W. P. Carey Inc.
MX ˙ BMV ˙ US92936U1097
SecurityMX:WPC / W. P. Carey Inc.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership3,347 shares
Latest Disclosed Value $ 227,464
WealthPLAN Partners, LLC reports 53.31% decrease in ownership of WPC / W. P. Carey Inc.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 3,347 shares of W. P. Carey Inc. (MX:WPC) valued at $227,464 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 7,169 shares of W. P. Carey Inc.. This represents a change in shares of -53.31% 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)
2026-04-29 2026-03-31 13F WP CAREY COM 92936U109 3,347 -3,822 -53.31 227 -50.76 0.0371
2026-02-12 2025-12-31 13F WP CAREY COM 92936U109 7,169 194 2.78 461 -2.12 0.0689
2025-10-27 2025-09-30 13F WP CAREY COM 92936U109 6,975 3 0.04 471 8.53 0.0706
2025-07-28 2025-06-30 13F WP CAREY COM 92936U109 6,972 -2,689 -27.83 435 -28.74 0.0700
2025-05-12 2025-03-31 13F WP CAREY COM 92936U109 9,661 369 3.97 610 20.36 0.0859
2025-01-30 2024-12-31 13F WP CAREY COM 92936U109 9,292 -3,742 -28.71 506 -37.61 0.0718
2024-11-05 2024-09-30 13F WP CAREY COM 92936U109 13,034 -8,224 -38.69 812 -30.68 0.1090
2024-08-09 2024-06-30 13F WP CAREY COM 92936U109 21,258 -79,387 -78.88 1,170 -79.40 0.1256
2024-05-07 2024-03-31 13F WP CAREY COM 92936U109 100,645 -24,934 -19.86 5,680 -30.20 0.5881
2024-01-05 2023-12-31 13F WP CAREY COM 92936U109 125,579 -5,842 -4.45 8,139 14.51 0.8366
2023-11-02 2023-09-30 13F WP CAREY COM 92936U109 131,421 64,450 96.24 7,107 57.10 0.8259
2023-07-31 2023-06-30 13F W.P. Carey Stock/ETF 92936U109 66,971 -68,126 -50.43 4,525 -56.76 0.6400
2023-05-10 2023-03-31 13F W.P. Carey Stock/ETF 92936U109 135,097 -142,250 -51.29 10,463 -54.97 1.1903
2023-02-16 2022-12-31 13F WP CAREY COM 92936U109 277,347 63,270 29.55 23,239 34.39 1.6237
2022-05-03 2022-03-31 13F WP CAREY COM 92936U109 214,077 12,648 6.28 17,291 10.62 1.1995
2022-02-01 2021-12-31 13F WP CAREY COM 92936U109 201,429 6,622 3.40 15,631 1.21 1.0298
2021-12-09 2021-09-30 13F WP CAREY COM 92936U109 194,807 7,393 3.94 15,444 5.58 1.0270
2021-08-19 2021-06-30 13F WP CAREY COM 92936U109 187,414 19,056 11.32 14,628 15.39 1.0294
2021-05-11 2021-03-31 13F WP CAREY COM 92936U109 168,358 14,701 9.57 12,677 20.95 0.9838
2021-02-09 2020-12-31 13F WP CAREY COM 92936U109 153,657 15,279 11.04 10,481 11.93 0.8909
2020-12-18 2020-09-30 13F WP CAREY COM 92936U109 138,378 9,205 7.13 9,364 1.22 0.9129
2020-08-19 2020-06-30 13F WP CAREY COM 92936U109 129,173 -1,249 -0.96 9,251 27.94 0.9579
2020-05-15 2020-03-31 13F WP CAREY COM 92936U109 130,422 22,516 20.87 7,231 -20.92 0.9385
2020-02-14 2019-12-31 13F W P CAREY COM 92936U109 107,906 8,214 8.24 9,144 8.21 1.0796
2019-11-15 2019-09-30 13F W P CAREY COM 92936U109 99,692 16,166 19.35 8,450 15.06 1.1551
2019-08-19 2019-06-30 13F W P CAREY COM 92936U109 83,526 -5,616 -6.30 7,344 3.02 1.1056
2019-05-16 2019-03-31 13F W P CAREY COM 92936U109 89,142 2,714 3.14 7,129 9.68 1.1129
2019-02-20 2018-12-31 13F W P CAREY COM 92936U109 86,428 -7,712 -8.19 6,500 0.93 1.0454
2018-11-21 2018-09-30 13F W P CAREY COM 92936U109 94,140 23,541 33.34 6,440 37.46 1.1756
2018-08-16 2018-06-30 13F W P CAREY COM 92936U109 70,599 14,314 25.43 4,685 34.28 0.9603
2018-05-15 2018-03-31 13F W P CAREY COM 92936U109 56,285 14,305 34.08 3,489 20.64 0.7656
2018-02-16 2017-12-31 13F W P CAREY COM 92936U109 41,980 6,667 18.88 2,892 21.51 0.7743
2017-11-14 2017-09-30 13F W P CAREY COM 92936U109 35,313 1,699 5.05 2,380 7.26 0.6677
2017-08-11 2017-06-30 13F W P CAREY COM 92936U109 33,614 32,591 3,185.83 2,219 3,422.22 0.6373
2017-04-19 2017-03-31 13F W P CAREY Common Stock 92936U109 1,023 -32,769 -96.97 63 -97.05 0.2204
2016-12-09 2016-09-30 13F W P CAREY Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 92936U109 33,792 -18,502 -35.38 2,134 9.10 0.6949
2016-08-08 2016-06-30 13F W P Carey Common Stock 92936U109 52,294 -45,929 -46.76 1,956 -4.82 0.2510
2016-03-24 2015-12-31 13F W P CAREY COM 92936U109 98,223 57,075 138.71 2,056 -15.26 0.3342
2015-08-10 2015-06-30 13F W P CAREY COM 92936U109 41,148 -3,126 -7.06 2,425 -19.49 1.0609
2015-05-04 2015-03-31 13F W P Carey Common Stock 92936U109 44,274 44,274 3,012 1.4023
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.