W. P. Carey Inc.
MX ˙ BMV ˙ US92936U1097
SecurityMX:WPC / W. P. Carey Inc.
InstitutionArmstrong, Fleming & Moore, Inc
Latest Disclosed Ownership7,327 shares
Latest Disclosed Value $ 497,950
Armstrong, Fleming & Moore, Inc ownership in WPC / W. P. Carey Inc.

On April 13, 2026 - Armstrong, Fleming & Moore, Inc filed a 13F-HR form disclosing ownership of 7,327 shares of W. P. Carey Inc. (MX:WPC) valued at $497,950 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 7,327 shares of W. P. Carey Inc.. This represents a change in shares of 0.00% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-13 2026-03-31 13F WP CAREY COM 92936U109 7,327 0 0.00 498 5.52 0.2114
2026-01-16 2025-12-31 13F WP CAREY COM 92936U109 7,327 -80 -1.08 472 -5.80 0.2178
2025-10-20 2025-09-30 13F WP CAREY COM 92936U109 7,407 -708 -8.72 500 -1.19 0.2391
2025-07-23 2025-06-30 13F WP CAREY COM 92936U109 8,115 8,115 506 0.2749
2025-04-11 2025-03-31 13F WP CAREY COM 92936U109 0 -9,254 -100.00 0 -100.00
2025-02-05 2024-12-31 13F WP CAREY COM 92936U109 9,254 -43,569 -82.48 504 -84.68 0.3055
2024-10-16 2024-09-30 13F WP CAREY COM 92936U109 52,823 -3,325 -5.92 3,291 6.47 1.9185
2024-07-23 2024-06-30 13F WP CAREY COM 92936U109 56,148 -6,316 -10.11 3,091 -12.34 1.9823
2024-04-23 2024-03-31 13F WP CAREY COM 92936U109 62,464 -40 -0.06 3,525 -12.96 2.4403
2024-02-06 2023-12-31 13F WP CAREY COM 92936U109 62,504 -651 -1.03 4,051 18.59 3.0526
2023-11-03 2023-09-30 13F WP CAREY COM 92936U109 63,155 -871 -1.36 3,415 -21.04 3.3113
2023-08-16 2023-06-30 13F WP CAREY COM 92936U109 64,026 64,026 4,326 3.9791
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.