
Congress trades
W. P. Carey Inc. (WPC)
NYSE · Real Estate · 12 congress trades · last filed 9 months ago
About W. P. Carey Inc.
from the company's filings and listing, as of Oct 24, 2026- Exchange
- NYSE
- Sector
- Real Estate
- Industry
- REIT - Diversified
- Chief executive
- Jason E. Fox
- Employees
- 199
- Listed since
- Jan 21, 1998
- Market value
- $14.6B
- Price to earnings (12 mo)
- 21.8
- Net income per share, as reported (12 mo)
- $2.88
- Dividend yield
- 5.85%
Earnings
6 reported quarters · next on Oct 27, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 28, 2026 | $0.82 | $0.71 | $461.1M | $452.8M | EPS beatRevenue beat |
| Q1 FY2026reported Apr 28, 2026 | $0.98 | $0.61 | $454.5M | $430.6M | EPS beatRevenue beat |
| Q4 FY2025reported Feb 10, 2026 | $0.85 | $0.68 | $444.5M | $415.8M | EPS beatRevenue beat |
| Q3 FY2025reported Oct 28, 2025 | $0.73 | $0.65 | $431.3M | $405.3M | EPS beatRevenue beat |
| Q2 FY2025reported Jul 29, 2025 | $0.25 | $0.63 | $430.8M | $401.6M | EPS missRevenue beat |
| Q1 FY2025reported Apr 29, 2025 | $0.60 | $0.64 | $407.4M | $393.7M | EPS missRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Mar 27, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Jason E. FoxCEO | $1.0M | $8.0M | $1.8M | $10.8M |
| ToniAnn SanzoneCFO | $647K | $2.7M | $890K | $4.3M |
| Gino M.Sabatini Head of Investments | $500K | $1.5M | $1.6M | $3.6M |
| Jeremiah H.Gregory Head of Strategy and Capital Markets | $447K | $1.5M | $890K | $2.8M |
| Brooks G.Gordon Head of Asset Management | $450K | $1.2M | $661K | $2.3M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $2.4B | 33,172,035 | +10.2% | 14.68% |
| Vanguard Portfolio Management LLC | $1.4B | 19,241,915 | +0.5% | 8.52% |
| State Street Corp | $894.8M | 12,356,050 | +0.1% | 5.47% |
| Vanguard Capital Management LLC | $716.9M | 10,026,079 | +0.3% | 4.44% |
| Geode Capital Management, LLC | $358.8M | 5,029,277 | +2.3% | 2.23% |
| Massachusetts Financial Services Co | $325.2M | 4,467,099 | +6.6% | 1.98% |
| Invesco Ltd. | $324.3M | 4,535,606 | +1.0% | 2.01% |
| Northern Trust Corp | $243.4M | 3,404,655 | +28.0% | 1.51% |
| Dimensional Fund Advisors LP | $239.3M | 3,346,564 | 0.0% | 1.48% |
| Charles Schwab Investment Management Inc | $233.2M | 3,262,016 | +7.1% | 1.44% |
| Norges Bank | $203.6M | 2,847,221 | New | 1.26% |
| Legal & General Group PLC | $189.3M | 2,647,763 | -3.5% | 1.17% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Congress trades in WPC
12 disclosures of 12 on record · median 28d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gary C. PetersSelf | Stock | Purchase | $15,001 - $50,000 | -4.3%S&P 500 +9.3% · -13.6 pts vs S&P 500 | Jan 12, 2026 | Jan 20, 2026 | 8d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +2.3%S&P 500 +21.4% · -19.2 pts vs S&P 500 | Jul 10, 2025 | Aug 13, 2025 | 34d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +3.5%After the saleS&P 500 +21.8% · -18.3 pts vs S&P 500 | Jul 16, 2025 | Aug 13, 2025 | 28d |
| John H. Rutherford | Stock | Sale | $1,001 - $15,000 | -19.5%After the saleS&P 500 +74.4% · -93.9 pts vs S&P 500 | Mar 16, 2022 | Apr 19, 2022 | 34d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +3.7%S&P 500 +156.0% · -152.3 pts vs S&P 500 | May 20, 2020 | Jun 17, 2020 | 28d |
| Zoe LofgrenSpouse | Stock | Sale | $1,001 - $15,000 | +45.7%After the saleS&P 500 +242.0% · -196.3 pts vs S&P 500 | Mar 23, 2020 | Apr 11, 2020 | 19d |
| Zoe LofgrenSpouse | Stock | Sale | $1,001 - $15,000 | -27.5%After the saleS&P 500 +153.3% · -180.8 pts vs S&P 500 | Sep 11, 2019 | Oct 8, 2019 | 27d |
| Sheldon WhitehouseJoint | Stock | Sale (Full) | $1,001 - $15,000 | +2.6%After the saleS&P 500 +191.7% · -189.1 pts vs S&P 500 | Apr 3, 2018 | May 10, 2018 | 37d |
| Zoe LofgrenSpouse | Stock | Purchase | $1,001 - $15,000 | -5.7%S&P 500 +212.1% · -217.9 pts vs S&P 500 | Jun 15, 2017 | Jul 18, 2017 | 33d |
| Sheldon WhitehouseJoint | Stock | Purchase | $1,001 - $15,000 | +3.0%S&P 500 +224.1% · -221.1 pts vs S&P 500 | Apr 5, 2017 | May 10, 2017 | 35d |
| Gary C. PetersSelf | Stock | Purchase | $1,001 - $15,000 | +9.9%S&P 500 +300.6% · -290.7 pts vs S&P 500 | Jan 26, 2016 | Feb 12, 2016 | 17d |
| Gary C. Peters | Stock | Purchase | $1,001 - $15,000 | -3.9%S&P 500 +270.6% · -274.5 pts vs S&P 500 | Nov 18, 2014 | Nov 21, 2014 | 3d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in WPC, filterable by party, chamber, type and account.
Members of Congress reporting a position
3 members · estimate, as of Oct 23, 20263 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gary C. Peters | Democrat · Senate | $15,001 - $50,000 | 1.1% |
| Daniel Meuser | Republican · House | $1,001 - $15,000 | 0.3% |
| Robert B. Aderholt | Republican · House | $1,001 - $15,000 | 1.0% |
Estimate, as of Oct 23, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded WPC?
Gary C. Peters, Lisa C. McClain, John H. Rutherford, Ro Khanna, Zoe Lofgren and Sheldon Whitehouse disclosed WPC transactions in the filings shown here.
Which members of Congress hold WPC?
3 members of Congress report a position in WPC in the estimate we hold as of Oct 23, 2026. The estimated positions belong to Gary C. Peters, Daniel Meuser and Robert B. Aderholt. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are WPC trades disclosed?
Congressional disclosures took a median of 28 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
