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 |
|---|---|---|---|---|---|
| Gradient Capital Advisors, LLC | 27,925 | $189.8 萬 | 0.49% | −72−0.3% | 減碼 |
| Edgestream Partners, L.P. | 27,964 | $190.0 萬 | 0.06% | −79,279−73.9% | 減碼 |
| Erste Asset Management GmbH | 28,300 | $192.2 萬 | 0.02% | +5,900+26.3% | 加碼 |
| Apollon Wealth Management, LLC | 28,323 | $192.5 萬 | 0.03% | −5,804−17.0% | 減碼 |
| Brummer Multi-Strategy AB | 28,508 | $193.7 萬 | 8.07% | +28,508 | 新進 |
| Commerce Bank | 29,307 | $199.2 萬 | 0.01% | +20,785+243.9% | 加碼 |
| Mediolanum International Funds Ltd | 29,425 | $199.8 萬 | 0.02% | +29,425 | 新進 |
| TD Asset Management Inc | 29,421 | $199.9 萬 | 0.00% | +2,559+9.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 29,460 | $200.2 萬 | 0.00% | −1,298−4.2% | 減碼 |
| British Columbia Investment Management Corp | 30,200 | $205.2 萬 | 0.01% | −8,594−22.2% | 減碼 |
| Toronto Dominion Bank | 30,286 | $205.8 萬 | 0.00% | −222,041−88.0% | 減碼 |
| Intech Investment Management LLC | 30,362 | $206.3 萬 | 0.02% | +11,862+64.1% | 加碼 |
| Wellington Shields Capital Management, LLC | 31,177 | $211.9 萬 | 0.32% | +1,000+3.3% | 加碼 |
| Sanctuary Advisors, LLC | 31,543 | $214.4 萬 | 0.01% | +3,112+10.9% | 加碼 |
| M&T Bank Corp | 31,580 | $214.6 萬 | 0.01% | +1,453+4.8% | 加碼 |
| Guggenheim Capital LLC | 31,741 | $215.7 萬 | 0.02% | +8,789+38.3% | 加碼 |
| Ostrum Asset Management | 32,104 | $218.2 萬 | 0.12% | −2,403−7.0% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 32,170 | $218.6 萬 | 0.12% | +8,184+34.1% | 加碼 |
| Cerity Partners LLC | 32,941 | $223.9 萬 | 0.00% | +6,786+25.9% | 加碼 |
| SFMG, LLC | 33,078 | $224.8 萬 | 0.15% | −3,670−10.0% | 減碼 |
| Swiss Life Asset Management Ltd | 33,102 | $225.0 萬 | 0.01% | +18,834+132.0% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 33,246 | $225.9 萬 | 0.02% | +221+0.7% | 加碼 |
| Federated Hermes, Inc. | 33,261 | $226.0 萬 | 0.00% | +8,825+36.1% | 加碼 |
| Mutual Advisors, LLC | 33,363 | $226.7 萬 | 0.05% | +4,145+14.2% | 加碼 |
| Weaver Consulting Group | 33,715 | $229.1 萬 | 0.55% | −212−0.6% | 減碼 |
| Arkadios Wealth Advisors | 33,801 | $229.7 萬 | 0.04% | −4,153−10.9% | 減碼 |
| Wealthcare Advisory Partners LLC | 33,997 | $231.0 萬 | 0.04% | −384−1.1% | 減碼 |
| JustInvest LLC | 34,661 | $235.6 萬 | 0.02% | −476−1.4% | 減碼 |
| Utah Retirement Systems | 35,184 | $239.1 萬 | 0.02% | −519−1.5% | 減碼 |
| Investmark Advisory Group LLC | 35,408 | $240.6 萬 | 1.03% | +451+1.3% | 加碼 |
| Nomura Asset Management International Inc. | 35,688 | $242.5 萬 | 0.00% | −1,699−4.5% | 減碼 |
| Ethic Inc. | 36,680 | $249.3 萬 | 0.04% | +14,027+61.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 36,992 | $251.3 萬 | 0.01% | +6,700+22.1% | 加碼 |
| CWM Advisors, LLC | 36,985 | $251.4 萬 | 0.15% | +10,687+40.6% | 加碼 |
| Allstate Corp | 38,347 | $260.6 萬 | 0.03% | +21,825+132.1% | 加碼 |
| Rockefeller Capital Management L.P. | 38,687 | $262.9 萬 | 0.00% | +702+1.8% | 加碼 |
| OP Asset Management Ltd | 38,723 | $263.2 萬 | 0.03% | +12,986+50.5% | 加碼 |
| Private Advisor Group, LLC | 39,010 | $265.1 萬 | 0.01% | −1,267−3.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 40,371 | $274.4 萬 | 0.08% | +209+0.5% | 加碼 |
| Capital Square, LLC | 37,920 | $277.3 萬 | 1.28% | −273−0.7% | 減碼 |
| Xponance, Inc. | 40,990 | $278.6 萬 | 0.02% | +6,831+20.0% | 加碼 |
| NEOS Investment Management LLC | 41,493 | $282.0 萬 | 0.01% | +11,205+37.0% | 加碼 |
| Coldstream Capital Management Inc | 41,997 | $285.4 萬 | 0.04% | −1,122−2.6% | 減碼 |
| CMH Wealth Management LLC | 41,780 | $287.8 萬 | 0.49% | +41,780 | 新進 |
| Meixler Investment Management, Ltd. | 40,973 | $287.8 萬 | 1.55% | +3,129+8.3% | 加碼 |
| Presima Inc. | 43,207 | $293.6 萬 | 1.65% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 43,243 | $293.9 萬 | 0.03% | +6,886+18.9% | 加碼 |
| New Mexico Educational Retirement Board | 43,400 | $294.9 萬 | 0.09% | 00.0% | 不變 |
| Mariner, LLC | 43,622 | $296.5 萬 | 0.00% | −167−0.4% | 減碼 |
| Pensionfund DSM Netherlands | 44,300 | $301.1 萬 | 1.74% | 00.0% | 不變 |
| Bank of Montreal | 44,697 | $303.8 萬 | 0.00% | +3,957+9.7% | 加碼 |
| Oregon Public Employees Retirement Fund | 44,819 | $304.6 萬 | 0.04% | +1,200+2.8% | 加碼 |
| Freedom Financial Partners LLC | 45,839 | $311.5 萬 | 1.11% | +1,551+3.5% | 加碼 |
| DnB Asset Management AS | 46,211 | $314.1 萬 | 0.01% | +7,224+18.5% | 加碼 |
| Vestcor Inc | 47,585 | $323.4 萬 | 0.09% | +14,974+45.9% | 加碼 |
| Hantz Financial Services, Inc. | 48,171 | $327.4 萬 | 0.05% | +7,328+17.9% | 加碼 |
| NewSquare Capital LLC | 48,214 | $327.7 萬 | 0.29% | −683−1.4% | 減碼 |
| UniSuper Management Pty Ltd | 48,800 | $331.6 萬 | 0.02% | +300+0.6% | 加碼 |
| Romano Brothers and Company | 48,835 | $331.9 萬 | 0.38% | −75−0.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 49,096 | $333.7 萬 | 0.05% | +66+0.1% | 加碼 |
| Baird Financial Group, Inc. | 49,426 | $335.9 萬 | 0.01% | +291+0.6% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 49,513 | $336.5 萬 | 0.01% | +314+0.6% | 加碼 |
| Stifel Financial Corp | 49,824 | $338.6 萬 | 0.00% | +5,810+13.2% | 加碼 |
| Natixis Advisors, L.P. | 50,621 | $344.0 萬 | 0.00% | +9,193+22.2% | 加碼 |
| Alpha Omega Wealth Management LLC | 51,380 | $349.2 萬 | 0.57% | −40−0.1% | 減碼 |
| HighTower Advisors, LLC | 52,589 | $357.4 萬 | 0.00% | +3,049+6.2% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 56,314 | $382.7 萬 | 0.96% | +520+0.9% | 加碼 |
| Teacher Retirement System of Texas | 56,704 | $385.4 萬 | 0.02% | −31,905−36.0% | 減碼 |
| Cresset Asset Management, LLC | 56,593 | $389.9 萬 | 0.02% | +696+1.2% | 加碼 |
| Acadian Asset Management LLC | 58,193 | $395.4 萬 | 0.01% | +58,193 | 新進 |
| Handelsbanken Fonder AB | 58,800 | $399.6 萬 | 0.01% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 58,767 | $399.6 萬 | 0.01% | −6,777−10.3% | 減碼 |
| Metis Global Partners, LLC | 59,506 | $404.4 萬 | 0.10% | +5,430+10.0% | 加碼 |
| Arizona State Retirement System | 59,563 | $404.8 萬 | 0.02% | −608−1.0% | 減碼 |
| Dupree Financial Group, LLC | 62,015 | $421.5 萬 | 1.70% | −26,487−29.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 62,467 | $424.5 萬 | 0.10% | +62,467 | 新進 |
| State of New Jersey Common Pension Fund D | 62,826 | $427.0 萬 | 0.02% | 00.0% | 不變 |
| Nissay Asset Management Corp | 63,364 | $430.6 萬 | 0.02% | +1,614+2.6% | 加碼 |
| CIBC Bancorp USA Inc. | 63,491 | $431.5 萬 | 0.01% | +63,491 | 新進 |
| Louisiana State Employees Retirement System | 63,500 | $431.5 萬 | 0.08% | +2,900+4.8% | 加碼 |
| State of Michigan Retirement System | 63,600 | $432.2 萬 | 0.02% | +900+1.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 64,624 | $439.2 萬 | 0.02% | +5,053+8.5% | 加碼 |
| Ontario Teachers Pension Plan Board | 65,618 | $445.9 萬 | 0.13% | −44,870−40.6% | 減碼 |
| New Age Alpha Advisors, LLC | 65,675 | $446.3 萬 | 0.21% | +932+1.4% | 加碼 |
| Exchange Traded Concepts, LLC | 66,599 | $452.6 萬 | 0.03% | +1,124+1.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 68,120 | $462.9 萬 | 0.04% | 00.0% | 不變 |
| Cohen Capital Management, Inc. | 69,189 | $470.2 萬 | 0.73% | −952−1.4% | 減碼 |
| Te Ahumairangi Investment Management Ltd | 69,317 | $471.1 萬 | 0.79% | −9,980−12.6% | 減碼 |
| Voloridge Investment Management, LLC | 69,721 | $473.8 萬 | 0.02% | +69,721 | 新進 |
| Renaissance Technologies LLC | 71,300 | $484.6 萬 | 0.01% | −92,700−56.5% | 減碼 |
| Yousif Capital Management, LLC | 73,338 | $498.4 萬 | 0.06% | −3,373−4.4% | 減碼 |
| MML Investors Services, LLC | 73,908 | $502.3 萬 | 0.01% | −42,673−36.6% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 74,073 | $503.4 萬 | 0.04% | +437+0.6% | 加碼 |
| IFM Investors Pty Ltd | 78,994 | $536.8 萬 | 0.04% | +458+0.6% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 80,284 | $545.6 萬 | 0.03% | +33,350+71.1% | 加碼 |
| Adams Asset Advisors, LLC | 82,388 | $559.9 萬 | 0.63% | +9,070+12.4% | 加碼 |
| Wealthfront Advisers LLC | 83,181 | $565.3 萬 | 0.01% | −1,778−2.1% | 減碼 |
| Neuberger Berman Group LLC | 83,515 | $567.6 萬 | 0.00% | −13,672−14.1% | 減碼 |
| Ensign Peak Advisors, Inc | 83,554 | $567.8 萬 | 0.01% | +993+1.2% | 加碼 |
| Mutual of America Capital Management LLC | 83,982 | $570.7 萬 | 0.06% | −7,221−7.9% | 減碼 |