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 |
|---|---|---|---|---|---|
| Gilbert & Cook, Inc. | 6,251 | $44.7 萬 | 0.05% | +83+1.3% | 加碼 |
| Rockport Wealth LLC | 6,271 | $44.8 萬 | 0.08% | 00.0% | 不變 |
| Precedent Wealth Partners, LLC | 6,307 | $45.1 萬 | 0.07% | +6,307 | 新進 |
| Peddock Capital Advisors, LLC | 6,356 | $45.4 萬 | 0.09% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 6,384 | $45.6 萬 | 0.00% | −18,691−74.5% | 減碼 |
| Eldridge Investment Advisors, Inc. | 6,413 | $45.9 萬 | 0.09% | −775−10.8% | 減碼 |
| Avion Wealth | 6,433 | $45.9 萬 | 0.09% | +7+0.1% | 加碼 |
| Round Rock Advisors, LLC | 6,434 | $46.0 萬 | 0.06% | −1,200−15.7% | 減碼 |
| North Dakota State Investment Board | 6,445 | $46.1 萬 | 0.02% | +108+1.7% | 加碼 |
| Valeo Financial Advisors, LLC | 6,455 | $46.2 萬 | 0.01% | +280+4.5% | 加碼 |
| Everence Capital Management Inc | 6,500 | $46.5 萬 | 0.02% | 00.0% | 不變 |
| MQS Management LLC | 6,628 | $47.4 萬 | 0.58% | −90−1.3% | 減碼 |
| Fulcrum Asset Management LLP | 6,448 | $47.4 萬 | 0.05% | +6,448 | 新進 |
| Fifth Third Wealth Advisors LLC | 6,649 | $47.5 萬 | 0.01% | +183+2.8% | 加碼 |
| D.A. Davidson & Co. | 6,740 | $48.2 萬 | 0.00% | −195−2.8% | 減碼 |
| E. Ohman J:or Asset Management AB | 6,750 | $48.3 萬 | 0.01% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 6,865 | $49.1 萬 | 0.02% | +121+1.8% | 加碼 |
| Silver Oak Securities, Inc | 6,875 | $49.2 萬 | 0.03% | −80−1.2% | 減碼 |
| United Capital Financial Advisers, LLC | 6,902 | $49.4 萬 | 0.00% | −3,387−32.9% | 減碼 |
| Virtus ETF Advisers LLC | 6,906 | $49.4 萬 | 0.19% | +803+13.2% | 加碼 |
| Teamwork Financial Advisors, LLC | 6,931 | $49.6 萬 | 0.05% | −280−3.9% | 減碼 |
| Ignite Planners, LLC | 6,935 | $49.6 萬 | 0.07% | +488+7.6% | 加碼 |
| Signaturefd, LLC | 6,969 | $49.8 萬 | 0.01% | +1,982+39.7% | 加碼 |
| Vise Technologies, Inc. | 6,987 | $50.0 萬 | 0.01% | +1,026+17.2% | 加碼 |
| Shelton Capital Management | 7,097 | $50.7 萬 | 0.01% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 7,091 | $50.8 萬 | 0.05% | +1,484+26.5% | 加碼 |
| Diligent Investors, LLC | 7,298 | $52.2 萬 | 0.12% | +24+0.3% | 加碼 |
| Armstrong, Fleming & Moore, Inc | 7,315 | $52.3 萬 | 0.17% | −12−0.2% | 減碼 |
| COFG Advisors, LLC | 7,356 | $52.6 萬 | 0.09% | +7,356 | 新進 |
| Kerntke Otto McGlone Wealth Management Group | 7,392 | $52.9 萬 | 0.32% | +92+1.3% | 加碼 |
| Krane Funds Advisors LLC | 7,421 | $53.1 萬 | 0.02% | −126−1.7% | 減碼 |
| Sterling Capital Management LLC | 7,533 | $53.9 萬 | 0.01% | −693−8.4% | 減碼 |
| Apella Capital, LLC | 7,570 | $53.9 萬 | 0.01% | −107−1.4% | 減碼 |
| Ossiam | 7,591 | $54.3 萬 | 0.01% | −2,060−21.3% | 減碼 |
| Nisa Investment Advisors, LLC | 7,520 | $54.5 萬 | 0.00% | −8,032−51.6% | 減碼 |
| Synergy Financial Management, LLC | 7,630 | $54.6 萬 | 0.05% | +7,630 | 新進 |
| FLC Capital Advisors | 7,635 | $54.6 萬 | 0.09% | 00.0% | 不變 |
| Glenmede Trust Co NA | 7,711 | $55.1 萬 | 0.00% | +536+7.5% | 加碼 |
| Global Retirement Partners, LLC | 7,780 | $55.6 萬 | 0.01% | +7,780 | 新進 |
| Hudson Portfolio Management LLC | 7,807 | $55.8 萬 | 0.42% | −60−0.8% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 7,830 | $56.0 萬 | 0.03% | +179+2.3% | 加碼 |
| VestGen Advisors, LLC | 7,848 | $56.1 萬 | 0.02% | −139−1.7% | 減碼 |
| HighPoint Advisor Group LLC | 7,873 | $56.3 萬 | 0.02% | +391+5.2% | 加碼 |
| Independent Advisor Alliance | 7,903 | $56.5 萬 | 0.01% | −4,050−33.9% | 減碼 |
| AlphaGrep UK Ltd | 7,938 | $56.8 萬 | 0.17% | +7,938 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 7,944 | $56.8 萬 | 0.00% | +2,299+40.7% | 加碼 |
| GeoWealth Management, LLC | 7,952 | $56.9 萬 | 0.02% | +1,441+22.1% | 加碼 |
| Archer Investment Corp | 8,168 | $58.4 萬 | 0.11% | −48−0.6% | 減碼 |
| Brookwood Investment Group LLC | 8,183 | $58.5 萬 | 0.07% | −468−5.4% | 減碼 |
| Groupe la Francaise | 8,196 | $58.6 萬 | 0.01% | −562−6.4% | 減碼 |
| NBC Securities, Inc. | 8,219 | $58.8 萬 | 0.04% | +49+0.6% | 加碼 |
| FIL Ltd | 8,297 | $59.3 萬 | 0.00% | +4,106+98.0% | 加碼 |
| Bradley Foster & Sargent Inc | 8,421 | $60.2 萬 | 0.01% | +33+0.4% | 加碼 |
| Park Avenue Securities LLC | 8,440 | $60.3 萬 | 0.00% | +3,257+62.8% | 加碼 |
| Sagewood Asset Management LP | 8,497 | $60.8 萬 | 0.14% | +2,706+46.7% | 加碼 |
| Venture Visionary Partners LLC | 8,499 | $60.8 萬 | 0.02% | −3,476−29.0% | 減碼 |
| ASR Vermogensbeheer N.V. | 8,580 | $61.3 萬 | 0.01% | +5,892+219.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 8,583 | $61.4 萬 | 0.02% | −67−0.8% | 減碼 |
| Winton Group Ltd | 8,600 | $61.5 萬 | 0.02% | +8,600 | 新進 |
| Colonial Trust Co | 8,612 | $61.6 萬 | 0.08% | +255+3.1% | 加碼 |
| Canada Post Corp Registered Pension Plan | 8,653 | $61.9 萬 | 0.02% | 00.0% | 不變 |
| Ballentine Partners, LLC | 8,697 | $62.2 萬 | 0.01% | −165−1.9% | 減碼 |
| Wellington Shields & Co., LLC | 8,700 | $62.2 萬 | 0.14% | +40+0.5% | 加碼 |
| ProShare Advisors LLC | 8,787 | $62.8 萬 | 0.00% | +30.0% | 加碼 |
| Dynamic Technology Lab Private Ltd | 8,881 | $63.5 萬 | 0.14% | +8,881 | 新進 |
| Capital Investment Advisory Services, LLC | 8,933 | $63.9 萬 | 0.04% | +30.0% | 加碼 |
| Frec Markets, Inc. | 8,958 | $64.0 萬 | 0.06% | +4,777+114.3% | 加碼 |
| We Are One Seven, LLC | 9,175 | $65.6 萬 | 0.01% | −280−3.0% | 減碼 |
| Laraway Financial Inc | 9,251 | $66.1 萬 | 0.40% | 00.0% | 不變 |
| Old Port Advisors | 9,330 | $66.7 萬 | 0.13% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 9,468 | $67.7 萬 | 0.00% | +502+5.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 9,473 | $67.7 萬 | 0.00% | −385−3.9% | 減碼 |
| Liberty One Investment Management, LLC | 9,519 | $68.1 萬 | 0.07% | −198−2.0% | 減碼 |
| Pinnacle Financial Partners, Inc. | 9,571 | $68.4 萬 | 0.00% | −501−5.0% | 減碼 |
| C2C Wealth Management, LLC | 9,589 | $68.6 萬 | 0.54% | +10+0.1% | 加碼 |
| DoubleLine ETF Adviser LP | 9,689 | $69.3 萬 | 0.29% | −1,668−14.7% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,756 | $69.8 萬 | 0.01% | 00.0% | 不變 |
| Norinchukin Bank, The | 9,818 | $70.2 萬 | 0.01% | −35−0.4% | 減碼 |
| Invst, LLC | 9,819 | $70.2 萬 | 0.07% | −146−1.5% | 減碼 |
| Accel Wealth Management | 9,831 | $70.3 萬 | 0.16% | −166−1.7% | 減碼 |
| Prosperity Consulting Group, LLC | 9,886 | $70.7 萬 | 0.03% | +394+4.2% | 加碼 |
| Simplex Trading, LLC | 10,003 | $71.5 萬 | 0.02% | −4,796−32.4% | 減碼 |
| Centersquare Investment Management LLC | 10,004 | $71.5 萬 | 0.01% | 00.0% | 不變 |
| Liberty Square Wealth Partners LLC | 10,038 | $71.8 萬 | 0.17% | +126+1.3% | 加碼 |
| Elo Mutual Pension Insurance Co | 10,080 | $72.1 萬 | 0.01% | +10,080 | 新進 |
| MAI Capital Management | 10,161 | $72.7 萬 | 0.00% | +44+0.4% | 加碼 |
| Dudley Capital Management, LLC | 10,175 | $72.8 萬 | 0.29% | 00.0% | 不變 |
| First National Bank of Mount Dora, Trust Investment Services | 10,300 | $73.6 萬 | 0.15% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 10,437 | $74.6 萬 | 0.00% | −2,313−18.1% | 減碼 |
| Atomi Financial Group, Inc. | 10,482 | $74.9 萬 | 0.02% | +67+0.6% | 加碼 |
| Evergreen Capital Management LLC | 10,404 | $75.0 萬 | 0.01% | −194−1.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 10,502 | $75.1 萬 | 0.00% | −97−0.9% | 減碼 |
| Modern Wealth Management, LLC | 10,561 | $75.5 萬 | 0.01% | −3,430−24.5% | 減碼 |
| Perigon Wealth Management, LLC | 10,710 | $76.6 萬 | 0.01% | −1,909−15.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 10,715 | $76.6 萬 | 0.00% | +10,715 | 新進 |
| J. Safra Sarasin Holding AG | 11,324 | $77.0 萬 | 0.01% | 00.0% | 不變 |
| Credit Agricole S A | 10,789 | $77.1 萬 | 0.00% | +5,760+114.5% | 加碼 |
| Advisory Services Network, LLC | 10,856 | $77.6 萬 | 0.01% | +762+7.5% | 加碼 |
| Family Wealth Partners, LLC | 10,884 | $77.8 萬 | 0.24% | +575+5.6% | 加碼 |
| Client 1st Advisory Group, LLC | 10,995 | $78.6 萬 | 0.21% | −213−1.9% | 減碼 |