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 |
|---|---|---|---|---|---|
| Change Path, LLC | 3,859 | $27.6 萬 | 0.01% | +578+17.6% | 加碼 |
| Insight Wealth Partners, LLC | 3,878 | $27.7 萬 | 0.04% | 00.0% | 不變 |
| Wealth Management Strategies, Inc. | 3,894 | $27.8 萬 | 0.11% | +50+1.3% | 加碼 |
| AlphaCore Capital LLC | 3,924 | $28.1 萬 | 0.01% | +3,924 | 新進 |
| Greenleaf Trust | 3,973 | $28.4 萬 | 0.00% | −111−2.7% | 減碼 |
| Strathmore Capital Advisors, Inc. | 3,791 | $28.5 萬 | 0.08% | −536−12.4% | 減碼 |
| Philadelphia Trust Co | 4,000 | $28.6 萬 | 0.02% | 00.0% | 不變 |
| Basepoint Wealth LLC | 4,006 | $28.6 萬 | 0.16% | +52+1.3% | 加碼 |
| Bridgefront Capital, LLC | 4,009 | $28.7 萬 | 0.08% | +4,009 | 新進 |
| Parallel Advisors, LLC | 4,019 | $28.7 萬 | 0.00% | −79−1.9% | 減碼 |
| Main Street Financial Solutions, LLC | 4,023 | $28.8 萬 | 0.02% | +26+0.7% | 加碼 |
| Principal Securities, Inc. | 4,027 | $28.8 萬 | 0.00% | +852+26.8% | 加碼 |
| NorthStar Asset Management LLC | 4,038 | $28.9 萬 | 0.12% | +400+11.0% | 加碼 |
| OneAscent Financial Services LLC | 4,053 | $29.0 萬 | 0.01% | +659+19.4% | 加碼 |
| Meeder Advisory Services, Inc. | 4,069 | $29.1 萬 | 0.01% | +856+26.6% | 加碼 |
| Inceptionr LLC | 4,105 | $29.4 萬 | 0.07% | −22,134−84.4% | 減碼 |
| Two Sigma Securities, LLC | 4,142 | $29.6 萬 | 0.03% | +4,142 | 新進 |
| Barlow Wealth Partners, Inc. | 4,206 | $29.7 萬 | 0.03% | 00.0% | 不變 |
| Symphony Financial, Ltd. Co. | 4,108 | $29.8 萬 | 0.03% | +610+17.4% | 加碼 |
| Syon Capital LLC | 4,216 | $30.1 萬 | 0.01% | +484+13.0% | 加碼 |
| Commerzbank Aktiengesellschaft | 4,219 | $30.2 萬 | 0.01% | −2,810−40.0% | 減碼 |
| Advocate Investing Services LLC | 4,260 | $30.5 萬 | 0.23% | +10.0% | 加碼 |
| Kingswood Wealth Advisors, LLC | 4,304 | $30.8 萬 | 0.01% | +36+0.8% | 加碼 |
| Ritholtz Wealth Management | 4,313 | $30.8 萬 | 0.00% | +406+10.4% | 加碼 |
| Daymark Wealth Partners, LLC | 4,421 | $31.6 萬 | 0.01% | −343−7.2% | 減碼 |
| Mystic Asset Management, Inc. | 4,426 | $31.6 萬 | 0.07% | 00.0% | 不變 |
| Ethos Financial Group, LLC | 4,447 | $31.8 萬 | 0.02% | −1,304−22.7% | 減碼 |
| MKT Advisors LLC | 4,494 | $32.0 萬 | 0.10% | −1,771−28.3% | 減碼 |
| Dividend Assets Capital, LLC | 4,500 | $32.2 萬 | 0.06% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 4,505 | $32.2 萬 | 0.02% | +454+11.2% | 加碼 |
| Brookfield Asset Management Inc. | 4,588 | $32.8 萬 | 0.00% | −215,426−97.9% | 減碼 |
| Widmann Financial Services, Inc. | 4,618 | $33.0 萬 | 0.18% | −367−7.4% | 減碼 |
| Profund Advisors LLC | 4,634 | $33.1 萬 | 0.01% | −146−3.1% | 減碼 |
| Fisher Asset Management, LLC | 4,638 | $33.2 萬 | 0.00% | −1,017−18.0% | 減碼 |
| Clear Creek Financial Management, LLC | 4,667 | $33.4 萬 | 0.02% | +905+24.1% | 加碼 |
| Fifth Third Bancorp | 4,704 | $33.6 萬 | 0.00% | −229−4.6% | 減碼 |
| Burney Co | 4,728 | $33.8 萬 | 0.01% | +10.0% | 加碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 4,737 | $33.9 萬 | 0.00% | +30+0.6% | 加碼 |
| Seeds Investor LLC | 4,805 | $34.4 萬 | 0.04% | +54+1.1% | 加碼 |
| Adapt Wealth Advisors, LLC | 4,809 | $34.4 萬 | 0.11% | +1,766+58.0% | 加碼 |
| Plato Investment Management Ltd | 4,853 | $34.5 萬 | 0.02% | 00.0% | 不變 |
| Sigma Planning Corp | 4,840 | $34.6 萬 | 0.01% | −146−2.9% | 減碼 |
| Per Stirling Capital Management, LLC. | 4,841 | $34.6 萬 | 0.03% | +61+1.3% | 加碼 |
| KPP Advisory Services LLC | 4,897 | $35.0 萬 | 0.04% | +15+0.3% | 加碼 |
| Apollon Financial, LLC | 4,910 | $35.1 萬 | 0.04% | 00.0% | 不變 |
| Verition Fund Management LLC | 4,916 | $35.1 萬 | 0.00% | −9,917−66.9% | 減碼 |
| Miracle Mile Advisors, LLC | 4,937 | $35.3 萬 | 0.00% | +156+3.3% | 加碼 |
| Verity Asset Management, Inc. | 4,938 | $35.3 萬 | 0.13% | +338+7.3% | 加碼 |
| Ticino Wealth | 5,000 | $35.8 萬 | 0.11% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 5,012 | $35.9 萬 | 0.00% | −230−4.4% | 減碼 |
| Old National Bancorp | 5,020 | $35.9 萬 | 0.01% | +5,020 | 新進 |
| Summit Wealth Group, LLC | 5,023 | $35.9 萬 | 0.07% | +13+0.3% | 加碼 |
| GAMMA Investing LLC | 5,059 | $36.2 萬 | 0.01% | +457+9.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 5,097 | $36.4 萬 | 0.00% | −210−4.0% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 5,112 | $36.5 萬 | 0.09% | +7+0.1% | 加碼 |
| Western Wealth Management, LLC | 5,118 | $36.6 萬 | 0.01% | +12+0.2% | 加碼 |
| Huntington National Bank | 5,154 | $36.8 萬 | 0.00% | −26−0.5% | 減碼 |
| Family Legacy, Inc. | 5,157 | $36.9 萬 | 0.10% | +98+1.9% | 加碼 |
| DRW Securities, LLC | 5,182 | $37.1 萬 | 0.02% | −6,816−56.8% | 減碼 |
| Flagship Private Wealth, LLC | 5,196 | $37.2 萬 | 0.13% | 00.0% | 不變 |
| Regions Financial Corp | 5,216 | $37.3 萬 | 0.00% | +1,149+28.3% | 加碼 |
| Herold Advisors, Inc. | 5,205 | $37.3 萬 | 0.07% | −184−3.4% | 減碼 |
| Resources Investment Advisors, LLC. | 5,258 | $37.6 萬 | 0.00% | +1,089+26.1% | 加碼 |
| Clearstead Advisors, LLC | 5,261 | $37.6 萬 | 0.00% | +5,192+7,524.6% | 加碼 |
| Lazard Asset Management LLC | 5,268 | $37.7 萬 | 0.00% | +1,482+39.1% | 加碼 |
| Hilltop Holdings Inc. | 5,297 | $37.9 萬 | 0.03% | −733−12.2% | 減碼 |
| Aptus Capital Advisors, LLC | 5,306 | $38.0 萬 | 0.00% | −648−10.9% | 減碼 |
| TCG Advisory Services, LLC | 5,403 | $38.6 萬 | 0.01% | +325+6.4% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 5,425 | $38.8 萬 | 0.17% | −19−0.3% | 減碼 |
| Quadcap Wealth Management, LLC | 5,449 | $39.0 萬 | 0.04% | −38−0.7% | 減碼 |
| DF Dent & Co Inc | 5,464 | $39.1 萬 | 0.01% | 00.0% | 不變 |
| Benjamin Edwards Inc | 5,463 | $39.1 萬 | 0.00% | +357+7.0% | 加碼 |
| Advisortrust Partners, LLC | 5,486 | $39.2 萬 | 0.13% | +237+4.5% | 加碼 |
| True North Advisors, LLC | 5,497 | $39.3 萬 | 0.04% | +5,497 | 新進 |
| New Wave Wealth Advisors LLC | 5,433 | $39.3 萬 | 0.11% | +1,504+38.3% | 加碼 |
| Allen Capital Group, LLC | 5,526 | $39.5 萬 | 0.03% | −174−3.1% | 減碼 |
| Hanover Advisors Inc | 5,528 | $39.5 萬 | 0.14% | +5,528 | 新進 |
| DV Trading LLC | 5,618 | $40.2 萬 | 0.03% | +2,618+87.3% | 加碼 |
| Centaurus Financial, Inc. | 5,618 | $40.2 萬 | 0.02% | +20.0% | 加碼 |
| Gen-Wealth Partners Inc | 5,669 | $40.5 萬 | 0.11% | −1,345−19.2% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 5,678 | $40.6 萬 | 0.02% | −26−0.5% | 減碼 |
| Gutierrez Wealth Advisory, LLC | 5,684 | $40.6 萬 | 0.23% | +600+11.8% | 加碼 |
| Woodward Diversified Capital, LLC | 5,722 | $40.9 萬 | 0.18% | +314+5.8% | 加碼 |
| Stronghold Wealth Management L.L.C. | 5,740 | $41.0 萬 | 0.55% | +36+0.6% | 加碼 |
| Retirement Planning Co of New England, Inc. | 5,761 | $41.2 萬 | 0.15% | −98−1.7% | 減碼 |
| Tredje AP-fonden | 5,769 | $41.2 萬 | 0.00% | −81,161−93.4% | 減碼 |
| Prime Capital Investment Advisors, LLC | 5,806 | $41.5 萬 | 0.00% | +38+0.7% | 加碼 |
| Chicago Partners Investment Group LLC | 5,605 | $42.2 萬 | 0.01% | +597+11.9% | 加碼 |
| Jacobi Capital Management LLC | 5,903 | $42.2 萬 | 0.02% | +8+0.1% | 加碼 |
| Monument Capital Management | 5,946 | $42.5 萬 | 0.09% | +5,946 | 新進 |
| Equitable Holdings, Inc. | 6,053 | $43.3 萬 | 0.00% | −461−7.1% | 減碼 |
| Grant Private Wealth Management Inc | 6,078 | $43.5 萬 | 0.18% | +1,881+44.8% | 加碼 |
| Jacobs Equity LLC | 6,081 | $43.5 萬 | 0.30% | +1,471+31.9% | 加碼 |
| Harbour Investments, Inc. | 6,081 | $43.5 萬 | 0.01% | +699+13.0% | 加碼 |
| Axis Wealth Partners, LLC | 6,093 | $43.6 萬 | 0.21% | −105−1.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 6,138 | $43.9 萬 | 0.00% | −3,196−34.2% | 減碼 |
| Dynamic Advisor Solutions LLC | 6,165 | $44.1 萬 | 0.01% | −184−2.9% | 減碼 |
| International Assets Investment Management, LLC | 6,248 | $44.2 萬 | 0.03% | +1,125+22.0% | 加碼 |
| Buckingham Strategic Partners | 6,235 | $44.6 萬 | 0.00% | −8,026−56.3% | 減碼 |
| Essex Financial Services, Inc. | 6,249 | $44.7 萬 | 0.02% | −335−5.1% | 減碼 |