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 13F 持有人
W. P. Carey Inc. 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 869
- 較 2025 年第 4 季 +28 家
- 持有股數
- 1.72 億
- 較 2025 年第 4 季 +4,068 萬 (+31.0%)
- 總市值
- $116.9 億
- 較 2025 年第 4 季 +$32.4 億 (+38.4%)
- 新進機構
- 96
- 另有 358 家加碼
- 清倉機構
- 68
- 另有 259 家減碼
另有 16 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WPC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 905 | $128.2 億 |
| 2026 年第 1 季 | 869 | $116.9 億 |
| 2025 年第 4 季 | 857 | $106.2 億 |
| 2025 年第 3 季 | 819 | $105.9 億 |
| 2025 年第 2 季 | 820 | $97.9 億 |
| 2025 年第 1 季 | 823 | $98.2 億 |
| 2024 年第 4 季 | 782 | $81.6 億 |
| 2024 年第 3 季 | 805 | $91.7 億 |
| 2024 年第 2 季 | 784 | $81.6 億 |
| 2024 年第 1 季 | 773 | $87.1 億 |
| 2023 年第 4 季 | 782 | $104.6 億 |
| 2023 年第 3 季 | 746 | $75.9 億 |
| 2023 年第 2 季 | 820 | $92.1 億 |
| 2023 年第 1 季 | 838 | $106.4 億 |
| 2022 年第 4 季 | 855 | $106.0 億 |
| 2022 年第 3 季 | 798 | $93.6 億 |
| 2022 年第 2 季 | 813 | $104.4 億 |
| 2022 年第 1 季 | 785 | $93.7 億 |
| 2021 年第 4 季 | 768 | $93.1 億 |
| 2021 年第 3 季 | 717 | $81.5 億 |
| 2021 年第 2 季 | 699 | $80.9 億 |
| 2021 年第 1 季 | 653 | $72.5 億 |
2026 年第 1 季持有機構
每家機構持有 W. P. Carey Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Adapt Wealth Advisors, LLC | 3,043 | $20.7 萬 | 0.07% | +3,043 | 新進 |
| Childress Capital Advisors, LLC | 3,052 | $20.7 萬 | 0.04% | +3,052 | 新進 |
| Empower Advisory Group, LLC | 3,066 | $20.8 萬 | 0.00% | +3,066 | 新進 |
| Rafferty Asset Management, LLC | 3,087 | $21.0 萬 | 0.00% | −596−16.2% | 減碼 |
| Transamerica Financial Advisors, Inc. | 3,060 | $21.1 萬 | 0.02% | +1,515+98.1% | 加碼 |
| Evolve Private Wealth, LLC | 3,111 | $21.1 萬 | 0.01% | −326−9.5% | 減碼 |
| MONECO Advisors, LLC | 3,143 | $21.4 萬 | 0.02% | +3,143 | 新進 |
| Helium Advisors LLC | 3,166 | $21.5 萬 | 0.21% | +3,166 | 新進 |
| GW Henssler & Associates Ltd | 3,166 | $21.5 萬 | 0.01% | 00.0% | 不變 |
| Principal Securities, Inc. | 3,175 | $21.6 萬 | 0.00% | +3,175 | 新進 |
| Gateway Investment Advisers LLC | 3,176 | $21.6 萬 | 0.00% | −14−0.4% | 減碼 |
| Kraft, Davis & Associates, LLC | 2,977 | $21.7 萬 | 0.05% | +2,977 | 新進 |
| Meeder Advisory Services, Inc. | 3,213 | $21.8 萬 | 0.01% | −800−19.9% | 減碼 |
| Salem Investment Counselors Inc | 3,181 | $21.9 萬 | 0.01% | 00.0% | 不變 |
| CX Institutional | 3,231 | $22.0 萬 | 0.01% | −387−10.7% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,244 | $22.0 萬 | 0.01% | +3,244 | 新進 |
| Change Path, LLC | 3,281 | $22.3 萬 | 0.01% | +3,281 | 新進 |
| Allied Investment Advisors, LLC | 3,281 | $22.3 萬 | 0.03% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 3,300 | $22.4 萬 | 0.01% | 00.0% | 不變 |
| Bourgeon Capital Management LLC | 3,300 | $22.4 萬 | 0.04% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 3,301 | $22.4 萬 | 0.01% | −146−4.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,303 | $22.4 萬 | 0.01% | +626+23.4% | 加碼 |
| Motco | 3,308 | $22.5 萬 | 0.02% | +232+7.5% | 加碼 |
| GF Fund Management Co. Ltd. | 3,311 | $22.5 萬 | 0.00% | −317−8.7% | 減碼 |
| Procyon Private Wealth Partners, LLC | 3,325 | $22.6 萬 | 0.01% | 00.0% | 不變 |
| WealthPLAN Partners, LLC | 3,347 | $22.7 萬 | 0.04% | −3,822−53.3% | 減碼 |
| Cary Street Partners Financial LLC | 3,365 | $22.9 萬 | 0.01% | −87−2.5% | 減碼 |
| OneAscent Financial Services LLC | 3,394 | $23.1 萬 | 0.01% | +3,394 | 新進 |
| Detalus Advisors, LLC | 3,400 | $23.1 萬 | 0.05% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 3,410 | $23.2 萬 | 0.02% | −113−3.2% | 減碼 |
| Portside Wealth Group, LLC | 3,426 | $23.3 萬 | 0.03% | +3,426 | 新進 |
| Sawyer & Company, Inc | 3,445 | $23.4 萬 | 0.09% | −150−4.2% | 減碼 |
| LVW Advisors, LLC | 3,445 | $23.4 萬 | 0.02% | +20+0.6% | 加碼 |
| Sage Rhino Capital LLC | 3,464 | $23.5 萬 | 0.04% | −54−1.5% | 減碼 |
| Columbia Asset Management | 3,475 | $23.6 萬 | 0.04% | −150−4.1% | 減碼 |
| Callan Family Office, LLC | 3,487 | $23.7 萬 | 0.01% | −250−6.7% | 減碼 |
| Prospera Financial Services Inc | 3,499 | $23.8 萬 | 0.00% | −16−0.5% | 減碼 |
| King Wealth | 3,495 | $23.8 萬 | 0.03% | 00.0% | 不變 |
| Walleye Capital LLC | 3,503 | $23.8 萬 | 0.00% | +3,407+3,549.0% | 加碼 |
| Symphony Financial, Ltd. Co. | 3,498 | $23.9 萬 | 0.03% | +3,498 | 新進 |
| D.B. Root & Company, LLC | 3,512 | $23.9 萬 | 0.06% | −79−2.2% | 減碼 |
| Kestra Investment Management, LLC | 3,519 | $23.9 萬 | 0.00% | −1,194−25.3% | 減碼 |
| Kingsview Wealth Management, LLC | 3,524 | $24.0 萬 | 0.00% | +64+1.8% | 加碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 3,530 | $24.0 萬 | 0.01% | −403−10.2% | 減碼 |
| Private Trust Co NA | 3,561 | $24.2 萬 | 0.02% | 00.0% | 不變 |
| Central Trust Co | 3,561 | $24.2 萬 | 0.00% | +2,441+217.9% | 加碼 |
| TCW Group Inc | 3,591 | $24.4 萬 | 0.00% | +174+5.1% | 加碼 |
| LexAurum Advisors, LLC | 3,598 | $24.5 萬 | 0.03% | +3,598 | 新進 |
| Fiera Capital Corp | 3,627 | $24.6 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 3,629 | $24.7 萬 | 0.00% | +113+3.2% | 加碼 |
| NorthStar Asset Management LLC | 3,638 | $24.7 萬 | 0.12% | +208+6.1% | 加碼 |
| Keudell/Morrison Wealth Management | 3,639 | $24.7 萬 | 0.05% | −511−12.3% | 減碼 |
| HBW Advisory Services LLC | 3,647 | $24.8 萬 | 0.03% | +3,647 | 新進 |
| Capital Planning Advisors, LLC | 3,683 | $25.0 萬 | 0.04% | −3−0.1% | 減碼 |
| UMA Financial Services, Inc. | 3,692 | $25.1 萬 | 0.03% | 00.0% | 不變 |
| Battery Global Advisors, LLC | 3,655 | $25.2 萬 | 0.14% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 3,707 | $25.2 萬 | 0.01% | −232−5.9% | 減碼 |
| Keynote Financial Services LLC | 3,710 | $25.2 萬 | 0.13% | 00.0% | 不變 |
| Perennial Investment Advisors, LLC | 3,713 | $25.2 萬 | 0.02% | −1,613−30.3% | 減碼 |
| Syon Capital LLC | 3,732 | $25.4 萬 | 0.01% | +494+15.3% | 加碼 |
| Clear Creek Financial Management, LLC | 3,762 | $25.6 萬 | 0.02% | +15+0.4% | 加碼 |
| High Net Worth Advisory Group LLC | 3,770 | $25.6 萬 | 0.06% | 00.0% | 不變 |
| Wedbush Securities Inc | 3,785 | $25.7 萬 | 0.01% | +3,785 | 新進 |
| Lazard Asset Management LLC | 3,786 | $25.7 萬 | 0.00% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 3,814 | $25.9 萬 | 0.02% | +27+0.7% | 加碼 |
| SageView Advisory Group, LLC | 3,817 | $25.9 萬 | 0.01% | +2+0.1% | 加碼 |
| Journey Strategic Wealth LLC | 3,833 | $26.1 萬 | 0.01% | +3,833 | 新進 |
| Mather Group, LLC. | 3,836 | $26.1 萬 | 0.00% | +3,836 | 新進 |
| Wealth Management Strategies, Inc. | 3,844 | $26.1 萬 | 0.12% | +51+1.3% | 加碼 |
| Sunbelt Securities, Inc. | 3,864 | $26.3 萬 | 0.02% | −482−11.1% | 減碼 |
| Insight Wealth Partners, LLC | 3,878 | $26.4 萬 | 0.11% | +8+0.2% | 加碼 |
| Ritholtz Wealth Management | 3,907 | $26.6 萬 | 0.00% | +3,907 | 新進 |
| Basepoint Wealth LLC | 3,954 | $26.9 萬 | 0.15% | +54+1.4% | 加碼 |
| New Wave Wealth Advisors LLC | 3,929 | $27.0 萬 | 0.09% | +12+0.3% | 加碼 |
| Main Street Financial Solutions, LLC | 3,997 | $27.2 萬 | 0.02% | +444+12.5% | 加碼 |
| Cherry Tree Wealth Management, LLC | 4,000 | $27.2 萬 | 0.06% | 00.0% | 不變 |
| Philadelphia Trust Co | 4,000 | $27.2 萬 | 0.02% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 4,022 | $27.3 萬 | 0.00% | +185+4.8% | 加碼 |
| TritonPoint Partners, LLC | 3,990 | $27.5 萬 | 0.10% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 4,051 | $27.5 萬 | 0.02% | +12+0.3% | 加碼 |
| Regions Financial Corp | 4,067 | $27.6 萬 | 0.00% | 00.0% | 不變 |
| Greenleaf Trust | 4,084 | $27.8 萬 | 0.00% | +174+4.5% | 加碼 |
| Parallel Advisors, LLC | 4,098 | $27.9 萬 | 0.01% | −68−1.6% | 減碼 |
| Mission Creek Capital Partners, Inc. | 4,131 | $28.1 萬 | 0.06% | −1,369−24.9% | 減碼 |
| Resources Investment Advisors, LLC. | 4,169 | $28.3 萬 | 0.00% | −716−14.7% | 減碼 |
| Frec Markets, Inc. | 4,181 | $28.4 萬 | 0.05% | +4,181 | 新進 |
| FIL Ltd | 4,191 | $28.5 萬 | 0.00% | +1,487+55.0% | 加碼 |
| Grant Private Wealth Management Inc | 4,197 | $28.5 萬 | 0.15% | +4,197 | 新進 |
| Havemeyer Place LP | 4,246 | $28.9 萬 | 0.03% | +4,246 | 新進 |
| Advocate Investing Services LLC | 4,259 | $28.9 萬 | 0.25% | +10.0% | 加碼 |
| Kingswood Wealth Advisors, LLC | 4,268 | $29.0 萬 | 0.01% | −1,367−24.3% | 減碼 |
| National Bank of Canada | 4,278 | $29.1 萬 | 0.00% | +1,015+31.1% | 加碼 |
| Carret Asset Management, LLC | 4,332 | $29.4 萬 | 0.03% | 00.0% | 不變 |
| Mystic Asset Management, Inc. | 4,426 | $30.1 萬 | 0.07% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 4,500 | $30.6 萬 | 0.06% | 00.0% | 不變 |
| Golden State Equity Partners | 4,528 | $30.8 萬 | 0.02% | +4,528 | 新進 |
| Barlow Wealth Partners, Inc. | 4,206 | $31.1 萬 | 0.03% | 00.0% | 不變 |
| Verity Asset Management, Inc. | 4,600 | $31.3 萬 | 0.13% | +1,074+30.5% | 加碼 |
| GAMMA Investing LLC | 4,602 | $31.3 萬 | 0.01% | +735+19.0% | 加碼 |
| Jacobs Equity LLC | 4,610 | $31.3 萬 | 0.28% | −258−5.3% | 減碼 |