W. P. Carey Inc.
MX ˙ BMV ˙ US92936U1097
SecurityMX:WPC / W. P. Carey Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership488,973 shares
Latest Disclosed Value $ 33,230,605
Principal Financial Group Inc reports 3.78% increase in ownership of WPC / W. P. Carey Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 488,973 shares of W. P. Carey Inc. (MX:WPC) valued at $33,230,605 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 471,161 shares of W. P. Carey Inc.. This represents a change in shares of 3.78% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F WP CAREY COM 92936U109 488,973 17,812 3.78 33,231 9.59 0.0091
2026-02-02 2025-12-31 13F WP CAREY COM 92936U109 471,161 -15,112 -3.11 30,324 -7.71 0.0155
2025-11-04 2025-09-30 13F WP CAREY COM 92936U109 486,273 -10,142 -2.04 32,857 6.11 0.0166
2025-08-08 2025-06-30 13F WP CAREY COM 92936U109 496,415 -6,919 -1.37 30,966 -2.52 0.0164
2025-04-28 2025-03-31 13F WP CAREY COM 92936U109 503,334 1,768 0.35 31,765 16.25 0.0178
2025-01-31 2024-12-31 13F WP CAREY COM 92936U109 501,566 -5,122 -1.01 27,325 -13.44 0.0149
2024-10-31 2024-09-30 13F WP CAREY COM 92936U109 506,688 -221,852 -30.45 31,567 -21.29 0.0174
2024-07-29 2024-06-30 13F WP CAREY COM 92936U109 728,540 -94,931 -11.53 40,106 -13.71 0.0238
2024-04-29 2024-03-31 13F WP CAREY COM 92936U109 823,471 21,045 2.62 46,477 -10.63 0.0273
2024-02-07 2023-12-31 13F WP CAREY COM 92936U109 802,426 785,766 4,716.48 52,005 5,678.33 0.0332
2023-11-02 2023-09-30 13F WP CAREY COM 92936U109 16,660 866 5.48 901 -15.65 0.0006
2023-08-07 2023-06-30 13F WP CAREY COM 92936U109 15,794 -5,082 -24.34 1,067 -33.97 0.0007
2023-05-09 2023-03-31 13F WP CAREY COM 92936U109 20,876 1,125 5.70 1,617 4.73 0.0012
2023-02-09 2022-12-31 13F WP CAREY COM 92936U109 19,751 -1,496 -7.04 1,544 4.05 0.0012
2022-11-09 2022-09-30 13F WP CAREY COM 92936U109 21,247 -2,963 -12.24 1,483 -26.07 0.0012
2022-08-10 2022-06-30 13F WP CAREY COM 92936U109 24,210 -12,516 -34.08 2,006 -32.41 0.0015
2022-05-09 2022-03-31 13F WP CAREY COM 92936U109 36,726 19,869 117.87 2,968 114.61 0.0012
2022-05-09 2022-03-31 13F WP CAREY COM 92936U109 22,885 1,850
2022-02-09 2021-12-31 13F WP CAREY COM 92936U109 16,857 -1,710 -9.21 1,383 1.99 0.0008
2021-11-09 2021-09-30 13F WP CAREY COM 92936U109 18,567 9 0.05 1,356 -2.09 0.0009
2021-08-10 2021-06-30 13F WP CAREY COM 92936U109 18,558 6,848 58.48 1,385 67.07 0.0009
2021-05-10 2021-03-31 13F WP CAREY COM 92936U109 11,710 1,551 15.27 829 15.62 0.0006
2021-02-23 2020-12-31 13F/A-1 WP CAREY COM 92936U109 10,159 -2,470 -19.56 717 -12.88 0.0005
2021-02-08 2020-12-31 13F WP CAREY COM 92936U109 10,159 -2,470 717 282.0788
2020-11-06 2020-09-30 13F WP CAREY COM 92936U109 12,629 -1,632 -11.44 823 -14.72 0.0007
2020-08-05 2020-06-30 13F WP CAREY COM 92936U109 14,261 -4,405 -23.60 965 -10.98 0.0009
2020-05-12 2020-03-31 13F WP CAREY COM 92936U109 18,666 7,113 61.57 1,084 17.19 0.0012
2020-02-05 2019-12-31 13F W P CAREY COM 92936U109 11,553 -5,333 -31.58 925 -38.78 0.0008
2019-11-13 2019-09-30 13F W P CAREY COM 92936U109 16,886 878 5.48 1,511 16.23 0.0013
2019-08-12 2019-06-30 13F W P CAREY COM 92936U109 16,008 -6 -0.04 1,300 3.67 0.0012
2019-05-10 2019-03-31 13F W P CAREY COM 92936U109 16,014 5,758 56.14 1,254 87.16 0.0012
2019-02-14 2018-12-31 13F W P CAREY COM 92936U109 10,256 -2,682 -20.73 670 -19.47 0.0007
2018-11-14 2018-09-30 13F W P CAREY COM 92936U109 12,938 -1,175 -8.33 832 -11.11 0.0007
2018-08-13 2018-06-30 13F W P CAREY COM 92936U109 14,113 -3,811 -21.26 936 -15.75 0.0009
2018-05-14 2018-03-31 13F W P CAREY COM 92936U109 17,924 1,460 8.87 1,111 -2.03 0.0011
2018-02-12 2017-12-31 13F W P CAREY COM 92936U109 16,464 -486 -2.87 1,134 -0.70 0.0010
2017-11-02 2017-09-30 13F W P CAREY COM 92936U109 16,950 -1,974 -10.43 1,142 -8.57 0.0011
2017-08-08 2017-06-30 13F W P CAREY COM 92936U109 18,924 5,608 42.11 1,249 50.66 0.0013
2017-05-11 2017-03-31 13F W P CAREY COM 92936U109 13,316 -8,559 -39.13 829 -35.89 0.0010
2017-02-13 2016-12-31 13F W P CAREY COM 92936U109 21,875 800 3.80 1,293 -4.93 0.0016
2016-11-10 2016-09-30 13F W P CAREY COM 92936U109 21,075 989 4.92 1,360 -2.44 0.0018
2016-08-09 2016-06-30 13F W P CAREY COM 92936U109 20,086 4,949 32.69 1,394 47.98 0.0019
2016-05-10 2016-03-31 13F W P CAREY COM 92936U109 15,137 -252 -1.64 942 3.74 0.0014
2016-02-09 2015-12-31 13F W P CAREY COM 92936U109 15,389 195 1.28 908 3.42 0.0013
2015-11-12 2015-09-30 13F/A-1 W P CAREY COM 92936U109 15,194 -4,979 -24.68 878 -26.16 0.0014
2015-11-09 2015-09-30 13F W P CAREY COM 92936U109 15,194 878
2015-08-10 2015-06-30 13F W P CAREY COM 92936U109 20,173 -12,304 -37.89 1,189 -46.15 0.0018
2015-05-14 2015-03-31 13F/A-1 W P CAREY COM 92936U109 32,477 -9,327 -22.31 2,208 -24.64 0.0033
2015-05-12 2015-03-31 13F W P CAREY COM 92936U109 32,477 2,209
2015-02-12 2014-12-31 13F W P CAREY COM 92936U109 41,804 635 1.54 2,930 11.62 0.0046
2014-11-13 2014-09-30 13F W P CAREY COM 92936U109 41,169 5,283 14.72 2,625 13.59 0.0045
2014-08-12 2014-06-30 13F W P CAREY COM 92936U109 35,886 -50,921 -58.66 2,311 -55.68 0.0039
2014-05-13 2014-03-31 13F W P CAREY COM 92936U109 86,807 2,545 3.02 5,214 0.85 0.0093
2014-02-12 2013-12-31 13F W P CAREY COM 92936U109 84,262 16,406 24.18 5,170 17.77 0.0096
2013-11-05 2013-09-30 13F W P CAREY COM 92936U109 67,856 51,724 320.63 4,390 311.43 0.0091
2013-08-12 2013-06-30 13F W P CAREY COM 92936U109 16,132 16,132 1,067 0.0024
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.