Public ownership evidence

W.P. Carey Inc. (REIT) (WPC) Ownership Disclosures

Read WPC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

W.P. Carey Inc. (REIT): source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-10-02
Trade date
2026-10-01
Reporting owners
GASS RHONDA
Code
A
Shares
469
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001025378-26-000124
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read WPC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read WPC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-10-022026-10-01GASS RHONDAA469Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2930$2,145None
Cornerstone Financial Management LLC2026-03-312026-08-2946$3,126None
Cornerstone Financial Management LLC2025-12-312026-08-2925$1,609None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-295,966$376,543None
Advisors Asset Management, Inc.2021-12-312026-08-282,125$174,356None
Advisors Asset Management, Inc.2020-06-302026-08-282,206$149,236None
Advisors Asset Management, Inc.2022-06-302026-08-28606$50,000None
Advisors Asset Management, Inc.2021-09-302026-08-282,127$155,000None
Corient Private Wealth LP2026-06-302026-08-283,111$222,437None
Corient Private Wealth LP2026-06-302026-08-2890,666$6,482,604None
HORAN Wealth, LLC2026-06-302026-08-2721,250$1,519,381None
Principia Wealth Advisory, LLC2026-06-302026-08-2720$1,430None
Principia Wealth Advisory, LLC2026-03-312026-08-2720$1,359None
Advisors Asset Management, Inc.2025-03-312026-08-272,070$130,638None
Advisors Asset Management, Inc.2020-12-312026-08-27375$26,000None
Advisors Asset Management, Inc.2022-03-312026-08-271,429$115,520None
Advisors Asset Management, Inc.2021-03-312026-08-271,000$70,760None
Advisors Asset Management, Inc.2021-06-302026-08-271,969$147,000None
Advisors Asset Management, Inc.2025-09-302026-08-271,595$107,774None
Groupe la Francaise2026-06-302026-08-268,196$586,014None
Advisors Asset Management, Inc.2019-12-312026-08-268,110$649,124None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-26523,909$35,604,856None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-26581,377$41,568,456None
Advisors Asset Management, Inc.2025-06-302026-08-252,176$135,739None
First Eagle Investment Management, LLC2026-06-302026-08-25212$15,158None
First Eagle Investment Management, LLC2026-06-302026-08-2559$4,219None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25388,247$27,759,661None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2527,759,661$388,247,000None
Advisors Asset Management, Inc.2024-09-302026-08-22670$41,741None
Advisors Asset Management, Inc.2024-06-302026-08-22502$27,635None
Advisors Asset Management, Inc.2024-12-312026-08-221,284$69,952None
Advisors Asset Management, Inc.2025-12-312026-08-221,568$100,916None
Advisors Asset Management, Inc.2020-03-312026-08-225,043$292,897None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21371$26,522None
Kingsview Wealth Management, LLC2026-06-302026-08-202,993$214,031None
Archer Investment Corp2026-06-302026-08-208,168$584,012None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20103,649$7,410,940None
Beacon Pointe Advisors, LLC2026-06-302026-08-1966,884$4,782,245None
Advisors Asset Management, Inc.2019-03-312026-08-1914,768$1,156,777None
Advisors Asset Management, Inc.2019-09-302026-08-1910,609$949,506None
Advisors Asset Management, Inc.2019-06-302026-08-1913,796$1,119,959None
RB Capital Management, LLC2026-06-302026-08-1911,061$790,895None
Ensign Peak Advisors, Inc2026-03-312026-08-1983,554$5,678,330None
Ensign Peak Advisors, Inc2025-12-312026-08-1982,561$5,313,626None
Ensign Peak Advisors, Inc2025-09-302026-08-1961,353$4,145,622None
Fulcrum Asset Management LLP2026-06-302026-08-196,448$473,928None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19600$43,000None
Rakuten Investment Management, Inc.2026-06-302026-08-1912,618$927,423None
Jacobs Equity LLC2026-06-302026-08-186,081$434,792None
Wealth Management Strategies, Inc.2024-12-312026-08-184,305$234,537None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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