W. P. Carey Inc.
MX ˙ BMV ˙ US92936U1097
SecurityMX:WPC / W. P. Carey Inc.
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership654 shares
Latest Disclosed Value $ 44,451
Ancora Advisors, LLC reports 14.34% increase in ownership of WPC / W. P. Carey Inc.

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 654 shares of W. P. Carey Inc. (MX:WPC) valued at $44,451 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 572 shares of W. P. Carey Inc.. This represents a change in shares of 14.34% 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)
2026-05-15 2026-03-31 13F W P CAREY INC COM COM 92936U109 654 82 14.34 44 22.22 0.0009
2026-02-17 2025-12-31 13F W P CAREY INC COM COM 92936U109 572 4 0.70 37 -5.26 0.0008
2025-11-14 2025-09-30 13F WP CAREY COM 92936U109 568 -182 -24.27 38 -17.39 0.0008
2025-08-14 2025-06-30 13F WP CAREY COM 92936U109 750 4 0.54 47 -2.13 0.0010
2025-05-15 2025-03-31 13F WP CAREY COM 92936U109 746 3 0.40 47 17.50 0.0011
2025-02-14 2024-12-31 13F WP CAREY COM 92936U109 743 -321 -30.17 40 -39.39 0.0009
2024-11-14 2024-09-30 13F WP CAREY COM 92936U109 1,064 -324 -23.34 66 -13.16 0.0015
2024-08-14 2024-06-30 13F WP CAREY COM 92936U109 1,388 356 34.50 76 31.03 0.0019
2024-05-16 2024-03-31 13F WP CAREY COM 92936U109 1,032 -323 -23.84 58 -33.33 0.0013
2024-02-14 2023-12-31 13F WP CAREY COM 92936U109 1,355 -2,855 -67.81 88 -61.67 0.0021
2023-11-14 2023-09-30 13F WP CAREY COM 92936U109 4,210 -119 -2.75 228 -22.26 0.0060
2023-08-14 2023-06-30 13F WP CAREY COM 92936U109 4,329 210 5.10 292 -8.46 0.0077
2023-05-16 2023-03-31 13F WP CAREY COM 92936U109 4,119 37 0.91 319 0.00 0.0090
2023-02-14 2022-12-31 13F WP CAREY COM 92936U109 4,082 44 1.09 319 13.12 0.0092
2022-11-14 2022-09-30 13F WP CAREY COM 92936U109 4,038 2 0.05 282 -15.57 0.0087
2022-08-15 2022-06-30 13F WP CAREY COM 92936U109 4,036 202 5.27 334 7.74 0.0094
2022-05-16 2022-03-31 13F/A-1 WP CAREY COM 92936U109 3,834 -49 -1.26 310 -2.82 0.0075
2022-05-13 2022-03-31 13F W P CAREY INC COM COM 92936U109 3,409 -474 241 0.0042
2022-02-14 2021-12-31 13F WP CAREY COM 92936U109 3,883 -1 -0.03 319 12.32 0.0076
2021-11-15 2021-09-30 13F WP CAREY COM 92936U109 3,884 2,973 326.34 284 317.65 0.0073
2021-11-12 2021-06-30 13F/A-1 WP CAREY COM 92936U109 911 -2,498 -73.28 68 -71.78 0.0018
2021-08-13 2021-06-30 13F WP CAREY COM 92936U109 911 -2,498 68 0.0018
2021-11-12 2021-03-31 13F/A-1 W P CAREY INC COM COM 92936U109 3,409 -13,378 -79.69 241 -79.66 0.0067
2021-05-14 2021-03-31 13F W P CAREY INC COM COM 92936U109 3,409 -13,378 241 0.0067
2021-11-12 2020-12-31 13F/A-1 WP CAREY COM 92936U109 16,787 -2,582 -13.33 1,185 -6.10 0.0382
2021-02-12 2020-12-31 13F WP CAREY COM 92936U109 16,787 -2,582 1,185 0.0382
2021-11-12 2020-09-30 13F/A-1 WP CAREY COM 92936U109 19,369 -1,641 -7.81 1,262 -11.19 0.0501
2020-11-13 2020-09-30 13F WP CAREY COM 92936U109 19,369 -1,641 1,262 0.0501
2021-11-12 2020-06-30 13F/A-1 WP CAREY COM 92936U109 21,010 -541 -2.51 1,421 13.50 0.0595
2020-08-14 2020-06-30 13F WP CAREY COM 92936U109 21,010 -541 1,421 0.0595
2021-11-12 2020-03-31 13F/A-1 W P CAREY COM 92936U109 21,551 656 3.14 1,252 -25.12 0.0579
2020-05-14 2020-03-31 13F W P CAREY COM 92936U109 21,551 656 1,252 0.0579
2020-02-14 2019-12-31 13F W P CAREY COM 92936U109 20,895 -2,442 -10.46 1,672 -19.96 0.0622
2019-11-19 2019-09-30 13F/A-2 W P CAREY COM 92936U109 23,337 -3,932 -14.42 2,089 -5.65 0.0912
2019-11-18 2019-09-30 13F/A-1 W P CAREY COM 92936U109 23,337 -3,932 2,089 0.0912
2019-11-14 2019-09-30 13F W P CAREY COM 92936U109 23,337 -3,932 2,089 0.0916
2019-11-14 2019-06-30 13F/A-1 W P CAREY COM 92936U109 27,269 -3,840 -12.34 2,214 -9.15 0.0993
2019-08-12 2019-06-30 13F W P CAREY COM 92936U109 27,269 -3,840 2,214 91,447.7366
2019-11-14 2019-03-31 13F/A-1 W P CAREY COM 92936U109 31,109 -1,862 -5.65 2,437 13.14 0.1106
2019-05-15 2019-03-31 13F W P CAREY COM 92936U109 31,109 -1,862 2,437 101,521.5739
2019-11-14 2018-12-31 13F/A-1 W P CAREY COM 92936U109 32,971 -409 -1.23 2,154 0.37 0.1036
2019-02-14 2018-12-31 13F W P CAREY COM 92936U109 32,971 -409 2,154
2018-11-13 2018-09-30 13F W P CAREY COM 92936U109 33,380 414 1.26 2,146 -1.92 0.0827
2018-08-10 2018-06-30 13F W P CAREY COM 92936U109 32,966 -190 -0.57 2,188 6.47 0.0950
2018-05-15 2018-03-31 13F W P CAREY INC COM COM 92936U109 33,156 2,035 6.54 2,055 -4.20 0.0925
2018-02-14 2017-12-31 13F W P CAREY COM 92936U109 31,121 1,170 3.91 2,145 6.24 0.1145
2017-11-14 2017-09-30 13F W P CAREY COM 92936U109 29,951 -792 -2.58 2,019 -0.49 0.1170
2017-08-14 2017-06-30 13F W P CAREY COM 92936U109 30,743 193 0.63 2,029 6.73 0.1314
2017-05-15 2017-03-31 13F W P CAREY COM 92936U109 30,550 1,188 4.05 1,901 9.57 0.1287
2017-02-14 2016-12-31 13F W P CAREY COM 92936U109 29,362 29,362 1,735 0.1266
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.