W. P. Carey Inc.
MX ˙ BMV ˙ US92936U1097
SecurityMX:WPC / W. P. Carey Inc.
InstitutionSheets Smith Wealth Management
Latest Disclosed Ownership84,010 shares
Latest Disclosed Value $ 5,709,320
Sheets Smith Wealth Management reports 0.71% increase in ownership of WPC / W. P. Carey Inc.

On April 16, 2026 - Sheets Smith Wealth Management filed a 13F-HR form disclosing ownership of 84,010 shares of W. P. Carey Inc. (MX:WPC) valued at $5,709,320 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 83,420 shares of W. P. Carey Inc.. This represents a change in shares of 0.71% 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)
2026-04-16 2026-03-31 13F WP CAREY COM 92936U109 84,010 590 0.71 5,709 6.35 0.6426
2026-01-20 2025-12-31 13F WP CAREY COM 92936U109 83,420 -2,090 -2.44 5,369 -7.08 0.5891
2025-10-16 2025-09-30 13F WP CAREY COM 92936U109 85,510 -6,208 -6.77 5,778 0.98 0.6540
2025-07-15 2025-06-30 13F WP CAREY COM 92936U109 91,718 -3,997 -4.18 5,721 -5.28 0.6694
2025-04-23 2025-03-31 13F WP CAREY COM 92936U109 95,715 67 0.07 6,041 15.93 0.7506
2025-01-17 2024-12-31 13F WP CAREY COM 92936U109 95,648 17,447 22.31 5,211 6.96 0.6360
2024-11-01 2024-09-30 13F WP CAREY COM 92936U109 78,201 -6,911 -8.12 4,872 3.97 0.5959
2024-07-30 2024-06-30 13F WP CAREY COM 92936U109 85,112 -3,500 -3.95 4,685 -6.32 0.5603
2024-05-08 2024-03-31 13F WP CAREY COM 92936U109 88,612 4,580 5.45 5,001 -8.17 0.5600
2024-02-06 2023-12-31 13F WP CAREY COM 92936U109 84,032 475 0.57 5,446 20.54 0.7748
2023-10-23 2023-09-30 13F WP CAREY COM 92936U109 83,557 2,820 3.49 4,519 -17.16 0.6882
2023-08-09 2023-06-30 13F WP CAREY COM 92936U109 80,737 680 0.85 5,455 -12.03 0.7973
2023-05-26 2023-03-31 13F/A-1 WP CAREY COM 92936U109 80,057 0 0.00 6,200 -0.90 0.9473
2023-05-12 2023-03-31 13F WP CAREY COM 92936U109 77 -79,980 6,200 0.9493
2023-03-08 2022-12-31 13F WP CAREY COM 92936U109 80,057 -3,404 -4.08 6,256 7.38 0.9791
2022-11-01 2022-09-30 13F WP CAREY COM 92936U109 83,461 0 0.00 5,826 -15.76 0.9728
2022-07-27 2022-06-30 13F WP CAREY COM 92936U109 83,461 2,000 2.46 6,916 5.03 1.1383
2022-05-02 2022-03-31 13F WP CAREY COM 92936U109 81,461 -700 -0.85 6,585 -2.31 0.9078
2022-01-20 2021-12-31 13F WP CAREY COM 92936U109 82,161 3,118 3.94 6,741 16.77 0.8366
2021-10-15 2021-09-30 13F WP CAREY COM 92936U109 79,043 -200 -0.25 5,773 -2.37 0.7833
2021-08-03 2021-06-30 13F WP CAREY COM 92936U109 79,243 200 0.25 5,913 5.72 0.7968
2021-04-23 2021-03-31 13F WP CAREY COM 92936U109 79,043 0 0.00 5,593 0.25 0.8228
2021-01-13 2020-12-31 13F WP CAREY COM 92936U109 79,043 175 0.22 5,579 8.56 0.8434
2020-10-26 2020-09-30 13F WP CAREY COM 92936U109 78,868 15,180 23.83 5,139 19.29 0.8939
2020-07-17 2020-06-30 13F WP CAREY COM 92936U109 63,688 -1,680 -2.57 4,308 13.46 0.8620
2020-04-28 2020-03-31 13F WP CAREY COM 92936U109 65,368 1,189 1.85 3,797 -26.09 0.7954
2020-01-24 2019-12-31 13F W P CAREY COM 92936U109 64,179 -14 -0.02 5,137 -10.58 0.9817
2019-10-28 2019-09-30 13F W P CAREY COM 92936U109 64,193 11 0.02 5,745 10.27 1.1813
2019-07-12 2019-06-30 13F W P CAREY COM 92936U109 64,182 181 0.28 5,210 3.93 1.0695
2019-05-13 2019-03-31 13F W P CAREY COM 92936U109 64,001 3,013 4.94 5,013 25.80 1.0852
2019-01-11 2018-12-31 13F W P CAREY COM 92936U109 60,988 13 0.02 3,985 1.63 1.0737
2018-10-15 2018-09-30 13F W P CAREY COM 92936U109 60,975 1,347 2.26 3,921 -0.88 0.8114
2018-07-26 2018-06-30 13F W P CAREY COM 92936U109 59,628 1,595 2.75 3,956 9.98 0.9259
2018-04-09 2018-03-31 13F W P CAREY COM 92936U109 58,033 -86 -0.15 3,597 -10.16 0.8643
2018-01-12 2017-12-31 13F W P CAREY COM 92936U109 58,119 58,119 4,004 0.9439
2017-10-12 2017-09-30 13F W P CAREY COM 92936U109 0 -42,744 -100.00 0 -100.00
2017-07-19 2017-06-30 13F W P CAREY COM 92936U109 42,744 42,744 2,822 0.7457
2017-02-03 2016-12-31 13F W P CAREY MEGA CAP INDEX 92936U109 0 -42,823 -100.00 0 -100.00
2016-11-18 2016-09-30 13F W P CAREY MEGA CAP INDEX 92936U109 42,823 -160 -0.37 2,763 -7.41 0.7792
2016-08-15 2016-06-30 13F W. P. CAREY COM 92936U109 42,983 666 1.57 2,984 13.29 0.8670
2016-05-13 2016-03-31 13F W. P. CAREY COM 92936U109 42,317 0 0.00 2,634 5.49 0.8099
2016-02-01 2015-12-31 13F W. P. CAREY COM 92936U109 42,317 240 0.57 2,497 2.67 0.7551
2015-11-13 2015-09-30 13F W P CAREY COM 92936U109 42,077 -67 -0.16 2,432 -2.09 0.8225
2015-08-31 2015-06-30 13F W. P. CAREY COM 92936U109 42,144 975 2.37 2,484 -11.25 0.6789
2015-05-05 2015-03-31 13F W. P. CAREY COM 92936U109 41,169 -12,000 -22.57 2,799 -24.90 0.7728
2015-02-20 2014-12-31 13F W P CAREY & CO L L C COM 92936U109 53,169 -3,500 -6.18 3,727 3.13 0.9725
2014-11-17 2014-09-30 13F W. P. CAREY COM 92936U109 56,669 56,669 0.00 3,614 0.9831
2014-09-18 2014-06-30 13F WP CAREY & CO COM 92936U109 0 -57,607 -100.00 0 -100.00
2014-06-02 2014-03-31 13F WP CAREY & CO COM 92936U109 57,607 181 0.32 3,460 -1.79 0.9682
2014-02-21 2013-12-31 13F WP CAREY & CO COM 92936U109 57,426 800 1.41 3,523 -3.85 0.9718
2013-11-26 2013-09-30 13F WP CAREY & CO COM 92936U109 56,626 879 1.58 3,664 -0.68 1.1918
2013-11-19 2013-06-30 13F WP CAREY & CO COM 92936U109 55,747 -1,100 -1.94 3,689 -3.71 1.2522
2013-05-21 2013-03-31 13F W P CAREY & CO L L C COM 92936U109 56,847 56,847 3,831 1.2987
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.