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 2 季 13F 持有人
W. P. Carey Inc. 在 2026/6/30 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
- 905
- 較 2026 年第 1 季 +50 家
- 持有股數
- 1.79 億
- 較 2026 年第 1 季 +814.9 萬 (+4.8%)
- 總市值
- $128.2 億
- 較 2026 年第 1 季 +$11.9 億 (+10.2%)
- 新進機構
- 109
- 另有 346 家加碼
- 清倉機構
- 59
- 另有 301 家減碼
另有 14 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Abound Financial, LLC | 2,171 | $15.5 萬 | 0.06% | +2,171 | 新進 |
| Larson Financial Group LLC | 2,386 | $17.1 萬 | 0.00% | −223−8.5% | 減碼 |
| IAG Wealth Partners, LLC | 2,389 | $17.1 萬 | 0.02% | +3+0.1% | 加碼 |
| Bessemer Group Inc | 2,432 | $17.4 萬 | 0.00% | +146+6.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,436 | $17.4 萬 | 0.01% | −867−26.2% | 減碼 |
| SOA Wealth Advisors, LLC. | 2,446 | $17.5 萬 | 0.03% | +13+0.5% | 加碼 |
| HM Payson & Co | 2,530 | $18.1 萬 | 0.00% | −360−12.5% | 減碼 |
| Walleye Trading LLC | 2,545 | $18.2 萬 | 0.00% | +2,545 | 新進 |
| Horizon Investments, LLC | 2,637 | $18.9 萬 | 0.00% | +399+17.8% | 加碼 |
| Trust Co of Vermont | 2,691 | $19.2 萬 | 0.01% | +2,691 | 新進 |
| Atlantic Union Bankshares Corp | 2,720 | $19.4 萬 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 2,743 | $19.9 萬 | 0.02% | −317−10.4% | 減碼 |
| AdvisorNet Financial, Inc | 2,782 | $19.9 萬 | 0.01% | +743+36.4% | 加碼 |
| Kera Capital Partners, Inc. | 2,798 | $20.0 萬 | 0.02% | +2,798 | 新進 |
| Strategic Blueprint, LLC | 2,798 | $20.0 萬 | 0.01% | +2,798 | 新進 |
| Bourgeon Capital Management LLC | 2,800 | $20.0 萬 | 0.03% | −500−15.2% | 減碼 |
| Allie Family Office LLC | 2,800 | $20.0 萬 | 0.07% | +2,800 | 新進 |
| Berger Financial Group, Inc | 2,804 | $20.0 萬 | 0.01% | +2,804 | 新進 |
| Checchi Capital Advisers, LLC | 2,808 | $20.1 萬 | 0.01% | +2,808 | 新進 |
| Vestmark Advisory Solutions, Inc. | 2,823 | $20.2 萬 | 0.00% | +2,823 | 新進 |
| Raleigh Capital Management Inc. | 2,827 | $20.2 萬 | 0.06% | −50−1.7% | 減碼 |
| Pegasus Asset Management, Inc. | 2,838 | $20.3 萬 | 0.06% | +2,838 | 新進 |
| Diesslin Group, Inc. | 2,846 | $20.3 萬 | 0.08% | +2,846 | 新進 |
| BCO Wealth Management LLC | 2,850 | $20.4 萬 | 0.11% | +2,850 | 新進 |
| Virtue Capital Management, LLC | 2,854 | $20.4 萬 | 0.03% | +2,854 | 新進 |
| SNS Financial Group, LLC | 2,874 | $20.5 萬 | 0.00% | +2,874 | 新進 |
| Columbia Asset Management | 2,890 | $20.7 萬 | 0.04% | −585−16.8% | 減碼 |
| Kestra Investment Management, LLC | 2,890 | $20.7 萬 | 0.00% | −629−17.9% | 減碼 |
| Titleist Asset Management, LLC | 2,923 | $20.9 萬 | 0.01% | −487−14.3% | 減碼 |
| Sovereign Financial Group, Inc. | 2,924 | $20.9 萬 | 0.03% | −69−2.3% | 減碼 |
| Oak Harvest Investment Services | 2,929 | $20.9 萬 | 0.02% | +2,929 | 新進 |
| Modera Wealth Management, LLC | 2,931 | $21.0 萬 | 0.00% | +2,931 | 新進 |
| Valmark Advisers, Inc. | 2,942 | $21.0 萬 | 0.00% | −7−0.2% | 減碼 |
| Osmosis Investment Management UK Ltd | 2,943 | $21.0 萬 | 0.01% | −3,070−51.1% | 減碼 |
| First Nebraska Trust Co | 2,950 | $21.1 萬 | 0.02% | +2,950 | 新進 |
| GF Fund Management Co. Ltd. | 2,965 | $21.2 萬 | 0.00% | −346−10.5% | 減碼 |
| Turning Point Benefit Group, Inc. | 2,996 | $21.4 萬 | 0.09% | +2,996 | 新進 |
| Kingsview Wealth Management, LLC | 2,993 | $21.4 萬 | 0.00% | −531−15.1% | 減碼 |
| Brevan Howard Capital Management LP | 2,995 | $21.4 萬 | 0.00% | −4,774−61.4% | 減碼 |
| Mission Creek Capital Partners, Inc. | 3,000 | $21.4 萬 | 0.04% | −1,131−27.4% | 減碼 |
| Intelligence Driven Advisers, LLC | 3,000 | $21.4 萬 | 0.03% | 00.0% | 不變 |
| Abel Hall, LLC | 3,016 | $21.6 萬 | 0.04% | −2,002−39.9% | 減碼 |
| LVW Advisors, LLC | 3,018 | $21.6 萬 | 0.02% | −427−12.4% | 減碼 |
| Empower Advisory Group, LLC | 3,066 | $21.9 萬 | 0.00% | 00.0% | 不變 |
| Advyzon Investment Management, LLC | 3,090 | $22.1 萬 | 0.02% | +3,090 | 新進 |
| Natixis | 3,100 | $22.2 萬 | 0.00% | −211,654−98.6% | 減碼 |
| Salem Investment Counselors Inc | 3,093 | $22.4 萬 | 0.01% | −88−2.8% | 減碼 |
| Rodgers Brothers Inc. | 3,150 | $22.5 萬 | 0.02% | −2,000−38.8% | 減碼 |
| GW Henssler & Associates Ltd | 3,161 | $22.6 萬 | 0.01% | −5−0.2% | 減碼 |
| Rossby Financial, LCC | 3,169 | $22.7 萬 | 0.04% | +1,651+108.8% | 加碼 |
| Sawyer & Company, Inc | 3,170 | $22.7 萬 | 0.08% | −275−8.0% | 減碼 |
| Motco | 3,170 | $22.7 萬 | 0.02% | −138−4.2% | 減碼 |
| Helium Advisors LLC | 3,170 | $22.7 萬 | 0.19% | +4+0.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 3,208 | $22.9 萬 | 0.00% | −1,579−33.0% | 減碼 |
| Callan Family Office, LLC | 3,244 | $23.2 萬 | 0.00% | −243−7.0% | 減碼 |
| Allied Investment Advisors, LLC | 3,281 | $23.5 萬 | 0.03% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 3,300 | $23.6 萬 | 0.01% | 00.0% | 不變 |
| Cherry Tree Wealth Management, LLC | 3,314 | $23.7 萬 | 0.04% | −686−17.2% | 減碼 |
| Procyon Private Wealth Partners, LLC | 3,329 | $23.8 萬 | 0.01% | +4+0.1% | 加碼 |
| Cary Street Partners Financial LLC | 3,347 | $23.9 萬 | 0.01% | −18−0.5% | 減碼 |
| WealthPLAN Partners, LLC | 3,348 | $23.9 萬 | 0.05% | +10.0% | 加碼 |
| Carret Asset Management, LLC | 3,384 | $24.2 萬 | 0.02% | −948−21.9% | 減碼 |
| Focused Wealth Management, Inc | 3,393 | $24.3 萬 | 0.02% | +3,393 | 新進 |
| Revolve Wealth Partners, LLC | 3,398 | $24.3 萬 | 0.03% | +3,398 | 新進 |
| Detalus Advisors, LLC | 3,400 | $24.3 萬 | 0.05% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 3,400 | $24.3 萬 | 0.00% | +3,400 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,433 | $24.5 萬 | 0.00% | +3,433 | 新進 |
| Elevatus Welath Management | 3,447 | $24.6 萬 | 0.06% | +3,447 | 新進 |
| HBW Advisory Services LLC | 3,451 | $24.7 萬 | 0.02% | −196−5.4% | 減碼 |
| Sage Rhino Capital LLC | 3,474 | $24.8 萬 | 0.04% | +10+0.3% | 加碼 |
| Keystone Financial Services | 3,477 | $24.9 萬 | 0.06% | +3,477 | 新進 |
| Private Trust Co NA | 3,481 | $24.9 萬 | 0.02% | −80−2.2% | 減碼 |
| Sagespring Wealth Partners, LLC | 3,496 | $25.0 萬 | 0.00% | +3,496 | 新進 |
| King Wealth | 3,495 | $25.0 萬 | 0.03% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 3,509 | $25.1 萬 | 0.00% | +422+13.7% | 加碼 |
| D.B. Root & Company, LLC | 3,514 | $25.1 萬 | 0.05% | +2+0.1% | 加碼 |
| Inspire Advisors, LLC | 3,517 | $25.1 萬 | 0.02% | −1,160−24.8% | 減碼 |
| Benin Management CORP | 3,520 | $25.2 萬 | 0.05% | +3,520 | 新進 |
| Savvy Advisors, Inc. | 3,523 | $25.2 萬 | 0.01% | +222+6.7% | 加碼 |
| Umb Bank N A | 3,545 | $25.3 萬 | 0.00% | −84−2.3% | 減碼 |
| Keudell/Morrison Wealth Management | 3,559 | $25.4 萬 | 0.05% | −80−2.2% | 減碼 |
| Central Trust Co | 3,561 | $25.5 萬 | 0.00% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 3,592 | $25.7 萬 | 0.01% | −115−3.1% | 減碼 |
| SageView Advisory Group, LLC | 3,594 | $25.7 萬 | 0.01% | −223−5.8% | 減碼 |
| LexAurum Advisors, LLC | 3,598 | $25.7 萬 | 0.03% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 3,609 | $25.8 萬 | 0.03% | +183+5.3% | 加碼 |
| Fiera Capital Corp | 3,627 | $25.9 萬 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 3,644 | $26.1 萬 | 0.00% | −192−5.0% | 減碼 |
| UMA Financial Services, Inc. | 3,691 | $26.4 萬 | 0.03% | −10.0% | 減碼 |
| Capital Investment Advisors, LLC | 3,701 | $26.5 萬 | 0.00% | −321−8.0% | 減碼 |
| Battery Global Advisors, LLC | 3,655 | $26.5 萬 | 0.13% | 00.0% | 不變 |
| Keynote Financial Services LLC | 3,710 | $26.5 萬 | 0.12% | 00.0% | 不變 |
| TCW Group Inc | 3,722 | $26.6 萬 | 0.00% | +131+3.6% | 加碼 |
| Perennial Investment Advisors, LLC | 3,726 | $26.6 萬 | 0.02% | +13+0.4% | 加碼 |
| High Net Worth Advisory Group LLC | 3,770 | $27.0 萬 | 0.06% | 00.0% | 不變 |
| Prospera Financial Services Inc | 3,771 | $27.0 萬 | 0.00% | +272+7.8% | 加碼 |
| Wedbush Securities Inc | 3,775 | $27.0 萬 | 0.01% | −10−0.3% | 減碼 |
| Boothbay Fund Management, LLC | 3,777 | $27.0 萬 | 0.01% | +3,777 | 新進 |
| Insigneo Advisory Services, LLC | 3,846 | $27.5 萬 | 0.01% | +32+0.8% | 加碼 |
| Mount Yale Investment Advisors, LLC | 3,838 | $27.5 萬 | 0.01% | +3,838 | 新進 |