W. P. Carey Inc.

WPC

交易所: NYSE
產業: Real Estate Investment Trusts
SEC CIK: 0001025378

SEC 申報列表（在新分頁開啟）

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 2 季與 2026 年第 1 季比較

持有 W. P. Carey Inc. 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人 2026 年第 1 季全部持有人

WPC 的 13F 持有人：2026 年第 1 季與 2026 年第 2 季比較
項目	2026 年第 1 季	其中尚未申報 2026 年第 2 季	2026 年第 2 季	變化
持有家數	869	14	905	+50
股數	1.72 億	87.8 萬	1.79 億	+814.9 萬 (+4.8%)
市值	$116.9 億	$5,967 萬	$128.2 億	+$11.9 億 (+10.2%)

14 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（109 家）

2026 年第 2 季季末持有 W. P. Carey Inc.、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 109 家。

2026 年第 2 季新進 WPC 的機構
機構	股數	市值	佔組合 %
Norges Bank	2,847,221	$2.04 億	0.02%
Cbre Clarion Securities LLC	339,978	$2,431 萬	0.34%
Jane Street Group, LLC	196,613	$1,406 萬	0.01%
Mizuho Markets Americas LLC	183,000	$1,308 萬	0.23%
Quantbot Technologies LP	84,662	$605.3 萬	0.24%
Nykredit A/S	80,333	$574.4 萬	0.02%
Landscape Capital Management, L.L.C.	77,339	$553.0 萬	0.36%
Fideuram Asset Management (Ireland) dac	52,559	$389.0 萬	0.08%
GSI Capital Advisors LLC	50,570	$361.6 萬	1.71%
Lansforsakringar Fondforvaltning AB (publ)	49,108	$351.1 萬	0.02%
Squarepoint Ops LLC	45,110	$322.5 萬	0.01%
SummitTX Capital, L.P.	40,395	$288.8 萬	0.08%
Hazelview Securities Inc.	39,407	$281.1 萬	0.39%
Jump Financial, LLC	32,800	$234.5 萬	0.02%
Machina Capital S.A.S.	20,843	$149.0 萬	0.24%
Dockside LLC	19,838	$141.8 萬	0.33%
Jupiter Topco LLC	16,652	$119.1 萬	0.00%
Kentucky Retirement Systems	13,683	$97.8 萬	0.02%
Coppell Advisory Solutions LLC	8,327	$90.7 萬	0.27%
Redhawk Wealth Advisors, Inc.	12,271	$87.7 萬	0.09%
Financial Gravity Companies, Inc.	12,112	$86.6 萬	0.14%
Susquehanna International Group, LLP	11,537	$82.5 萬	0.00%
Banco Bilbao Vizcaya Argentaria, S.A.	11,200	$81.0 萬	0.01%
Arrowstreet Capital, Limited Partnership	10,715	$76.6 萬	0.00%
Elo Mutual Pension Insurance Co	10,080	$72.1 萬	0.01%
Dynamic Technology Lab Private Ltd	8,881	$63.5 萬	0.14%
Winton Group Ltd	8,600	$61.5 萬	0.02%
AlphaGrep UK Ltd	7,938	$56.8 萬	0.17%
Global Retirement Partners, LLC	7,780	$55.6 萬	0.01%
Synergy Financial Management, LLC	7,630	$54.6 萬	0.05%
COFG Advisors, LLC	7,356	$52.6 萬	0.09%
Fulcrum Asset Management LLP	6,448	$47.4 萬	0.05%
Precedent Wealth Partners, LLC	6,307	$45.1 萬	0.07%
Monument Capital Management	5,946	$42.5 萬	0.09%
Hanover Advisors Inc	5,528	$39.5 萬	0.14%
True North Advisors, LLC	5,497	$39.3 萬	0.04%
Old National Bancorp	5,020	$35.9 萬	0.01%
Two Sigma Securities, LLC	4,142	$29.6 萬	0.03%
Bridgefront Capital, LLC	4,009	$28.7 萬	0.08%
AlphaCore Capital LLC	3,924	$28.1 萬	0.01%
Mount Yale Investment Advisors, LLC	3,838	$27.5 萬	0.01%
Boothbay Fund Management, LLC	3,777	$27.0 萬	0.01%
Benin Management CORP	3,520	$25.2 萬	0.05%
Sagespring Wealth Partners, LLC	3,496	$25.0 萬	0.00%
Keystone Financial Services	3,477	$24.9 萬	0.06%
Elevatus Welath Management	3,447	$24.6 萬	0.06%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	3,433	$24.5 萬	0.00%
Canada Pension Plan Investment Board	3,400	$24.3 萬	0.00%
Revolve Wealth Partners, LLC	3,398	$24.3 萬	0.03%
Focused Wealth Management, Inc	3,393	$24.3 萬	0.02%
Advyzon Investment Management, LLC	3,090	$22.1 萬	0.02%
Turning Point Benefit Group, Inc.	2,996	$21.4 萬	0.09%
First Nebraska Trust Co	2,950	$21.1 萬	0.02%
Modera Wealth Management, LLC	2,931	$21.0 萬	0.00%
Oak Harvest Investment Services	2,929	$20.9 萬	0.02%
SNS Financial Group, LLC	2,874	$20.5 萬	0.00%
Virtue Capital Management, LLC	2,854	$20.4 萬	0.03%
BCO Wealth Management LLC	2,850	$20.4 萬	0.11%
Diesslin Group, Inc.	2,846	$20.3 萬	0.08%
Pegasus Asset Management, Inc.	2,838	$20.3 萬	0.06%
Vestmark Advisory Solutions, Inc.	2,823	$20.2 萬	0.00%
Checchi Capital Advisers, LLC	2,808	$20.1 萬	0.01%
Berger Financial Group, Inc	2,804	$20.0 萬	0.01%
Allie Family Office LLC	2,800	$20.0 萬	0.07%
Strategic Blueprint, LLC	2,798	$20.0 萬	0.01%
Kera Capital Partners, Inc.	2,798	$20.0 萬	0.02%
Trust Co of Vermont	2,691	$19.2 萬	0.01%
Walleye Trading LLC	2,545	$18.2 萬	0.00%
Abound Financial, LLC	2,171	$15.5 萬	0.06%
First National Bank	1,978	$14.1 萬	0.06%
Markowski Investments	1,863	$13.3 萬	0.03%
Tower Trust & Investment Co	1,212	$8.67 萬	0.05%
Banque Cantonale Vaudoise	1,138	$8.10 萬	0.00%
Key Capital Management, INC	1,125	$8.04 萬	0.04%
IFG Advisory, LLC	1,076	$7.69 萬	0.00%
Creative Financial Designs Inc	992	$7.09 萬	0.00%
Concord Wealth Partners	907	$6.49 萬	0.01%
Oakmont Advisory Group, LLC	730	$5.22 萬	0.04%
Steigerwald, Gordon & Koch Inc.	567	$4.05 萬	0.00%
Duff & Phelps Investment Management Co	532	$3.80 萬	0.00%
Avalon Trust Co	500	$3.58 萬	0.00%
Loomis Sayles & Co L P	478	$3.42 萬	0.00%
Commonwealth Retirement Investments LLC	400	$2.86 萬	0.01%
Compass Financial Management LLC	277	$2.00 萬	0.00%
Meeder Asset Management Inc	200	$1.43 萬	0.00%
ZRC Wealth Management, LLC	169	$1.21 萬	0.00%
McDonald Partners LLC	164	$1.17 萬	0.00%
Action Point Financial Planning, LLC	99	$6,866	0.00%
Wealth Enhancement Trust Services, Inc.	74	$5,291	0.00%
Kayne Anderson Rudnick Investment Management LLC	50	$3,641	0.00%
LifeSteps Financial, Inc.	50	$3,575	0.00%
Hager Investment Management Services, LLC	50	$3,575	0.00%
Buck Wealth Strategies, LLC	39	$2,789	0.00%
Silver Grove Financial Group, Inc.	32	$2,288	0.00%
Downshift Financial, LLC	32	$2,288	0.00%
Bokf, NA	29	$2,074	0.00%
JFS Wealth Advisors, LLC	20	$1,449	0.00%
Allied Private Wealth LLC	20	$1,428	0.00%
Continuum Advisory, LLC	19	$1,359	0.00%
Tounjian Advisory Partners, LLC	18	$1,287	0.00%

清倉機構（59 家）

2026 年第 1 季季末持有 W. P. Carey Inc.、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 WPC 的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
Alyeska Investment Group, L.P.	664,468	$4,516 萬
Qube Research & Technologies Ltd	346,578	$2,355 萬
Kempen Capital Management N.V.	155,149	$1,054 萬
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	153,462	$1,043 萬
Seven Grand Managers, LLC	150,000	$1,019 萬
LMR Partners LLP	138,518	$941.4 萬
Voloridge Investment Management, LLC	69,721	$473.8 萬
Cohen Capital Management, Inc.	69,189	$470.2 萬
Ontario Teachers Pension Plan Board	65,618	$445.9 萬
Acadian Asset Management LLC	58,193	$395.4 萬
Mariner, LLC	43,622	$296.5 萬
Presima Inc.	43,207	$293.6 萬
Brummer Multi-Strategy AB	28,508	$193.7 萬
Edgestream Partners, L.P.	27,964	$190.0 萬
Graham Capital Management, L.P.	20,685	$140.6 萬
Sienna Gestion	18,182	$124.4 萬
Grantham, Mayo, Van Otterloo & Co. LLC	16,986	$115.4 萬
Quadrant Capital Group LLC	15,771	$107.2 萬
Signal Advisors Wealth, LLC	14,111	$95.9 萬
AIA Group Ltd	13,299	$90.4 萬
Intrua Financial, LLC	8,032	$54.6 萬
Bridgewater Associates, LP	7,392	$50.2 萬
Quadrature Capital Ltd	7,374	$50.1 萬
Jackson Wealth Management, LLC	5,233	$35.6 萬
STRS Ohio	5,184	$35.2 萬
Octavia Wealth Advisors, LLC	4,609	$31.7 萬
Havemeyer Place LP	4,246	$28.9 萬
TritonPoint Partners, LLC	3,990	$27.5 萬
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	3,530	$24.0 萬
Walleye Capital LLC	3,503	$23.8 萬
Patriot Financial Group Insurance Agency, LLC	3,244	$22.0 萬
Kraft, Davis & Associates, LLC	2,977	$21.7 萬
Gateway Investment Advisers LLC	3,176	$21.6 萬
MONECO Advisors, LLC	3,143	$21.4 萬
Evolve Private Wealth, LLC	3,111	$21.1 萬
Childress Capital Advisors, LLC	3,052	$20.7 萬
Sound Income Strategies, LLC	2,899	$20.1 萬
Split Rock Private Trading & Wealth Management, LLC	2,955	$20.1 萬
Orion Capital Management LLC	1,900	$12.9 萬
Ballast Advisors LLC	1,552	$10.5 萬
Missouri Trust & Investment Co	1,135	$7.71 萬
Addison Advisors LLC	1,100	$7.48 萬
Advisors Asset Management, Inc.	723	$4.91 萬
Truvestments Capital LLC	549	$3.73 萬
Networth Advisors, LLC	355	$2.41 萬
Clear Street Markets LLC	300	$2.04 萬
Root Financial Partners, LLC	272	$1.85 萬
Twin Peaks Wealth Advisors, LLC	264	$1.79 萬
Innovative Asset Advisors Group, LLC	253	$1.74 萬
Generali Asset Management SPA SGR	256	$1.74 萬
Raiffeisen Bank International AG	245	$1.66 萬
Abound Wealth Management	175	$1.19 萬
Wealth Preservation Advisors, LLC	87	$5,913
Webster Bank, N. A.	75	$5,097
Aspect Partners, LLC	25	$1,699
Mountain Hill Investment Partners Corp.	17	$1,171
Intentional Wealth Strategies, LLC	6	$408
MBM Wealth Consultants, LLC	2	$159
Scarborough Advisors, LLC	2	$136

尚未申報 2026 年第 2 季的機構（14 家）

2026 年第 1 季季末持有 W. P. Carey Inc.、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2026 年第 1 季持有 WPC、尚未申報 2026 年第 2 季的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
CWM, LLC	342,841	$2,330 萬
TruWealth Advisors, LLC	314,898	$2,140 萬
U.S. Capital Wealth Advisors, LLC	141,374	$960.8 萬
Janus Henderson Group PLC	20,691	$140.6 萬
Skopos Labs, Inc.	16,789	$114.1 萬
Sofos Investments, Inc.	12,112	$82.3 萬
My Portfolio Guide, LLC	7,515	$51.1 萬
First Affirmative Financial Network	5,006	$34.0 萬
Claris Financial LLC	4,810	$32.7 萬
Sunbelt Securities, Inc.	3,864	$26.3 萬
Journey Strategic Wealth LLC	3,833	$26.1 萬
Capital Planning Advisors, LLC	3,683	$25.0 萬
McIlrath & Eck, LLC	614	$4.17 萬
Red Tortoise LLC	32	$2,175