W. P. Carey Inc.
MX ˙ BMV ˙ US92936U1097
SecurityMX:WPC / W. P. Carey Inc.
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership15,606 shares
Latest Disclosed Value $ 1,060,581
IHT Wealth Management, LLC reports 56.00% increase in ownership of WPC / W. P. Carey Inc.

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 15,606 shares of W. P. Carey Inc. (MX:WPC) valued at $1,060,581 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 10,004 shares of W. P. Carey Inc.. This represents a change in shares of 56.00% 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)
2026-05-15 2026-03-31 13F W P Carey COM 92936U109 15,606 5,602 56.00 1,061 64.85 0.0245
2026-02-17 2025-12-31 13F W P Carey COM 92936U109 10,004 124 1.26 644 -3.60 0.0156
2025-11-14 2025-09-30 13F W P Carey COM 92936U109 9,880 841 9.30 668 18.47 0.0169
2025-08-14 2025-06-30 13F W P Carey COM 92936U109 9,039 -336 -3.58 564 -4.74 0.0155
2025-05-15 2025-03-31 13F W P Carey COM 92936U109 9,375 1,738 22.76 592 42.07 0.0185
2025-02-14 2024-12-31 13F W P Carey COM 92936U109 7,637 -1,793 -19.01 416 -28.89 0.0134
2024-11-14 2024-09-30 13F W P Carey COM 92936U109 9,430 1,723 22.36 586 37.97 0.0166
2024-08-14 2024-06-30 13F W P CAREY COM 92936U109 7,707 -1,201 -13.48 424 -15.54 0.0158
2024-05-15 2024-03-31 13F W P Carey COM 92936U109 8,908 -1,463 -14.11 503 -25.30 0.0202
2024-02-14 2023-12-31 13F W P CAREY COM 92936U109 10,371 -6,442 -38.32 672 -26.07 0.0300
2023-11-14 2023-09-30 13F W P CAREY COM 92936U109 16,813 1,409 9.15 909 -12.60 0.0461
2023-08-15 2023-06-30 13F W P CAREY COM 92936U109 15,404 -746 -4.62 1,041 -16.80 0.0542
2023-05-15 2023-03-31 13F W P CAREY COM 92936U109 16,150 221 1.39 1,251 0.48 0.0714
2023-02-15 2022-12-31 13F W P CAREY COM 92936U109 15,929 3,806 31.39 1,245 47.04 0.0782
2022-11-22 2022-09-30 13F W P CAREY COM 92936U109 12,123 4,144 51.94 846 27.99 0.0643
2022-08-15 2022-06-30 13F W P CAREY COM 92936U109 7,979 1,067 15.44 661 18.25 0.0583
2022-05-16 2022-03-31 13F W P CAREY COM 92936U109 6,912 556 8.75 559 7.29 0.0424
2022-02-14 2021-12-31 13F W P CAREY COM 92936U109 6,356 -629 -9.01 521 2.16 0.0384
2021-11-15 2021-09-30 13F W P CAREY COM 92936U109 6,985 -1,274 -15.43 510 -17.21 0.0415
2021-08-16 2021-06-30 13F W P CAREY COM 92936U109 8,259 -391 -4.52 616 0.65 0.0391
2021-05-18 2021-03-31 13F WP CAREY COM 92936U109 8,650 1,244 16.80 612 17.02 0.0440
2021-02-17 2020-12-31 13F WP CAREY COM 92936U109 7,406 610 8.98 523 18.06 0.0435
2020-11-19 2020-09-30 13F WP CAREY COM 92936U109 6,796 287 4.41 443 0.68 0.0445
2020-08-14 2020-06-30 13F WP CAREY COM 92936U109 6,509 -6,569 -50.23 440 -42.11 0.0603
2020-05-13 2020-03-31 13F WP CAREY COM 92936U109 13,078 -14,739 -52.99 760 -65.86 0.1094
2020-02-18 2019-12-31 13F W P CAREY COM 92936U109 27,817 -3,806 -12.04 2,226 -20.92 0.2636
2019-11-15 2019-09-30 13F W P CAREY ADR 92936U109 31,623 -135 -0.43 2,815 8.27 0.3828
2019-08-12 2019-06-30 13F W P CAREY COM 92936U109 31,758 -2,100 -6.20 2,600 -1.96 0.3775
2019-05-16 2019-03-31 13F W P CAREY COM 92936U109 33,858 -604 -1.75 2,652 17.76 0.4418
2019-02-14 2018-12-31 13F WP CAREY INC COM USD0.001 COM 92936U109 34,462 34,462 2,252 0.4335
2018-08-13 2018-06-30 13F W P CAREY COM 92936U109 0 -1,222 -100.00 0 -100.00
2018-05-14 2018-03-31 13F W P CAREY COM 92936U109 1,222 113 10.19 75 0.00 0.0201
2018-02-14 2017-12-31 13F W P CAREY COM 92936U109 1,109 457 70.09 75 66.67 0.0199
2017-11-14 2017-09-30 13F W P CAREY COM 92936U109 652 -593 -47.63 45 4,400.00 0.0192
2017-08-14 2017-06-30 13F/A-1 W P CAREY COM 92936U109 1,245 6 0.48 1 -98.70 0.0005
2017-08-14 2017-06-30 13F W P CAREY COM 92936U109 1,245 6 198
2017-05-15 2017-03-31 13F W P CAREY COM 92936U109 1,239 605 95.43 77 102.63 0.0513
2017-02-14 2016-12-31 13F W P CAREY COM 92936U109 634 634 38 0.0287
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.