W. P. Carey Inc.
MX ˙ BMV ˙ US92936U1097
SecurityMX:WPC / W. P. Carey Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership49,824 shares
Latest Disclosed Value $ 3,386,109
Stifel Financial Corp reports 13.20% increase in ownership of WPC / W. P. Carey Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 49,824 shares of W. P. Carey Inc. (MX:WPC) valued at $3,386,109 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 44,014 shares of W. P. Carey Inc.. This represents a change in shares of 13.20% 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)
2026-05-12 2026-03-31 13F WP CAREY COM 92936U109 49,824 5,810 13.20 3,386 19.56 0.0007
2026-02-13 2025-12-31 13F WP CAREY COM 92936U109 44,014 497 1.14 2,833 -3.67 0.0025
2025-11-12 2025-09-30 13F WP CAREY COM 92936U109 43,517 2,652 6.49 2,940 15.34 0.0027
2025-08-14 2025-06-30 13F WP CAREY COM 92936U109 40,865 2,430 6.32 2,549 5.11 0.0025
2025-05-14 2025-03-31 13F WP CAREY COM 92936U109 38,435 3,296 9.38 2,426 26.70 0.0026
2025-02-13 2024-12-31 13F WP CAREY COM 92936U109 35,139 3,355 10.56 1,914 -3.33 0.0020
2024-11-14 2024-09-30 13F WP CAREY COM 92936U109 31,784 2,075 6.98 1,980 21.10 0.0021
2024-08-13 2024-06-30 13F WP CAREY COM 92936U109 29,709 5,118 20.81 1,635 17.80 0.0018
2024-05-14 2024-03-31 13F WP CAREY COM 92936U109 24,591 -2,855 -10.40 1,388 -21.93 0.0016
2024-02-12 2023-12-31 13F WP CAREY COM 92936U109 27,446 -73,069 -72.69 1,779 -67.29 0.0022
2023-11-13 2023-09-30 13F WP CAREY COM 92936U109 100,515 -1,395 -1.37 5,436 -21.06 0.0076
2023-08-14 2023-06-30 13F WP CAREY COM 92936U109 101,910 2,055 2.06 6,885 -10.97 0.0094
2023-05-12 2023-03-31 13F WP CAREY COM 92936U109 99,855 -68,318 -40.62 7,734 -41.16 0.0111
2023-02-13 2022-12-31 13F WP CAREY COM 92936U109 168,173 2,594 1.57 13,143 13.71 0.0197
2022-11-14 2022-09-30 13F WP CAREY COM 92936U109 165,579 -526 -0.32 11,557 -16.03 0.0189
2022-08-15 2022-06-30 13F WP CAREY COM 92936U109 166,105 75,009 82.34 13,764 86.91 0.0215
2022-05-13 2022-03-31 13F WP CAREY COM 92936U109 91,096 2,978 3.38 7,364 1.84 0.0100
2022-02-14 2021-12-31 13F WP CAREY COM 92936U109 88,118 985 1.13 7,231 13.62 0.0096
2021-11-15 2021-09-30 13F WP CAREY COM 92936U109 87,133 2,098 2.47 6,364 0.30 0.0093
2021-08-13 2021-06-30 13F WP CAREY COM 92936U109 85,035 68,121 402.75 6,345 430.08 0.0095
2021-05-14 2021-03-31 13F WP CAREY COM 92936U109 16,914 581 3.56 1,197 3.82 0.0020
2021-02-12 2020-12-31 13F WP CAREY COM 92936U109 16,333 -702 -4.12 1,153 3.87 0.0021
2020-11-16 2020-09-30 13F WP CAREY COM 92936U109 17,035 -808 -4.53 1,110 -8.04 0.0023
2020-08-14 2020-06-30 13F WP CAREY COM 92936U109 17,843 -6,121 -25.54 1,207 -13.41 0.0028
2020-05-14 2020-03-31 13F WP CAREY COM 92936U109 23,964 1,283 5.66 1,394 -23.32 0.0038
2020-02-13 2019-12-31 13F W P CAREY COM 92936U109 22,681 -189 -0.83 1,818 -11.01 0.0038
2019-11-19 2019-09-30 13F/A-1 W P CAREY COM 92936U109 22,870 4,014 21.29 2,043 33.79 0.0052
2019-11-13 2019-09-30 13F W P CAREY COM 92936U109 22,552 3,696 2,015 1,129.5085
2019-08-14 2019-06-30 13F W P CAREY COM 92936U109 18,856 -1,498 -7.36 1,527 -4.38 0.0039
2019-05-14 2019-03-31 13F W P CAREY COM 92936U109 20,354 -20,199 -49.81 1,597 -39.83 0.0045
2019-02-13 2018-12-31 13F W P CAREY COM 92936U109 40,553 8,969 28.40 2,654 31.06 0.0086
2018-11-13 2018-09-30 13F W P CAREY COM 92936U109 31,584 -563 -1.75 2,025 -5.59 0.0058
2018-08-14 2018-06-30 13F W P CAREY COM 92936U109 32,147 2,234 7.47 2,145 16.26 0.0066
2018-05-11 2018-03-31 13F W P CAREY COM 92936U109 29,913 -438 -1.44 1,845 -11.76 0.0058
2018-02-14 2017-12-31 13F W P CAREY COM 92936U109 30,351 -452 -1.47 2,091 0.67 0.0066
2017-11-13 2017-09-30 13F W P CAREY COM 92936U109 30,803 -12,580 -29.00 2,077 -27.30 0.0072
2017-08-14 2017-06-30 13F W P CAREY COM 92936U109 43,383 373 0.87 2,857 7.04 0.0106
2017-05-10 2017-03-31 13F W P CAREY COM 92936U109 43,010 2,442 6.02 2,669 11.07 0.0103
2017-02-16 2016-12-31 13F W P CAREY COM 92936U109 40,568 35 0.09 2,403 -8.00 0.0102
2016-11-15 2016-09-30 13F W P CAREY COM 92936U109 40,533 -3,562 -8.08 2,612 -14.67 0.0117
2016-08-17 2016-06-30 13F W P CAREY COM 92936U109 44,095 4,992 12.77 3,061 25.76 0.0142
2016-05-16 2016-03-31 13F W P CAREY COM 92936U109 39,103 -693 -1.74 2,434 3.66 0.0130
2016-03-21 2015-12-31 13F/A-2 W P CAREY COM 92936U109 39,796 -1,135 -2.77 2,348 -0.76 0.0122
2016-02-26 2015-12-31 13F/A-1 W P CAREY COM 92936U109 39,796 0 2,348 0.0123
2016-02-16 2015-12-31 13F W P CAREY COM 92936U109 39,655 2,339
2015-11-16 2015-09-30 13F W P CAREY COM 92936U109 40,931 -1,113 -2.65 2,366 -4.44 0.0133
2015-08-17 2015-06-30 13F/A-1 W P CAREY COM 92936U109 42,044 -2,578 -5.78 2,476 -18.42 0.0128
2015-08-17 2015-06-30 13F W P CAREY COM 92936U109 42,044 2,476
2015-05-14 2015-03-31 13F W P CAREY COM 92936U109 44,622 973 2.23 3,035 -0.78 0.0166
2015-02-13 2014-12-31 13F W P CAREY COM 92936U109 43,649 -4,277 -8.92 3,059 0.10 0.0170
2014-11-13 2014-09-30 13F W P CAREY COM 92936U109 47,926 2,363 5.19 3,056 4.16 0.0268
2014-08-14 2014-06-30 13F W P CAREY COM 92936U109 45,563 4,169 10.07 2,934 17.97 0.0263
2014-05-15 2014-03-31 13F W P CAREY COM 92936U109 41,394 41,394 2,487 0.0238
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.