W. P. Carey Inc.
MX ˙ BMV ˙ US92936U1097
SecurityMX:WPC / W. P. Carey Inc.
InstitutionFinancial Management Professionals, Inc.
Latest Disclosed Ownership696 shares
Latest Disclosed Value $ 47,947
Financial Management Professionals, Inc. ownership in WPC / W. P. Carey Inc.

On April 15, 2026 - Financial Management Professionals, Inc. filed a 13F-HR form disclosing ownership of 696 shares of W. P. Carey Inc. (MX:WPC) valued at $47,947 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 696 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.

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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)
2026-04-15 2026-03-31 13F W.P. Carey Inc. REIT REIT 92936U109 696 0 0.00 48 4.44 0.0054
2026-01-27 2025-12-31 13F W.P. Carey Inc. REIT REIT 92936U109 696 0 0.00 45 -4.26 0.0047
2025-10-15 2025-09-30 13F W.P. Carey Inc. REIT REIT 92936U109 696 0 0.00 48 6.82 0.0050
2025-07-15 2025-06-30 13F W.P. Carey Inc. REIT REIT 92936U109 696 0 0.00 44 2.33 0.0050
2025-04-10 2025-03-31 13F W.P. Carey Inc. REIT REIT 92936U109 696 0 0.00 44 16.22 0.0056
2025-01-15 2024-12-31 13F W.P. Carey Inc. REIT REIT 92936U109 696 -510 -42.29 38 0.0048
2024-10-24 2024-09-30 13F W.P. Carey Inc. REIT REIT 92936U109 1,206 -294 -19.60 0 0.0093
2024-07-12 2024-06-30 13F W.P. Carey Inc. REIT REIT 92936U109 1,500 17 1.15 0 0.0114
2024-04-16 2024-03-31 13F W.P. Carey Inc. REIT REIT 92936U109 1,483 -9 -0.60 0 0.0124
2024-01-12 2023-12-31 13F W.P. Carey Inc. REIT REIT 92936U109 1,492 9 0.61 0 0.0158
2023-10-13 2023-09-30 13F W.P. Carey Inc. REIT REIT 92936U109 1,483 0 0.00 0 0.0141
2023-07-10 2023-06-30 13F W.P. Carey Inc. REIT REIT 92936U109 1,483 0 0.00 0 0.0167
2023-04-13 2023-03-31 13F W.P. Carey Inc. REIT REIT 92936U109 1,483 0 0.00 0 0.0222
2023-01-11 2022-12-31 13F W.P. Carey Inc. REIT REIT 92936U109 1,483 0 0.00 0 -100.00 0.0237
2022-10-27 2022-09-30 13F W.P. Carey Inc. REIT REIT 92936U109 1,483 0 0.00 104 -15.45 0.0238
2022-07-12 2022-06-30 13F WP CAREY COM 92936U109 1,483 0 0.00 123 2.50 0.0298
2022-04-27 2022-03-31 13F WP CAREY COM 92936U109 1,483 0 0.00 120 -1.64 0.0260
2022-01-28 2021-12-31 13F WP CAREY COM 92936U109 1,483 0 0.00 122 12.96 0.0259
2021-11-02 2021-09-30 13F WP CAREY COM 92936U109 1,483 0 0.00 108 -2.70 0.0249
2021-08-05 2021-06-30 13F WP CAREY COM 92936U109 1,483 0 0.00 111 5.71 0.0286
2021-04-26 2021-03-31 13F WP CAREY COM 92936U109 1,483 0 0.00 105 0.00 0.0281
2021-02-03 2020-12-31 13F WP CAREY COM 92936U109 1,483 0 0.00 105 8.25 0.0294
2020-10-26 2020-09-30 13F WP CAREY COM 92936U109 1,483 0 0.00 97 -3.00 0.0346
2020-07-21 2020-06-30 13F WP CAREY COM 92936U109 1,483 0 0.00 100 16.28 0.0345
2020-04-24 2020-03-31 13F WP CAREY COM 92936U109 1,483 0 0.00 86 -27.73 0.0365
2020-01-21 2019-12-31 13F W P CAREY COM 92936U109 1,483 0 0.00 119 -10.53 0.0394
2019-10-11 2019-09-30 13F W P CAREY COM 92936U109 1,483 133 10.83 0.0490
2019-07-29 2019-06-30 13F W P CAREY COM 92936U109 120 3.45 0.0445
2019-04-22 2019-03-31 13F W P CAREY COM 92936U109 116 19.59 0.0466
2019-01-22 2018-12-31 13F W P CAREY COM 92936U109 97 410.53 0.0604
2018-10-24 2018-09-30 13F W P CAREY COM 92936U109 19 -5.00 0.0074
2018-08-01 2018-06-30 13F W P CAREY COM 92936U109 20 11.11 0.0081
2018-05-04 2018-03-31 13F W.P. CAREY RET 92936U109 294 0 0.00 18 -10.00 0.0093
2018-01-19 2017-12-31 13F W.P. CAREY RET 92936U109 294 0 0.00 20 5.26 0.0084
2017-10-19 2017-09-30 13F W.P. CAREY RET 92936U109 294 0 0.00 19 0.00 0.0083
2017-07-28 2017-06-30 13F W.P. CAREY RET 92936U109 294 0 0.00 19 5.56 0.0086
2017-04-18 2017-03-31 13F W.P. CAREY RET 92936U109 294 0 0.00 18 5.88 0.0092
2017-02-06 2016-12-31 13F W.P. CAREY RET 92936U109 294 0 0.00 17 -5.56 0.0089
2016-11-07 2016-09-30 13F W.P. CAREY RET 92936U109 294 0 0.00 18 -10.00 0.0093
2016-08-04 2016-06-30 13F W.P. CAREY RET 92936U109 294 0 0.00 20 11.11 0.0105
2016-05-04 2016-03-31 13F W.P. CAREY RET 92936U109 294 0 0.00 18 5.88 0.0093
2016-01-28 2015-12-31 13F W.P. CAREY RET 92936U109 294 0 0.00 17 0.00 0.0087
2015-11-03 2015-09-30 13F W.P. CAREY RET 92936U109 294 0 0.00 17 0.00 0.0115
2015-07-30 2015-06-30 13F W.P. CAREY RET 92936U109 294 0 0.00 17 -15.00 0.0080
2015-05-05 2015-03-31 13F W P CAREY RET 92936U109 294 294 0.00 20 0.0094
2015-01-29 2014-12-31 13F W P CAREY RET 92936U109 0 -294 -100.00 0 -100.00
2014-11-03 2014-09-30 13F W P CAREY RET 92936U109 294 0 0.00 18 0.00 0.0123
2014-08-01 2014-06-30 13F W P CAREY RET 92936U109 294 0 0.00 18 0.00 0.0119
2014-05-06 2014-03-31 13F W P CAREY RET 92936U109 294 294 18 0.0124
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.