W. P. Carey Inc.
Congressional Trades
Whale Activity
- Increased4
- New0
- Held0
- Decreased4
- Closed1
- No prior filing4
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 33.2M | $2.37B | increased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19.2M | $1.38B | increased |
| VANGUARD CAPITAL MANAGEMENT LLC | 10.0M | $716.9M | increased |
| TWO SIGMA INVESTMENTS, LP | 771.1K | $55.1M | decreased |
| APG Asset Management US Inc. | 580.0K | $41.1M | — |
| CITADEL ADVISORS LLC | 497.9K | $35.6M | decreased |
| RENAISSANCE TECHNOLOGIES LLC | 292.2K | $20.9M | increased |
| D. E. Shaw & Co., Inc. | 291.7K | $20.9M | decreased |
| MILLENNIUM MANAGEMENT LLC | 266.2K | $19.0M | decreased |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 77.3K | $5.5M | — |
| BROWN, LISLE/CUMMINGS, INC. | 61.8K | $4.4M | — |
| Wealth Management Strategies, Inc. | 3,894 | $278K | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Zander Brian HChief Accounting Officer | Sale | −433 | $74.00 | $32K | May 6, 2026 | Form 4 ↗ |
| GASS RHONDADirector | Grant / award | +396 | $69.39 | $27K | Apr 1, 2026 | Form 4 ↗ |
| Zander Brian HChief Accounting Officer | Tax withholding | −476 | $74.20 | $35K | Feb 15, 2026 | Form 4 ↗ |
| Zander Brian HChief Accounting Officer | Tax withholding | −159 | $74.20 | $12K | Feb 15, 2026 | Form 4 ↗ |
| Gordon Brooks G.Managing Director | Tax withholding | −992 | $74.20 | $74K | Feb 15, 2026 | Form 4 ↗ |
| Gordon Brooks G.Managing Director | Tax withholding | −868 | $74.20 | $64K | Feb 15, 2026 | Form 4 ↗ |
| Gordon Brooks G.Managing Director | Tax withholding | −517 | $74.20 | $38K | Feb 15, 2026 | Form 4 ↗ |
| Gordon Brooks G.Managing Director | Tax withholding | −648 | $74.20 | $48K | Feb 15, 2026 | Form 4 ↗ |
| Gregory JeremiahManaging Director | Tax withholding | −1,239 | $74.20 | $92K | Feb 15, 2026 | Form 4 ↗ |
| Gregory JeremiahManaging Director | Tax withholding | −362 | $74.20 | $27K | Feb 15, 2026 | Form 4 ↗ |
| Gregory JeremiahManaging Director | Tax withholding | −14 | $74.20 | $1K | Feb 15, 2026 | Form 4 ↗ |
| Gregory JeremiahManaging Director | Tax withholding | −771 | $74.20 | $57K | Feb 15, 2026 | Form 4 ↗ |
| Sabatini Gino M.Managing Director | Tax withholding | −1 | $74.20 | $74 | Feb 15, 2026 | Form 4 ↗ |
| Sanzone ToniAnnCFO | Tax withholding | −2,236 | $74.20 | $166K | Feb 15, 2026 | Form 4 ↗ |
| Sanzone ToniAnnCFO | Tax withholding | −1,441 | $74.20 | $107K | Feb 15, 2026 | Form 4 ↗ |
| Sanzone ToniAnnCFO | Tax withholding | −555 | $74.20 | $41K | Feb 15, 2026 | Form 4 ↗ |
| Sanzone ToniAnnCFO | Tax withholding | −13 | $74.20 | $965 | Feb 15, 2026 | Form 4 ↗ |
| Sanzone ToniAnnCFO | Tax withholding | −1,076 | $74.20 | $80K | Feb 15, 2026 | Form 4 ↗ |
| Gregory JeremiahManaging Director | Tax withholding | −2,440 | $71.21 | $174K | Feb 6, 2026 | Form 4 ↗ |
| Gregory JeremiahManaging Director | Grant / award | +5,846 | $0.00 | $0 | Feb 6, 2026 | Form 4 ↗ |
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 8.3M | $614.0M | 0.84% | Jul 31, 2026 |
| iShares Core S&P Mid-Cap ETF iShares Trust | 7.6M | $545.0M | 0.44% | Jun 30, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 7.1M | $505.2M | 0.02% | Jun 30, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 5.1M | $365.2M | 0.19% | Jun 30, 2026 |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 3.2M | $231.4M | 0.34% | Jun 30, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 2.6M | $182.6M | 0.19% | Jun 30, 2026 |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | 1.9M | $134.6M | 0.78% | Jun 30, 2026 |
| Invesco S&P MidCap Momentum ETF Invesco Exchange-Traded Fund Trust | 1.7M | $125.3M | 1.75% | Jul 31, 2026 |
| State Street SPDR S&P MidCap 400SM ETF Trust SPDR S&P MIDCAP 400 ETF TRUST | 1.7M | $122.5M | 0.44% | Jun 30, 2026 |
| Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST | 1.6M | $115.4M | 1.16% | May 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list WPC's shares (CUSIP 92936U109), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming W. P. Carey Inc. as the client.
Government Contracts
No federal contract awards found for W. P. Carey Inc..
U.S. Patents
No USPTO patent applications found for W. P. Carey Inc..
Annual Financials
No annual XBRL figures on record for WPC. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
- 45-for-44Stock splitNov 2, 2023
Split dates and ratios from the price history · Close Prices from Tiingo.com
Material Events (8-K)
- 8-K · Items 7.01, 9.01Reg FD disclosureSep 10, 2026
EDGAR ↗ - 8-K · Items 2.02, 7.01, 9.01Results of operations · Reg FD disclosureJul 28, 2026
EDGAR ↗ - 8-K · Items 1.01, 9.01Material agreementJul 2, 2026
EDGAR ↗ - 8-K · Items 1.01, 8.01, 9.01Material agreement · Other eventsJun 30, 2026
EDGAR ↗ - 8-K · Items 7.01, 8.01Reg FD disclosure · Other eventsJun 17, 2026
EDGAR ↗ - 8-K · Items 5.07, 9.01Shareholder voteJun 12, 2026
EDGAR ↗ - 8-K · Items 7.01, 9.01Reg FD disclosureMay 12, 2026
EDGAR ↗








