W. P. Carey Inc.
MX ˙ BMV ˙ US92936U1097
SecurityMX:WPC / W. P. Carey Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership1,991,357 shares
Latest Disclosed Value $ 135,332,799
Morgan Stanley reports 0.30% decrease in ownership of WPC / W. P. Carey Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 1,991,357 shares of W. P. Carey Inc. (MX:WPC) valued at $135,332,799 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 1,997,345 shares of W. P. Carey Inc.. This represents a change in shares of -0.30% 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 WP CAREY COM 92936U109 1,991,357 -5,988 -0.30 135,333 5.28 0.0082
2026-05-27 2025-12-31 13F/A-1 WP CAREY COM 92936U109 1,997,345 180,716 9.95 128,549 4.73 0.0077
2026-02-13 2025-12-31 13F WP CAREY COM 92936U109 1,997,345 180,716 128,549 0.0077
2026-05-27 2025-09-30 13F/A-1 WP CAREY COM 92936U109 1,816,629 -27,361 -1.48 122,750 6.71 0.0074
2025-11-14 2025-09-30 13F WP CAREY COM 92936U109 1,816,629 -27,361 122,750 0.0074
2025-08-15 2025-06-30 13F WP CAREY COM 92936U109 1,843,990 -180,910 -8.93 115,028 -9.99 0.0075
2025-05-15 2025-03-31 13F WP CAREY COM 92936U109 2,024,900 -63,870 -3.06 127,792 12.30 0.0091
2025-05-15 2024-12-31 13F/A-1 WP CAREY COM 92936U109 2,088,770 138,052 7.08 113,796 -6.36 0.0080
2025-02-14 2024-12-31 13F WP CAREY COM 92936U109 2,088,770 138,052 113,796 0.0080
2025-05-14 2024-09-30 13F/A-2 WP CAREY COM 92936U109 1,950,718 20,493 1.06 121,530 14.37 0.0088
2025-02-14 2024-09-30 13F/A-1 WP CAREY COM 92936U109 1,950,718 20,493 121,530 0.0088
2024-11-14 2024-09-30 13F WP CAREY COM 92936U109 1,950,718 20,493 121,530 0.0088
2025-05-14 2024-06-30 13F/A-2 WP CAREY COM 92936U109 1,930,225 148,034 8.31 106,259 5.64 0.0082
2024-10-17 2024-06-30 13F/A-1 WP CAREY COM 92936U109 1,930,225 148,034 106,259 0.0082
2024-08-14 2024-06-30 13F WP CAREY COM 92936U109 1,930,225 148,034 106,259 0.0082
2024-10-17 2024-03-31 13F/A-2 WP CAREY COM 92936U109 1,782,191 -114,002 -6.01 100,587 -18.15 0.0081
2024-08-16 2024-03-31 13F/A-1 WP CAREY COM 92936U109 1,782,191 -114,002 100,587 0.0009
2024-05-15 2024-03-31 13F WP CAREY COM 92936U109 1,782,191 -114,002 100,587 0.0081
2024-08-16 2023-12-31 13F/A-1 WP CAREY COM 92936U109 1,896,193 -72,518 -3.68 122,892 15.43 0.0108
2024-02-13 2023-12-31 13F WP CAREY COM 92936U109 1,896,193 -72,518 122,892 0.0108
2023-11-15 2023-09-30 13F WP CAREY COM 92936U109 1,968,711 102,592 5.50 106,468 -15.55 0.0108
2023-08-14 2023-06-30 13F WP CAREY COM 92936U109 1,866,119 -120,624 -6.07 126,075 -18.07 0.0124
2023-05-15 2023-03-31 13F WP CAREY COM 92936U109 1,986,743 -31,436 -1.56 153,873 -2.44 0.0165
2023-02-14 2022-12-31 13F WP CAREY COM 92936U109 2,018,179 176,801 9.60 157,721 22.71 0.0179
2022-11-14 2022-09-30 13F WP CAREY COM 92936U109 1,841,378 75,902 4.30 128,526 -12.14 0.0175
2022-10-27 2022-06-30 13F/A-1 WP CAREY COM 92936U109 1,765,476 309,096 21.22 146,286 24.25 0.0190
2022-08-15 2022-06-30 13F WP CAREY COM 92936U109 1,765,476 309,096 146,286 0.0190
2022-10-27 2022-03-31 13F/A-1 WP CAREY COM 92936U109 1,456,380 210,392 16.89 117,733 15.16 0.0159
2022-05-13 2022-03-31 13F WP CAREY COM 92936U109 1,456,380 210,392 117,733 0.0159
2022-02-14 2021-12-31 13F WP CAREY COM 92936U109 1,245,988 -17,331 -1.37 102,234 10.80 0.0126
2021-11-15 2021-09-30 13F WP CAREY COM 92936U109 1,263,319 139,292 12.39 92,273 10.01 0.0124
2021-08-23 2021-06-30 13F/A-1 WP CAREY COM 92936U109 1,124,027 203,575 22.12 83,875 28.78 0.0111
2021-08-16 2021-06-30 13F WP CAREY COM 92936U109 1,124,027 203,575 83,875 0.0023
2021-05-17 2021-03-31 13F WP CAREY COM 92936U109 920,452 225,327 32.42 65,131 32.75 0.0096
2021-02-16 2020-12-31 13F WP CAREY COM 92936U109 695,125 85,185 13.97 49,062 23.45 0.0076
2020-11-13 2020-09-30 13F WP CAREY COM 92936U109 609,940 -88,235 -12.64 39,744 -15.85 0.0077
2020-08-14 2020-06-30 13F WP CAREY COM 92936U109 698,175 179,796 34.68 47,232 56.88 0.0105
2020-05-26 2020-03-31 13F/A-1 WP CAREY COM 92936U109 518,379 -22,049 -4.08 30,108 -30.40 0.0082
2020-05-15 2020-03-31 13F WP CAREY COM 92936U109 518,379 -22,049 30,108 2,312.9220
2020-02-14 2019-12-31 13F W P CAREY COM 92936U109 540,428 12,461 2.36 43,256 -8.46 0.0101
2019-11-14 2019-09-30 13F W P CAREY COM 92936U109 527,967 -61,324 -10.41 47,254 -1.22 0.0125
2019-08-14 2019-06-30 13F W P CAREY COM 92936U109 589,291 -15,575 -2.57 47,839 0.97 0.0127
2019-05-15 2019-03-31 13F W P CAREY COM 92936U109 604,866 78,988 15.02 47,379 37.89 0.0134
2019-02-14 2018-12-31 13F W P CAREY COM 92936U109 525,878 25,962 5.19 34,360 6.87 0.0103
2019-04-23 2018-09-30 13F/A-2 W P CAREY COM 92936U109 499,916 31,182 6.65 32,150 3.37 0.0080
2018-11-20 2018-09-30 13F/A-1 W P CAREY COM 92936U109 499,916 0 32,150 0.0080
2018-11-14 2018-09-30 13F W P CAREY COM 92936U109 499,916 31,182 32,150
2019-04-23 2018-06-30 13F/A-1 W P CAREY COM 92936U109 468,734 -159,770 -25.42 31,101 -20.17 0.0084
2018-08-14 2018-06-30 13F W P CAREY COM 92936U109 468,734 -159,770 31,101
2019-04-23 2018-03-31 13F/A-1 W P CAREY COM 92936U109 628,504 37,989 6.43 38,961 -4.24 0.0108
2018-05-14 2018-03-31 13F W P CAREY COM 92936U109 628,504 37,989 38,961
2019-04-23 2017-12-31 13F/A-1 W P CAREY COM 92936U109 590,515 11,683 2.02 40,685 4.30 0.0111
2018-02-14 2017-12-31 13F W P CAREY COM 92936U109 590,515 11,683 40,685
2017-11-14 2017-09-30 13F W P CAREY COM 92936U109 578,832 37,814 6.99 39,009 9.23 0.0117
2017-08-11 2017-06-30 13F W P CAREY COM 92936U109 541,018 7,455 1.40 35,713 7.57 0.0108
2017-05-22 2017-03-31 13F/A-1 W P CAREY COM 92936U109 533,563 -199,890 -27.25 33,199 -23.40 0.0102
2017-05-12 2017-03-31 13F W P CAREY COM 92936U109 533,563 33,199
2017-02-22 2016-12-31 13F/A-1 W P CAREY COM 92936U109 733,453 114,154 18.43 43,340 8.45 0.0142
2017-02-13 2016-12-31 13F W P CAREY COM 92936U109 733,453 43,340
2016-11-10 2016-09-30 13F W P CAREY COM 92936U109 619,299 29,642 5.03 39,964 -2.37 0.0136
2016-08-12 2016-06-30 13F W P CAREY COM 92936U109 589,657 30,300 5.42 40,935 17.58 0.0148
2016-05-12 2016-03-31 13F W P CAREY COM 92936U109 559,357 33,239 6.32 34,814 12.15 0.0134
2016-02-09 2015-12-31 13F W P CAREY COM 92936U109 526,118 -6,563 -1.23 31,041 0.80 0.0112
2016-02-08 2015-09-30 13F/A-1 W P CAREY COM 92936U109 532,681 -42,372 -7.37 30,794 -9.15 0.0114
2015-11-09 2015-09-30 13F W P CAREY COM 92936U109 532,681 30,794
2015-08-12 2015-06-30 13F W P CAREY COM 92936U109 575,053 -22,842 -3.82 33,894 -16.63 0.0117
2015-05-14 2015-03-31 13F W P CAREY COM 92936U109 597,895 -392,730 -39.64 40,656 -41.45 0.0150
2015-02-13 2014-12-31 13F W P CAREY COM 92936U109 990,625 182,785 22.63 69,443 34.80 0.0254
2014-12-16 2014-09-30 13F/A-1 W P CAREY COM 92936U109 807,840 432,196 115.05 51,516 128.30 0.0198
2014-11-14 2014-09-30 13F W P CAREY COM 92936U109 807,840 51,516
2014-05-13 2014-03-31 13F W P CAREY COM 92936U109 375,644 109,806 41.31 22,565 38.36 0.0094
2014-02-13 2013-12-31 13F W P CAREY COM 92936U109 265,838 24,180 10.01 16,309 4.31 0.0069
2013-11-13 2013-09-30 13F W.P. CAREY & CO LLC COM RE COM 92936U109 241,658 -39,236 -13.97 15,635 -15.88 0.0074
2013-08-08 2013-06-30 13F W.P. CAREY & CO LLC COM RE COM 92936U109 280,894 280,894 18,587 0.0094
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.