W. P. Carey Inc.
MX ˙ BMV ˙ US92936U1097
SecurityMX:WPC / W. P. Carey Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership83,515 shares
Latest Disclosed Value $ 5,675,709
Neuberger Berman Group LLC reports 14.07% decrease in ownership of WPC / W. P. Carey Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 83,515 shares of W. P. Carey Inc. (MX:WPC) valued at $5,675,709 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 97,187 shares of W. P. Carey Inc.. This represents a change in shares of -14.07% 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)
2026-05-14 2026-03-31 13F W. P. CAREY REIT INC REIT COMMON 92936U109 83,515 -13,672 -14.07 5,676 -9.26 0.0043
2026-02-13 2025-12-31 13F W. P. CAREY REIT INC REIT COMMON 92936U109 97,187 42,282 77.01 6,255 68.62 0.0047
2025-11-12 2025-09-30 13F W. P. CAREY REIT INC REIT COMMON 92936U109 54,905 16,203 41.87 3,710 53.65 0.0027
2025-08-25 2025-06-30 13F/A-1 W. P. CAREY REIT INC REIT COMMON 92936U109 38,702 11,612 42.86 2,414 41.25 0.0019
2025-08-13 2025-06-30 13F W. P. CAREY REIT INC REIT COMMON 92936U109 38,702 11,612 2,414 0.0010
2025-05-13 2025-03-31 13F W. P. CAREY REIT INC REIT COMMON 92936U109 27,090 1,065 4.09 1,710 20.61 0.0014
2025-02-13 2024-12-31 13F W. P. CAREY REIT INC REIT COMMON 92936U109 26,025 673 2.65 1,418 -10.26 0.0011
2024-11-14 2024-09-30 13F W. P. CAREY REIT INC REIT COMMON 92936U109 25,352 1,558 6.55 1,579 20.63 0.0012
2024-11-14 2024-06-30 13F/A-1 W. P. CAREY REIT INC REIT COMMON 92936U109 23,794 -6,663 -21.88 1,310 -23.85 0.0011
2024-08-13 2024-06-30 13F W. P. CAREY REIT INC REIT COMMON 92936U109 23,794 -6,663 1,310 0.0011
2024-11-14 2024-03-31 13F/A-1 W. P. CAREY REIT INC REIT COMMON 92936U109 30,457 -6,362 -17.28 1,719 -27.95 0.0014
2024-05-13 2024-03-31 13F W. P. CAREY REIT INC REIT COMMON 92936U109 30,457 -6,362 1,719 0.0014
2024-11-14 2023-12-31 13F/A-2 W. P. CAREY REIT INC REIT COMMON 92936U109 36,819 -34,367 -48.28 2,386 -38.01 0.0021
2024-02-09 2023-12-31 13F W. P. CAREY REIT INC REIT COMMON 92936U109 36,819 -34,367 2,386 0.0021
2023-11-14 2023-09-30 13F W. P. CAREY REIT INC REIT COMMON 92936U109 71,186 -5,096 -6.68 3,850 -25.31 0.0035
2023-08-11 2023-06-30 13F W. P. CAREY REIT INC REIT COMMON 92936U109 76,282 -50,551 -39.86 5,154 -47.54 0.0046
2023-05-12 2023-03-31 13F W. P. CAREY REIT INC REIT COMMON 92936U109 126,833 4,103 3.34 9,823 2.42 0.0091
2023-02-13 2022-12-31 13F W. P. CAREY REIT INC REIT COMMON 92936U109 122,730 -8,297 -6.33 9,591 4.87 0.0094
2022-11-15 2022-09-30 13F W. P. CAREY REIT INC REIT COMMON 92936U109 131,027 -25,895 -16.50 9,146 -29.66 0.0095
2022-08-15 2022-06-30 13F W. P. CAREY REIT INC REIT COMMON 92936U109 156,922 44,307 39.34 13,003 42.83 0.0131
2022-05-23 2022-03-31 13F/A-1 W. P. CAREY REIT INC REIT COMMON 92936U109 112,615 7,434 7.07 9,104 5.96 0.0077
2022-05-13 2022-03-31 13F W. P. CAREY REIT INC REIT COMMON 92936U109 112,615 7,434 9,054 0.0040
2022-02-11 2021-12-31 13F W. P. CAREY REIT INC REIT COMMON 92936U109 105,181 11,129 11.83 8,592 25.69 0.0067
2021-11-12 2021-09-30 13F W. P. CAREY REIT INC REIT COMMON 92936U109 94,052 1,203 1.30 6,836 -0.87 0.0060
2021-08-13 2021-06-30 13F W. P. CAREY REIT INC REIT COMMON 92936U109 92,849 -714 -0.76 6,896 4.15 0.0060
2021-05-13 2021-03-31 13F W. P. CAREY REIT INC REIT COMMON 92936U109 93,563 -98 -0.10 6,621 0.15 0.0063
2021-02-10 2020-12-31 13F W. P. CAREY REIT INC REIT COMMON 92936U109 93,661 -4,920 -4.99 6,611 2.91 0.0069
2020-11-12 2020-09-30 13F W. P. CAREY REIT INC REIT COMMON 92936U109 98,581 60,807 160.98 6,424 151.43 0.0076
2020-08-13 2020-06-30 13F W. P. CAREY REIT INC REIT COMMON 92936U109 37,774 -13,815 -26.78 2,555 -14.72 0.0032
2020-05-14 2020-03-31 13F W. P. CAREY REIT INC REIT COMMON 92936U109 51,589 7,213 16.25 2,996 -15.65 0.0046
2020-02-12 2019-12-31 13F W. P. CAREY REIT INC REIT COMMON 92936U109 44,376 26,295 145.43 3,552 119.53 0.0041
2019-11-13 2019-09-30 13F W. P. CAREY REIT INC REIT COMMON 92936U109 18,081 -7,143 -28.32 1,618 -21.00 0.0020
2019-08-13 2019-06-30 13F W. P. CAREY REIT INC REIT COMMON 92936U109 25,224 3,318 15.15 2,048 19.35 0.0024
2019-05-13 2019-03-31 13F W. P. CAREY REIT INC REIT COMMON 92936U109 21,906 2,809 14.71 1,716 37.50 0.0021
2019-02-12 2018-12-31 13F W. P. CAREY REIT INC REIT COMMON 92936U109 19,097 6,088 46.80 1,248 49.10 0.0017
2018-11-16 2018-09-30 13F/A-1 W. P. CAREY REIT INC REIT COMMON 92936U109 13,009 -872 -6.28 837 -13.08 0.0009
2018-11-13 2018-09-30 13F W. P. CAREY REIT INC REIT COMMON 92936U109 13,009 -872 837
2018-08-13 2018-06-30 13F W. P. CAREY REIT INC REIT COMMON 92936U109 13,881 -1,500 -9.75 963 -2.43 0.0011
2018-05-08 2018-03-31 13F W. P. CAREY REIT INC REIT Common 92936U109 15,381 -49,896 -76.44 987 -78.06 0.0011
2018-02-14 2017-12-31 13F W. P. CAREY REIT INC REIT COMMON 92936U109 65,277 -2,389 -3.53 4,498 -1.36 0.0052
2017-11-15 2017-09-30 13F W P CAREY COMMON STOCK 92936U109 67,666 -3,680 -5.16 4,560 -3.18 0.0057
2017-08-08 2017-06-30 13F W P CAREY COMMON STOCK 92936U109 71,346 -16,364 -18.66 4,710 -13.69 0.0060
2017-05-10 2017-03-31 13F W P CAREY COMMON STOCK 92936U109 87,710 -16,495 -15.83 5,457 -11.37 0.0070
2017-02-06 2016-12-31 13F W P CAREY COMMON STOCK 92936U109 104,205 -26,158 -20.07 6,157 -26.81 0.0083
2016-11-02 2016-09-30 13F W P CAREY COMMON STOCK 92936U109 130,363 -19,558 -13.05 8,412 -19.18 0.0114
2016-08-05 2016-06-30 13F W P CAREY COMMON STOCK 92936U109 149,921 -12,200 -7.53 10,408 3.15 0.0143
2016-05-06 2016-03-31 13F W P CAREY COMMON STOCK 92936U109 162,121 -30,900 -16.01 10,090 -11.40 0.0139
2016-01-28 2015-12-31 13F W P CAREY COMMON STOCK 92936U109 193,021 -43,000 -18.22 11,388 -16.53 0.0149
2015-11-10 2015-09-30 13F W P CAREY COMMON STOCK 92936U109 236,021 -14,600 -5.83 13,644 -7.64 0.0176
2015-07-31 2015-06-30 13F W P CAREY COMMON STOCK 92936U109 250,621 -14,000 -5.29 14,772 -17.91 0.0164
2015-05-06 2015-03-31 13F W P CAREY COMMON STOCK 92936U109 264,621 264,621 0.00 17,994 0.0192
2015-02-05 2014-12-31 13F W P CAREY COMMON STOCK 92936U109 0 -197,021 -100.00 0 -100.00
2014-11-04 2014-09-30 13F W P CAREY COMMON STOCK 92936U109 197,021 79,654 67.87 12,564 66.23 0.0129
2014-08-05 2014-06-30 13F W P CAREY COMMON STOCK 92936U109 117,367 113,000 2,587.59 7,558 2,784.73 0.0074
2014-05-05 2014-03-31 13F W P CAREY COMMON STOCK 92936U109 4,367 -930 -17.56 262 -19.38 0.0003
2014-02-11 2013-12-31 13F W P CAREY COMMON STOCK 92936U109 5,297 0 0.00 325 -5.25 0.0003
2013-10-29 2013-09-30 13F/A-1 W P CAREY COMMON STOCK 92936U109 5,297 20 0.38 343 -1.72 0.0004
2013-08-13 2013-06-30 13F W P CAREY COMMON STOCK 92936U109 5,277 5,277 349 0.0004
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.