W. P. Carey Inc.
US ˙ NYSE ˙ US92936U1097

SecurityWPC / W. P. Carey Inc.
InstitutionGilbert & Cook, Inc.
Latest Disclosed Ownership6,168 shares
Latest Disclosed Value $ 419,177
Gilbert & Cook, Inc. reports 1.78% increase in ownership of WPC / W. P. Carey Inc.

On May 5, 2026 - Gilbert & Cook, Inc. filed a 13F-HR form disclosing ownership of 6,168 shares of W. P. Carey Inc. (US:WPC) valued at $419,177 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 6,060 shares of W. P. Carey Inc.. This represents a change in shares of 1.78% during the quarter. The current value of the position is $453,841 USD.

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)
2026-05-05 2026-03-31 13F WP CAREY COM 92936U109 6,168 108 1.78 419 7.44 0.0541
2026-01-07 2025-12-31 13F WP CAREY COM 92936U109 6,060 81 1.35 390 -3.47 0.0490
2025-11-12 2025-09-30 13F WP CAREY COM 92936U109 5,979 127 2.17 404 10.68 0.0519
2025-08-05 2025-06-30 13F WP CAREY COM 92936U109 5,852 84 1.46 365 0.27 0.0493
2025-05-06 2025-03-31 13F WP CAREY COM 92936U109 5,768 126 2.23 364 18.57 0.0528
2025-01-23 2024-12-31 13F WP CAREY COM 92936U109 5,642 122 2.21 307 -10.50 0.0433
2024-11-07 2024-09-30 13F WP CAREY COM 92936U109 5,520 -23 -0.41 344 12.46 0.0473
2024-08-01 2024-06-30 13F WP CAREY COM 92936U109 5,543 -514 -8.49 305 -10.56 0.0446
2024-05-02 2024-03-31 13F WP CAREY COM 92936U109 6,057 -1 -0.02 342 -13.01 0.0466
2024-02-13 2023-12-31 13F/A-1 WP CAREY COM 92936U109 6,058 314 5.47 393 26.45 0.0556
2024-02-05 2023-12-31 13F WP CAREY COM 92936U109 6,058 314 393 0.0556
2023-11-02 2023-09-30 13F WP CAREY COM 92936U109 5,744 520 9.95 311 -11.93 0.0490
2023-08-14 2023-06-30 13F WP CAREY COM 92936U109 5,224 341 6.98 353 -6.88 0.0566
2023-05-05 2023-03-31 13F WP CAREY COM 92936U109 4,883 58 1.20 378 0.27 0.0653
2023-02-09 2022-12-31 13F WP CAREY COM 92936U109 4,825 82 1.73 377 5.60 0.0686
2022-11-03 2022-09-30 13F WP CAREY COM 92936U109 4,743 4,743 357 0.0794
2022-08-05 2022-06-30 13F WP CAREY COM 92936U109 0 -4,473 -100.00 0 -100.00
2022-05-02 2022-03-31 13F WP CAREY COM 92936U109 4,473 155 3.59 362 2.26 0.0586
2022-01-19 2021-12-31 13F WP CAREY COM 92936U109 4,318 164 3.95 354 16.83 0.0570
2022-01-20 2021-09-30 13F/A-1 WP CAREY COM 92936U109 4,154 186 4.69 303 2.36 0.0542
2021-10-13 2021-09-30 13F WP CAREY COM 92936U109 4,154 186 303 0.0542
2021-07-13 2021-06-30 13F WP CAREY COM 92936U109 3,968 96 2.48 296 8.03 0.0533
2021-04-14 2021-03-31 13F WP CAREY COM 92936U109 3,872 399 11.49 274 11.38 0.0539
2021-02-11 2020-12-31 13F WP CAREY COM 92936U109 3,473 3,473 246 0.0531
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.