W. P. Carey Inc.
MX ˙ BMV ˙ US92936U1097
SecurityMX:WPC / W. P. Carey Inc.
InstitutionHm Payson & Co
Latest Disclosed Ownership2,890 shares
Latest Disclosed Value $ 196,405
Hm Payson & Co ownership in WPC / W. P. Carey Inc.

On April 13, 2026 - Hm Payson & Co filed a 13F-HR form disclosing ownership of 2,890 shares of W. P. Carey Inc. (MX:WPC) valued at $196,405 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,890 shares of W. P. Carey Inc.. This represents a change in shares of 0.00% 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)
2026-04-13 2026-03-31 13F WP CAREY COM 92936U109 2,890 0 0.00 196 5.38 0.0015
2026-02-12 2025-12-31 13F WP CAREY COM 92936U109 2,890 -100 -3.34 186 -7.92 0.0026
2025-10-17 2025-09-30 13F WP CAREY COM 92936U109 2,990 0 0.00 202 8.60 0.0029
2025-10-17 2025-06-30 13F WP CAREY COM 92936U109 2,990 0 0.00 187 -1.06 0.0030
2025-04-29 2025-03-31 13F WP CAREY COM 92936U109 2,990 0 0.00 189 16.05 0.0033
2025-02-07 2024-12-31 13F WP CAREY COM 92936U109 2,990 0 0.00 163 -12.90 0.0028
2024-10-28 2024-09-30 13F WP CAREY COM 92936U109 2,990 0 0.00 186 13.41 0.0032
2024-08-13 2024-06-30 13F WP CAREY COM 92936U109 2,990 -1,096 -26.82 165 -28.70 0.0030
2024-06-20 2024-03-31 13F WP CAREY COM 92936U109 4,086 0 0.00 231 -12.88 0.0043
2024-02-13 2023-12-31 13F WP CAREY COM 92936U109 4,086 0 0.00 265 20.00 0.0055
2023-11-06 2023-09-30 13F WP CAREY COM 92936U109 4,086 0 0.00 221 -20.29 0.0052
2023-07-17 2023-06-30 13F WP CAREY COM 92936U109 4,086 700 20.67 276 5.34 0.0062
2023-04-18 2023-03-31 13F WP CAREY COM 92936U109 3,386 -410 -10.80 262 -11.49 0.0063
2023-02-06 2022-12-31 13F WP CAREY COM 92936U109 3,796 0 0.00 297 11.70 0.0074
2022-10-25 2022-09-30 13F WP CAREY COM 92936U109 3,796 0 0.00 265 -15.87 0.0073
2022-08-15 2022-06-30 13F WP CAREY COM 92936U109 3,796 0 0.00 315 2.61 0.0081
2022-05-12 2022-03-31 13F WP CAREY COM 92936U109 3,796 0 0.00 307 -1.29 0.0070
2022-02-15 2021-12-31 13F WP CAREY COM 92936U109 3,796 1,096 40.59 311 57.87 0.0068
2021-11-30 2021-09-30 13F WP CAREY COM 92936U109 2,700 0 0.00 197 -1.99 0.0048
2021-08-17 2021-06-30 13F WP CAREY COM 92936U109 2,700 0 0.00 201 5.24 0.0049
2021-06-15 2021-03-31 13F WP CAREY COM 92936U109 2,700 0 0.00 191 0.00 0.0051
2021-03-10 2020-12-31 13F WP CAREY COM 92936U109 2,700 -200 -6.90 191 1.06 0.0053
2020-12-21 2020-09-30 13F WP CAREY COM 92936U109 2,900 700 31.82 189 26.85 0.0058
2020-08-13 2020-06-30 13F WP CAREY COM 92936U109 2,200 -1,830 -45.41 149 -36.32 0.0050
2020-07-01 2020-03-31 13F WP CAREY COM 92936U109 4,030 0 0.00 234 -27.55 0.0092
2020-02-18 2019-12-31 13F W P CAREY COM 92936U109 4,030 0 0.00 323 -10.53 0.0104
2019-11-12 2019-09-30 13F W P CAREY COM 92936U109 4,030 0 0.00 361 10.40 0.0127
2019-08-15 2019-06-30 13F W P CAREY COM 92936U109 4,030 4,030 327 0.0117
2019-02-15 2018-12-31 13F W P CAREY COMMON STOCK 92936U109 0 -3,180 -100.00 0 -100.00
2018-11-30 2018-09-30 13F W P CAREY COMMON STOCK 92936U109 3,180 -160 -4.79 205 -7.66 0.0092
2018-08-27 2018-06-30 13F W P CAREY COMMON STOCK 92936U109 3,340 0 0.00 222 7.25 0.0095
2018-05-14 2018-03-31 13F W P CAREY COMMON STOCK 92936U109 3,340 6 0.18 207 -10.00 0.0085
2018-02-16 2017-12-31 13F W P CAREY COMMON STOCK 92936U109 3,334 154 4.84 230 7.48 0.0092
2017-11-06 2017-09-30 13F W P CAREY COMMON STOCK 92936U109 3,180 -1,732 -35.26 214 -34.15 0.0092
2017-08-04 2017-06-30 13F W P CAREY COMMON STOCK 92936U109 4,912 0 0.00 325 6.56 0.0146
2017-05-25 2017-03-31 13F W P CAREY COMMON STOCK 92936U109 4,912 0 0.00 305 5.17 0.0139
2017-02-15 2016-12-31 13F W P CAREY COMMON STOCK 92936U109 4,912 0 0.00 290 -8.52 0.0138
2016-11-14 2016-09-30 13F W P CAREY COMMON STOCK 92936U109 4,912 0 0.00 317 -7.04 0.0155
2016-08-08 2016-06-30 13F W P CAREY COMMON STOCK 92936U109 4,912 70 1.45 341 13.29 0.0170
2016-05-19 2016-03-31 13F W P CAREY COMMON STOCK 92936U109 4,842 0 0.00 301 5.24 0.0156
2016-02-23 2015-12-31 13F W P CAREY COMMON STOCK 92936U109 4,842 0 0.00 286 2.14 0.0147
2015-11-02 2015-09-30 13F W P CAREY COMMON STOCK 92936U109 4,842 0 0.00 280 -1.75 0.0152
2015-08-11 2015-06-30 13F W P CAREY COMMON STOCK 92936U109 4,842 0 0.00 285 -13.37 0.0142
2015-05-06 2015-03-31 13F W P CAREY COMMON STOCK 92936U109 4,842 -1,200 -19.86 329 -22.41 0.0164
2015-02-10 2014-12-31 13F W P CAREY COMMON STOCK 92936U109 6,042 1,830 43.45 424 57.62 0.0210
2014-11-12 2014-09-30 13F W P CAREY COMMON STOCK 92936U109 4,212 -465 -9.94 269 -10.63 0.0138
2014-08-13 2014-06-30 13F W P CAREY COMMON STOCK 92936U109 4,677 465 11.04 301 18.97 0.0155
2014-05-07 2014-03-31 13F W P CAREY COMMON STOCK 92936U109 4,212 0 0.00 253 -1.94 0.0134
2014-02-10 2013-12-31 13F W P CAREY COMMON STOCK 92936U109 4,212 0 0.00 258 -5.49 0.0138
2013-11-13 2013-09-30 13F W P CAREY COMMON STOCK 92936U109 4,212 0 0.00 273 -2.15 0.0158
2013-08-13 2013-06-30 13F W P CAREY COMMON STOCK 92936U109 4,212 4,212 279 0.0167
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.