WPC W. P. Carey Inc. REIT
NYSE · Real Estate · View on SEC EDGAR ↗ close Sep 29, 2026 10-K/10-Q Jul 29, 2026
$66.03
· of 52w range
· above low
· to high
$63.0852w low
$77.2252w high
Market Cap (MRQ)
$15.04B
P/E
20.1
Revenue
$1.72B
your badges
52W Range
$63–$77
Analyst Rating
HOLD
Price Target
$79
P/E
20.1
ROE
5.6%
Net Profit Margin
36.3%
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WPC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$66.03
Market Cap (MRQ)
$15.04B
P/E
20.1
Revenue
$1.72B
Div Yield
5.4%
ROE
5.6%
52W Range
$63–$77
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| Nov. 2, 2023 | 1021-for-1000 | Forward |
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$1.72B2016-12-31 → 2025-12-31
EPS·2016-12-31 → 2016-12-31
Net margin36.3%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | WPC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E | 20.15Y avg ≈20.4 | ≈20.4 | 30.0 | Undervalued | |
| P/S (TTM) | 8.45Y avg ≈9.3 | ≈9.3 | 4.6 | Overvalued | |
| P/B (MRQ) | 1.75Y avg ≈1.7 | ≈1.7 | 1.3 | Overvalued | |
| Price / Cash Flow | 11.55Y avg ≈12.7 | ≈12.7 | 9.6 | Overvalued | |
| Price / Tangible Book | 2.15Y avg ≈1.9 | ≈1.9 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | WPC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EBITDA Margin | 31.3%5Y avg ≈33.9% | ≈33.9% | 33.4% | Weak | |
| Pretax Margin (TTM) | 38.7%5Y avg ≈35.8% | ≈35.8% | 37.0% | Top tier | |
| Net Profit Margin (TTM) | 36.3%5Y avg ≈33.7% | ≈33.7% | 18.8% | Top tier | |
| ROA | 2.6%5Y avg ≈3.1% | ≈3.1% | 0.53% | Top tier | |
| ROE | 5.6%5Y avg ≈6.4% | ≈6.4% | 1.3% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | WPC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 8.4%5Y avg ≈7.7% | ≈7.7% | · | · | |
| Revenue CAGR 3Y | 5.1%5Y avg ≈8.0% | ≈8.0% | · | · | |
| Revenue CAGR 5Y | 7.3% | · | · | · | |
| Net Income YoY | 1.2%5Y avg ≈4.1% | ≈4.1% | · | · | |
| Net Income CAGR 3Y | -8.0%5Y avg ≈3.9% | ≈3.9% | · | · | |
| Net Income CAGR 5Y | 0.48% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | WPC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.15Y avg ≈0.1 | ≈0.1 | 0.1 | In line | |
| Revenue / Employee | ≈$8.6M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield5.4%
Payout Ratio169.4%
Annualized Payout≈$3.76
5Y Div CAGR≈-2.4%
Growth Streak≈1
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Jun 30, 2026 | $0.94 | USD | ≈5.2% |
| Mar 31, 2026 | $0.93 | USD | ≈5.4% |
| Dec 31, 2025 | $0.92 | USD | ≈5.6% |
| Sep 30, 2025 | $0.91 | USD | ≈5.3% |
| Jun 30, 2025 | $0.90 | USD | ≈5.7% |
| Mar 31, 2025 | $0.89 | USD | ≈5.6% |
| Dec 31, 2024 | $0.88 | USD | ≈6.4% |
| Sep 30, 2024 | $0.88 | USD | ≈5.6% |
| Jun 28, 2024 | $0.87 | USD | ≈6.6% |
| Mar 27, 2024 | $0.87 | USD | ≈6.8% |
| Dec 28, 2023 | $0.86 | USD | ≈6.1% |
| Sep 28, 2023 | $1.05 | USD | ≈7.8% |
| Jun 29, 2023 | $1.05 | USD | ≈6.3% |
| Mar 30, 2023 | $1.05 | USD | ≈5.5% |
| Dec 29, 2022 | $1.04 | USD | ≈5.4% |
| Sep 29, 2022 | $1.04 | USD | ≈6.2% |
| Jun 29, 2022 | $1.04 | USD | ≈5.0% |
| Mar 30, 2022 | $1.04 | USD | ≈5.1% |
| Dec 30, 2021 | $1.03 | USD | ≈5.1% |
| Sep 29, 2021 | $1.03 | USD | ≈5.7% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-18.1%
Next Report
Oct 26, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 27, 2026 | $0.82 | $0.71 | 16.0% |
| March 31, 2026 | $0.80 | $0.68 | 18.2% | |
| Dec. 31, 2025 | $0.67 | $1.45 | -53.9% | |
| Sept. 30, 2025 | $0.64 | $0.66 | -2.5% | |
| June 30, 2025 | $0.23 | $0.90 | -74.4% | |
| March 31, 2025 | $0.57 | $0.65 | -11.8% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.72B | $1.58B | $1.74B | $1.48B | $1.33B | $1.21B | $1.23B | $886M | $848M | $942M | $938M | $908M | |
| Cost of Revenue | · | · | $368.0K | $3M | $4M | $9M | $17M | $22M | $51M | $92M | · | · | |
| SG&A Expense | $101M | $99M | $96M | $91M | $82M | $76M | $75M | $68M | $71M | $82M | $103M | $92M | |
| Operating Expenses | $917M | $852M | $1.02B | $867M | $727M | $692M | $731M | $526M | $490M | $622M | $581M | $637M | |
| Operating Income | · | · | · | · | · | · | · | · | · | · | $210M | $224M | |
| Interest Expense | · | · | $292M | $219M | $197M | $210M | $233M | $178M | $166M | $183M | $194M | $178M | |
| Other Non-op | $17M | $52M | $21M | $30M | $14M | $10M | $23M | $30M | $-4M | $6M | $2M | $-14M | |
| Pretax Income | $505M | $492M | $752M | $626M | $439M | $445M | $333M | $439M | $288M | $278M | $216M | $229M | |
| Income Tax | $32M | $32M | $44M | $28M | $28M | $-21M | $26M | $14M | $3M | $3M | $38M | $18M | |
| Net Income | $466M | $461M | $708M | $599M | $410M | $455M | $305M | $412M | $277M | $268M | $172M | $240M | |
| EPS (Basic) | · | · | · | · | · | · | · | · | · | $2.50 | $1.62 | $2.42 | |
| EPS (Diluted) | · | · | · | · | · | · | · | · | · | $2.49 | $1.61 | $2.39 | |
| Shares (Basic) | 220,501,239 | 220,168,325 | 215,369,777 | 199,633,802 | 182,486,476 | 174,504,406 | 171,001,430 | 117,494,969 | 107,824,738 | 106,743,012 | 105,675,692 | 98,764,164 | |
| Shares (Diluted) | 221,112,343 | 220,520,457 | 215,760,496 | 200,427,124 | 183,127,098 | 174,839,428 | 171,299,414 | 117,706,445 | 108,035,971 | 107,073,203 | 106,507,652 | 99,827,356 | |
| EBITDA | $538M | $507M | $594M | $520M | $491M | $456M | $460M | $298M | $261M | $280M | $498M | $472M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $155M | $640M | $634M | $168M | $165M | $249M | $196M | $218M | $162M | $155M | $157M | $199M | |
| Goodwill | $987M | $968M | $978M | $1.04B | $902M | $911M | $935M | $921M | $644M | $636M | $682M | $692M | |
| Total Assets | $17.99B | $17.54B | $17.98B | $18.10B | $15.48B | $14.71B | $14.06B | $14.18B | $8.23B | $8.45B | $8.74B | $8.65B | |
| Deferred Tax | $152M | $147M | $181M | $179M | $146M | $146M | $179M | $173M | $67M | $91M | · | · | |
| Total Liabilities | $9.86B | $9.10B | $9.27B | $9.09B | $7.90B | $7.83B | $7.11B | $7.35B | $4.82B | $5.03B | $5.17B | $4.75B | |
| Long-term Debt | $8.72B | $8.04B | $8.14B | $7.88B | $6.79B | $6.70B | $6.05B | $6.38B | $4.27B | $4.44B | $250M | $250M | |
| Common Stock | $219.0K | $219.0K | $219.0K | $211.0K | $190.0K | $175.0K | $172.0K | $165.0K | $107.0K | $106.0K | $104.0K | $104.0K | |
| Paid-in Capital | $11.83B | $11.81B | $11.78B | $11.71B | $9.98B | $8.93B | $8.72B | $8.19B | $4.43B | $4.40B | $4.28B | $4.29B | |
| Treasury Stock | · | · | · | · | · | · | · | · | · | · | · | $61M | |
| AOCI | $-253M | $-250M | $-255M | $-284M | $-222M | $-240M | $-256M | $-255M | $-236M | $-254M | $-172M | $-76M | |
| Stockholders' Equity | $8.12B | $8.43B | $8.70B | $8.99B | $7.58B | $6.88B | $6.94B | $6.82B | $3.19B | $3.30B | $3.43B | $3.75B | |
| Liabilities + Equity | $17.99B | $17.54B | $17.98B | $18.10B | $15.48B | $14.71B | $14.06B | $14.18B | $8.23B | $8.45B | $8.74B | $8.65B | |
| Shares Outstanding | 219,145,876 | 218,848,844 | 218,671,874 | 210,620,949 | 190,013,751 | 175,401,757 | 172,278,242 | 165,279,642 | 106,922,616 | 106,294,162 | 104,448,777 | 104,040,653 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $538M | $507M | $594M | $520M | $491M | $456M | $460M | $298M | $261M | $280M | $288M | $249M | |
| Stock-based Comp | · | · | · | · | · | · | · | · | · | · | $22M | $31M | |
| Deferred Tax | $-11M | $-4M | $-199.0K | $-8M | $-5M | $-49M | $9M | $-6M | $-20M | $-21M | $1M | $-19M | |
| Amort. of Intangibles | $175M | $187M | $248M | $229M | $237M | $226M | $272M | $174M | $158M | $164M | $181M | $174M | |
| Restructuring | · | · | · | · | · | · | $0 | $0 | $9M | $12M | $0 | $0 | |
| Other Non-cash | $289M | $869M | $-229M | $-107M | $30M | $-61M | $38M | $-194M | $-3M | $-8M | $-6M | $-120M | |
| Operating Cash Flow | $1.28B | $1.83B | $1.07B | $1.00B | $926M | $802M | $812M | $509M | $521M | $547M | $509M | $399M | |
| Investing Cash Flow | $-960M | $-1.13B | $-906M | $-1.05B | $-1.57B | $-540M | $-523M | $-266M | $214M | $-285M | $-645M | $-640M | |
| Stock Issued | · | $0 | $0 | $218M | $340M | $158.0K | $523M | $288M | $23M | $84M | $0 | $0 | |
| Stock Repurchased | · | · | · | · | · | $0 | $0 | $1M | $0 | $0 | $0 | $679.0K | |
| Net Stock Activity | · | $0 | $0 | $218M | $340M | $158.0K | $523M | $286M | $23M | $84M | $0 | $-679.0K | |
| Dividends Paid | $790M | $765M | $917M | $835M | $764M | $727M | $704M | $440M | $431M | $417M | $404M | $348M | |
| Financing Cash Flow | $-762M | $-688M | $293M | $58M | $557M | $-211M | $-458M | $-24M | $-745M | $-282M | $121M | $343M | |
| Net Change in Cash | $-418M | $-1M | $468M | $6M | $-94M | $60M | $-173M | $214M | $-1M | $-27M | $-41M | $81M | |
| Taxes Paid | $40M | $36M | $39M | $43M | $44M | $44M | $35M | $23M | $17M | $19M | $49M | $25M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | · | · | · | · | · | · | · | · | · | 22.4% | 24.7% | |
| Net Margin | 27.2% | 29.1% | 40.7% | 40.5% | 30.8% | 37.6% | 24.8% | 46.5% | 32.7% | 28.4% | 18.4% | 26.5% | |
| Pretax Margin | 29.4% | 31.1% | 43.2% | 42.3% | 32.9% | 36.8% | 27.0% | 49.5% | 29.9% | 22.0% | 23.1% | 25.2% | |
| EBITDA Margin | 31.3% | 32.0% | 34.1% | 35.1% | 36.9% | 37.7% | 37.3% | 33.7% | 30.8% | 29.7% | 53.0% | 52.1% | |
| ROA | 2.6% | 2.6% | 3.9% | 3.6% | 2.7% | 3.2% | 2.2% | 3.7% | 3.3% | 3.1% | 2.0% | 3.6% | |
| ROE | 5.6% | 5.4% | 8.0% | 7.2% | 5.7% | 6.6% | 4.4% | 8.2% | 8.5% | 8.0% | 4.8% | 8.5% | |
| ROIC | · | · | · | · | · | · | · | · | · | · | 5.1% | 5.5% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | 1.1 | 1.3 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $37.05 | $38.52 | $39.79 | $42.70 | $39.90 | $39.21 | $40.29 | $41.29 | $29.86 | $31.06 | $32.81 | $36.05 | |
| Revenue / Share | $7.76 | $7.18 | $8.07 | $7.38 | $7.27 | $6.92 | $7.20 | $7.52 | $7.85 | $8.79 | $8.81 | $9.08 | |
| Cash Flow / Share | $5.80 | $8.31 | $4.98 | $5.01 | $5.06 | $4.58 | $4.74 | $4.33 | $4.78 | $4.84 | $4.48 | $4.00 | |
| Cash / Share | $0.71 | $2.93 | $2.90 | $0.80 | $0.87 | $1.42 | $1.14 | $1.32 | $1.52 | $1.46 | $1.51 | $1.91 | |
| Dividend / Share | $3.62 | $3.49 | $4.07 | $4.24 | $4.21 | $4.17 | $4.14 | $4.09 | $4.01 | $3.93 | $3.83 | $3.69 | |
| Dividend Paid / Share | $3.58 | $3.47 | $5.03 | $4.23 | $4.20 | $4.16 | $4.13 | $4.07 | $3.99 | $3.90 | $3.81 | $3.71 | |
| EPS (TTM) | $3.34 | $3.34 | $3.34 | $3.34 | $3.34 | $3.34 | $3.34 | $3.34 | $2.55 | $2.49 | $1.61 | $2.39 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 8.4% | -9.1% | 17.7% | 11.1% | 10.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.1% | 5.9% | 12.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 1.2% | -34.9% | 18.2% | 46.1% | -10.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -8.0% | 4.0% | 15.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 0.48% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 1.7% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.72B | $1.58B | $1.74B | $1.48B | $1.33B | $1.21B | $1.23B | $886M | $848M | $942M | $938M | $908M | |
| Net Income TTM | $466M | $461M | $708M | $599M | $410M | $455M | $305M | $412M | $277M | $268M | $172M | $240M | |
| Market Cap | $14.10B | $11.92B | $14.17B | $16.12B | $15.27B | $12.13B | $13.51B | $10.58B | $7.22B | $6.15B | $6.04B | $7.14B | |
| P/E | 19.3 | 16.3 | 19.4 | 22.9 | 24.1 | 20.7 | 23.5 | 19.2 | 26.5 | 23.2 | 35.9 | 28.7 | |
| P/S | 8.2 | 7.5 | 8.1 | 10.9 | 11.5 | 10.0 | 11.0 | 11.9 | 8.5 | 6.5 | 6.4 | 7.9 | |
| P/B | 1.7 | 1.4 | 1.6 | 1.8 | 2.0 | 1.8 | 1.9 | 1.5 | 2.3 | 1.9 | 1.8 | 1.9 | |
| P / Tangible Book | 2.0 | 1.6 | 1.8 | 2.0 | 2.3 | 2.0 | · | · | · | · | · | · | |
| P / Cash Flow | 11.0 | 6.5 | 13.2 | 16.1 | 16.5 | 15.1 | 16.6 | 20.8 | 14.0 | 11.9 | 12.6 | 17.9 | |
| Dividend Yield | 5.6% | 6.4% | 6.5% | 5.2% | 5.0% | 6.0% | 5.2% | 4.2% | 6.0% | 6.8% | 6.7% | 4.9% | |
| Earnings Yield | 5.2% | 6.1% | 5.1% | 4.4% | 4.2% | 4.8% | 4.3% | 5.2% | 3.8% | 4.3% | 2.8% | 3.5% | |
| Payout Ratio | 169.4% | 166.0% | 129.4% | 139.4% | 186.4% | 159.6% | 230.8% | 107.0% | 155.5% | 155.6% | 234.3% | 145.1% | |
| Annual Payout | $790M | $765M | $917M | $835M | $764M | $727M | $704M | $440M | $431M | $417M | $404M | $348M |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $461M | $455M | $445M | $431M | $431M | $410M | $406M | $397M | $390M | $390M | $412M | $449M | $453M | $428M | $403M | $384M | |
| Cost of Revenue | · | · | · | · | · | · | · | · | · | · | · | $97.0K | $124.0K | $101.0K | · | $344.0K | |
| SG&A Expense | $26M | $27M | $26M | $24M | $24M | $27M | $24M | $23M | $24M | $28M | $22M | $23M | $25M | $27M | $25M | $22M | |
| Operating Expenses | $298M | $255M | $265M | $225M | $208M | $218M | $222M | $194M | $233M | $203M | $283M | $257M | $232M | $247M | $235M | $247M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $69M | · | $77M | $75M | $67M | · | $59M | |
| Other Non-op | $4M | $5M | $3M | $3M | $3M | $8M | $14M | $14M | $9M | $16M | $7M | $5M | $5M | $5M | $7M | $9M | |
| Pretax Income | $199M | $191M | $153M | $150M | $64M | $137M | $55M | $121M | $149M | $168M | $158M | $130M | $155M | $310M | $216M | $113M | |
| Income Tax | $13M | $15M | $-1M | $8M | $13M | $12M | $8M | $9M | $6M | $9M | $14M | $5M | $10M | $15M | $6M | $8M | |
| Net Income | $185M | $176M | $148M | $141M | $51M | $126M | $47M | $112M | $143M | $159M | $144M | $125M | $145M | $294M | $210M | $105M | |
| Shares (Basic) | 225,971,719 | 220,620,496 | · | 220,562,909 | 220,569,259 | 220,401,156 | · | 220,221,366 | 220,195,910 | 220,031,597 | · | 215,097,114 | 215,075,114 | 211,951,930 | · | 203,093,553 | |
| Shares (Diluted) | 227,215,203 | 221,618,296 | · | 221,087,833 | 220,874,935 | 220,720,310 | · | 220,404,149 | 220,214,118 | 220,129,870 | · | 215,252,969 | 215,184,485 | 212,345,047 | · | 204,098,116 | |
| EBITDA | · | $140M | · | · | · | $135M | · | · | · | $123M | · | · | · | $161M | · | · |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $164M | $239M | $155M | $249M | $245M | $188M | $640M | $818M | $1.09B | $777M | $634M | $136M | $204M | $148M | $168M | $186M | |
| Goodwill | $983M | $984M | $987M | $987M | $986M | $974M | $968M | $979M | $973M | $974M | $978M | $1.03B | $1.04B | $1.04B | $1.04B | $1.02B | |
| Total Assets | $18.63B | $18.20B | $17.99B | $17.99B | $18.00B | $17.31B | $17.54B | $17.63B | $17.77B | $17.61B | · | $18.63B | $19.08B | $18.83B | · | $17.77B | |
| Deferred Tax | $157M | $152M | $152M | $165M | $168M | $155M | $147M | $161M | $156M | $159M | · | $172M | $179M | $182M | · | $174M | |
| Total Liabilities | $9.95B | $9.84B | $9.86B | $9.81B | $9.77B | $8.94B | $9.10B | $9.05B | $9.13B | $8.93B | · | $9.48B | $9.83B | $9.51B | · | $8.96B | |
| Long-term Debt | $8.85B | $8.75B | $8.72B | $8.68B | $8.64B | $7.87B | $8.04B | $7.97B | $8.10B | $7.87B | · | $8.29B | $8.62B | $8.26B | · | $7.78B | |
| Common Stock | $228.0K | $223.0K | $219.0K | $219.0K | $219.0K | $219.0K | $219.0K | $219.0K | $219.0K | $219.0K | · | $214.0K | $214.0K | $214.0K | · | $208.0K | |
| Paid-in Capital | $12.42B | $12.06B | $11.83B | $11.82B | $11.80B | $11.79B | $11.81B | $11.80B | $11.78B | $11.77B | · | $11.97B | $11.96B | $11.95B | · | $11.51B | |
| AOCI | $-242M | $-241M | $-253M | $-262M | $-265M | $-251M | $-250M | $-238M | $-253M | $-253M | · | $-282M | $-280M | $-285M | · | $-298M | |
| Stockholders' Equity | $8.67B | $8.34B | $8.12B | $8.16B | $8.21B | $8.36B | $8.43B | $8.58B | $8.63B | $8.67B | · | $9.13B | $9.23B | $9.30B | · | $8.80B | |
| Liabilities + Equity | $18.63B | $18.20B | $17.99B | $17.99B | $18.00B | $17.31B | $17.54B | $17.63B | $17.77B | $17.61B | · | $18.63B | $19.08B | $18.83B | · | $17.77B | |
| Shares Outstanding | 227,807,251 | 222,738,368 | 219,145,876 | 219,144,586 | 218,978,908 | 218,975,748 | 218,848,844 | 218,847,015 | 218,831,869 | 218,823,907 | 218,671,874 | 213,925,817 | 213,901,170 | 213,890,620 | 210,620,949 | 208,032,718 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $138M | $140M | $149M | $129M | $125M | $135M | $121M | $121M | $142M | $123M | $134M | $150M | $149M | $161M | $146M | $136M | |
| Deferred Tax | $2M | $3M | $-12M | $-1M | $3M | $-782.0K | $128.0K | $-2M | $-1M | $-1M | $2M | $-4M | $-3M | $4M | $-7M | $100.0K | |
| Amort. of Intangibles | $52M | $43M | $42M | $45M | $40M | $48M | $44M | $39M | $62M | $43M | $54M | $63M | $64M | $68M | $64M | $62M | |
| Other Non-cash | · | $-36M | · | · | · | $14M | · | · | · | $754M | · | · | · | $-177M | · | · | |
| Operating Cash Flow | $333M | $283M | $305M | $300M | $404M | $273M | $296M | $280M | $221M | $1.04B | $261M | $282M | $248M | $283M | $301M | $256M | |
| Investing Cash Flow | $-610M | $-463M | $-203M | $-215M | $-368M | $-174M | $-698M | $-49M | $-150M | $-237M | $-113M | $113M | $-318M | $-587M | $-33M | $-459M | |
| Stock Issued | $345M | $247M | · | · | $0 | $0 | · | $0 | $0 | $0 | · | $0 | $-137.0K | $250M | $0 | $-14.0K | |
| Net Stock Activity | · | $247M | · | · | · | · | · | · | · | $0 | · | · | · | $250M | · | · | |
| Dividends Paid | $209M | $205M | $201M | $198M | $196M | $195M | $193M | $192M | $190M | $190M | $230M | $230M | $229M | $227M | $222M | $206M | |
| Financing Cash Flow | $187M | $211M | $-179M | $-162M | $161M | $-581M | $226M | $-596M | $61M | $-379M | $322M | $-465M | $128M | $307M | $-306M | $258M | |
| Net Change in Cash | $-92M | $15M | $-77M | $-77M | $209M | $-473M | $-188M | $-351M | $126M | $412M | $478M | $-72M | $55M | $7M | $-26M | $50M |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 40.2% | 38.8% | · | 32.7% | 11.9% | 30.7% | · | 28.1% | 36.7% | 40.8% | · | 27.9% | 31.9% | 68.8% | · | 27.4% | |
| Pretax Margin | 43.1% | 42.0% | · | 34.7% | 14.9% | 33.5% | · | 30.4% | 38.3% | 43.0% | · | 29.0% | 34.2% | 72.4% | · | 29.3% | |
| EBITDA Margin | · | 30.8% | · | · | · | 32.8% | · | · | · | 31.7% | · | · | · | 37.7% | · | · | |
| ROA | 1.0% | 0.99% | · | 0.79% | 0.29% | 0.72% | · | 0.62% | 0.78% | 0.87% | · | 0.69% | 0.84% | 1.7% | · | 0.64% | |
| ROE | 2.2% | 2.1% | · | 1.7% | 0.61% | 1.5% | · | 1.3% | 1.6% | 1.8% | · | 1.4% | 1.7% | 3.5% | · | 1.3% |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $38.07 | $37.46 | · | $37.22 | $37.50 | $38.19 | · | $39.20 | $39.45 | $39.63 | · | $42.70 | $43.15 | $43.49 | · | $42.30 | |
| Revenue / Share | $2.03 | $2.05 | · | $1.95 | $1.95 | $1.86 | · | $1.80 | $1.77 | $1.77 | · | $2.08 | $2.10 | $2.01 | · | $1.88 | |
| Cash Flow / Share | · | $1.28 | · | · | · | $1.24 | · | · | · | $4.70 | · | · | · | $1.33 | · | · | |
| Cash / Share | $0.72 | $1.07 | · | $1.14 | $1.12 | $0.86 | · | $3.74 | $4.96 | $3.55 | · | $0.64 | $0.95 | $0.69 | · | $0.90 | |
| Dividend / Share | $0.94 | $0.93 | $0.92 | $0.91 | $0.90 | $0.89 | $0.88 | $0.88 | $0.87 | $0.86 | $0.86 | $1.07 | $1.07 | $1.07 | $1.06 | $1.06 | |
| EPS (TTM) | $3.34 | $3.34 | · | $3.34 | $3.34 | $3.34 | · | $3.34 | $3.34 | $3.34 | · | $3.34 | $3.34 | $3.34 | · | $3.34 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.79B | $1.76B | · | $1.68B | $1.64B | $1.60B | · | $1.59B | $1.64B | $1.70B | · | $1.73B | $1.67B | $1.56B | · | $1.45B | |
| Net Income TTM | $651M | $517M | · | $365M | $336M | $427M | · | $558M | $571M | $573M | · | $774M | $753M | $737M | · | $489M | |
| Market Cap | $16.29B | $15.14B | · | $14.81B | $13.66B | $13.82B | · | $13.63B | $12.05B | $12.35B | · | $11.33B | $14.15B | $16.23B | · | $14.22B | |
| P/E | 21.4 | 20.3 | · | 20.2 | 18.7 | 18.9 | · | 18.7 | 16.5 | 16.9 | · | 15.9 | 19.8 | 22.7 | · | 20.5 | |
| P/S | 9.1 | 8.6 | · | 8.8 | 8.3 | 8.6 | · | 8.6 | 7.3 | 7.3 | · | 6.5 | 8.5 | 10.4 | · | 9.8 | |
| P/B | 1.9 | 1.8 | · | 1.8 | 1.7 | 1.7 | · | 1.6 | 1.4 | 1.4 | · | 1.2 | 1.5 | 1.7 | · | 1.6 | |
| P / Tangible Book | 2.1 | 2.1 | · | 2.1 | 1.9 | 1.9 | · | 1.8 | 1.6 | 1.6 | · | 1.4 | 1.7 | 2.0 | · | 1.8 | |
| P / Cash Flow | · | 53.4 | · | · | · | 50.6 | · | · | · | 11.9 | · | · | · | 57.4 | · | · | |
| Dividend Yield | 5.0% | 5.3% | · | 5.3% | 5.7% | 5.6% | · | 5.9% | 7.0% | 7.1% | · | 8.0% | 6.2% | 5.3% | · | 5.7% | |
| Earnings Yield | 4.7% | 4.9% | · | 4.9% | 5.3% | 5.3% | · | 5.4% | 6.1% | 5.9% | · | 6.3% | 5.1% | 4.4% | · | 4.9% | |
| Payout Ratio | · | 116.5% | · | · | · | 155.0% | · | · | · | 119.5% | · | · | · | 77.0% | · | · | |
| Annual Payout | $813M | $800M | · | $782M | $775M | $770M | · | $803M | $841M | $880M | · | $908M | $884M | $859M | · | $810M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $1.72B | $1.58B | $1.74B | $1.48B | $1.33B |
| Net Income | $466M | $461M | $708M | $599M | $410M |
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 968 filers · $14.7B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
968
Value held
$14.7B
New positions
101
Exited positions
56
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 101 (-11 vs prior Q) | 56 (-9 vs prior Q) | 337 (-9 vs prior Q) | 307 (+47 vs prior Q) | +9.8M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $2,371,800,561 | 33,172,035 | 16.11% | Shares |
| VANGUARD GROUP INC | $1,958,929,245 | 30,437,061 | 13.31% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,375,796,923 | 19,241,915 | 9.35% | Shares |
| STATE STREET CORP | $894,772,202 | 12,356,050 | 6.08% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $716,864,649 | 10,026,079 | 4.87% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $358,761,718 | 5,029,277 | 2.44% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $325,194,142 | 4,467,099 | 2.21% | Shares |
| Invesco Ltd. | $324,295,832 | 4,535,606 | 2.20% | Shares |
| NORTHERN TRUST CORP | $243,432,835 | 3,404,655 | 1.65% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $239,295,375 | 3,346,564 | 1.63% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $233,234,144 | 3,262,016 | 1.58% | Shares |
| NORGES BANK | $203,576,302 | 2,847,221 | 1.38% | Shares |
| Legal & General Group Plc | $189,315,070 | 2,647,763 | 1.29% | Shares |
| Bank of New York Mellon Corp | $164,853,238 | 2,305,639 | 1.12% | Shares |
| Nuveen, LLC | $149,872,189 | 2,096,115 | 1.02% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $149,866,411 | 2,205,215 | 1.02% | Shares |
| MORGAN STANLEY | $146,430,052 | 2,047,971 | 0.99% | Shares |
| UBS Group AG | $144,426,498 | 2,019,951 | 0.98% | Shares |
| BANK OF AMERICA CORP /DE/ | $128,033,567 | 1,790,679 | 0.87% | Shares |
| DEUTSCHE BANK AG\ | $127,824,056 | 1,787,749 | 0.87% | Shares |
| JPMORGAN CHASE & CO | $108,876,162 | 1,481,307 | 0.74% | Shares |
| EQUITY INVESTMENT CORP | $108,148,370 | 1,512,565 | 0.73% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $100,643,758 | 1,407,605 | 0.68% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $90,103,014 | 1,260,182 | 0.61% | Shares |
| Caisse de depot et placement du Quebec | $76,910,477 | 1,075,671 | 0.52% | Shares |
| Advisors Capital Management, LLC | $73,736,330 | 1,031,277 | 0.50% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $67,300,629 | 941,268 | 0.46% | Shares |
| HSBC HOLDINGS PLC | $67,142,002 | 938,424 | 0.46% | Shares |
| Amundi | $64,772,208 | 905,905 | 0.44% | Shares |
| Robeco Institutional Asset Management B.V. | $59,589,041 | 833,413 | 0.40% | Shares |
| AMERIPRISE FINANCIAL INC | $57,889,114 | 809,338 | 0.39% | Shares |
| LPL Financial LLC | $56,740,404 | 793,572 | 0.39% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $55,456,099 | 775,610 | 0.38% | Shares |
| TWO SIGMA INVESTMENTS, LP | $55,137,225 | 771,150 | 0.37% | Shares |
| ZACKS INVESTMENT MANAGEMENT | $48,999,375 | 685,305 | 0.33% | Shares |
| RAYMOND JAMES FINANCIAL INC | $48,900,398 | 683,922 | 0.33% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $48,327,514 | 675,909 | 0.33% | Shares |
| FIRST TRUST ADVISORS LP | $48,039,633 | 671,883 | 0.33% | Shares |
| RHUMBLINE ADVISERS | $46,579,360 | 651,460 | 0.32% | Shares |
| Sumitomo Mitsui Trust Group, Inc. | $44,397,210 | 620,940 | 0.30% | Shares |
| Swiss National Bank | $44,212,097 | 618,351 | 0.30% | Shares |
| Russell Investments Group, Ltd. | $43,165,424 | 602,485 | 0.29% | Shares |
| BANK OF MONTREAL /CAN/ | $41,650,683 | 582,527 | 0.28% | Shares |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $41,568,456 | 581,377 | 0.28% | Shares |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $41,385,757 | 570,366 | 0.28% | Shares |
| APG Asset Management US Inc. | $41,070,296 | 580,007 | 0.28% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $40,564,453 | 567,335 | 0.28% | Shares |
| BARCLAYS PLC | $36,580,262 | 511,612 | 0.25% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $36,156,979 | 505,692 | 0.25% | Shares |
| CITADEL ADVISORS LLC | $35,598,063 | 497,875 | 0.24% | Shares |
Activists & 5%+ owners 4 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| W. P. Carey Inc. (, WPC Holdco LLC (, Carey Asset Management Corp. (, Carey REIT II, Inc. ( ×5 filings | Aug. 3, 2022 | · | Initial filing | M&A / sale | SEC |
| The Estate of Wm. Polk Carey, Deceased ×8 filings | March 3, 2014 | · | Initial filing | · | SEC |
| Wm. Polk Carey | June 10, 2011 | · | Initial filing | Passive investment | SEC |
| W. P. Carey & Co. LLC (, Carey REIT II, Inc. (, Carey Asset Management Corp. (, W. P. Carey International LLC ( ×2 filings | June 10, 2011 | · | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 49 insiders · 20 officers · 31 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Jason E. Fox | CEO | Feb. 6, 2026 A | 948,956 | 0 | 0 | $0 |
| Mark J Decesaris | CEO | May 17, 2017 M | 140,155 | 0 | 0 | $0 |
| Trevor P Bond | CEO | Jan. 19, 2016 A | 344,318 | 0 | 0 | $0 |
| Gordon F Dugan | CEO and President | March 1, 2010 J | 670,350 | 0 | 0 | $0 |
| Toniann Sanzone | CFO | Feb. 15, 2026 F | 180,948 | 0 | 0 | $0 |
| Hisham A Kader | Chief Financial Officer | Feb. 15, 2016 F | 11,645 | 0 | 0 | $0 |
| Catherine Rice | Chief Financial Officer | Feb. 12, 2015 A | 37,779 | 0 | 0 | $0 |
| John J Park | President | Feb. 15, 2024 F | 649,509 | 0 | 0 | $0 |
| Thomas E Zacharias | Chief Operating Officer | June 9, 2016 M | 278,132 | 0 | 0 | $0 |
| Brian H Zander | Chief Accounting Officer | May 6, 2026 S | 13,882 | 0 | 1 | $-32,042 |
| Jeremiah Gregory | Managing Director | Feb. 15, 2026 F | 94,320 | 0 | 0 | $0 |
| Brooks G. Gordon | Managing Director | Feb. 15, 2026 F | 170,132 | 0 | 0 | $0 |
| Gino M. Sabatini | Managing Director | Feb. 15, 2026 F | 643,179 | 0 | 0 | $0 |
| Arjun Mahalingam | Chief Accounting Officer | Feb. 15, 2022 F | 12,740 | 0 | 0 | $0 |
| Mark M Goldberg | Managing Director | Sept. 1, 2016 S | 2,200 | 0 | 0 | $0 |
| John Miller | Chief Investment Officer | Feb. 15, 2016 F | 59,532 | 0 | 0 | $0 |
| William P Carey | Chairman | Dec. 23, 2011 G | 4,313,884 | 0 | 0 | $0 |
| Thomas J. Ridings | Chief Accounting Officer | Feb. 25, 2011 A | 23,102 | 0 | 0 | $0 |
| Edward V Lapuma | Managing Director | Dec. 18, 2009 S | 158,681 | 0 | 0 | $0 |
| Douglas E Barzelay | General Counsel | Feb. 15, 2008 A | 25,917 | 0 | 0 | $0 |
| Stheeman Mechthild Elisabeth Talma | Director | July 1, 2026 F | 9,512 | 0 | 0 | $0 |
| Constantin H. Beier | Director | July 1, 2026 F | 10,481 | 0 | 0 | $0 |
| Christopher Niehaus | Director | July 1, 2026 A | 38,035 | 0 | 0 | $0 |
| Rhonda Gass | Director | July 1, 2026 A | 14,818 | 0 | 0 | $0 |
| Margaret G Lewis | Director | July 1, 2026 A | 21,870 | 0 | 0 | $0 |
| Tonit M Calaway | Director | July 1, 2026 A | 17,096 | 0 | 0 | $0 |
| Farrell Peter | Director | July 1, 2026 A | 28,332 | 0 | 0 | $0 |
| Robert J Flanagan | Director | July 1, 2026 A | 22,756 | 0 | 0 | $0 |
| Mark A Alexander | Director | Oct. 1, 2025 A | 51,095 | 0 | 0 | $0 |
| Jean Hoysradt | Director | July 3, 2023 A | 19,915 | 0 | 0 | $0 |
| Nick J.M. Van Ommen | Director | July 3, 2023 A | 27,952 | 0 | 0 | $0 |
| Axel K.A. Hansing | Director | July 1, 2021 A | 16,733 | 0 | 0 | $0 |
| Benjamin H Griswold IV | Director | July 1, 2019 A | 120,092 | 0 | 0 | $0 |
| Richard C Marston | Director | July 3, 2017 A | 9,369 | 0 | 0 | $0 |
| Nathaniel S Coolidge | Director | Dec. 20, 2016 G | 15,925 | 0 | 0 | $0 |
| Mary M Vandeweghe | Director | Nov. 7, 2016 P | 7,484 | 0 | 0 | $0 |
| Karsten Von Koeller | Director | July 1, 2016 A | 13,568 | 0 | 0 | $0 |
| Charles E Parente | Director | July 1, 2016 A | 68,459 | 0 | 0 | $0 |
| Robert E Mittelstaedt JR | Director | July 1, 2016 A | 23,724 | 0 | 0 | $0 |
| Reginald Winssinger | Director | July 1, 2016 A | 32,785 | 0 | 0 | $0 |
| Eberhard Faber IV | Director | July 1, 2014 A | 38,145 | 0 | 0 | $0 |
| Francis Carey | Director | Oct. 1, 2012 M | 0 | 0 | 0 | $0 |
| Lawrence R Klein | Director | July 1, 2010 A | 8,873 | 0 | 0 | $0 |
| Charles C Townsend JR | Director | Jan. 3, 2007 X | 19,630 | 0 | 0 | $0 |
| Ralph F Verni | Director | April 3, 2006 A | 4,013 | 0 | 0 | $0 |
| STODDARD GEORGE E | Director | Jan. 17, 2006 J | 70,478 | 0 | 0 | $0 |
| Of Wm. Polk Carey Estate | 10% owner | Nov. 25, 2013 S | 6,364,735 | 0 | 0 | $0 |
| Jan F Karst | 10% owner | Nov. 25, 2013 S | 6,364,735 | 0 | 0 | $0 |
| Augustus H Carey | · | Nov. 25, 2013 S | 6,364,735 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 164 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| NETL · ETF Series Solutions | 8.08% | 53,368 NS | May 31, 2026 | N-PORT |
| INDS · Pacer Funds Trust | 4.39% | 68,560 NS | April 30, 2026 | N-PORT |
| REIT · ALPS ETF Trust | 2.48% | 17,470 NS | May 31, 2026 | N-PORT |
| PSR · Invesco Actively Managed Exchange-T… | 2.43% | 20,470 | Sept. 28, 2026 | Daily |
| PPTY · ETF Series Solutions | 2.13% | 7,060 NS | May 31, 2026 | N-PORT |
| GQRE · FlexShares Trust | 1.96% | 113,230 NS | July 31, 2026 | N-PORT |
| CRED · Columbia ETF Trust I | 1.96% | 931 NS | June 30, 2026 | N-PORT |
| DESK · VanEck ETF Trust | 1.95% | 909 NS | June 30, 2026 | N-PORT |
| RIET · ETF Series Solutions | 1.57% | 22,036 NS | May 31, 2026 | N-PORT |
| RWR · SPDR SERIES TRUST | 1.50% | 386,039 NS | June 30, 2026 | N-PORT |
| XMLV · Invesco Exchange-Traded Fund Trust … | 1.50% | 158,462 | Sept. 28, 2026 | Daily |
| ULVM · Victory Portfolios II | 1.38% | 50,273 NS | June 30, 2026 | N-PORT |
| BBRE · J.P. Morgan Exchange-Traded Fund Tr… | 1.37% | 226,207 NS | May 31, 2026 | N-PORT |
| KVLE · Krane Shares Trust | 1.35% | 7,421 NS | June 30, 2026 | N-PORT |
| USRT · iShares Trust | 1.33% | 846,161 SH | Sept. 11, 2026 | Daily |
| BLDG · Cambria ETF Trust | 1.31% | 9,223 NS | April 30, 2026 | N-PORT |
| DFAR · Dimensional ETF Trust | 1.21% | 292,786 NS | July 31, 2026 | N-PORT |
| BDVG · LITMAN GREGORY FUNDS TRUST | 1.20% | 2,270 NS | June 30, 2026 | N-PORT |
| PPI · INVESTMENT MANAGERS SERIES TRUST II | 1.19% | 25,684 NS | June 30, 2026 | N-PORT |
| IYRI · NEOS ETF Trust | 1.18% | 46,985 NS | June 30, 2026 | N-PORT |
| IYR · iShares Trust | 1.17% | 687,082 SH | Sept. 11, 2026 | Daily |
| SCHH · SCHWAB STRATEGIC TRUST | 1.16% | 1,550,311 NS | May 31, 2026 | N-PORT |
| HSMV · First Trust Exchange-Traded Fund III | 1.08% | 5,170 NS | July 31, 2026 | N-PORT |
| FREL · FIDELITY COVINGTON TRUST | 1.03% | 208,302 NS | July 31, 2026 | N-PORT |
| RWO · SPDR INDEX SHARES FUNDS | 0.94% | 163,817 NS | June 30, 2026 | N-PORT |
| BRCE · MFS Active Exchange Traded Funds Tr… | 0.89% | 3,962 NS | May 31, 2026 | N-PORT |
| REET · iShares Trust | 0.87% | 603,335 SH | Sept. 11, 2026 | Daily |
| PAMC · Pacer Funds Trust | 0.85% | 7,373 NS | April 30, 2026 | N-PORT |
| DON · WisdomTree Trust | 0.84% | 466,661 NS | June 30, 2026 | N-PORT |
| WTV · WisdomTree Trust | 0.84% | 345,630 NS | June 30, 2026 | N-PORT |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0.83% | 8,346,309 SH | Aug. 19, 2026 | Daily |
| AVRE · AMERICAN CENTURY ETF TRUST | 0.83% | 90,422 NS | May 31, 2026 | N-PORT |
| DFGR · Dimensional ETF Trust | 0.80% | 419,967 NS | July 31, 2026 | N-PORT |
| SMIZ · Zacks Trust | 0.76% | 26,308 NS | May 31, 2026 | N-PORT |
| ERET · iShares Trust | 0.72% | 1,400 SH | Sept. 11, 2026 | Daily |
| MIDE · DBX ETF Trust | 0.66% | 296 NS | May 29, 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.64% | 28,490 NS | July 31, 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0.50% | 10,832 NS | May 31, 2026 | N-PORT |
| LGLV · SPDR SERIES TRUST | 0.49% | 77,531 NS | June 30, 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.47% | 29,663 | Sept. 28, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.47% | 25,140 NS | April 30, 2026 | N-PORT |
| USAF · 2023 ETF Series Trust | 0.46% | 1,138 NS | June 30, 2026 | N-PORT |
| MDYG · SPDR SERIES TRUST | 0.45% | 183,065 NS | June 30, 2026 | N-PORT |
| SIXL · EXCHANGE TRADED CONCEPTS TRUST | 0.44% | 11,240 NS | May 31, 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.44% | 359,874 SH | Aug. 19, 2026 | Daily |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.44% | 116,484 SH | Aug. 19, 2026 | Daily |
| SPMD · SPDR SERIES TRUST | 0.44% | 1,127,446 NS | June 30, 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.43% | 89,866 SH | Aug. 19, 2026 | Daily |
| MDYV · SPDR SERIES TRUST | 0.43% | 160,761 NS | June 30, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.42% | 36,579 NS | July 31, 2026 | N-PORT |
| FVD · First Trust Exchange-Traded Fund | 0.39% | 438,789 NS | June 30, 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.39% | 23,429 NS | April 30, 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.38% | 23,022 NS | April 30, 2026 | N-PORT |
| REMC · Columbia ETF Trust I | 0.36% | 170 NS | June 30, 2026 | N-PORT |
| FTA · First Trust Exchange-Traded AlphaDE… | 0.35% | 67,255 NS | July 31, 2026 | N-PORT |
| MVV · ProShares Trust | 0.35% | 7,570 NS | May 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.34% | 3,242,590 SH | Aug. 19, 2026 | Daily |
| MIDU · Direxion Shares ETF Trust | 0.32% | 3,629 NS | April 30, 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.30% | 592,583 NS | May 31, 2026 | N-PORT |
| CAPE · DoubleLine ETF Trust | 0.29% | 9,689 NS | June 30, 2026 | N-PORT |
| AFLG · First Trust Exchange-Traded Fund VI… | 0.25% | 22,127 NS | May 31, 2026 | N-PORT |
| UMDD · ProShares Trust | 0.25% | 1,057 NS | May 31, 2026 | N-PORT |
| IMCV · iShares Trust | 0.22% | 36,055 SH | Sept. 11, 2026 | Daily |
| EUSA · iShares, Inc. | 0.20% | 54,230 SH | Sept. 11, 2026 | Daily |
| JMEE · J.P. Morgan Exchange-Traded Fund Tr… | 0.19% | 78,165 NS | June 30, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.19% | 5,108,156 SH | Aug. 19, 2026 | Daily |
| REVS · Columbia ETF Trust I | 0.19% | 7,347 NS | April 30, 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0.19% | 39,415 NS | July 31, 2026 | N-PORT |
| SIZE · iShares Trust | 0.18% | 11,203 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.18% | 2,556,554 SH | Aug. 19, 2026 | Daily |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.18% | 4,063 NS | July 31, 2026 | N-PORT |
| CVMC · Morgan Stanley ETF Trust | 0.16% | 2,296 NS | June 30, 2026 | N-PORT |
| VLUE · iShares Trust | 0.15% | 211,090 SH | Sept. 11, 2026 | Daily |
| IWS · iShares Trust | 0.15% | 330,365 SH | Sept. 11, 2026 | Daily |
| ONEY · SPDR SERIES TRUST | 0.15% | 15,021 NS | June 30, 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0.14% | 5,284 NS | May 29, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.14% | 17,576 | Sept. 28, 2026 | Daily |
| JHMM · John Hancock Exchange-Traded Fund T… | 0.14% | 113,237 NS | June 30, 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.13% | 185,000 | Sept. 28, 2026 | Daily |
| IWR · iShares Trust | 0.11% | 905,005 SH | Sept. 11, 2026 | Daily |
| ONEV · SPDR SERIES TRUST | 0.11% | 5,337 NS | June 30, 2026 | N-PORT |
| IMCB · iShares Trust | 0.11% | 25,929 SH | Sept. 11, 2026 | Daily |
| FLCC · Federated Hermes ETF Trust | 0.10% | 1,704 NS | May 31, 2026 | N-PORT |
| JFLI · J.P. Morgan Exchange-Traded Fund Tr… | 0.10% | 627 NS | April 30, 2026 | N-PORT |
| FLQL · Franklin Templeton ETF Trust | 0.10% | 28,458 NS | June 30, 2026 | N-PORT |
| FTLS · First Trust Exchange-Traded Fund III | 0.10% | 32,274 NS | July 31, 2026 | N-PORT |
| STXV · EA Series Trust | 0.09% | 1,025 NS | June 30, 2026 | N-PORT |
| RECS · Columbia ETF Trust I | 0.08% | 60,156 NS | April 30, 2026 | N-PORT |
| AUSF · Global X Funds | 0.08% | 9,207 NS | May 31, 2026 | N-PORT |
| DTD · WisdomTree Trust | 0.08% | 17,391 NS | June 30, 2026 | N-PORT |
| UDIV · Franklin Templeton ETF Trust | 0.07% | 1,426 NS | June 30, 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.07% | 13,402 | Sept. 28, 2026 | Daily |
| ESG · FlexShares Trust | 0.07% | 1,200 NS | July 31, 2026 | N-PORT |
| USXF · iShares Trust | 0.06% | 13,096 SH | Sept. 11, 2026 | Daily |
| VLU · SPDR SERIES TRUST | 0.06% | 5,940 NS | June 30, 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.06% | 5,655 NS | April 30, 2026 | N-PORT |
| DIVB · iShares Trust | 0.06% | 16,456 SH | Sept. 11, 2026 | Daily |
| SCHV · SCHWAB STRATEGIC TRUST | 0.05% | 110,849 NS | May 31, 2026 | N-PORT |
| SHE · SPDR SERIES TRUST | 0.05% | 2,339 NS | June 30, 2026 | N-PORT |
| MFUS · PIMCO Equity Series | 0.05% | 2,035 NS | June 30, 2026 | N-PORT |
| GVUS · Goldman Sachs ETF Trust | 0.05% | 2,603 NS | May 31, 2026 | N-PORT |
| ONEO · SPDR SERIES TRUST | 0.05% | 190 NS | June 30, 2026 | N-PORT |
| ILCV · iShares Trust | 0.04% | 8,533 SH | Sept. 11, 2026 | Daily |
| IWD · iShares Trust | 0.04% | 493,933 SH | Sept. 11, 2026 | Daily |
| GLBL · Pacer Funds Trust | 0.04% | 6 NS | April 30, 2026 | N-PORT |
| OPTZ · Advisor Managed Portfolios | 0.04% | 1,611 NS | June 30, 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.04% | 133,426 SH | Aug. 19, 2026 | Daily |
| RAA · ETF Opportunities Trust | 0.04% | 3,302 NS | June 30, 2026 | N-PORT |
| XMAG · Tidal Trust II | 0.04% | 706 NS | May 31, 2026 | N-PORT |
| JHML · John Hancock Exchange-Traded Fund T… | 0.03% | 5,307 NS | June 30, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.03% | 45,514 | Sept. 28, 2026 | Daily |
| CVLC · Morgan Stanley ETF Trust | 0.03% | 3,641 NS | June 30, 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0.03% | 49,978 SH | Aug. 19, 2026 | Daily |
| QLC · FlexShares Trust | 0.03% | 3,584 NS | July 31, 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.03% | 27,445 NS | April 30, 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0.03% | 3,742 NS | July 31, 2026 | N-PORT |
| FNDX · SCHWAB STRATEGIC TRUST | 0.02% | 83,738 NS | May 31, 2026 | N-PORT |
| USPX · Franklin Templeton ETF Trust | 0.02% | 6,666 NS | June 30, 2026 | N-PORT |
| SCHX · SCHWAB STRATEGIC TRUST | 0.02% | 230,163 NS | May 31, 2026 | N-PORT |
| GUSA · Goldman Sachs ETF Trust II | 0.02% | 7,462 NS | May 31, 2026 | N-PORT |
| SCHK · SCHWAB STRATEGIC TRUST | 0.02% | 17,871 NS | May 31, 2026 | N-PORT |
| IUSV · iShares Trust | 0.02% | 91,675 SH | Sept. 11, 2026 | Daily |
| USCA · DBX ETF Trust | 0.02% | 9,902 NS | May 29, 2026 | N-PORT |
| ILCB · iShares Trust | 0.02% | 4,198 SH | Sept. 10, 2026 | Daily |
| SPTM · SPDR SERIES TRUST | 0.02% | 42,977 NS | June 30, 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0.02% | 4,012 NS | May 31, 2026 | N-PORT |
| IYY · iShares Trust | 0.02% | 9,647 SH | Sept. 10, 2026 | Daily |
| SCHB · SCHWAB STRATEGIC TRUST | 0.02% | 129,316 NS | May 31, 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0.02% | 38,500 | Sept. 28, 2026 | Daily |
| IUSG · iShares Trust | 0.02% | 103,964 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.02% | 151,754 SH | Sept. 11, 2026 | Daily |
| USCL · iShares Trust | 0.02% | 8,673 SH | Sept. 9, 2026 | Daily |
| ITOT · iShares Trust | 0.02% | 291,276 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.02% | 59,929 SH | Sept. 10, 2026 | Daily |
| TILT · FlexShares Trust | 0.02% | 5,994 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 7,066,687 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 36,415 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 18,591 SH | Aug. 19, 2026 | Daily |
| CRBN · iShares Trust | 0.02% | 3,360 SH | Sept. 10, 2026 | Daily |
| KOKU · DBX ETF Trust | 0.02% | 2,156 NS | May 29, 2026 | N-PORT |
| MMTM · SPDR SERIES TRUST | 0.02% | 428 NS | June 30, 2026 | N-PORT |
| TOK · iShares Trust | 0.02% | 560 SH | Sept. 9, 2026 | Daily |
| URTH · iShares, Inc. | 0.02% | 18,586 SH | Sept. 10, 2026 | Daily |
| MSLC · MORGAN STANLEY PATHWAY FUNDS | 0.02% | 8,281 NS | May 31, 2026 | N-PORT |
| SFY · Tidal Trust I | 0.01% | 1,310 NS | May 31, 2026 | N-PORT |
| ACWI · iShares Trust | 0.01% | 67,651 SH | Sept. 8, 2026 | Daily |
| LOWC · SPDR INDEX SHARES FUNDS | 0.01% | 378 NS | June 30, 2026 | N-PORT |
| QUS · SPDR SERIES TRUST | 0.01% | 2,649 NS | June 30, 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 174,920 SH | Aug. 19, 2026 | Daily |
| QWLD · SPDR INDEX SHARES FUNDS | 0.01% | 192 NS | June 30, 2026 | N-PORT |
| EPS · WisdomTree Trust | 0.01% | 1,434 NS | June 30, 2026 | N-PORT |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| IJH · iShares Trust | · | 7,815,683 SH | Sept. 11, 2026 | Daily |
| IJK · iShares Trust | · | 684,624 SH | Sept. 11, 2026 | Daily |
| IJJ · iShares Trust | · | 533,801 SH | Aug. 24, 2026 | Daily |
| XJH · iShares Trust | · | 30,428 SH | Sept. 8, 2026 | Daily |
| BNDX · VANGUARD CHARLOTTE FUNDS | · | · | July 15, 2026 | Daily |
WPC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 18 analysts
BUY
Median target
$80.00
+21.2%
2 11.1%
Strong Buy
7 38.9%
Buy
8 44.4%
Hold
1 5.6%
Sell
0 0.0%
Strong Sell
12-Month Price Target
14 analysts · 2026-09-26Mean target $79.00 +19.6%
← Below all targets
Current price $66.03
Low$68.00
Mean$79.00
High$88.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| WPC | $14.10B | 19.3 | 8.4% | 27.2% | 5.6% | · |
| EPRT | $6.22B | 23.2 | 24.8% | 45.1% | 6.5% | · |
| BNL | $3.33B | 34.7 | 5.2% | 21.2% | 3.3% | · |
| GNL | $1.86B | -7.1 | -13.1% | -45.5% | -11.7% | · |
| AAT | $1.16B | 20.6 | -4.7% | · | · | 61.1% |
| CTO | $596M | 230.1 | 20.1% | 6.8% | 1.7% | 74.6% |
| GOOD | · | · | · | · | · | · |
| AHRT | $531M | -94.6 | 4.1% | 2.0% | 0.86% | · |
| PINE | $247M | -76.0 | 15.9% | -4.4% | -1.0% | 86.0% |
| NXDT | $192M | -1.4 | 3.3% | -151.4% | -17.0% | · |
Latest News Recent headlines mentioning this company
How a Couple Who Just Sold Their House Turned $810,000 Into a $4,900 Monthly Paycheck With JEPQ, WPC, and VZ
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W.P. Carey Q1 Earnings Call Highlights
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Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
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Source: SEC 10-Q filed Jul 29, 2026