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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 56,593 | $389.9 萬 | 0.02% | +696+1.2% | 加碼 |
| Teacher Retirement System of Texas | 56,704 | $385.4 萬 | 0.02% | −31,905−36.0% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 56,314 | $382.7 萬 | 0.96% | +520+0.9% | 加碼 |
| HighTower Advisors, LLC | 52,589 | $357.4 萬 | 0.00% | +3,049+6.2% | 加碼 |
| Alpha Omega Wealth Management LLC | 51,380 | $349.2 萬 | 0.57% | −40−0.1% | 減碼 |
| Natixis Advisors, L.P. | 50,621 | $344.0 萬 | 0.00% | +9,193+22.2% | 加碼 |
| Stifel Financial Corp | 49,824 | $338.6 萬 | 0.00% | +5,810+13.2% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 49,513 | $336.5 萬 | 0.01% | +314+0.6% | 加碼 |
| Baird Financial Group, Inc. | 49,426 | $335.9 萬 | 0.01% | +291+0.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 49,096 | $333.7 萬 | 0.05% | +66+0.1% | 加碼 |
| Romano Brothers and Company | 48,835 | $331.9 萬 | 0.38% | −75−0.2% | 減碼 |
| UniSuper Management Pty Ltd | 48,800 | $331.6 萬 | 0.02% | +300+0.6% | 加碼 |
| NewSquare Capital LLC | 48,214 | $327.7 萬 | 0.29% | −683−1.4% | 減碼 |
| Hantz Financial Services, Inc. | 48,171 | $327.4 萬 | 0.05% | +7,328+17.9% | 加碼 |
| Vestcor Inc | 47,585 | $323.4 萬 | 0.09% | +14,974+45.9% | 加碼 |
| DnB Asset Management AS | 46,211 | $314.1 萬 | 0.01% | +7,224+18.5% | 加碼 |
| Freedom Financial Partners LLC | 45,839 | $311.5 萬 | 1.11% | +1,551+3.5% | 加碼 |
| Oregon Public Employees Retirement Fund | 44,819 | $304.6 萬 | 0.04% | +1,200+2.8% | 加碼 |
| Bank of Montreal | 44,697 | $303.8 萬 | 0.00% | +3,957+9.7% | 加碼 |
| Pensionfund DSM Netherlands | 44,300 | $301.1 萬 | 1.74% | 00.0% | 不變 |
| Mariner, LLC | 43,622 | $296.5 萬 | 0.00% | −167−0.4% | 減碼 |
| New Mexico Educational Retirement Board | 43,400 | $294.9 萬 | 0.09% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 43,243 | $293.9 萬 | 0.03% | +6,886+18.9% | 加碼 |
| Presima Inc. | 43,207 | $293.6 萬 | 1.65% | 00.0% | 不變 |
| Meixler Investment Management, Ltd. | 40,973 | $287.8 萬 | 1.55% | +3,129+8.3% | 加碼 |
| CMH Wealth Management LLC | 41,780 | $287.8 萬 | 0.49% | +41,780 | 新進 |
| Coldstream Capital Management Inc | 41,997 | $285.4 萬 | 0.04% | −1,122−2.6% | 減碼 |
| NEOS Investment Management LLC | 41,493 | $282.0 萬 | 0.01% | +11,205+37.0% | 加碼 |
| Xponance, Inc. | 40,990 | $278.6 萬 | 0.02% | +6,831+20.0% | 加碼 |
| Capital Square, LLC | 37,920 | $277.3 萬 | 1.28% | −273−0.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 40,371 | $274.4 萬 | 0.08% | +209+0.5% | 加碼 |
| Private Advisor Group, LLC | 39,010 | $265.1 萬 | 0.01% | −1,267−3.1% | 減碼 |
| OP Asset Management Ltd | 38,723 | $263.2 萬 | 0.03% | +12,986+50.5% | 加碼 |
| Rockefeller Capital Management L.P. | 38,687 | $262.9 萬 | 0.00% | +702+1.8% | 加碼 |
| Allstate Corp | 38,347 | $260.6 萬 | 0.03% | +21,825+132.1% | 加碼 |
| CWM Advisors, LLC | 36,985 | $251.4 萬 | 0.15% | +10,687+40.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 36,992 | $251.3 萬 | 0.01% | +6,700+22.1% | 加碼 |
| Ethic Inc. | 36,680 | $249.3 萬 | 0.04% | +14,027+61.9% | 加碼 |
| Nomura Asset Management International Inc. | 35,688 | $242.5 萬 | 0.00% | −1,699−4.5% | 減碼 |
| Investmark Advisory Group LLC | 35,408 | $240.6 萬 | 1.03% | +451+1.3% | 加碼 |
| Utah Retirement Systems | 35,184 | $239.1 萬 | 0.02% | −519−1.5% | 減碼 |
| JustInvest LLC | 34,661 | $235.6 萬 | 0.02% | −476−1.4% | 減碼 |
| Wealthcare Advisory Partners LLC | 33,997 | $231.0 萬 | 0.04% | −384−1.1% | 減碼 |
| Arkadios Wealth Advisors | 33,801 | $229.7 萬 | 0.04% | −4,153−10.9% | 減碼 |
| Weaver Consulting Group | 33,715 | $229.1 萬 | 0.55% | −212−0.6% | 減碼 |
| Mutual Advisors, LLC | 33,363 | $226.7 萬 | 0.05% | +4,145+14.2% | 加碼 |
| Federated Hermes, Inc. | 33,261 | $226.0 萬 | 0.00% | +8,825+36.1% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 33,246 | $225.9 萬 | 0.02% | +221+0.7% | 加碼 |
| Swiss Life Asset Management Ltd | 33,102 | $225.0 萬 | 0.01% | +18,834+132.0% | 加碼 |
| SFMG, LLC | 33,078 | $224.8 萬 | 0.15% | −3,670−10.0% | 減碼 |
| Cerity Partners LLC | 32,941 | $223.9 萬 | 0.00% | +6,786+25.9% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 32,170 | $218.6 萬 | 0.12% | +8,184+34.1% | 加碼 |
| Ostrum Asset Management | 32,104 | $218.2 萬 | 0.12% | −2,403−7.0% | 減碼 |
| Guggenheim Capital LLC | 31,741 | $215.7 萬 | 0.02% | +8,789+38.3% | 加碼 |
| M&T Bank Corp | 31,580 | $214.6 萬 | 0.01% | +1,453+4.8% | 加碼 |
| Sanctuary Advisors, LLC | 31,543 | $214.4 萬 | 0.01% | +3,112+10.9% | 加碼 |
| Wellington Shields Capital Management, LLC | 31,177 | $211.9 萬 | 0.32% | +1,000+3.3% | 加碼 |
| Intech Investment Management LLC | 30,362 | $206.3 萬 | 0.02% | +11,862+64.1% | 加碼 |
| Toronto Dominion Bank | 30,286 | $205.8 萬 | 0.00% | −222,041−88.0% | 減碼 |
| British Columbia Investment Management Corp | 30,200 | $205.2 萬 | 0.01% | −8,594−22.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 29,460 | $200.2 萬 | 0.00% | −1,298−4.2% | 減碼 |
| TD Asset Management Inc | 29,421 | $199.9 萬 | 0.00% | +2,559+9.5% | 加碼 |
| Mediolanum International Funds Ltd | 29,425 | $199.8 萬 | 0.02% | +29,425 | 新進 |
| Commerce Bank | 29,307 | $199.2 萬 | 0.01% | +20,785+243.9% | 加碼 |
| Brummer Multi-Strategy AB | 28,508 | $193.7 萬 | 8.07% | +28,508 | 新進 |
| Apollon Wealth Management, LLC | 28,323 | $192.5 萬 | 0.03% | −5,804−17.0% | 減碼 |
| Erste Asset Management GmbH | 28,300 | $192.2 萬 | 0.02% | +5,900+26.3% | 加碼 |
| Edgestream Partners, L.P. | 27,964 | $190.0 萬 | 0.06% | −79,279−73.9% | 減碼 |
| Gradient Capital Advisors, LLC | 27,925 | $189.8 萬 | 0.49% | −72−0.3% | 減碼 |
| BridgePort Financial Solutions, LLC | 27,764 | $188.7 萬 | 0.53% | −508−1.8% | 減碼 |
| New York Life Investment Management LLC | 27,324 | $185.7 萬 | 0.02% | +7,533+38.1% | 加碼 |
| Evergreen Wealth Solutions, LLC | 26,816 | $182.2 萬 | 0.13% | +26,816 | 新進 |
| Fiduciary Alliance LLC | 25,325 | $181.3 萬 | 0.11% | −50.0% | 減碼 |
| TT Capital Management LLC | 26,594 | $180.7 萬 | 1.49% | −21,620−44.8% | 減碼 |
| Flputnam Investment Management Co | 26,302 | $178.7 萬 | 0.03% | −232−0.9% | 減碼 |
| Inceptionr LLC | 26,239 | $178.3 萬 | 0.43% | +26,239 | 新進 |
| NorthRock Partners, LLC | 26,195 | $178.0 萬 | 0.03% | +3,298+14.4% | 加碼 |
| Assetmark, Inc | 26,159 | $177.8 萬 | 0.00% | +661+2.6% | 加碼 |
| Stordahl Capital Management, Inc. | 26,113 | $177.5 萬 | 0.37% | +26,113 | 新進 |
| National Pension Service | 26,061 | $177.1 萬 | 0.00% | +16,965+186.5% | 加碼 |
| Gateway Wealth Partners, LLC | 25,676 | $174.5 萬 | 0.07% | +25,676 | 新進 |
| Pathstone Holdings, LLC | 25,627 | $174.4 萬 | 0.01% | +2,678+11.7% | 加碼 |
| Excalibur Management Corp | 25,574 | $173.8 萬 | 0.62% | −299−1.2% | 減碼 |
| Cozad Asset Management Inc | 25,265 | $171.7 萬 | 0.13% | −260−1.0% | 減碼 |
| Picton Mahoney Asset Management | 25,075 | $170.4 萬 | 0.02% | +12,941+106.7% | 加碼 |
| Entropy Technologies, LP | 25,031 | $170.1 萬 | 0.08% | +10,079+67.4% | 加碼 |
| US Bancorp | 24,793 | $168.5 萬 | 0.00% | −7,161−22.4% | 減碼 |
| Voya Investment Management LLC | 24,587 | $167.1 萬 | 0.00% | +4,911+25.0% | 加碼 |
| Nordea Investment Management AB | 22,769 | $154.4 萬 | 0.00% | +22+0.1% | 加碼 |
| Summit Trail Advisors, LLC | 22,659 | $154.0 萬 | 0.02% | +7,055+45.2% | 加碼 |
| Inspirion Wealth Advisors, LLC | 22,599 | $153.6 萬 | 0.19% | −742−3.2% | 減碼 |
| Frank, Rimerman Advisors LLC | 22,386 | $152.1 萬 | 0.10% | +100.0% | 加碼 |
| Eurizon Capital SGR S.p.A. | 22,283 | $151.6 萬 | 0.00% | +22,283 | 新進 |
| Pensionfund Sabic | 22,304 | $151.6 萬 | 1.83% | −20,500−47.9% | 減碼 |
| Horizon Kinetics Asset Management LLC | 22,000 | $149.5 萬 | 0.02% | 00.0% | 不變 |
| Hilltop Partners LLC | 21,930 | $149.0 萬 | 0.38% | −1,779−7.5% | 減碼 |
| Penserra Capital Management LLC | 21,896 | $148.8 萬 | 0.02% | +611+2.9% | 加碼 |
| New Insight Wealth Advisors | 21,867 | $148.6 萬 | 0.53% | −3,723−14.5% | 減碼 |
| Diversify Wealth Management, LLC | 20,611 | $148.4 萬 | 0.03% | +20,611 | 新進 |
| Belpointe Asset Management LLC | 21,650 | $147.1 萬 | 0.05% | −404−1.8% | 減碼 |