W. P. Carey Inc.
MX ˙ BMV ˙ US92936U1097
SecurityMX:WPC / W. P. Carey Inc.
InstitutionStony Point Wealth Management Inc.
Latest Disclosed Ownership120,230 shares
Latest Disclosed Value $ 8,170,860
Stony Point Wealth Management Inc. reports 2.63% decrease in ownership of WPC / W. P. Carey Inc.

On May 1, 2026 - Stony Point Wealth Management Inc. filed a 13F-HR form disclosing ownership of 120,230 shares of W. P. Carey Inc. (MX:WPC) valued at $8,170,860 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 123,483 shares of W. P. Carey Inc.. This represents a change in shares of -2.63% 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)
2026-05-01 2026-03-31 13F WP CAREY COM 92936U109 120,230 -3,253 -2.63 8,171 2.81 3.2463
2026-02-17 2025-12-31 13F WP CAREY COM 92936U109 123,483 2,120 1.75 7,947 -3.09 2.9735
2025-10-10 2025-09-30 13F WP CAREY COM 92936U109 121,363 3,009 2.54 8,200 11.08 3.3129
2025-07-09 2025-06-30 13F WP CAREY COM 92936U109 118,354 4,541 3.99 7,383 2.78 3.1378
2025-04-11 2025-03-31 13F WP CAREY COM 92936U109 113,813 3,094 2.79 7,183 19.08 3.0572
2025-01-21 2024-12-31 13F WP CAREY COM 92936U109 110,719 -2,410 -2.13 6,032 -14.42 2.3902
2024-10-04 2024-09-30 13F WP CAREY COM 92936U109 113,129 836 0.74 7,048 14.01 2.9693
2024-07-12 2024-06-30 13F WP CAREY COM 92936U109 112,293 -3,397 -2.94 6,182 -5.33 2.6817
2024-04-18 2024-03-31 13F WP CAREY COM 92936U109 115,690 -377 -0.32 6,530 -13.20 2.8389
2024-01-10 2023-12-31 13F WP CAREY COM 92936U109 116,067 -3,063 -2.57 7,522 17.75 3.4820
2023-10-13 2023-09-30 13F WP CAREY COM 92936U109 119,130 -2,649 -2.18 6,389 -22.35 3.3241
2023-07-20 2023-06-30 13F WP CAREY COM 92936U109 121,779 -184 -0.15 8,227 -12.90 4.1005
2023-04-11 2023-03-31 13F WP CAREY COM 92936U109 121,963 -7,262 -5.62 9,446 -6.46 4.9042
2023-01-31 2022-12-31 13F WP CAREY COM 92936U109 129,225 13,765 11.92 10,099 25.30 5.5814
2022-10-07 2022-09-30 13F WP CAREY COM 92936U109 115,460 13,896 13.68 8,059 -4.24 5.9709
2022-08-03 2022-06-30 13F WP CAREY COM 92936U109 101,564 554 0.55 8,416 3.06 5.4957
2022-04-14 2022-03-31 13F WP CAREY COM 92936U109 101,010 5,359 5.60 8,166 4.05 4.3052
2022-02-02 2021-12-31 13F WP CAREY COM 92936U109 95,651 3,652 3.97 7,848 16.79 4.1570
2021-10-14 2021-09-30 13F WP CAREY COM 92936U109 91,999 18,464 25.11 6,720 22.47 4.0399
2021-07-29 2021-06-30 13F WP CAREY COM 92936U109 73,535 4,552 6.60 5,487 12.42 3.5578
2021-04-27 2021-03-31 13F WP CAREY COM 92936U109 68,983 5,957 9.45 4,881 9.73 3.4482
2021-01-19 2020-12-31 13F WP CAREY COM 92936U109 63,026 897 1.44 4,448 9.88 3.2314
2020-11-10 2020-09-30 13F WP CAREY COM 92936U109 62,129 1,365 2.25 4,048 -1.53 3.2029
2020-08-12 2020-06-30 13F WP CAREY COM 92936U109 60,764 2,283 3.90 4,111 21.30 3.4789
2020-04-09 2020-03-31 13F WP CAREY COM 92936U109 58,481 3,879 7.10 3,389 -22.47 3.5868
2020-01-13 2019-12-31 13F W P CAREY COM 92936U109 54,602 1,803 3.41 4,371 -7.51 3.7816
2019-10-15 2019-09-30 13F W P CAREY COM 92936U109 52,799 -921 -1.71 4,726 3.73 4.4697
2019-07-23 2019-06-30 13F W P CAREY COM 92936U109 53,720 -1,097 -2.00 4,556 6.13 4.1768
2019-04-22 2019-03-31 13F W P CAREY COM 92936U109 54,817 -3,072 -5.31 4,293 13.54 3.7288
2019-01-14 2018-12-31 13F W P CAREY COM 92936U109 57,889 17,544 43.48 3,781 45.70 3.5595
2018-10-19 2018-09-30 13F W P CAREY COM 92936U109 40,345 1,965 5.12 2,595 1.88 2.0319
2018-07-23 2018-06-30 13F W P CAREY COM 92936U109 38,380 957 2.56 2,547 9.78 2.0700
2018-04-12 2018-03-31 13F W P CAREY COM 92936U109 37,423 3,613 10.69 2,320 -0.43 1.9404
2018-02-20 2017-12-31 13F W P CAREY COM 92936U109 33,810 33,810 2,330 1.9936
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.