Real Estate Investment Trusts · SIC 6798

W. P. Carey Inc.

WPC

Watch

Latest revenue

$12.1M

as of 2026-03-31

Latest net income

$176.3M

as of 2026-03-31

Net margin

1463.1%

as of 2026-03-31

Price · 5Y

+6.5% / yr 7.2 pts / yr vs S&P 500 37.1% total
Compare:

Live market

delayed ≤15 min
$74.48
0.56%
Market cap
$16.59B
Enterprise value
$16.59B
P/E (trailing)
35.6×
Forward P/E
P/B
Dividend yield
4.9%
52-wk high
$75.69
52-wk low
$61.09
Beta
Shares out
222.7M

5-year trend

What this company does

AI

Item 1. Business. General Development of Business W. P. Carey Inc. (“W. P. Carey” or the “Company”) is an internally-managed diversified REIT that, together with our consolidated subsidiaries and predecessors, is a leading owner of commercial real estate, net-leased to companies located primarily in the United States and Europe on a long-term basis. The vast majority of our revenues originate from lease revenue provided by our real estate portfolio, which is comprised primarily of single-tenant industrial, warehouse, and retail facilities that are critical to our tenants’ operations. Our portfolio is comprised of 1,682 properties, net-leased to 371 tenants in 25 countries. As of December…

AI summary unavailable — showing raw filing excerpt

Generated from WPC's filing dated 2026-02-11

Key risks

AI

Item 1A. Risk Factors. Our business, results of operations, financial condition, and ability to pay dividends could be materially adversely affected by various risks and uncertainties, including those enumerated below, which could cause such results to differ materially from those in any forward-looking statements. You should not consider this list exhaustive. New risk factors emerge periodically and we cannot assure you that the factors described below list all risks that may become material to us at any later time. Risks Related to Our Portfolio and Ownership of Real Estate We face an increasingly competitive marketplace for investments. We compete for investments with many other…

AI summary unavailable — showing raw filing excerpt

Generated from WPC's filing dated 2026-02-11

Profitability

Net margin

27.2%

6.7%

Return on equity

5.7%

5.1%

Return on assets

2.6%

1.4%

Leverage

Debt / equity

1.22×

12.6%

Long-term debt / equity

1.07×

12.7%

Debt / assets

54.9%

5.7%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$12.1M-63.6%$176.3M+40.1%1463.1%

Q4 2025

2025-12-31

$1.62B+10.6%$148.3M+215.4%9.2%

Q3 2025

2025-09-30

$29.1M-27.2%$141.0M+26.2%485.2%

Q2 2025

2025-06-30

$36.7M-11.6%$51.2M-64.2%139.7%

Q1 2025

2025-03-31

$33.1M-16.4%$125.8M-21.0%380.2%

Q4 2024

2024-12-31

$1.46B$47.0M3.2%

Q3 2024

2024-09-30

$39.9M-19.3%$111.7M-10.7%279.7%

Q2 2024

2024-06-30

$41.5M-18.9%$142.9M-1.2%344.7%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Real Estate Investment Trusts · SIC 6798

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Insider activity

Insider buying

$0

Insider selling

$65.1K

Net activity

−$65.1K

Distinct insiders

1

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-06

Brian H Zander

Chief Accounting Officer

Sale433$74.00$32.0K
2025-08-26

Brian H Zander

Chief Accounting Officer

Sale500$66.14$33.1K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns WPC

Institutional value

$7.66B

Total shares held

114.7M

Distinct holders

616

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.30.1M$2.05BNew
2VANGUARD PORTFOLIO MANAGEMENT LLC19.2M$1.30BNew
3VANGUARD CAPITAL MANAGEMENT LLC10.0M$679.1MNew
4Invesco Ltd.4.5M$305.3MNew
5JPMORGAN CHASE & CO3.4M$228.1MNew
6DIMENSIONAL FUND ADVISORS LP3.3M$227.5MNew
7Legal & General Group Plc2.7M$186.4MNew
8Bank of New York Mellon Corp2.4M$160.0MNew
9UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2.2M$149.9MNew
10Nuveen, LLC2.1M$144.5MNew
11UBS Group AG1.7M$113.2MNew
12EQUITY INVESTMENT CORP1.6M$107.6MNew
13VANGUARD FIDUCIARY TRUST CO1.4M$92.6MNew
14Advisors Capital Management, LLC1.0M$69.1MNew
15HSBC HOLDINGS PLC928.4K$63.1MNew
16Robeco Institutional Asset Management B.V.865.4K$58.8MNew
17LPL Financial LLC805.0K$54.7MNew
18COMMONWEALTH EQUITY SERVICES, LLC792.9K$53.9MNew
19FIRST TRUST ADVISORS LP650.2K$44.2MNew
20Swiss National Bank643.2K$43.7MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once WPC's latest filing finishes processing.