%
2/17/2025	Nissay Asset Management Corp Japan ADV	58,450	$3.19M	0.0%	+1.9%	0.027%
2/17/2025	Nomura Holdings Inc.	52,806	$2.88M	0.0%	N/A	0.024%
2/17/2025	Nuveen Asset Management LLC	458,323	$24.97M	0.0%	-6.2%	0.209%
2/17/2025	OMERS ADMINISTRATION Corp	9,130	$0.50M	0.0%	+20.4%	0.004%
2/17/2025	Mubadala Investment Co PJSC	43,389	$2.36M	0.0%	N/A	0.020%
2/17/2025	Millennium Management LLC	538,933	$29.36M	0.0%	+514.7%	0.246%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	115,456	$6.29M	0.0%	-1.6%	0.053%
2/17/2025	Lazard Asset Management LLC	9,473	$0.52M	0.0%	-21.7%	0.004%
2/17/2025	LRI Investments LLC	14,911	$0.81M	0.1%	-23.6%	0.007%
2/17/2025	Laird Norton Wetherby Wealth Management LLC	5,838	$0.32M	0.0%	-23.0%	0.003%
2/17/2025	Lighthouse Investment Partners LLC	190,000	$10.35M	0.3%	-5.0%	0.087%
2/17/2025	Investment Management Corp of Ontario	6,129	$0.33M	0.0%	-15.2%	0.003%
2/17/2025	Janus Henderson Group PLC	27,585	$1.50M	0.0%	+130.2%	0.013%
2/17/2025	Gen Wealth Partners Inc	3,176	$0.17M	0.1%	-19.2%	0.001%
2/17/2025	Focus Partners Wealth	14,741	$0.80M	0.0%	-84.6%	0.007%
2/17/2025	Ethic Inc.	8,108	$0.44M	0.0%	-38.6%	0.004%
2/17/2025	Ensign Peak Advisors Inc	156,091	$8.50M	0.0%	+16.9%	0.071%
2/17/2025	Deutsche Bank AG	285,607	$15.56M	0.0%	-2.9%	0.131%
2/17/2025	EP Wealth Advisors LLC	12,637	$0.69M	0.0%	+47.8%	0.006%
2/17/2025	Colonial Trust Co SC	8,787	$0.48M	0.1%	-25.8%	0.004%
2/17/2025	Crestline Management LP	5,576	$0.30M	0.0%	-35.3%	0.003%
2/17/2025	Cetera Investment Advisers	253,479	$13.81M	0.0%	-29.3%	0.116%
2/17/2025	Captrust Financial Advisors	19,342	$1.05M	0.0%	-1.0%	0.009%
2/17/2025	Cary Street Partners Financial LLC	3,570	$0.19M	0.0%	N/A	0.002%
2/17/2025	Brown Advisory Inc.	386,343	$21.05M	0.0%	-4.5%	0.177%
2/17/2025	Baird Financial Group Inc.	51,003	$2.78M	0.0%	+234.6%	0.023%
2/17/2025	BNP Paribas Financial Markets	162,368	$8.85M	0.0%	-47.0%	0.074%
2/17/2025	Ameriprise Financial Inc.	730,278	$39.67M	0.0%	+7.0%	0.334%
2/17/2025	Alyeska Investment Group L.P.	232,463	$12.67M	0.0%	N/A	0.106%
2/17/2025	Ancora Advisors LLC	743	$40K	0.0%	-30.2%	0.000%
2/17/2025	AXA S.A.	52,522	$2.86M	0.0%	+4.2%	0.024%
2/14/2025	Mercer Global Advisors Inc. ADV	93,775	$5.11M	0.0%	-12.0%	0.043%
2/14/2025	Caisse DE Depot ET Placement DU Quebec	571,289	$31.12M	0.1%	N/A	0.261%
2/14/2025	Schonfeld Strategic Advisors LLC	4,099	$0.22M	0.0%	-95.6%	0.002%
2/14/2025	Northern Trust Corp	2,641,229	$143.89M	0.0%	+40.3%	1.207%
2/14/2025	The Manufacturers Life Insurance Company	179,979	$9.81M	0.0%	-6.7%	0.082%
2/14/2025	Beacon Pointe Advisors LLC	82,692	$4.51M	0.0%	-9.9%	0.038%
2/14/2025	Public Employees Retirement Association of Colorado	20,336	$1.11M	0.0%	-3.7%	0.009%
2/14/2025	Quarry LP	924	$50K	0.0%	N/A	0.000%
2/14/2025	Mission Creek Capital Partners Inc.	7,718	$0.42M	0.1%	-9.5%	0.004%
2/14/2025	Susquehanna Fundamental Investments LLC	50,329	$2.74M	0.0%	N/A	0.023%
2/14/2025	Coldstream Capital Management Inc.	48,758	$2.66M	0.1%	+3.4%	0.022%
2/14/2025	Voya Investment Management LLC	27,955	$1.52M	0.0%	-21.2%	0.013%
2/14/2025	Integrated Wealth Concepts LLC	17,681	$0.96M	0.0%	-19.8%	0.008%
2/14/2025	Fuller & Thaler Asset Management Inc.	49,997	$2.72M	0.0%	+5.0%	0.023%
2/14/2025	MGO One Seven LLC	5,156	$0.28M	0.0%	+17.0%	0.002%
2/14/2025	Pinebridge Investments L.P.	83,625	$4.56M	0.0%	+65.7%	0.038%
2/14/2025	Price T Rowe Associates Inc. MD	1,058,351	$57.66M	0.0%	+2.1%	0.484%
2/14/2025	Hsbc Holdings PLC	271,813	$14.79M	0.0%	-60.6%	0.124%
2/14/2025	IHT Wealth Management LLC	7,637	$0.42M	0.0%	-19.0%	0.003%
2/14/2025	Creegan & Nassoura Financial Group LLC	57,085	$3.11M	2.1%	-3.0%	0.026%
2/14/2025	Stifel Financial Corp	35,139	$1.91M	0.0%	+10.6%	0.016%
2/14/2025	State of Tennessee Department of Treasury	63,334	$3.45M	0.0%	-35.1%	0.029%
2/14/2025	Tower Research Capital LLC TRC	11,658	$0.64M	0.0%	+10.3%	0.005%
2/14/2025	Teachers Retirement System of The State of Kentucky	68,120	$3.71M	0.0%	-4.7%	0.031%
2/14/2025	Transce3nd LLC	1,686	$92K	0.0%	N/A	0.001%
2/14/2025	MML Investors Services LLC	148,515	$8.09M	0.0%	+16.6%	0.068%
2/14/2025	MetLife Investment Management LLC	129,754	$7.07M	0.0%	+8.4%	0.059%
2/14/2025	Natixis	141,553	$7.71M	0.0%	N/A	0.065%
2/14/2025	Norinchukin Bank The	9,761	$0.53M	0.0%	-2.3%	0.004%
2/14/2025	Ossiam	19,354	$1.05M	0.0%	+28.9%	0.009%
2/14/2025	BI Asset Management Fondsmaeglerselskab A S	10,955	$0.60M	0.0%	N/A	0.005%
2/14/2025	Curi RMB Capital LLC	9,218	$0.50M	0.0%	-29.6%	0.004%
2/14/2025	Dimensional Fund Advisors LP	3,170,736	$172.74M	0.0%	-0.3%	1.449%
2/14/2025	First Trust Advisors LP	103,216	$5.62M	0.0%	-57.9%	0.047%
2/14/2025	GeoWealth Management LLC	3,764	$0.21M	0.0%	-5.0%	0.002%
2/14/2025	Commerce Bank	8,462	$0.46M	0.0%	-9.5%	0.004%
2/14/2025	Adams Wealth Management	11,675	$0.64M	0.1%	+33.5%	0.005%
2/13/2025	CANADA LIFE ASSURANCE Co	454,720	$24.77M	0.0%	+3.3%	0.208%
2/13/2025	Capital Square LLC	48,289	$2.67M	1.5%	-5.3%	0.022%

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: $62.67

$62.07

$62.98

50 Day Range

MA: $60.04

$54.79

$65.02

52 Week Range

Now: $62.67

$52.91

$66.10

Volume

794,407 shs

Average Volume

1,163,911 shs

Market Capitalization

$13.71 billion

P/E Ratio

29.98

Dividend Yield

5.73%

Beta

0.95

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:
Vanguard Group Inc. — 14.08%
Geode Capital Management LLC — 2.15%
Massachusetts Financial Services Co. MA — 1.84%
Dimensional Fund Advisors LP — 1.45%
Charles Schwab Investment Management Inc. — 1.21%
Northern Trust Corp — 1.21%
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:
Hsbc Holdings PLC
International Assets Investment Management LLC
Legal & General Group Plc
Citadel Advisors LLC
JPMorgan Chase & Co.
BNP Paribas Financial Markets
First Trust Advisors LP
SG Americas Securities LLC
Which major investors are buying W. P. Carey stock?: In the previous quarter, WPC stock was acquired by institutional investors including:
Norges Bank
Demars Financial Group LLC
Massachusetts Financial Services Co. MA
Northern Trust Corp
Raymond James Financial Inc.
Raymond James Financial Inc.
Caisse DE Depot ET Placement DU Quebec
Millennium Management LLC