W. P. Carey Inc.
MX ˙ BMV ˙ US92936U1097
SecurityMX:WPC / W. P. Carey Inc.
InstitutionAdvisorNet Financial, Inc
Latest Disclosed Ownership2,039 shares
Latest Disclosed Value $ 138,564
AdvisorNet Financial, Inc reports 0.94% increase in ownership of WPC / W. P. Carey Inc.

On April 17, 2026 - AdvisorNet Financial, Inc filed a 13F-HR form disclosing ownership of 2,039 shares of W. P. Carey Inc. (MX:WPC) valued at $138,564 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 2,020 shares of W. P. Carey Inc.. This represents a change in shares of 0.94% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-17 2026-03-31 13F WP CAREY INC COM REIT 92936U109 2,039 19 0.94 139 6.98 0.0072
2026-01-20 2025-12-31 13F WP CAREY INC COM REIT 92936U109 2,020 35 1.76 130 -3.73 0.0069
2025-10-09 2025-09-30 13F WP CAREY INC COM REIT 92936U109 1,985 20 1.02 134 9.84 0.0076
2025-07-14 2025-06-30 13F WP CAREY INC COM REIT 92936U109 1,965 23 1.18 123 0.00 0.0079
2025-04-07 2025-03-31 13F WP CAREY INC COM REIT 92936U109 1,942 -6 -0.31 123 15.09 0.0091
2025-01-13 2024-12-31 13F WP CAREY INC COM REIT 92936U109 1,948 -250 -11.37 106 -22.06 0.0089
2024-10-15 2024-09-30 13F WP CAREY INC COM REIT 92936U109 2,198 1,367 164.50 137 202.22 0.0102
2024-07-16 2024-06-30 13F WP CAREY INC COM REIT 92936U109 831 44 5.59 46 2.27 0.0042
2024-04-12 2024-03-31 13F WP CAREY INC COM REIT 92936U109 787 -51,054 -98.48 44 -98.69 0.0043
2024-01-19 2023-12-31 13F WP CAREY INC COM REIT 92936U109 51,841 -6,954 -11.83 3,360 5.66 0.3098
2023-10-12 2023-09-30 13F WP CAREY INC COM REIT 92936U109 58,795 -1,433 -2.38 3,180 -21.85 0.2886
2023-07-14 2023-06-30 13F WP CAREY INC COM REIT 92936U109 60,228 2,086 3.59 4,069 -9.66 0.3481
2023-04-28 2023-03-31 13F WP CAREY INC COM REIT 92936U109 58,142 1,759 3.12 4,503 2.20 0.4119
2023-01-13 2022-12-31 13F WP CAREY INC COM REIT 92936U109 56,383 923 1.66 4,406 13.82 0.4336
2022-10-04 2022-09-30 13F WP CAREY INC COM REIT 92936U109 55,460 2,053 3.84 3,871 -12.52 0.3865
2022-07-07 2022-06-30 13F WP CAREY INC COM REIT 92936U109 53,407 1,395 2.68 4,425 5.23 0.4346
2022-04-14 2022-03-31 13F WP CAREY INC COM REIT 92936U109 52,012 -1,896 -3.52 4,205 -4.93 0.2647
2022-01-19 2021-12-31 13F WP CAREY INC COM REIT 92936U109 53,908 8,562 18.88 4,423 33.54 0.2725
2021-10-15 2021-09-30 13F WP CAREY INC COM REIT 92936U109 45,346 17,094 60.51 3,312 57.12 0.2305
2021-07-06 2021-06-30 13F WP CAREY INC COM REIT 92936U109 28,252 2,762 10.84 2,108 16.85 0.1397
2021-04-14 2021-03-31 13F WP CAREY INC COM REIT 92936U109 25,490 3,521 16.03 1,804 16.31 0.1284
2021-02-04 2020-12-31 13F WP CAREY INC COM REIT 92936U109 21,969 4,113 23.03 1,551 33.25 0.1252
2020-11-06 2020-09-30 13F WP CAREY INC COM REIT 92936U109 17,856 -2,030 -10.21 1,164 -13.46 0.0998
2020-08-26 2020-06-30 13F WP CAREY INC COM REIT 92936U109 19,886 -128 -0.64 1,345 15.75 0.1084
2020-05-14 2020-03-31 13F WP CAREY INC COM REIT 92936U109 20,014 11,620 138.43 1,162 72.92 0.1072
2020-02-12 2019-12-31 13F W P CAREY INC COM REIT 92936U109 8,394 2,966 54.64 672 38.27 0.0570
2019-10-23 2019-09-30 13F W P CAREY INC COM REIT 92936U109 5,428 -695 -11.35 486 -2.21 0.0447
2019-07-15 2019-06-30 13F W P CAREY INC COM REIT 92936U109 6,123 765 14.28 497 18.33 0.0550
2019-05-14 2019-03-31 13F W P CAREY INC COM REIT 92936U109 5,358 -7,193 -57.31 420 -48.78 0.0513
2019-02-08 2018-12-31 13F W P CAREY INC COM REIT 92936U109 12,551 12,430 10,272.73 820 10,150.00 0.1133
2018-11-14 2018-09-30 13F W P CAREY INC COM REIT 92936U109 121 0 0.00 8 0.00 0.0010
2018-07-26 2018-06-30 13F W P CAREY INC COM REIT 92936U109 121 121 8 0.0011
2018-05-08 2018-03-31 13F W P CAREY INC COM REIT 92936U109 0 -5,407 -100.00 0 -100.00
2018-02-27 2017-12-31 13F W P CAREY INC COM REIT 92936U109 5,407 5,407 373 0.0567
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.