跳到主要內容

W. P. Carey Inc.

WPC
交易所
NYSE
產業
Real Estate Investment Trusts
SEC CIK
0001025378

近 90 天,W. P. Carey Inc. 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 905 家機構在 13F 申報持有,市值合計 $128.2 億;沒有大師持有。

2026 年第 1 季與 2025 年第 4 季比較

持有 W. P. Carey Inc. 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

WPC 的 13F 持有人:2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數85716869+28
股數1.65 億3,367 萬1.72 億+4,068 萬 (+31.0%)
市值$106.2 億$21.7 億$116.9 億+$32.4 億 (+38.4%)

16 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(96 家)

2026 年第 1 季季末持有 W. P. Carey Inc.、2025 年第 4 季季末沒有持有的機構。

2026 年第 1 季新進 WPC 的機構
機構股數市值佔組合 %
Vanguard Portfolio Management LLC19,151,176$13.0 億0.07%
Vanguard Capital Management LLC9,993,190$6.79 億0.02%
Vanguard Fiduciary Trust Co1,361,945$9,256 萬0.02%
Gillson Capital LP470,700$3,199 萬2.62%
Vanguard Asset Management, Ltd384,974$2,616 萬0.02%
SEB Asset Management AB277,169$1,884 萬0.08%
Vanguard Investments Australia, Ltd.252,395$1,715 萬0.05%
Brookfield Asset Management Inc.220,014$1,495 萬0.02%
Natixis214,754$1,459 萬0.06%
Seven Grand Managers, LLC150,000$1,019 萬0.68%
Schonfeld Strategic Advisors LLC114,060$775.2 萬0.06%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC112,980$767.8 萬0.22%
Vanguard Global Advisers, LLC107,998$734.0 萬0.00%
Susquehanna Portfolio Strategies, LLC98,141$667.0 萬0.10%
Holocene Advisors, LP86,694$589.2 萬0.01%
Voloridge Investment Management, LLC69,721$473.8 萬0.02%
CIBC Bancorp USA Inc.63,491$431.5 萬0.01%
Ashton Thomas Private Wealth, LLC62,467$424.5 萬0.10%
Acadian Asset Management LLC58,193$395.4 萬0.01%
CMH Wealth Management LLC41,780$287.8 萬0.49%
Mediolanum International Funds Ltd29,425$199.8 萬0.02%
Brummer Multi-Strategy AB28,508$193.7 萬8.07%
Evergreen Wealth Solutions, LLC26,816$182.2 萬0.13%
Inceptionr LLC26,239$178.3 萬0.43%
Stordahl Capital Management, Inc.26,113$177.5 萬0.37%
Gateway Wealth Partners, LLC25,676$174.5 萬0.07%
Eurizon Capital SGR S.p.A.22,283$151.6 萬0.00%
Diversify Wealth Management, LLC20,611$148.4 萬0.03%
Verition Fund Management LLC14,833$100.8 萬0.01%
Simplex Trading, LLC14,799$100.6 萬0.03%
J. Safra Sarasin Holding AG11,324$77.0 萬0.01%
Gsa Capital Partners LLP10,807$73.4 萬0.05%
PEAK6 LLC10,075$68.5 萬0.02%
Centersquare Investment Management LLC10,004$68.0 萬0.01%
Tudor Investment Corp Et Al9,829$66.8 萬0.00%
Groupe la Francaise8,758$59.5 萬0.01%
Saudi Central Bank8,089$55.0 萬0.01%
My Portfolio Guide, LLC7,515$51.1 萬0.28%
Quadrature Capital Ltd7,374$50.1 萬0.01%
Essex Financial Services, Inc.6,584$44.7 萬0.03%
Aptus Capital Advisors, LLC5,954$40.5 萬0.00%
Rodgers Brothers Inc.5,150$35.0 萬0.04%
Abel Hall, LLC5,018$34.1 萬0.07%
First Affirmative Financial Network5,006$34.0 萬0.13%
Great Valley Advisor Group, Inc.4,787$32.6 萬0.01%
Tiaa-Cref Individual & Institutional Services, LLC4,707$32.0 萬0.00%
Golden State Equity Partners4,528$30.8 萬0.02%
Havemeyer Place LP4,246$28.9 萬0.03%
Grant Private Wealth Management Inc4,197$28.5 萬0.15%
Frec Markets, Inc.4,181$28.4 萬0.05%
Ritholtz Wealth Management3,907$26.6 萬0.00%
Mather Group, LLC.3,836$26.1 萬0.00%
Journey Strategic Wealth LLC3,833$26.1 萬0.01%
Wedbush Securities Inc3,785$25.7 萬0.01%
HBW Advisory Services LLC3,647$24.8 萬0.03%
LexAurum Advisors, LLC3,598$24.5 萬0.03%
Symphony Financial, Ltd. Co.3,498$23.9 萬0.03%
Portside Wealth Group, LLC3,426$23.3 萬0.03%
OneAscent Financial Services LLC3,394$23.1 萬0.01%
Change Path, LLC3,281$22.3 萬0.01%
Patriot Financial Group Insurance Agency, LLC3,244$22.0 萬0.01%
Kraft, Davis & Associates, LLC2,977$21.7 萬0.05%
Principal Securities, Inc.3,175$21.6 萬0.00%
Helium Advisors LLC3,166$21.5 萬0.21%
MONECO Advisors, LLC3,143$21.4 萬0.02%
Empower Advisory Group, LLC3,066$20.8 萬0.00%
Childress Capital Advisors, LLC3,052$20.7 萬0.04%
Adapt Wealth Advisors, LLC3,043$20.7 萬0.07%
Intelligence Driven Advisers, LLC3,000$20.4 萬0.04%
Split Rock Private Trading & Wealth Management, LLC2,955$20.1 萬0.16%
Valmark Advisers, Inc.2,949$20.0 萬0.00%
Beacon Investment Advisory Services, Inc.1,759$12.0 萬0.00%
Cassaday & Co Wealth Management LLC1,748$11.9 萬0.00%
Ballast Advisors LLC1,552$10.5 萬0.03%
Oslo Pensjonsforsikring AS975$6.63 萬0.01%
TSFG, LLC733$5.00 萬0.01%
Bank Julius Baer & Co. Ltd, Zurich724$4.92 萬0.00%
Frazier Financial Advisors, LLC593$4.03 萬0.02%
Gill Capital Partners, LLC366$2.49 萬0.01%
Networth Advisors, LLC355$2.41 萬0.02%
Twin Peaks Wealth Advisors, LLC264$1.79 萬0.00%
Innovative Asset Advisors Group, LLC253$1.74 萬0.01%
TIAA Wealth Investment Management LLC220$1.49 萬0.00%
Virginia Estate & Retirement Planning Advisors Inc.200$1.36 萬0.06%
Abound Wealth Management175$1.19 萬0.00%
Owl Creek Wealth Partners LLC125$8,4950.00%
Southern Michigan Bank & Trust116$7,8830.00%
Zions Bancorporation, National Association110$7,4760.00%
Kemnay Advisory Services Inc.89$6,0480.00%
Webster Bank, N. A.75$5,0970.00%
NBT Bank N A16$1,0870.00%
Intentional Wealth Strategies, LLC6$4080.00%
MBM Wealth Consultants, LLC2$1590.00%
Prestige Wealth Management Group LLC2$1380.00%
Activest Wealth Management2$1360.00%
Silicon Valley Capital Partners1$680.00%

清倉機構(68 家)

2025 年第 4 季季末持有 W. P. Carey Inc.、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 WPC 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Jupiter Asset Management Ltd646,950$4,164 萬
Two Sigma Advisers, LP218,700$1,408 萬
Skandinaviska Enskilda Banken AB (publ)127,571$821.0 萬
Point72 Asset Management, L.P.53,017$341.2 萬
Dark Forest Capital Management LP42,707$274.9 萬
XML Financial, LLC32,027$206.1 萬
ExodusPoint Capital Management, LP29,947$192.7 萬
Quest Partners LLC28,339$182.4 萬
XTX Topco Ltd25,086$161.5 萬
Susquehanna International Group, LLP18,022$116.0 萬
Friedenthal Financial14,504$93.3 萬
Kentucky Retirement Systems13,608$87.6 萬
Gallacher Capital Management LLC9,329$60.0 萬
Boothbay Fund Management, LLC8,754$56.3 萬
1832 Asset Management L.P.8,452$54.4 萬
FJ Capital Management LLC7,091$45.6 萬
RFG Advisory, LLC6,258$40.3 萬
Machina Capital S.A.S.6,102$39.3 萬
Occidental Asset Management, LLC6,002$38.6 萬
True North Advisors, LLC5,528$35.6 萬
Canada Pension Plan Investment Board5,500$35.4 萬
NWF Advisory Services Inc.5,271$33.9 萬
Tiaa Trust, National Association4,709$30.3 萬
AlphaGrep UK Ltd4,446$28.6 萬
Pathfinder Wealth Consulting, Inc.4,313$27.8 萬
Aaron Wealth Advisors4,234$27.3 萬
Coppell Advisory Solutions LLC4,136$27.0 萬
Belvedere Trading LLC3,972$25.6 萬
Aster Capital Management (DIFC) Ltd3,864$24.9 萬
Mach-1 Financial Group, Inc.3,717$23.9 萬
Capital Advisory Group Advisory Services, LLC3,707$23.9 萬
GTS Securities LLC3,509$22.6 萬
Focused Wealth Management, Inc3,428$22.1 萬
SWP Financial LLC3,352$21.6 萬
Mount Yale Investment Advisors, LLC3,298$21.5 萬
Virtu Financial LLC3,284$21.1 萬
Vestmark Advisory Solutions, Inc.3,272$21.1 萬
BCS Wealth Management3,200$20.6 萬
Group One Trading, L.P.2,578$16.6 萬
Flagship Harbor Advisors, LLC2,519$16.2 萬
Turning Point Benefit Group, Inc.2,511$16.2 萬
Concord Wealth Partners1,232$7.93 萬
Joseph Group Capital Management1,117$7.19 萬
Navalign, LLC947$6.09 萬
Eastern Bank918$5.91 萬
LGT Financial Advisors LLC500$3.22 萬
Roble, Belko & Company, Inc476$3.10 萬
Commonwealth Retirement Investments LLC400$2.57 萬
Laurel Wealth Advisors LLC396$2.55 萬
IFC & Insurance Marketing, Inc.354$2.30 萬
First Command Advisory Services, Inc.300$1.93 萬
FNY Investment Advisers, LLC300$1.90 萬
Garton & Associates Financial Advisors LLC207$1.33 萬
Kohmann Bosshard Financial Services, LLC189$1.22 萬
Fideuram Asset Management (Ireland) dac187$9,978
Country Trust Bank95$6,114
ZRC Wealth Management, LLC70$4,506
Wealth Enhancement Trust Services, Inc.68$4,376
MidFirst Bank58$3,733
Luken Investment Analytics, LLC48$3,089
Cohen & Steers, Inc.40$3,000
Optiver Holding B.V.37$2,381
Elyxium Wealth, LLC17$1,094
Optima Capital LLC16$1,044
Acumen Wealth Advisors, LLC14$914
Legacy Wealth Managment, LLC9$564
NorthAvenue LLC3$194
Private Wealth Asset Management, LLC3$193

尚未申報 2026 年第 1 季的機構(16 家)

2025 年第 4 季季末持有 W. P. Carey Inc.、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 4 季持有 WPC、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc30,437,061$19.6 億
Norges Bank2,859,460$1.84 億
CIBC World Markets Corp124,517$801.4 萬
Meritage Portfolio Management73,770$474.8 萬
Forsta Ap-Fonden64,500$415.1 萬
Creegan & Nassoura Financial Group, LLC49,630$319.4 萬
FineMark National Bank & Trust16,196$104.2 萬
Cornercap Investment Counsel Inc11,131$71.6 萬
Global Retirement Partners, LLC9,981$64.2 萬
CIBC Private Wealth Group, LLC6,474$41.7 萬
Austin Private Wealth, LLC6,287$40.5 萬
BancorpSouth Bank4,001$25.8 萬
ORG Partners LLC3,771$24.3 萬
Clearview Wealth Advisors LLC3,154$20.3 萬
Trust Co of Vermont2,691$17.3 萬
GPS Wealth Strategies Group, LLC545$3.51 萬