W. P. Carey Inc.
MX ˙ BMV ˙ US92936U1097
SecurityMX:WPC / W. P. Carey Inc.
InstitutionTompkins Financial Corp
Latest Disclosed Ownership600 shares
Latest Disclosed Value $ 40,776
Tompkins Financial Corp reports 122.22% increase in ownership of WPC / W. P. Carey Inc.

On April 9, 2026 - Tompkins Financial Corp filed a 13F-HR form disclosing ownership of 600 shares of W. P. Carey Inc. (MX:WPC) valued at $40,776 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 270 shares of W. P. Carey Inc.. This represents a change in shares of 122.22% 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)
2026-04-09 2026-03-31 13F WP CAREY COM 92936U109 600 330 122.22 41 135.29 0.0029
2026-01-08 2025-12-31 13F WP CAREY COM 92936U109 270 0 0.00 17 -5.56 0.0014
2025-10-08 2025-09-30 13F WP CAREY COM 92936U109 270 -3,450 -92.74 18 -92.24 0.0015
2025-07-10 2025-06-30 13F WP CAREY COM 92936U109 3,720 0 0.00 232 -0.85 0.0213
2025-04-07 2025-03-31 13F WP CAREY COM 92936U109 3,720 0 0.00 235 15.84 0.0225
2025-01-15 2024-12-31 13F WP Carey COM 92936U109 3,720 0 0.00 203 -12.55 0.0188
2024-11-01 2024-09-30 13F WP Carey COM 92936U109 3,720 0 0.00 232 13.24 0.0222
2024-07-17 2024-06-30 13F WP Carey COM 92936U109 3,720 -242 -6.11 205 -8.52 0.0214
2024-04-08 2024-03-31 13F WP Carey COM 92936U109 3,962 106 2.75 224 -10.44 0.0253
2024-01-08 2023-12-31 13F WP Carey COM 92936U109 3,856 0 0.00 250 19.71 0.0303
2023-11-21 2023-09-30 13F WP Carey COM 92936U109 3,856 3,450 849.75 209 670.37 0.0328
2023-07-12 2023-06-30 13F WP Carey COM 92936U109 406 0 0.00 27 -12.90 0.0043
2023-04-20 2023-03-31 13F WP Carey COM 92936U109 406 0 0.00 31 0.0051
2023-01-06 2022-12-31 13F WP Carey COM 92936U109 406 0 0.00 0 -100.00 0.0051
2022-10-13 2022-09-30 13F WP Carey COM 92936U109 406 0 0.00 28 -17.65 0.0047
2022-07-14 2022-06-30 13F WP Carey COM 92936U109 406 0 0.00 34 3.03 0.0055
2022-05-12 2022-03-31 13F WP Carey COM 92936U109 406 1 0.25 33 0.00 0.0047
2022-01-24 2021-12-31 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 33 10.00 0.0059
2021-10-22 2021-09-30 13F WP CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 30 3.45 0.0055
2021-06-09 2021-03-31 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 29 0.00 0.0049
2021-02-12 2020-12-31 13F/A-1 W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 29 11.54 0.0052
2020-10-23 2020-09-30 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 26 -3.70 0.0050
2020-07-29 2020-06-30 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 27 12.50 0.0057
2020-04-22 2020-03-31 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 24 -25.00 0.0055
2020-01-22 2019-12-31 13F/A-1 W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 32 -11.11 0.0059
2020-01-15 2019-12-31 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 36 5,467.8007
2019-10-17 2019-09-30 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 36 9.09 0.0073
2019-07-17 2019-06-30 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 33 3.13 0.0066
2019-04-30 2019-03-31 13F/A-1 W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 32 23.08 0.0061
2019-04-17 2019-03-31 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 26
2019-01-22 2018-12-31 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 26 0.00 0.0057
2018-10-18 2018-09-30 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 26 -3.70 0.0053
2018-07-18 2018-06-30 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 27 8.00 0.0058
2018-04-26 2018-03-31 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 25 -10.71 0.0056
2018-01-24 2017-12-31 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 28 3.70 0.0064
2017-10-17 2017-09-30 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 27 0.00 0.0064
2017-07-11 2017-06-30 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 27 8.00 0.0068
2017-04-17 2017-03-31 13F/A-1 W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 25 4.17 0.0063
2017-04-17 2017-03-31 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 25
2017-01-10 2016-12-31 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 24 -7.69 0.0063
2016-10-13 2016-09-30 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 26 -7.14 0.0074
2016-07-13 2016-06-30 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 28 12.00 0.0083
2016-04-20 2016-03-31 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 25 4.17 0.0079
2016-01-19 2015-12-31 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 24 4.35 0.0076
2015-10-16 2015-09-30 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 23 -4.17 0.0074
2015-07-14 2015-06-30 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 24 -14.29 0.0065
2015-04-21 2015-03-31 13F/A-1 W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 28 0.00 0.0070
2015-04-14 2015-03-31 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 28
2015-01-15 2014-12-31 13F/A-1 W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 28 7.69 0.0070
2015-01-13 2014-12-31 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 27
2014-10-10 2014-09-30 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 26 0.00 0.0068
2014-07-11 2014-06-30 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 26 8.33 0.0064
2014-04-10 2014-03-31 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 24 -4.00 0.0061
2014-01-08 2013-12-31 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 25 -3.85 0.0065
2013-10-11 2013-09-30 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 0 0.00 26 -3.70 0.0073
2013-07-19 2013-06-30 13F W P CAREY EQUITIES/EXCHANGE TRADED FUNDS 92936U109 405 405 27 0.0082
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.