W. P. Carey Inc.
MX ˙ BMV ˙ US92936U1097
SecurityMX:WPC / W. P. Carey Inc.
InstitutionVictory Capital Management Inc
Latest Disclosed Ownership545,123 shares
Latest Disclosed Value $ 37,046,559
Victory Capital Management Inc reports 27.95% decrease in ownership of WPC / W. P. Carey Inc.

On May 15, 2026 - Victory Capital Management Inc filed a 13F-HR form disclosing ownership of 545,123 shares of W. P. Carey Inc. (MX:WPC) valued at $37,046,559 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 756,622 shares of W. P. Carey Inc.. This represents a change in shares of -27.95% 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)
2026-05-15 2026-03-31 13F WP CAREY COM 92936U109 545,123 -211,499 -27.95 37,047 -23.92 0.0178
2026-02-13 2025-12-31 13F WP CAREY COM 92936U109 756,622 24,682 3.37 48,696 -1.54 0.0275
2025-11-12 2025-09-30 13F WP CAREY REIT 92936U109 731,940 -18,650 -2.48 49,457 5.63 0.0289
2025-08-13 2025-06-30 13F WP CAREY COM 92936U109 750,590 59,507 8.61 46,822 7.35 0.0302
2025-05-02 2025-03-31 13F WP CAREY COM 92936U109 691,083 27,766 4.19 43,614 20.69 0.0446
2025-02-06 2024-12-31 13F WP CAREY COM 92936U109 663,317 109,438 19.76 36,138 4.73 0.0355
2024-11-05 2024-09-30 13F WP CAREY COM 92936U109 553,879 479,973 649.44 34,507 748.23 0.0332
2024-08-05 2024-06-30 13F WP CAREY COM 92936U109 73,906 169 0.23 4,069 -2.24 0.0041
2024-05-03 2024-03-31 13F WP CAREY COM 92936U109 73,737 2,484 3.49 4,162 -9.88 0.0041
2024-02-05 2023-12-31 13F WP CAREY COM 92936U109 71,253 -24,101 -25.28 4,618 -10.45 0.0049
2023-11-06 2023-09-30 13F WP CAREY COM 92936U109 95,354 -16,944 -15.09 5,157 -32.03 0.0059
2023-07-27 2023-06-30 13F WP CAREY COM 92936U109 112,298 -2,935 -2.55 7,587 -14.99 0.0083
2023-05-02 2023-03-31 13F WP CAREY COM 92936U109 115,233 475 0.41 8,925 -0.49 0.0100
2023-04-25 2022-12-31 13F/A-3 WP CAREY COM 92936U109 114,758 24,634 27.33 8,968 42.55 0.0103
2023-03-10 2022-12-31 13F/A-2 WP CAREY COM 92936U109 114,758 24,634 8,968 0.0098
2023-02-10 2022-12-31 13F/A-1 WP CAREY COM 92936U109 114,758 24,634 8,968 0.0062
2023-02-09 2022-12-31 13F WP CAREY COM 92936U109 114,145 24,021 9,763 0.0066
2022-11-02 2022-09-30 13F WP CAREY COM 92936U109 90,124 -216 -0.24 6,291 -15.96 0.0073
2022-08-01 2022-06-30 13F WP CAREY COM 92936U109 90,340 588 0.66 7,486 3.27 0.0085
2022-05-04 2022-03-31 13F WP CAREY COM 92936U109 89,752 56,043 166.26 7,249 162.08 0.0073
2022-02-07 2021-12-31 13F WP CAREY COM 92936U109 33,709 -878 -2.54 2,766 9.50 0.0025
2021-11-02 2021-09-30 13F WP CAREY COM 92936U109 34,587 -464 -1.32 2,526 -3.44 0.0025
2021-08-03 2021-06-30 13F WP CAREY COM 92936U109 35,051 -486 -1.37 2,616 4.02 0.0025
2021-05-04 2021-03-31 13F WP CAREY COM 92936U109 35,537 -54,989 -60.74 2,515 -60.64 0.0026
2021-02-01 2020-12-31 13F WP CAREY COM 92936U109 90,526 643 0.72 6,389 9.08 0.0071
2020-11-09 2020-09-30 13F WP Carey COM 92936U109 89,883 -10,247 -10.23 5,857 -13.54 0.0075
2020-08-07 2020-06-30 13F WP CAREY REIT 92936U109 100,130 -50,971 -33.73 6,774 -22.81 0.0092
2020-05-12 2020-03-31 13F/A-1 WP CAREY REIT 92936U109 151,101 45,378 42.92 8,776 3.71 0.0147
2020-05-04 2020-03-31 13F WP CAREY REIT 92936U109 151,101 45,378 8,776 9,604.4402
2020-02-06 2019-12-31 13F/A-1 W P CAREY COM 92936U109 105,723 10,971 11.58 8,462 -0.21 0.0103
2020-02-04 2019-12-31 13F W P CAREY COM 92936U109 145,786 51,034 12,264 14,700.7421
2019-11-12 2019-09-30 13F W P CAREY COM 92936U109 94,752 94,752 8,480 0.0109
2016-05-12 2016-03-31 13F/A-1 WP Carey COM 92936U109 0 -1,959 -100.00 0 -100.00
2016-02-10 2015-12-31 13F W P CAREY COM 92936U109 1,959 1,047 114.80 116 118.87 0.0005
2015-11-06 2015-09-30 13F WP Carey COM 92936U109 912 -113 -11.02 53 -13.11 0.0002
2015-08-14 2015-06-30 13F/A-01 WP Carey COM 92936U109 1,025 1,025 61 0.0002
2015-08-07 2015-06-30 13F WP Carey COM 92936U109 1,025 61
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.