W. P. Carey Inc.
MX ˙ BMV ˙ US92936U1097
SecurityMX:WPC / W. P. Carey Inc.
InstitutionStandard Life Aberdeen plc
Latest Disclosed Ownership138,850 shares
Latest Disclosed Value $ 9,436,246
Standard Life Aberdeen plc reports 1.63% increase in ownership of WPC / W. P. Carey Inc.

On April 29, 2026 - Standard Life Aberdeen plc filed a 13F-HR form disclosing ownership of 138,850 shares of W. P. Carey Inc. (MX:WPC) valued at $9,436,246 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 136,625 shares of W. P. Carey Inc.. This represents a change in shares of 1.63% 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)
2026-04-29 2026-03-31 13F WP CAREY COM 92936U109 138,850 2,225 1.63 9,436 7.31 0.0083
2026-01-16 2025-12-31 13F WP CAREY COM 92936U109 136,625 -10,213 -6.96 8,793 -10.91 0.0136
2025-11-07 2025-09-30 13F WP CAREY COM 92936U109 146,838 3,906 2.73 9,870 12.57 0.0156
2025-07-24 2025-06-30 13F WP CAREY COM 92936U109 142,932 16,975 13.48 8,768 10.51 0.0149
2025-05-13 2025-03-31 13F WP CAREY COM 92936U109 125,957 1,728 1.39 7,934 16.99 0.0155
2025-01-24 2024-12-31 13F WP CAREY COM 92936U109 124,229 21,572 21.01 6,783 6.05 0.0127
2024-10-25 2024-09-30 13F WP CAREY COM 92936U109 102,657 9,229 9.88 6,396 24.34 0.0117
2024-08-09 2024-06-30 13F WP CAREY COM 92936U109 93,428 -25,790 -21.63 5,143 -23.56 0.0099
2024-05-09 2024-03-31 13F WP CAREY COM 92936U109 119,218 250 0.21 6,729 -12.74 0.0132
2024-01-31 2023-12-31 13F WP CAREY COM 92936U109 118,968 34,751 41.26 7,710 69.30 0.0167
2023-11-07 2023-09-30 13F WP CAREY COM 92936U109 84,217 5,229 6.62 4,554 -14.66 0.0116
2024-06-20 2023-06-30 13F/A-1 WP CAREY COM 92936U109 78,988 4,676 6.29 5,336 -7.28 0.0124
2023-08-04 2023-06-30 13F WP CAREY COM 92936U109 78,988 4,676 5,336 0.0124
2024-06-20 2023-03-31 13F/A-1 WP CAREY COM 92936U109 74,312 19,200 34.84 5,755 33.62 0.0144
2023-04-28 2023-03-31 13F WP CAREY COM 92936U109 74,312 19,200 5,755 0.0144
2024-06-20 2022-12-31 13F/A-1 WP CAREY COM 92936U109 55,112 -4,794 -8.00 4,307 3.01 0.0117
2023-02-10 2022-12-31 13F WP CAREY COM 92936U109 55,112 -4,794 4,307 0.0117
2022-11-10 2022-09-30 13F WP CAREY COM 92936U109 59,906 -279 -0.46 4,181 -17.26 0.0124
2022-08-05 2022-06-30 13F WP CAREY COM 92936U109 60,185 -1,527 -2.47 5,053 -0.28 0.0159
2022-05-04 2022-03-31 13F WP CAREY COM 92936U109 61,712 -16,723 -21.32 5,067 -21.27 0.0130
2022-02-10 2021-12-31 13F/A-1 WP CAREY COM 92936U109 78,435 4,664 6.32 6,436 17.98 0.0141
2022-02-08 2021-12-31 13F WP CAREY COM 92936U109 78,435 4,664 6,436 0.0046
2021-11-15 2021-09-30 13F WP CAREY COM 92936U109 73,771 -1,718 -2.28 5,455 -3.16 0.0123
2021-08-10 2021-06-30 13F WP CAREY COM 92936U109 75,489 16,238 27.41 5,633 34.34 0.0123
2021-05-06 2021-03-31 13F WP CAREY COM 92936U109 59,251 12,953 27.98 4,193 28.34 0.0095
2021-02-10 2020-12-31 13F WP CAREY COM 92936U109 46,298 5,631 13.85 3,267 23.28 0.0080
2020-10-21 2020-09-30 13F WP CAREY COM 92936U109 40,667 -560 -1.36 2,650 -4.98 0.0071
2020-08-10 2020-06-30 13F WP CAREY COM 92936U109 41,227 2,564 6.63 2,789 24.18 0.0075
2020-05-13 2020-03-31 13F WP CAREY COM 92936U109 38,663 12,977 50.52 2,246 9.24 0.0071
2020-02-18 2019-12-31 13F W P CAREY COM 92936U109 25,686 1,840 7.72 2,056 -3.66 0.0050
2019-11-13 2019-09-30 13F W P CAREY COM 92936U109 23,846 2,406 11.22 2,134 22.64 0.0053
2019-08-13 2019-06-30 13F W P CAREY COM 92936U109 21,440 773 3.74 1,740 7.47 0.0039
2019-05-14 2019-03-31 13F W P CAREY COM 92936U109 20,667 12,116 141.69 1,619 185.04 0.0035
2019-02-12 2018-12-31 13F W P CAREY COM 92936U109 8,551 8,551 568 0.0013
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.