W. P. Carey Inc.
MX ˙ BMV ˙ US92936U1097
SecurityMX:WPC / W. P. Carey Inc.
InstitutionInspirion Wealth Advisors, Llc
Latest Disclosed Ownership22,599 shares
Latest Disclosed Value $ 1,535,801
Inspirion Wealth Advisors, Llc reports 3.18% decrease in ownership of WPC / W. P. Carey Inc.

On April 8, 2026 - Inspirion Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 22,599 shares of W. P. Carey Inc. (MX:WPC) valued at $1,535,801 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 23,341 shares of W. P. Carey Inc.. This represents a change in shares of -3.18% 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)
2026-04-08 2026-03-31 13F WP CAREY COM 92936U109 22,599 -742 -3.18 1,536 2.20 0.1912
2026-01-09 2025-12-31 13F WP CAREY COM 92936U109 23,341 -10,838 -31.71 1,502 -29.45 0.1839
2025-10-06 2025-09-30 13F WP CAREY COM 92936U109 34,179 10,300 43.13 2,129 42.98 0.2980
2025-07-09 2025-06-30 13F WP CAREY COM 92936U109 23,879 -2,421 -9.21 1,490 -10.25 0.1972
2025-04-09 2025-03-31 13F WP CAREY COM 92936U109 26,300 -3,783 -12.58 1,660 0.30 0.2305
2025-01-15 2024-12-31 13F WP CAREY COM 92936U109 30,083 -4,096 -11.98 1,654 -22.31 0.2311
2024-10-04 2024-09-30 13F WP CAREY COM 92936U109 34,179 -2,208 -6.07 2,129 6.29 0.2978
2024-07-12 2024-06-30 13F WP CAREY COM 92936U109 36,387 -974 -2.61 2,003 -4.98 0.3064
2024-04-12 2024-03-31 13F WP CAREY COM 92936U109 37,361 -2,549 -6.39 2,109 -19.73 0.3485
2024-01-10 2023-12-31 13F WP CAREY COM 92936U109 39,910 -12,240 -23.47 2,627 -6.88 0.4734
2023-10-13 2023-09-30 13F WP CAREY COM 92936U109 52,150 -3,173 -5.74 2,820 -24.54 0.5500
2023-07-20 2023-06-30 13F WP CAREY COM 92936U109 55,323 -558 -1.00 3,738 -13.64 0.7161
2023-04-07 2023-03-31 13F WP CAREY COM 92936U109 55,881 -1,543 -2.69 4,328 -3.57 0.8680
2023-01-18 2022-12-31 13F WP CAREY COM 92936U109 57,424 -5,020 -8.04 4,488 2.94 0.9507
2022-10-19 2022-09-30 13F WP CAREY COM 92936U109 62,444 -982 -1.55 4,359 -17.05 0.9830
2022-07-27 2022-06-30 13F WP CAREY COM 92936U109 63,426 -840 -1.31 5,255 1.15 1.1534
2022-04-14 2022-03-31 13F WP CAREY COM 92936U109 64,266 -1,802 -2.73 5,195 -4.17 1.0634
2022-01-21 2021-12-31 13F WP CAREY COM 92936U109 66,068 -3,404 -4.90 5,421 6.84 1.1427
2021-10-08 2021-09-30 13F WP CAREY COM 92936U109 69,472 -107 -0.15 5,074 -2.27 1.1673
2021-07-16 2021-06-30 13F WP CAREY COM 92936U109 69,579 -1,287 -1.82 5,192 3.55 1.2794
2021-04-15 2021-03-31 13F WP CAREY COM 92936U109 70,866 -986 -1.37 5,014 -1.12 1.3291
2021-01-22 2020-12-31 13F WP CAREY COM 92936U109 71,852 -2,584 -3.47 5,071 4.56 1.4274
2020-10-14 2020-09-30 13F WP CAREY COM 92936U109 74,436 -987 -1.31 4,850 -4.94 1.6667
2020-07-09 2020-06-30 13F WP CAREY COM 92936U109 75,423 -6,708 -8.17 5,102 6.96 2.0031
2020-04-23 2020-03-31 13F WP CAREY COM 92936U109 82,131 -5,235 -5.99 4,770 -31.79 2.3542
2020-01-14 2019-12-31 13F W P CAREY COM 92936U109 87,366 -7,535 -7.94 6,993 -17.67 2.3607
2019-10-22 2019-09-30 13F W P CAREY COM 92936U109 94,901 -4,998 -5.00 8,494 4.73 3.7203
2019-07-15 2019-06-30 13F W P CAREY COM 92936U109 99,899 -8,770 -8.07 8,110 -4.72 3.5021
2019-04-16 2019-03-31 13F W P CAREY COM 92936U109 108,669 -8,734 -7.44 8,512 10.96 3.7694
2019-01-22 2018-12-31 13F W P CAREY COM 92936U109 117,403 83,276 244.02 7,671 249.48 3.8296
2018-11-14 2018-09-30 13F W P CAREY COM 92936U109 34,127 -449 -1.30 2,195 -4.32 0.9308
2018-07-19 2018-06-30 13F W P CAREY COM 92936U109 34,576 0 0.00 2,294 7.05 1.0806
2018-04-18 2018-03-31 13F W P CAREY COM 92936U109 34,576 -100 -0.29 2,143 -10.30 1.0474
2018-01-16 2017-12-31 13F W P CAREY COM 92936U109 34,676 -548 -1.56 2,389 0.63 1.1601
2017-11-14 2017-09-30 13F W P CAREY COM 92936U109 35,224 -144 -0.41 2,374 1.67 1.2039
2017-07-19 2017-06-30 13F W P CAREY COM 92936U109 35,368 -200 -0.56 2,335 5.51 1.2675
2017-05-09 2017-03-31 13F W P CAREY COM 92936U109 35,568 -359 -1.00 2,213 4.24 1.2521
2017-01-31 2016-12-31 13F W P CAREY COM 92936U109 35,927 0 0.00 2,123 -8.41 1.3464
2016-11-14 2016-09-30 13F W P CAREY COM 92936U109 35,927 -855 -2.32 2,318 -9.20 1.5034
2016-08-02 2016-06-30 13F W P CAREY COM 92936U109 36,782 841 2.34 2,553 14.13 1.6685
2016-04-27 2016-03-31 13F W P CAREY COM 92936U109 35,941 0 0.00 2,237 5.47 1.5679
2016-01-13 2015-12-31 13F W P CAREY COM 92936U109 35,941 -609 -1.67 2,121 0.38 1.5561
2015-10-21 2015-09-30 13F W P CAREY COM 92936U109 36,550 -863 -2.31 2,113 -4.17 1.6688
2015-08-07 2015-06-30 13F W P CAREY COM 92936U109 37,413 -466 -1.23 2,205 -14.40 1.6307
2015-06-02 2015-03-31 13F W P CAREY COM 92936U109 37,879 -7,403 -16.35 2,576 -18.84 2.0735
2015-02-13 2014-12-31 13F W P CAREY COM 92936U109 45,282 45,282 3,174 2.9420
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.