W. P. Carey Inc.
MX ˙ BMV ˙ US92936U1097
SecurityMX:WPC / W. P. Carey Inc.
InstitutionJpmorgan Chase & Co
Latest Disclosed Ownership3,358,875 shares
Latest Disclosed Value $ 228,101,284
Jpmorgan Chase & Co reports 1.83% increase in ownership of WPC / W. P. Carey Inc.

On May 13, 2026 - Jpmorgan Chase & Co filed a 13F-HR/A form disclosing ownership of 3,358,875 shares of W. P. Carey Inc. (MX:WPC) valued at $228,101,284 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,298,513 shares of W. P. Carey Inc.. This represents a change in shares of 1.83% 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)
2026-05-13 2026-03-31 13F/A-1 WP CAREY COMMON 92936U109 3,358,875 60,362 1.83 228,101 7.45 0.0016
2026-02-11 2025-12-31 13F WP CAREY COMMON 92936U109 3,298,513 -1,373,179 -29.39 212,292 -32.75 0.0133
2025-11-26 2025-09-30 13F/A-1 WP CAREY COMMON 92936U109 4,671,692 -429,369 -8.42 315,669 -0.80 0.0189
2025-11-07 2025-09-30 13F WP CAREY COMMON 92936U109 4,671,692 -429,369 315,669 0.0020
2025-08-12 2025-06-30 13F WP CAREY COMMON 92936U109 5,101,061 -11,129 -0.22 318,208 -1.37 0.0208
2025-05-12 2025-03-31 13F WP CAREY COMMON 92936U109 5,112,190 3,747,898 274.71 322,630 334.07 0.0236
2025-02-12 2024-12-31 13F WP CAREY COMMON 92936U109 1,364,292 -149,757 -9.89 74,327 -21.20 0.0055
2024-12-26 2024-09-30 13F/A-1 W P CAREY COMMON 92936U109 1,514,049 264,230 21.14 94,325 37.10 0.0072
2024-11-08 2024-09-30 13F W P CAREY COMMON 92936U109 1,514,049 264,230 94,325 0.0072
2024-12-26 2024-06-30 13F/A-1 W P Carey COM 92936U109 1,249,819 -1,982,306 -61.33 68,803 -62.28 0.0056
2024-08-12 2024-06-30 13F W P Carey COM 92936U109 1,249,819 -1,982,306 68,803 0.0057
2024-12-26 2024-03-31 13F/A-1 W P Carey COMMON 92936U109 3,232,125 -783,275 -19.51 182,421 -29.90 0.0154
2024-05-10 2024-03-31 13F W P Carey COMMON 92936U109 3,232,125 -783,275 182,421 0.0154
2024-12-26 2023-12-31 13F/A-1 WP CAREY COMMON 92936U109 4,015,400 -1,335,035 -24.95 260,238 -10.06 0.0250
2024-02-12 2023-12-31 13F WP CAREY COMMON 92936U109 4,015,400 -1,335,035 260,238 0.0250
2023-11-14 2023-09-30 13F WP Carey RET 92936U109 5,350,435 -852,865 -13.75 289,352 -30.96 0.0319
2023-08-11 2023-06-30 13F WP CAREY COMMON 92936U109 6,203,300 -355,310 -5.42 419,095 -17.50 0.0455
2023-05-18 2023-03-31 13F/A-1 WP CAREY COMMON 92936U109 6,558,610 2,068,458 46.07 507,966 145,033.14 0.0619
2023-05-11 2023-03-31 13F WP CAREY COMMON 92936U109 6,549,923 2,059,771 507,966 0.0075
2023-02-13 2022-12-31 13F WP CAREY COMMON 92936U109 4,490,152 -2,742,335 -37.92 351 -99.93 0.0463
2022-11-14 2022-09-30 13F WP CAREY COMMON 92936U109 7,232,487 433,192 6.37 504,828 -10.39 0.0725
2022-08-11 2022-06-30 13F WP CAREY COMMON 92936U109 6,799,295 1,868,954 37.91 563,389 41.35 0.0785
2022-05-11 2022-03-31 13F WP CAREY COMMON 92936U109 4,930,341 50,728 1.04 398,568 -0.45 0.0480
2022-02-11 2021-12-31 13F/A-1 WP CAREY COMMON 92936U109 4,879,613 3,342 0.07 400,372 12.41 0.0462
2022-02-10 2021-12-31 13F WP CAREY COMMON 92936U109 4,879,613 3,342 400,372 0.0458
2021-11-12 2021-09-30 13F WP CAREY COMMON 92936U109 4,876,271 173,773 3.70 356,164 1.50 0.0440
2021-08-12 2021-06-30 13F WP CAREY COMMON 92936U109 4,702,498 763,643 19.39 350,902 25.90 0.0419
2021-05-12 2021-03-31 13F WP CAREY COMMON 92936U109 3,938,855 -1,824,092 -31.65 278,714 -31.48 0.0372
2021-02-19 2020-12-31 13F/A-1 WP CAREY COMMON 92936U109 5,762,947 420,890 7.88 406,749 16.91 0.0598
2021-02-11 2020-12-31 13F WP CAREY COMMON 92936U109 5,762,947 420,890 406,749 10,059.1926
2020-11-12 2020-09-30 13F/A-1 WP CAREY COMMON 92936U109 5,342,057 -13,455 -0.25 347,929 -3.97 0.0585
2020-11-12 2020-09-30 13F WP CAREY COMMON 92936U109 5,342,057 347,929
2020-08-11 2020-06-30 13F WP CAREY COMMON 92936U109 5,355,512 1,741,412 48.18 362,301 72.60 0.0699
2020-05-12 2020-03-31 13F WP CAREY COMMON 92936U109 3,614,100 -7,541 -0.21 209,906 -27.59 0.0493
2020-02-11 2019-12-31 13F W P CAREY COMMON 92936U109 3,621,641 -1,033,726 -22.21 289,877 -30.43 0.0541
2019-11-12 2019-09-30 13F W P CAREY COMMON 92936U109 4,655,367 -97,314 -2.05 416,658 7.67 0.0830
2019-08-07 2019-06-30 13F W P CAREY COMMON 92936U109 4,752,681 813,846 20.66 386,964 25.42 0.0757
2019-05-07 2019-03-31 13F W P CAREY COMMON 92936U109 3,938,835 2,009,980 104.21 308,529 144.80 0.0630
2019-02-11 2018-12-31 13F W P CAREY COMMON 92936U109 1,928,855 1,333,893 224.20 126,032 229.39 0.0291
2018-11-13 2018-09-30 13F/A-1 W P CAREY COMMON 92936U109 594,962 110,363 22.77 38,262 19.00 0.0073
2018-11-07 2018-09-30 13F W P CAREY COMMON 92936U109 594,962 110,363 38,262
2018-08-14 2018-06-30 13F W P CAREY COMMON 92936U109 484,599 167,470 52.81 32,154 63.56 0.0066
2018-05-10 2018-03-31 13F W P CAREY COMMON 92936U109 317,129 2,254 0.72 19,659 -9.38 0.0042
2018-02-13 2017-12-31 13F W P CAREY COMMON 92936U109 314,875 -79,376 -20.13 21,694 -19.73 0.0046
2017-11-09 2017-09-30 13F W P CAREY COMMON 92936U109 394,251 106,410 36.97 27,026 42.23 0.0060
2017-08-09 2017-06-30 13F W P CAREY COMMON 92936U109 287,841 -17,756 -5.81 19,001 -0.07 0.0043
2017-05-10 2017-03-31 13F W P CAREY COMMON 92936U109 305,597 19,456 6.80 19,015 12.46 0.0043
2017-02-06 2016-12-31 13F W P CAREY COMMON 92936U109 286,141 -115,453 -28.75 16,908 -34.76 0.0041
2016-11-04 2016-09-30 13F W P CAREY COMMON 92936U109 401,594 -43,601 -9.79 25,916 -16.15 0.0064
2016-08-08 2016-06-30 13F W P CAREY COMMON 92936U109 445,195 54,167 13.85 30,906 26.99 0.0077
2016-05-10 2016-03-31 13F W P CAREY COMMON 92936U109 391,028 -40,480 -9.38 24,338 -4.41 0.0062
2016-02-12 2015-12-31 13F W P CAREY COMMON 92936U109 431,508 313,118 264.48 25,461 271.96 0.0064
2015-11-13 2015-09-30 13F W P CAREY COMMON 92936U109 118,390 54,164 84.33 6,845 80.85 0.0018
2015-08-14 2015-06-30 13F WP CAREY COMMON 92936U109 64,226 -65 -0.10 3,785 -13.41 0.0009
2015-05-15 2015-03-31 13F WP CAREY COMMON 92936U109 64,291 10,485 19.49 4,371 15.88 0.0010
2015-02-13 2014-12-31 13F WP CAREY COMMON 92936U109 53,806 -3,991 -6.91 3,772 2.33 0.0009
2014-12-08 2014-09-30 13F/A-1 W P CAREY COMMON 92936U109 57,797 -45,073 -43.82 3,686 -44.36 0.0009
2014-11-14 2014-09-30 13F W P CAREY COMMON 92936U109 57,797 3,686
2014-09-03 2014-06-30 13F/A-1 W P CAREY COMMON 92936U109 102,870 -1,053 -1.01 6,625 6.14 0.0017
2014-08-14 2014-06-30 13F W P CAREY COMMON 92936U109 102,870 6,625
2014-05-15 2014-03-31 13F W P CAREY COMMON 92936U109 103,923 22,674 27.91 6,242 25.22 0.0017
2014-02-26 2013-12-31 13F/A-1 W P CAREY COMMON 92936U109 81,249 -44,002 -35.13 4,985 -38.49 0.0014
2014-02-13 2013-12-31 13F W P CAREY COMMON 92936U109 81,249 4,985
2013-10-31 2013-09-30 13F W P CAREY COMMON 92936U109 125,251 -191,333 -60.44 8,104 -61.31 0.0024
2013-08-13 2013-06-30 13F W P CAREY COMMON 92936U109 316,584 316,584 20,948 0.0067
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.