W. P. Carey Inc.

LSE:0LS8 Stock Report

Market Cap: US$11.9b

W. P. Carey Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

LSE:0LS8 Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
20 Nov 24SellUS$24,926Brian ZanderIndividual440US$56.65
13 Nov 24BuyUS$55,556Peter FarrellIndividual1,000US$55.56
01 Nov 24BuyUS$276,431Mark AlexanderIndividual5,000US$55.29
16 Aug 24BuyUS$114,059Mark AlexanderIndividual2,000US$57.03
09 Aug 24BuyUS$195,531Mark AlexanderIndividual3,500US$55.87
08 Aug 24SellUS$28,375Brian ZanderIndividual500US$56.75

Insider Trading Volume

Insider Buying: 0LS8 insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 0LS8?
Owner TypeNumber of SharesOwnership Percentage
State or Government243,8410.111%
Individual Insiders1,329,3690.607%
General Public68,614,43531.4%
Institutions148,659,85967.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 50.15% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14%
The Vanguard Group, Inc.
30,578,089US$1.7b-0.65%0.02%
12.3%
BlackRock, Inc.
26,931,685US$1.5b0.53%0.02%
5.38%
State Street Global Advisors, Inc.
11,770,831US$638.6m-2.35%0.02%
2.09%
Geode Capital Management, LLC
4,573,938US$248.1m2.87%0.02%
1.6%
UBS Asset Management AG
3,505,619US$190.2m111%0.02%
1.45%
Dimensional Fund Advisors LP
3,180,966US$172.6m0.89%0.03%
1.42%
Massachusetts Financial Services Company
3,116,331US$169.1m-3.84%0.04%
1.25%
Legal & General Investment Management Limited
2,740,753US$148.7m-4.4%0.03%
1.19%
Charles Schwab Investment Management, Inc.
2,598,618US$141.0m4.13%0.02%
1.19%
PGGM
2,598,446US$141.0m3.98%1.63%
1.15%
Norges Bank Investment Management
2,524,080US$136.9m0%0.01%
1%
BNY Asset Management
2,184,905US$118.5m-12%0.02%
0.86%
Northern Trust Global Investments
1,882,602US$102.1m-4.65%0.02%
0.68%
Equity Investment Corporation
1,481,627US$80.4m0.65%1.9%
0.53%
Balyasny Asset Management L.P.
1,167,685US$63.3m-30%0.17%
0.53%
Commonwealth Equity Services, LLC
1,150,464US$62.4m-5.71%0.09%
0.52%
Morgan Stanley, Investment Banking and Brokerage Investments
1,148,855US$62.3m3.34%0.01%
0.47%
T. Rowe Price Group, Inc.
1,036,397US$56.2m565%no data
0.47%
California Public Employees' Retirement System
1,026,124US$55.7m-2.05%0.04%
0.41%
Citadel Advisors LLC
894,202US$48.5m3,010%0.05%
0.36%
Eaton Vance Management
783,497US$42.5m-0.92%0.01%
0.35%
Stichting Pensioenfonds ABP
776,897US$42.1m-4.99%0.1%
0.33%
LPL Financial Corporation, Asset Management Arm
727,296US$39.5m-5.3%0.02%
0.32%
HSBC Global Asset Management (UK) Limited
690,608US$37.5m0.91%0.01%
0.31%
Columbia Management Investment Advisers, LLC
682,794US$37.0m4.42%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/21 14:35
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

W. P. Carey Inc. is covered by 25 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Richard MilliganBaird
Brendan LynchBarclays
Richard HightowerBarclays