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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 84,010 | $570.9 萬 | 0.64% | +590+0.7% | 加碼 |
| Holocene Advisors, LP | 86,694 | $589.2 萬 | 0.01% | +86,694 | 新進 |
| Tredje AP-fonden | 86,930 | $590.8 萬 | 0.03% | +64,252+283.3% | 加碼 |
| State of Tennessee, Treasury Department | 87,307 | $593.3 萬 | 0.02% | +5,478+6.7% | 加碼 |
| KBC Group NV | 90,807 | $617.1 萬 | 0.02% | −88,402−49.3% | 減碼 |
| Advocate Group LLC | 91,645 | $622.8 萬 | 0.97% | +4,262+4.9% | 加碼 |
| Mercer Global Advisors Inc | 92,420 | $628.1 萬 | 0.01% | −4,480−4.6% | 減碼 |
| Heitman Real Estate Securities LLC | 92,468 | $628.4 萬 | 0.45% | +55,481+150.0% | 加碼 |
| APG Asset Management N.V. | 107,804 | $635.9 萬 | 0.02% | −2,285−2.1% | 減碼 |
| Thrivent Financial for Lutherans | 94,113 | $639.6 萬 | 0.01% | +613+0.7% | 加碼 |
| CI Private Wealth, LLC | 97,111 | $656.6 萬 | 0.01% | +52,434+117.4% | 加碼 |
| Kepler Cheuvreux (Suisse) SA | 97,723 | $664.2 萬 | 0.44% | −27,061−21.7% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 98,141 | $667.0 萬 | 0.10% | +98,141 | 新進 |
| Royal London Asset Management Ltd | 99,268 | $674.6 萬 | 0.01% | 00.0% | 不變 |
| CIBC Asset Management Inc | 100,634 | $683.9 萬 | 0.02% | −446−0.4% | 減碼 |
| Amalgamated Bank | 100,848 | $685.4 萬 | 0.05% | +4,411+4.6% | 加碼 |
| Westwood Holdings Group Inc. | 100,976 | $686.2 萬 | 0.05% | +30,250+42.8% | 加碼 |
| Prairiewood Capital, LLC | 103,053 | $700.4 萬 | 2.03% | +5,126+5.2% | 加碼 |
| Pacer Advisors, Inc. | 104,740 | $711.8 萬 | 0.02% | +851+0.8% | 加碼 |
| Vanguard Global Advisers, LLC | 107,998 | $734.0 萬 | 0.00% | +107,998 | 新進 |
| Daiwa Securities Group Inc. | 108,416 | $736.8 萬 | 0.02% | +4,360+4.2% | 加碼 |
| Davenport & Co LLC | 108,491 | $737.3 萬 | 0.04% | −43,227−28.5% | 減碼 |
| Rock Point Advisors, LLC | 111,393 | $757.0 萬 | 2.05% | −1,899−1.7% | 減碼 |
| Uniplan Investment Counsel, Inc. | 112,789 | $766.5 萬 | 0.79% | +44,171+64.4% | 加碼 |
| Kestra Advisory Services, LLC | 112,815 | $766.7 萬 | 0.03% | −13,972−11.0% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 112,980 | $767.8 萬 | 0.22% | +112,980 | 新進 |
| MetLife Investment Management | 113,965 | $774.5 萬 | 0.04% | +829+0.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 114,060 | $775.2 萬 | 0.06% | +114,060 | 新進 |
| State of Wisconsin Investment Board | 114,262 | $776.5 萬 | 0.02% | −25,032−18.0% | 減碼 |
| New York State Common Retirement Fund | 115,438 | $784.5 萬 | 0.01% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 116,987 | $795.0 萬 | 0.02% | −183,956−61.1% | 減碼 |
| Verdence Capital Advisors LLC | 117,448 | $798.2 萬 | 0.47% | +1,227+1.1% | 加碼 |
| Stony Point Wealth Management Inc. | 120,230 | $817.1 萬 | 3.25% | −3,253−2.6% | 減碼 |
| Illinois Municipal Retirement Fund | 124,942 | $849.1 萬 | 0.11% | −20,592−14.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 125,680 | $854.1 萬 | 0.01% | −37,656−23.1% | 減碼 |
| Crawford Investment Counsel Inc | 125,762 | $854.7 萬 | 0.15% | +3,260+2.7% | 加碼 |
| Resona Asset Management Co.,Ltd. | 127,428 | $865.5 萬 | 0.04% | +3,363+2.7% | 加碼 |
| Allworth Financial LP | 129,467 | $879.9 萬 | 0.04% | −286−0.2% | 減碼 |
| State of Alaska, Department of Revenue | 130,679 | $888.0 萬 | 0.10% | +1,815+1.4% | 加碼 |
| Danske Bank A/S | 136,138 | $925.2 萬 | 0.02% | +1,100+0.8% | 加碼 |
| Cullen/Frost Bankers, Inc. | 137,667 | $935.6 萬 | 0.11% | +5,185+3.9% | 加碼 |
| LMR Partners LLP | 138,518 | $941.4 萬 | 0.09% | +80,960+140.7% | 加碼 |
| Creative Planning | 138,729 | $942.8 萬 | 0.01% | +77+0.1% | 加碼 |
| Standard Life Aberdeen plc | 138,850 | $943.6 萬 | 0.02% | +2,225+1.6% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 141,374 | $960.8 萬 | 0.24% | +4,208+3.1% | 加碼 |
| SEI Investments Co | 142,355 | $967.4 萬 | 0.01% | +33,060+30.2% | 加碼 |
| Nomura Holdings Inc | 143,270 | $973.7 萬 | 0.08% | −7,502−5.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 143,477 | $975.1 萬 | 0.03% | −1,894−1.3% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 144,319 | $980.8 萬 | 0.02% | +13,368+10.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 143,926 | $994.0 萬 | 0.02% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 146,691 | $996.9 萬 | 0.02% | +1,479+1.0% | 加碼 |
| Van Eck Associates Corp | 148,113 | $1,007 萬 | 0.01% | +17,015+13.0% | 加碼 |
| Seven Grand Managers, LLC | 150,000 | $1,019 萬 | 0.68% | +150,000 | 新進 |
| New York State Teachers Retirement System | 152,027 | $1,033 萬 | 0.02% | −26,138−14.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 153,460 | $1,043 萬 | 0.06% | +2,941+2.0% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 153,462 | $1,043 萬 | 0.05% | +27,734+22.1% | 加碼 |
| Kempen Capital Management N.V. | 155,149 | $1,054 萬 | 0.09% | −16,655−9.7% | 減碼 |
| Advisor Group Holdings, Inc. | 158,976 | $1,081 萬 | 0.02% | −48,327−23.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 154,486 | $1,085 萬 | 0.02% | −163,044−51.3% | 減碼 |
| Macquarie Group Ltd | 164,758 | $1,120 萬 | 0.07% | −2,337−1.4% | 減碼 |
| Russell Investments Group, Ltd. | 166,130 | $1,129 萬 | 0.01% | +59,096+55.2% | 加碼 |
| Achmea Investment Management B.V. | 170,284 | $1,157 萬 | 0.31% | −2,918−1.7% | 減碼 |
| Truist Financial Corp | 176,941 | $1,202 萬 | 0.02% | +1,789+1.0% | 加碼 |
| Swedbank AB | 177,903 | $1,209 萬 | 0.01% | +42,054+31.0% | 加碼 |
| Korea Investment CORP | 179,550 | $1,220 萬 | 0.03% | −46,084−20.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 181,007 | $1,230 萬 | 0.02% | 00.0% | 不變 |
| Tectonic Advisors LLC | 183,974 | $1,250 萬 | 0.66% | +9,476+5.4% | 加碼 |
| Aviva PLC | 188,758 | $1,283 萬 | 0.02% | +4,842+2.6% | 加碼 |
| Lighthouse Investment Partners, LLC | 200,000 | $1,359 萬 | 0.51% | +40,000+25.0% | 加碼 |
| CSM Advisors, LLC | 201,206 | $1,367 萬 | 0.34% | −77,573−27.8% | 減碼 |
| Franklin Resources Inc | 204,848 | $1,392 萬 | 0.00% | −57,506−21.9% | 減碼 |
| Price T Rowe Associates Inc | 206,181 | $1,401 萬 | 0.00% | +22,883+12.5% | 加碼 |
| Colony Group, LLC | 208,143 | $1,415 萬 | 0.02% | −11,792−5.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 209,629 | $1,425 萬 | 0.01% | −1,547−0.7% | 減碼 |
| Natixis | 214,754 | $1,459 萬 | 0.06% | +214,754 | 新進 |
| Carnegie Capital Asset Management, LLC | 215,152 | $1,462 萬 | 0.28% | +7,578+3.7% | 加碼 |
| Brookfield Asset Management Inc. | 220,014 | $1,495 萬 | 0.02% | +220,014 | 新進 |
| Pictet Asset Management Holding SA | 229,879 | $1,562 萬 | 0.02% | −56,454−19.7% | 減碼 |
| SG Americas Securities, LLC | 233,158 | $1,585 萬 | 0.02% | +122,903+111.5% | 加碼 |
| Geneos Wealth Management Inc. | 245,228 | $1,667 萬 | 0.39% | −22,276−8.3% | 減碼 |
| Vanguard Investments Australia, Ltd. | 252,395 | $1,715 萬 | 0.05% | +252,395 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 262,048 | $1,781 萬 | 0.02% | −10,263−3.8% | 減碼 |
| Retirement Systems of Alabama | 268,661 | $1,826 萬 | 0.06% | +5,651+2.1% | 加碼 |
| Royal Bank of Canada | 270,488 | $1,838 萬 | 0.00% | +36,090+15.4% | 加碼 |
| Allianz Asset Management GmbH | 270,724 | $1,840 萬 | 0.02% | +725+0.3% | 加碼 |
| SEB Asset Management AB | 277,169 | $1,884 萬 | 0.08% | +277,169 | 新進 |
| Quantinno Capital Management LP | 280,897 | $1,909 萬 | 0.03% | +106,456+61.0% | 加碼 |
| Storebrand Asset Management AS | 282,148 | $1,917 萬 | 0.06% | +146,350+107.8% | 加碼 |
| Jefferies Financial Group Inc. | 287,250 | $1,952 萬 | 0.24% | +282,617+6,100.1% | 加碼 |
| AQR Capital Management LLC | 289,067 | $1,955 萬 | 0.01% | −35,655−11.0% | 減碼 |
| Alliancebernstein L.P. | 314,106 | $2,022 萬 | 0.01% | −6,218−1.9% | 減碼 |
| Treasurer of the State of North Carolina | 312,295 | $2,122 萬 | 0.07% | +23,342+8.1% | 加碼 |
| TruWealth Advisors, LLC | 314,898 | $2,140 萬 | 1.03% | +14,877+5.0% | 加碼 |
| Public Employees Retirement System of Ohio | 318,317 | $2,163 萬 | 0.07% | −51,631−14.0% | 減碼 |
| Private Management Group Inc | 327,259 | $2,224 萬 | 0.64% | −35,924−9.9% | 減碼 |
| Berkshire Asset Management LLC | 330,788 | $2,248 萬 | 0.96% | +2,644+0.8% | 加碼 |
| Jain Global LLC | 332,363 | $2,259 萬 | 0.29% | +89,336+36.8% | 加碼 |
| Cetera Investment Advisers | 335,880 | $2,283 萬 | 0.02% | −14,034−4.0% | 減碼 |
| CWM, LLC | 342,841 | $2,330 萬 | 0.06% | −11,368−3.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 345,828 | $2,350 萬 | 0.05% | +27,240+8.6% | 加碼 |