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 |
|---|---|---|---|---|---|
| Jeppson Wealth Management, LLC | 21,490 | $146.0 萬 | 0.46% | −166−0.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 21,474 | $145.9 萬 | 0.02% | +146+0.7% | 加碼 |
| HB Wealth Management, LLC | 21,257 | $144.5 萬 | 0.01% | +438+2.1% | 加碼 |
| Jones Financial Companies LLLP | 21,340 | $144.3 萬 | 0.00% | +4,415+26.1% | 加碼 |
| Summit Financial, LLC | 20,738 | $142.9 萬 | 0.02% | +297+1.5% | 加碼 |
| Cornerstone Wealth Management, LLC | 20,986 | $142.6 萬 | 0.07% | −1,154−5.2% | 減碼 |
| Janus Henderson Group PLC | 20,691 | $140.6 萬 | 0.00% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 20,685 | $140.6 萬 | 0.05% | +8,195+65.6% | 加碼 |
| Griffin Asset Management, Inc. | 20,412 | $138.7 萬 | 0.16% | −8,861−30.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 20,336 | $138.2 萬 | 0.01% | 00.0% | 不變 |
| Mackenzie Financial Corp | 19,936 | $135.5 萬 | 0.00% | −334−1.6% | 減碼 |
| Moors & Cabot, Inc. | 19,865 | $135.0 萬 | 0.06% | −300−1.5% | 減碼 |
| HORAN Wealth, LLC | 19,773 | $134.4 萬 | 0.13% | +1,962+11.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 19,739 | $134.1 萬 | 0.01% | +1,092+5.9% | 加碼 |
| Laurel Oak Wealth Management, LLC | 19,492 | $132.5 萬 | 0.22% | −4,534−18.9% | 減碼 |
| Royal Fund Management, LLC | 19,403 | $131.9 萬 | 0.13% | −17,859−47.9% | 減碼 |
| Avanza Fonder AB | 19,199 | $130.5 萬 | 0.04% | 00.0% | 不變 |
| Bank of Nova Scotia | 19,173 | $130.3 萬 | 0.00% | +3,659+23.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 19,042 | $129.4 萬 | 0.04% | −351−1.8% | 減碼 |
| Hancock Whitney Corp | 19,014 | $129.3 萬 | 0.02% | −131−0.7% | 減碼 |
| NewEdge Wealth, LLC | 18,794 | $127.7 萬 | 0.02% | +3,182+20.4% | 加碼 |
| Clarion Wealth Managment Partners, LLC | 18,580 | $126.3 萬 | 1.14% | −932−4.8% | 減碼 |
| Sienna Gestion | 18,182 | $124.4 萬 | 0.08% | 00.0% | 不變 |
| Naviter Wealth, LLC | 17,965 | $123.8 萬 | 0.15% | +1,750+10.8% | 加碼 |
| Independent Financial Group, LLC | 18,030 | $122.5 萬 | 0.03% | +1,869+11.6% | 加碼 |
| Axq Capital, LP | 17,693 | $120.2 萬 | 0.15% | +11,748+197.6% | 加碼 |
| Colonial Trust Advisors | 17,639 | $119.9 萬 | 0.09% | −27−0.2% | 減碼 |
| Arete Wealth Advisors, LLC | 17,524 | $118.9 萬 | 0.09% | +450+2.6% | 加碼 |
| Prudential Financial Inc | 17,181 | $116.8 萬 | 0.00% | −17,107−49.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 17,153 | $116.6 萬 | 0.03% | +6,763+65.1% | 加碼 |
| Harbor Investment Advisory, LLC | 17,064 | $116.0 萬 | 0.09% | −90−0.5% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,986 | $115.4 萬 | 0.00% | −1,622−8.7% | 減碼 |
| Samalin Investment Counsel, LLC | 16,871 | $114.7 萬 | 0.41% | +1,209+7.7% | 加碼 |
| Skopos Labs, Inc. | 16,789 | $114.1 萬 | 0.04% | +9,592+133.3% | 加碼 |
| Associated Banc-Corp | 16,725 | $113.7 萬 | 0.03% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 16,465 | $111.9 萬 | 0.02% | +453+2.8% | 加碼 |
| Blair William & Co | 16,462 | $111.9 萬 | 0.00% | +354+2.2% | 加碼 |
| Oppenheimer & Co Inc | 16,339 | $111.0 萬 | 0.01% | −52−0.3% | 減碼 |
| Carnegie Lake Advisors LLC | 16,286 | $110.7 萬 | 0.44% | −100−0.6% | 減碼 |
| Siemens Fonds Invest GmbH | 16,232 | $110.3 萬 | 0.06% | 00.0% | 不變 |
| Securian Asset Management, Inc | 16,153 | $109.8 萬 | 0.04% | +183+1.1% | 加碼 |
| RMB Capital Management, LLC | 16,081 | $109.3 萬 | 0.02% | +26+0.2% | 加碼 |
| Nisa Investment Advisors, LLC | 15,552 | $108.0 萬 | 0.00% | −8,130−34.3% | 減碼 |
| Quadrant Capital Group LLC | 15,771 | $107.2 萬 | 0.03% | −2,613−14.2% | 減碼 |
| Investment Management Corp of Ontario | 15,718 | $106.8 萬 | 0.01% | +900+6.1% | 加碼 |
| IHT Wealth Management, LLC | 15,606 | $106.1 萬 | 0.02% | +5,602+56.0% | 加碼 |
| Wealthstar Advisors, LLC | 15,445 | $105.0 萬 | 0.62% | +52+0.3% | 加碼 |
| Kovack Advisors, Inc. | 15,037 | $103.0 萬 | 0.05% | +8,658+135.7% | 加碼 |
| Summit Wealth Group LLC | 15,046 | $102.3 萬 | 0.11% | +11,295+301.1% | 加碼 |
| Vanderbilt University | 14,968 | $101.7 萬 | 0.19% | +162+1.1% | 加碼 |
| Verition Fund Management LLC | 14,833 | $100.8 萬 | 0.01% | +14,833 | 新進 |
| Integrated Wealth Concepts LLC | 14,818 | $100.7 萬 | 0.01% | +9,054+157.1% | 加碼 |
| Simplex Trading, LLC | 14,799 | $100.6 萬 | 0.03% | +14,799 | 新進 |
| Modern Wealth Management, LLC | 13,991 | $97.1 萬 | 0.02% | +426+3.1% | 加碼 |
| Buckingham Strategic Partners | 14,261 | $96.9 萬 | 0.01% | +4,104+40.4% | 加碼 |
| Farther Finance Advisors, LLC | 13,916 | $96.6 萬 | 0.01% | −600−4.1% | 減碼 |
| Signal Advisors Wealth, LLC | 14,111 | $95.9 萬 | 0.07% | +1,732+14.0% | 加碼 |
| EP Wealth Advisors, LLC | 14,090 | $95.8 萬 | 0.00% | +941+7.2% | 加碼 |
| Applied Capital LLC | 14,057 | $95.5 萬 | 0.70% | −92−0.7% | 減碼 |
| Roof Eidam & Maycock | 13,883 | $94.3 萬 | 0.22% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 13,843 | $94.1 萬 | 0.00% | 00.0% | 不變 |
| Cullen Capital Management LLC | 13,817 | $93.9 萬 | 0.01% | −30−0.2% | 減碼 |
| Texas Yale Capital Corp. | 13,811 | $93.9 萬 | 0.03% | +50.0% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 13,670 | $92.9 萬 | 0.02% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 13,670 | $92.9 萬 | 0.01% | −297−2.1% | 減碼 |
| Atria Investments LLC | 13,643 | $92.7 萬 | 0.01% | −136−1.0% | 減碼 |
| Abn Amro Investment Solutions | 13,543 | $92.0 萬 | 0.01% | +355+2.7% | 加碼 |
| LRI Investments, LLC | 13,532 | $92.0 萬 | 0.08% | −600−4.2% | 減碼 |
| Warren Averett Asset Management, LLC | 13,465 | $91.5 萬 | 0.01% | +30.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 13,397 | $91.0 萬 | 0.02% | +1,106+9.0% | 加碼 |
| AIA Group Ltd | 13,299 | $90.4 萬 | 0.01% | −535−3.9% | 減碼 |
| Vista Investment Management | 13,135 | $89.3 萬 | 0.30% | −66−0.5% | 減碼 |
| Everstar Asset Management, LLC | 13,095 | $89.0 萬 | 0.47% | +360+2.8% | 加碼 |
| Howe & Rusling Inc | 13,049 | $88.7 萬 | 0.06% | −104−0.8% | 減碼 |
| Pasadena Private Wealth, LLC | 12,926 | $87.8 萬 | 0.12% | +41+0.3% | 加碼 |
| Wealthspire Advisors, LLC | 12,750 | $86.7 萬 | 0.01% | +692+5.7% | 加碼 |
| Perigon Wealth Management, LLC | 12,619 | $85.8 萬 | 0.02% | −104−0.8% | 減碼 |
| Demars Financial Group, LLC | 12,592 | $85.6 萬 | 0.28% | +2,657+26.7% | 加碼 |
| Pensionmark Financial Group, LLC | 12,398 | $84.3 萬 | 0.01% | −71−0.6% | 減碼 |
| RB Capital Management, LLC | 12,276 | $83.4 萬 | 0.18% | −237−1.9% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 12,212 | $83.0 萬 | 0.11% | +520+4.4% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,183 | $82.8 萬 | 0.01% | +514+4.4% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 12,146 | $82.5 萬 | 0.01% | +1,550+14.6% | 加碼 |
| Sofos Investments, Inc. | 12,112 | $82.3 萬 | 0.15% | −159−1.3% | 減碼 |
| PFG Investments, LLC | 12,051 | $81.9 萬 | 0.04% | −1,385−10.3% | 減碼 |
| Waldron Private Wealth LLC | 12,041 | $81.8 萬 | 0.03% | −18,033−60.0% | 減碼 |
| DRW Securities, LLC | 11,998 | $81.5 萬 | 0.04% | +1,163+10.7% | 加碼 |
| Venture Visionary Partners LLC | 11,975 | $81.4 萬 | 0.03% | +2,007+20.1% | 加碼 |
| Independent Advisor Alliance | 11,953 | $81.2 萬 | 0.01% | +27+0.2% | 加碼 |
| AE Wealth Management LLC | 11,880 | $80.7 萬 | 0.00% | +836+7.6% | 加碼 |
| Founders Financial Alliance, LLC | 11,873 | $80.7 萬 | 0.15% | +54+0.5% | 加碼 |
| Merit Financial Group, LLC | 11,867 | $80.7 萬 | 0.01% | −468−3.8% | 減碼 |
| Toroso Investments, LLC | 11,850 | $80.5 萬 | 0.00% | +1,289+12.2% | 加碼 |
| Cooper Financial Group | 11,821 | $80.3 萬 | 0.08% | +112+1.0% | 加碼 |
| WealthPlan Investment Management, LLC | 11,777 | $80.0 萬 | 0.04% | +3,177+36.9% | 加碼 |
| Stephens Inc | 11,586 | $78.7 萬 | 0.01% | +132+1.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 11,498 | $78.1 萬 | 0.01% | −26,197−69.5% | 減碼 |
| Maryland State Retirement & Pension System | 11,398 | $77.5 萬 | 0.02% | +1,271+12.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 11,375 | $77.3 萬 | 0.00% | +1,538+15.6% | 加碼 |
| DoubleLine ETF Adviser LP | 11,357 | $77.2 萬 | 0.29% | −2,797−19.8% | 減碼 |