W. P. Carey Inc.
MX ˙ BMV ˙ US92936U1097
SecurityMX:WPC / W. P. Carey Inc.
InstitutionSignaturefd, Llc
Latest Disclosed Ownership4,987 shares
Latest Disclosed Value $ 338,910
Signaturefd, Llc reports 12.85% increase in ownership of WPC / W. P. Carey Inc.

On April 7, 2026 - Signaturefd, Llc filed a 13F-HR form disclosing ownership of 4,987 shares of W. P. Carey Inc. (MX:WPC) valued at $338,910 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 4,419 shares of W. P. Carey Inc.. This represents a change in shares of 12.85% 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)
2026-04-07 2026-03-31 13F WP CAREY COM 92936U109 4,987 568 12.85 339 19.01 0.0052
2026-01-20 2025-12-31 13F WP CAREY COM 92936U109 4,419 64 1.47 284 -3.40 0.0043
2025-10-21 2025-09-30 13F WP CAREY COM 92936U109 4,355 63 1.47 294 10.11 0.0046
2025-07-16 2025-06-30 13F WP CAREY COM 92936U109 4,292 -17 -0.39 268 -1.48 0.0046
2025-05-02 2025-03-31 13F WP CAREY COM 92936U109 4,309 67 1.58 272 17.32 0.0051
2025-02-10 2024-12-31 13F WP CAREY COM 92936U109 4,242 -1,794 -29.72 231 -38.56 0.0044
2024-10-21 2024-09-30 13F WP CAREY COM 92936U109 6,036 -739 -10.91 376 1.08 0.0072
2024-07-29 2024-06-30 13F WP CAREY COM 92936U109 6,775 -460 -6.36 373 -8.82 0.0076
2024-05-03 2024-03-31 13F WP CAREY COM 92936U109 7,235 -106 -1.44 408 -14.11 0.0086
2024-02-01 2023-12-31 13F WP CAREY COM 92936U109 7,341 2,899 65.26 476 97.92 0.0110
2023-11-03 2023-09-30 13F WP CAREY COM 92936U109 4,442 1,661 59.73 240 28.34 0.0063
2023-08-01 2023-06-30 13F WP CAREY COM 92936U109 2,781 -441 -13.69 188 -24.90 0.0048
2023-04-28 2023-03-31 13F WP CAREY COM 92936U109 3,222 252 8.48 250 7.33 0.0068
2023-01-30 2022-12-31 13F WP CAREY COM 92936U109 2,970 -938 -24.00 232 -15.02 0.0068
2022-11-08 2022-09-30 13F WP CAREY COM 92936U109 3,908 -327 -7.72 273 -22.22 0.0093
2022-08-10 2022-06-30 13F WP CAREY COM 92936U109 4,235 431 11.33 351 13.96 0.0120
2022-05-02 2022-03-31 13F WP CAREY COM 92936U109 3,804 475 14.27 308 12.82 0.0093
2022-01-25 2021-12-31 13F WP CAREY COM 92936U109 3,329 607 22.30 273 37.19 0.0084
2021-10-28 2021-09-30 13F WP CAREY COM 92936U109 2,722 318 13.23 199 11.17 0.0069
2021-07-26 2021-06-30 13F WP CAREY COM 92936U109 2,404 757 45.96 179 52.99 0.0071
2021-04-30 2021-03-31 13F WP CAREY COM 92936U109 1,647 267 19.35 117 20.62 0.0052
2021-02-11 2020-12-31 13F WP CAREY COM 92936U109 1,380 224 19.38 97 29.33 0.0046
2020-11-03 2020-09-30 13F WP CAREY COM 92936U109 1,156 155 15.48 75 10.29 0.0040
2020-07-30 2020-06-30 13F WP CAREY COM 92936U109 1,001 -2,631 -72.44 68 -67.77 0.0041
2020-04-23 2020-03-31 13F WP CAREY COM 92936U109 3,632 -762 -17.34 211 -40.06 0.0182
2020-02-05 2019-12-31 13F W P CAREY COM 92936U109 4,394 -287 -6.13 352 -15.99 0.0260
2019-10-16 2019-09-30 13F W P CAREY COM 92936U109 4,681 374 8.68 419 19.71 0.0344
2019-07-31 2019-06-30 13F W P CAREY COM 92936U109 4,307 -51 -1.17 350 2.64 0.0303
2019-05-09 2019-03-31 13F W P CAREY COM 92936U109 4,358 3,315 317.83 341 401.47 0.0290
2019-02-13 2018-12-31 13F W P CAREY COM 92936U109 1,043 172 19.75 68 21.43 0.0063
2018-11-14 2018-09-30 13F W P CAREY COM 92936U109 871 17 1.99 56 -1.75 0.0057
2018-08-14 2018-06-30 13F W P CAREY COM 92936U109 854 205 31.59 57 42.50 0.0064
2018-05-08 2018-03-31 13F W P CAREY COM 92936U109 649 649 40 0.0047
2016-11-14 2016-09-30 13F W P CAREY COM 92936U109 0 -200 -100.00 0 -100.00
2016-07-29 2016-06-30 13F W P CAREY COM 92936U109 200 -175 -46.67 14 -39.13 0.0020
2016-05-12 2016-03-31 13F W P CAREY COM 92936U109 375 125 50.00 23 53.33 0.0039
2016-01-22 2015-12-31 13F W P CAREY COM 92936U109 250 250 0.00 15 0.0029
2015-10-23 2015-09-30 13F W P CAREY COM 92936U109 0 -228 -100.00 0 -100.00
2015-07-15 2015-06-30 13F W P CAREY COM 92936U109 228 228 -48.30 13 -55.17 0.0028
2014-02-11 2013-12-31 13F W P CAREY COM 92936U109 0 -441 -100.00 0 -100.00
2013-11-13 2013-09-30 13F W P CAREY COM 92936U109 441 0 0.00 29 0.00 0.0124
2013-08-14 2013-06-30 13F W P CAREY COM 92936U109 441 441 29 0.0150
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.