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 |
|---|---|---|---|---|---|
| J. Safra Sarasin Holding AG | 11,324 | $77.0 萬 | 0.01% | +11,324 | 新進 |
| Client 1st Advisory Group, LLC | 11,208 | $76.2 萬 | 0.23% | 00.0% | 不變 |
| Legacy Capital Wealth Partners, LLC | 11,182 | $76.0 萬 | 0.16% | −185−1.6% | 減碼 |
| Vident Advisory, LLC | 11,170 | $75.9 萬 | 0.01% | −1,249−10.1% | 減碼 |
| BLB&B Advisors, LLC | 11,049 | $75.1 萬 | 0.03% | +10.0% | 加碼 |
| Rakuten Investment Management, Inc. | 10,941 | $74.3 萬 | 0.00% | +1,664+17.9% | 加碼 |
| EFG International AG | 10,884 | $74.0 萬 | 0.02% | +3,653+50.5% | 加碼 |
| Gsa Capital Partners LLP | 10,807 | $73.4 萬 | 0.05% | +10,807 | 新進 |
| Evergreen Capital Management LLC | 10,598 | $72.7 萬 | 0.02% | +4,697+79.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 10,599 | $72.0 萬 | 0.00% | −115,443−91.6% | 減碼 |
| Atomi Financial Group, Inc. | 10,415 | $70.8 萬 | 0.02% | −112−1.1% | 減碼 |
| Family Wealth Partners, LLC | 10,309 | $70.1 萬 | 0.24% | +1,770+20.7% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,300 | $70.0 萬 | 0.15% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 10,289 | $69.9 萬 | 0.00% | +4,947+92.6% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,756 | $69.9 萬 | 0.01% | 00.0% | 不變 |
| Dudley Capital Management, LLC | 10,175 | $69.1 萬 | 0.30% | 00.0% | 不變 |
| MAI Capital Management | 10,117 | $68.8 萬 | 0.00% | −27−0.3% | 減碼 |
| Advisory Services Network, LLC | 10,094 | $68.6 萬 | 0.01% | −1,849−15.5% | 減碼 |
| Omers Administration Corp | 10,076 | $68.5 萬 | 0.00% | +2,240+28.6% | 加碼 |
| PEAK6 LLC | 10,075 | $68.5 萬 | 0.02% | +10,075 | 新進 |
| Pinnacle Financial Partners, Inc. | 10,072 | $68.4 萬 | 0.01% | +46+0.5% | 加碼 |
| Centersquare Investment Management LLC | 10,004 | $68.0 萬 | 0.01% | +10,004 | 新進 |
| Accel Wealth Management | 9,997 | $67.9 萬 | 0.18% | +76+0.8% | 加碼 |
| Invst, LLC | 9,965 | $67.7 萬 | 0.08% | −414−4.0% | 減碼 |
| Liberty Square Wealth Partners LLC | 9,912 | $67.4 萬 | 0.19% | +11+0.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 9,858 | $67.0 萬 | 0.00% | −99−1.0% | 減碼 |
| Norinchukin Bank, The | 9,853 | $67.0 萬 | 0.01% | −299−2.9% | 減碼 |
| Tudor Investment Corp Et Al | 9,829 | $66.8 萬 | 0.00% | +9,829 | 新進 |
| Liberty One Investment Management, LLC | 9,717 | $66.0 萬 | 0.07% | +1,070+12.4% | 加碼 |
| Ossiam | 9,651 | $65.6 萬 | 0.01% | +1,058+12.3% | 加碼 |
| C2C Wealth Management, LLC | 9,579 | $65.1 萬 | 0.55% | +9+0.1% | 加碼 |
| Prosperity Consulting Group, LLC | 9,492 | $64.5 萬 | 0.03% | +308+3.4% | 加碼 |
| We Are One Seven, LLC | 9,455 | $64.3 萬 | 0.01% | +840+9.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 9,334 | $63.4 萬 | 0.00% | −3,774−28.8% | 減碼 |
| Old Port Advisors | 9,330 | $63.4 萬 | 0.15% | −6−0.1% | 減碼 |
| Laraway Financial Inc | 9,251 | $62.9 萬 | 0.44% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 9,239 | $62.8 萬 | 0.02% | −5,803−38.6% | 減碼 |
| Cambria Investment Management, L.P. | 9,223 | $62.7 萬 | 0.04% | +348+3.9% | 加碼 |
| Spirit of America Management Corp | 9,200 | $62.5 萬 | 0.12% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 8,966 | $60.9 萬 | 0.00% | −352−3.8% | 減碼 |
| Capital Investment Advisory Services, LLC | 8,930 | $60.7 萬 | 0.04% | +101+1.1% | 加碼 |
| Ballentine Partners, LLC | 8,862 | $60.2 萬 | 0.01% | +661+8.1% | 加碼 |
| ProShare Advisors LLC | 8,784 | $59.7 萬 | 0.00% | −30.0% | 減碼 |
| VestGen Advisors, LLC | 7,987 | $59.7 萬 | 0.02% | +2,828+54.8% | 加碼 |
| Groupe la Francaise | 8,758 | $59.5 萬 | 0.01% | +8,758 | 新進 |
| Wellington Shields & Co., LLC | 8,660 | $58.9 萬 | 0.15% | 00.0% | 不變 |
| Canada Post Corp Registered Pension Plan | 8,653 | $58.8 萬 | 0.02% | 00.0% | 不變 |
| Brookwood Investment Group LLC | 8,651 | $58.8 萬 | 0.07% | −285−3.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 8,650 | $58.8 萬 | 0.02% | −75−0.9% | 減碼 |
| Savant Capital, LLC | 8,599 | $58.4 萬 | 0.00% | +3,206+59.4% | 加碼 |
| Woodline Partners LP | 8,578 | $58.3 萬 | 0.00% | +4,543+112.6% | 加碼 |
| GWM Advisors LLC | 8,413 | $57.2 萬 | 0.00% | −659−7.3% | 減碼 |
| Bradley Foster & Sargent Inc | 8,388 | $57.0 萬 | 0.01% | −294−3.4% | 減碼 |
| Colonial Trust Co | 8,357 | $56.8 萬 | 0.08% | +285+3.5% | 加碼 |
| Apella Capital, LLC | 7,677 | $56.8 萬 | 0.01% | +74+1.0% | 加碼 |
| Sterling Capital Management LLC | 8,226 | $55.9 萬 | 0.01% | −4,624−36.0% | 減碼 |
| Archer Investment Corp | 8,216 | $55.8 萬 | 0.12% | +48+0.6% | 加碼 |
| NBC Securities, Inc. | 8,170 | $55.5 萬 | 0.04% | +67+0.8% | 加碼 |
| Saudi Central Bank | 8,089 | $55.0 萬 | 0.01% | +8,089 | 新進 |
| Intrua Financial, LLC | 8,032 | $54.6 萬 | 0.06% | −254−3.1% | 減碼 |
| Diversify Advisory Services, LLC | 7,557 | $54.5 萬 | 0.08% | −13,217−63.6% | 減碼 |
| Campbell & CO Investment Adviser LLC | 7,925 | $53.9 萬 | 0.03% | −11,855−59.9% | 減碼 |
| Hudson Portfolio Management LLC | 7,867 | $53.5 萬 | 0.45% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 7,769 | $52.8 萬 | 0.01% | +2,747+54.7% | 加碼 |
| Krane Funds Advisors LLC | 7,547 | $52.6 萬 | 0.02% | +1,573+26.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 7,651 | $52.0 萬 | 0.03% | +27+0.4% | 加碼 |
| FLC Capital Advisors | 7,635 | $51.9 萬 | 0.09% | +273+3.7% | 加碼 |
| Round Rock Advisors, LLC | 7,634 | $51.9 萬 | 0.08% | 00.0% | 不變 |
| My Portfolio Guide, LLC | 7,515 | $51.1 萬 | 0.28% | +7,515 | 新進 |
| HighPoint Advisor Group LLC | 7,482 | $50.8 萬 | 0.02% | −42,756−85.1% | 減碼 |
| Bridgewater Associates, LP | 7,392 | $50.2 萬 | 0.00% | −26,311−78.1% | 減碼 |
| Quadrature Capital Ltd | 7,374 | $50.1 萬 | 0.01% | +7,374 | 新進 |
| Armstrong, Fleming & Moore, Inc | 7,327 | $49.8 萬 | 0.21% | 00.0% | 不變 |
| Kerntke Otto McGlone Wealth Management Group | 7,300 | $49.6 萬 | 0.34% | +96+1.3% | 加碼 |
| Diligent Investors, LLC | 7,274 | $49.4 萬 | 0.12% | +24+0.3% | 加碼 |
| Teamwork Financial Advisors, LLC | 7,211 | $49.0 萬 | 0.05% | +262+3.8% | 加碼 |
| Eldridge Investment Advisors, Inc. | 7,188 | $48.8 萬 | 0.11% | 00.0% | 不變 |
| Glenmede Trust Co NA | 7,175 | $48.8 萬 | 0.00% | −301−4.0% | 減碼 |
| Shelton Capital Management | 7,097 | $48.2 萬 | 0.01% | −313−4.2% | 減碼 |
| Commerzbank Aktiengesellschaft | 7,029 | $47.8 萬 | 0.01% | −1,251−15.1% | 減碼 |
| Gen-Wealth Partners Inc | 7,014 | $47.7 萬 | 0.15% | −558−7.4% | 減碼 |
| Silver Oak Securities, Inc | 6,955 | $47.3 萬 | 0.03% | +294+4.4% | 加碼 |
| D.A. Davidson & Co. | 6,935 | $47.1 萬 | 0.00% | +738+11.9% | 加碼 |
| E. Ohman J:or Asset Management AB | 6,750 | $45.9 萬 | 0.01% | −2,850−29.7% | 減碼 |
| Focus Financial Network, Inc. | 6,744 | $45.8 萬 | 0.02% | −1,036−13.3% | 減碼 |
| MQS Management LLC | 6,718 | $45.7 萬 | 0.31% | +2,608+63.5% | 加碼 |
| Essex Financial Services, Inc. | 6,584 | $44.7 萬 | 0.03% | +6,584 | 新進 |
| MKT Advisors LLC | 6,265 | $44.4 萬 | 0.15% | −400−6.0% | 減碼 |
| GeoWealth Management, LLC | 6,511 | $44.3 萬 | 0.02% | −436−6.3% | 減碼 |
| Everence Capital Management Inc | 6,500 | $44.2 萬 | 0.03% | +2,020+45.1% | 加碼 |
| Fifth Third Wealth Advisors LLC | 6,466 | $43.9 萬 | 0.01% | −1,360−17.4% | 減碼 |
| Ignite Planners, LLC | 6,447 | $43.9 萬 | 0.07% | −183−2.8% | 減碼 |
| Avion Wealth | 6,426 | $43.6 萬 | 0.09% | 00.0% | 不變 |
| Peddock Capital Advisors, LLC | 6,356 | $43.2 萬 | 0.10% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 6,349 | $43.1 萬 | 0.01% | +68+1.1% | 加碼 |
| North Dakota State Investment Board | 6,337 | $43.1 萬 | 0.02% | −1,279−16.8% | 減碼 |
| Rockport Wealth LLC | 6,271 | $42.6 萬 | 0.08% | 00.0% | 不變 |
| Axis Wealth Partners, LLC | 6,198 | $42.1 萬 | 0.22% | −832−11.8% | 減碼 |
| Equitable Holdings, Inc. | 6,514 | $42.0 萬 | 0.00% | +456+7.5% | 加碼 |
| Valeo Financial Advisors, LLC | 6,175 | $42.0 萬 | 0.01% | +236+4.0% | 加碼 |