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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 4,651 | $31.6 萬 | 0.00% | −51,403−91.7% | 減碼 |
| Strathmore Capital Advisors, Inc. | 4,327 | $31.6 萬 | 0.09% | 00.0% | 不變 |
| Octavia Wealth Advisors, LLC | 4,609 | $31.7 萬 | 0.03% | +662+16.8% | 加碼 |
| Inspire Advisors, LLC | 4,677 | $31.8 萬 | 0.03% | +1,223+35.4% | 加碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 4,707 | $32.0 萬 | 0.00% | +4,707 | 新進 |
| Burney Co | 4,727 | $32.1 萬 | 0.01% | +217+4.8% | 加碼 |
| Daymark Wealth Partners, LLC | 4,764 | $32.4 萬 | 0.01% | +20.0% | 加碼 |
| Profund Advisors LLC | 4,780 | $32.5 萬 | 0.01% | +96+2.0% | 加碼 |
| Per Stirling Capital Management, LLC. | 4,780 | $32.5 萬 | 0.04% | +110+2.4% | 加碼 |
| Miracle Mile Advisors, LLC | 4,781 | $32.5 萬 | 0.00% | −34−0.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 4,787 | $32.6 萬 | 0.01% | +4,787 | 新進 |
| Claris Financial LLC | 4,810 | $32.7 萬 | 0.18% | +26+0.5% | 加碼 |
| Plato Investment Management Ltd | 4,853 | $33.0 萬 | 0.02% | 00.0% | 不變 |
| KPP Advisory Services LLC | 4,882 | $33.2 萬 | 0.05% | −10−0.2% | 減碼 |
| Apollon Financial, LLC | 4,910 | $33.4 萬 | 0.05% | 00.0% | 不變 |
| Fifth Third Bancorp | 4,933 | $33.5 萬 | 0.00% | +307+6.6% | 加碼 |
| Widmann Financial Services, Inc. | 4,985 | $33.9 萬 | 0.20% | 00.0% | 不變 |
| Sigma Planning Corp | 4,986 | $33.9 萬 | 0.01% | −820−14.1% | 減碼 |
| Signaturefd, LLC | 4,987 | $33.9 萬 | 0.01% | +568+12.9% | 加碼 |
| First Affirmative Financial Network | 5,006 | $34.0 萬 | 0.13% | +5,006 | 新進 |
| Seeds Investor LLC | 4,751 | $34.0 萬 | 0.05% | −111−2.3% | 減碼 |
| Summit Wealth Group, LLC | 5,010 | $34.0 萬 | 0.08% | +14+0.3% | 加碼 |
| Abel Hall, LLC | 5,018 | $34.1 萬 | 0.07% | +5,018 | 新進 |
| Credit Agricole S A | 5,029 | $34.2 萬 | 0.00% | +168+3.5% | 加碼 |
| Family Legacy, Inc. | 5,059 | $34.4 萬 | 0.10% | −4−0.1% | 減碼 |
| TCG Advisory Services, LLC | 5,078 | $34.5 萬 | 0.01% | +1,449+39.9% | 加碼 |
| Gutierrez Wealth Advisory, LLC | 5,084 | $34.6 萬 | 0.21% | −522−9.3% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 5,105 | $34.7 萬 | 0.09% | +7+0.1% | 加碼 |
| Western Wealth Management, LLC | 5,106 | $34.7 萬 | 0.01% | +12+0.2% | 加碼 |
| Benjamin Edwards Inc | 5,106 | $34.7 萬 | 0.00% | +110+2.2% | 加碼 |
| Rodgers Brothers Inc. | 5,150 | $35.0 萬 | 0.04% | +5,150 | 新進 |
| Ticino Wealth | 5,000 | $35.1 萬 | 0.12% | −5,000−50.0% | 減碼 |
| Park Avenue Securities LLC | 5,183 | $35.2 萬 | 0.00% | +346+7.2% | 加碼 |
| Huntington National Bank | 5,180 | $35.2 萬 | 0.00% | +4,148+401.9% | 加碼 |
| STRS Ohio | 5,184 | $35.2 萬 | 0.00% | −8−0.2% | 減碼 |
| Flagship Private Wealth, LLC | 5,196 | $35.3 萬 | 0.14% | +13+0.3% | 加碼 |
| International Assets Investment Management, LLC | 5,123 | $35.5 萬 | 0.02% | −268−5.0% | 減碼 |
| Jackson Wealth Management, LLC | 5,233 | $35.6 萬 | 0.04% | 00.0% | 不變 |
| Advisortrust Partners, LLC | 5,249 | $35.7 萬 | 0.15% | +440+9.1% | 加碼 |
| Ameritas Advisory Services, LLC | 5,275 | $35.8 萬 | 0.01% | −793−13.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 5,307 | $36.1 萬 | 0.00% | −7,928−59.9% | 減碼 |
| RSM US Wealth Management LLC | 5,242 | $36.2 萬 | 0.00% | −2,710−34.1% | 減碼 |
| Chicago Partners Investment Group LLC | 5,008 | $36.5 萬 | 0.01% | +512+11.4% | 加碼 |
| Harbour Investments, Inc. | 5,382 | $36.6 萬 | 0.01% | +903+20.2% | 加碼 |
| Herold Advisors, Inc. | 5,389 | $36.6 萬 | 0.08% | +16+0.3% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 5,444 | $37.0 萬 | 0.18% | +25+0.5% | 加碼 |
| Ethos Financial Group, LLC | 5,751 | $37.0 萬 | 0.03% | 00.0% | 不變 |
| DF Dent & Co Inc | 5,464 | $37.1 萬 | 0.01% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 5,487 | $37.3 萬 | 0.04% | +18+0.3% | 加碼 |
| Centaurus Financial, Inc. | 5,616 | $38.2 萬 | 0.02% | +4+0.1% | 加碼 |
| Vise Technologies, Inc. | 5,961 | $38.4 萬 | 0.01% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 5,645 | $38.4 萬 | 0.00% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 5,655 | $38.4 萬 | 0.00% | +393+7.5% | 加碼 |
| Allen Capital Group, LLC | 5,700 | $38.7 萬 | 0.03% | +7+0.1% | 加碼 |
| Stronghold Wealth Management L.L.C. | 5,704 | $38.8 萬 | 0.59% | −35−0.6% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 5,704 | $38.8 萬 | 0.03% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 5,768 | $39.2 萬 | 0.00% | +322+5.9% | 加碼 |
| Oak Thistle LLC | 5,774 | $39.2 萬 | 0.04% | −39,630−87.3% | 減碼 |
| Sagewood Asset Management LP | 5,791 | $39.4 萬 | 0.12% | +1,033+21.7% | 加碼 |
| Retirement Planning Co of New England, Inc. | 5,859 | $39.8 萬 | 0.16% | +50+0.9% | 加碼 |
| Woodward Diversified Capital, LLC | 5,408 | $40.0 萬 | 0.18% | +165+3.1% | 加碼 |
| Jacobi Capital Management LLC | 5,895 | $40.1 萬 | 0.02% | +9+0.2% | 加碼 |
| Accurate Wealth Management, LLC | 5,607 | $40.2 萬 | 0.05% | +819+17.1% | 加碼 |
| Aptus Capital Advisors, LLC | 5,954 | $40.5 萬 | 0.00% | +5,954 | 新進 |
| Hilltop Holdings Inc. | 6,030 | $41.0 萬 | 0.04% | −3,171−34.5% | 減碼 |
| Osmosis Investment Management UK Ltd | 6,013 | $41.4 萬 | 0.01% | −28,809−82.7% | 減碼 |
| Virtus ETF Advisers LLC | 6,103 | $41.5 萬 | 0.19% | 00.0% | 不變 |
| Prudential PLC | 6,132 | $41.7 萬 | 0.00% | −28,431−82.3% | 減碼 |
| Gilbert & Cook, Inc. | 6,168 | $41.9 萬 | 0.05% | +108+1.8% | 加碼 |
| Valeo Financial Advisors, LLC | 6,175 | $42.0 萬 | 0.01% | +236+4.0% | 加碼 |
| Equitable Holdings, Inc. | 6,514 | $42.0 萬 | 0.00% | +456+7.5% | 加碼 |
| Axis Wealth Partners, LLC | 6,198 | $42.1 萬 | 0.22% | −832−11.8% | 減碼 |
| Rockport Wealth LLC | 6,271 | $42.6 萬 | 0.08% | 00.0% | 不變 |
| North Dakota State Investment Board | 6,337 | $43.1 萬 | 0.02% | −1,279−16.8% | 減碼 |
| Dynamic Advisor Solutions LLC | 6,349 | $43.1 萬 | 0.01% | +68+1.1% | 加碼 |
| Peddock Capital Advisors, LLC | 6,356 | $43.2 萬 | 0.10% | 00.0% | 不變 |
| Avion Wealth | 6,426 | $43.6 萬 | 0.09% | 00.0% | 不變 |
| Ignite Planners, LLC | 6,447 | $43.9 萬 | 0.07% | −183−2.8% | 減碼 |
| Fifth Third Wealth Advisors LLC | 6,466 | $43.9 萬 | 0.01% | −1,360−17.4% | 減碼 |
| Everence Capital Management Inc | 6,500 | $44.2 萬 | 0.03% | +2,020+45.1% | 加碼 |
| GeoWealth Management, LLC | 6,511 | $44.3 萬 | 0.02% | −436−6.3% | 減碼 |
| MKT Advisors LLC | 6,265 | $44.4 萬 | 0.15% | −400−6.0% | 減碼 |
| Essex Financial Services, Inc. | 6,584 | $44.7 萬 | 0.03% | +6,584 | 新進 |
| MQS Management LLC | 6,718 | $45.7 萬 | 0.31% | +2,608+63.5% | 加碼 |
| Focus Financial Network, Inc. | 6,744 | $45.8 萬 | 0.02% | −1,036−13.3% | 減碼 |
| E. Ohman J:or Asset Management AB | 6,750 | $45.9 萬 | 0.01% | −2,850−29.7% | 減碼 |
| D.A. Davidson & Co. | 6,935 | $47.1 萬 | 0.00% | +738+11.9% | 加碼 |
| Silver Oak Securities, Inc | 6,955 | $47.3 萬 | 0.03% | +294+4.4% | 加碼 |
| Gen-Wealth Partners Inc | 7,014 | $47.7 萬 | 0.15% | −558−7.4% | 減碼 |
| Commerzbank Aktiengesellschaft | 7,029 | $47.8 萬 | 0.01% | −1,251−15.1% | 減碼 |
| Shelton Capital Management | 7,097 | $48.2 萬 | 0.01% | −313−4.2% | 減碼 |
| Glenmede Trust Co NA | 7,175 | $48.8 萬 | 0.00% | −301−4.0% | 減碼 |
| Eldridge Investment Advisors, Inc. | 7,188 | $48.8 萬 | 0.11% | 00.0% | 不變 |
| Teamwork Financial Advisors, LLC | 7,211 | $49.0 萬 | 0.05% | +262+3.8% | 加碼 |
| Diligent Investors, LLC | 7,274 | $49.4 萬 | 0.12% | +24+0.3% | 加碼 |
| Kerntke Otto McGlone Wealth Management Group | 7,300 | $49.6 萬 | 0.34% | +96+1.3% | 加碼 |
| Armstrong, Fleming & Moore, Inc | 7,327 | $49.8 萬 | 0.21% | 00.0% | 不變 |
| Quadrature Capital Ltd | 7,374 | $50.1 萬 | 0.01% | +7,374 | 新進 |
| Bridgewater Associates, LP | 7,392 | $50.2 萬 | 0.00% | −26,311−78.1% | 減碼 |
| HighPoint Advisor Group LLC | 7,482 | $50.8 萬 | 0.02% | −42,756−85.1% | 減碼 |