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 |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 11,050 | $79.0 萬 | 0.03% | +10.0% | 加碼 |
| RB Capital Management, LLC | 11,061 | $79.1 萬 | 0.15% | −1,215−9.9% | 減碼 |
| Stephens Inc | 11,158 | $79.8 萬 | 0.01% | −428−3.7% | 減碼 |
| AE Wealth Management LLC | 11,165 | $79.8 萬 | 0.00% | −715−6.0% | 減碼 |
| Pensionmark Financial Group, LLC | 11,545 | $79.8 萬 | 0.01% | −853−6.9% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 11,166 | $79.8 萬 | 0.15% | −16−0.1% | 減碼 |
| EFG International AG | 11,300 | $80.8 萬 | 0.01% | +416+3.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,200 | $81.0 萬 | 0.01% | +11,200 | 新進 |
| Omers Administration Corp | 11,383 | $81.4 萬 | 0.00% | +1,307+13.0% | 加碼 |
| Maryland State Retirement & Pension System | 11,398 | $81.5 萬 | 0.01% | 00.0% | 不變 |
| Cambria Investment Management, L.P. | 11,466 | $82.0 萬 | 0.04% | +2,243+24.3% | 加碼 |
| Spirit of America Management Corp | 11,500 | $82.2 萬 | 0.15% | +2,300+25.0% | 加碼 |
| Susquehanna International Group, LLP | 11,537 | $82.5 萬 | 0.00% | +11,537 | 新進 |
| Vident Advisory, LLC | 11,660 | $83.4 萬 | 0.01% | +490+4.4% | 加碼 |
| Oak Thistle LLC | 11,789 | $84.3 萬 | 0.08% | +6,015+104.2% | 加碼 |
| Abn Amro Investment Solutions | 11,834 | $84.6 萬 | 0.01% | −1,709−12.6% | 減碼 |
| Intech Investment Management LLC | 11,862 | $84.8 萬 | 0.01% | −18,500−60.9% | 減碼 |
| WealthPlan Investment Management, LLC | 11,903 | $85.1 萬 | 0.04% | +126+1.1% | 加碼 |
| Waldron Private Wealth LLC | 12,041 | $86.1 萬 | 0.03% | 00.0% | 不變 |
| Financial Gravity Companies, Inc. | 12,112 | $86.6 萬 | 0.14% | +12,112 | 新進 |
| PFG Investments, LLC | 12,138 | $86.8 萬 | 0.03% | +87+0.7% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,183 | $87.1 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 12,188 | $87.1 萬 | 0.02% | −1,209−9.0% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 12,271 | $87.7 萬 | 0.09% | +12,271 | 新進 |
| CIBC Asset Management Inc | 12,325 | $88.1 萬 | 0.00% | −88,309−87.8% | 減碼 |
| Merit Financial Group, LLC | 12,465 | $89.1 萬 | 0.01% | +598+5.0% | 加碼 |
| Woodline Partners LP | 12,517 | $89.5 萬 | 0.00% | +3,939+45.9% | 加碼 |
| Coppell Advisory Solutions LLC | 8,327 | $90.7 萬 | 0.27% | +8,327 | 新進 |
| Gateway Wealth Partners, LLC | 12,701 | $90.8 萬 | 0.05% | −12,975−50.5% | 減碼 |
| Vista Investment Management | 12,792 | $91.5 萬 | 0.28% | −343−2.6% | 減碼 |
| EP Wealth Advisors, LLC | 12,885 | $92.1 萬 | 0.00% | −1,205−8.6% | 減碼 |
| Founders Financial Alliance, LLC | 12,898 | $92.2 萬 | 0.12% | +1,025+8.6% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 12,910 | $92.3 萬 | 0.11% | +698+5.7% | 加碼 |
| Pasadena Private Wealth, LLC | 12,966 | $92.7 萬 | 0.12% | +40+0.3% | 加碼 |
| Rakuten Investment Management, Inc. | 12,618 | $92.7 萬 | 0.00% | +1,677+15.3% | 加碼 |
| LRI Investments, LLC | 13,143 | $94.0 萬 | 0.08% | −389−2.9% | 減碼 |
| Howe & Rusling Inc | 13,187 | $94.3 萬 | 0.05% | +138+1.1% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 13,221 | $94.5 萬 | 0.02% | −449−3.3% | 減碼 |
| Kentucky Retirement Systems | 13,683 | $97.8 萬 | 0.02% | +13,683 | 新進 |
| Texas Yale Capital Corp. | 13,816 | $98.8 萬 | 0.02% | +50.0% | 加碼 |
| Cullen Capital Management LLC | 13,817 | $98.8 萬 | 0.01% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 13,818 | $98.8 萬 | 0.01% | +148+1.1% | 加碼 |
| Bahl & Gaynor Inc | 13,843 | $99.0 萬 | 0.00% | 00.0% | 不變 |
| Roof Eidam & Maycock | 13,883 | $99.3 萬 | 0.20% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 13,901 | $99.4 萬 | 0.05% | −2,331−14.4% | 減碼 |
| Investment Management Corp of Ontario | 14,018 | $100.2 萬 | 0.01% | −1,700−10.8% | 減碼 |
| Applied Capital LLC | 14,061 | $100.5 萬 | 0.67% | +40.0% | 加碼 |
| Cooper Financial Group | 14,127 | $101.0 萬 | 0.08% | +2,306+19.5% | 加碼 |
| Prudential Financial Inc | 14,183 | $101.4 萬 | 0.00% | −2,998−17.4% | 減碼 |
| GWM Advisors LLC | 14,185 | $101.4 萬 | 0.00% | +5,772+68.6% | 加碼 |
| Summit Wealth Group LLC | 14,302 | $102.3 萬 | 0.08% | −744−4.9% | 減碼 |
| Everstar Asset Management, LLC | 14,507 | $103.7 萬 | 0.50% | +1,412+10.8% | 加碼 |
| Toroso Investments, LLC | 14,635 | $104.6 萬 | 0.00% | +2,785+23.5% | 加碼 |
| Kovack Advisors, Inc. | 14,850 | $105.8 萬 | 0.05% | −187−1.2% | 減碼 |
| Axq Capital, LP | 15,051 | $107.6 萬 | 0.12% | −2,642−14.9% | 減碼 |
| IHT Wealth Management, LLC | 15,221 | $108.8 萬 | 0.02% | −385−2.5% | 減碼 |
| Saudi Central Bank | 15,350 | $109.8 萬 | 0.01% | +7,261+89.8% | 加碼 |
| Savant Capital, LLC | 15,797 | $110.1 萬 | 0.00% | +7,198+83.7% | 加碼 |
| Atria Investments LLC | 15,426 | $110.3 萬 | 0.01% | +1,783+13.1% | 加碼 |
| Wealthstar Advisors, LLC | 15,496 | $110.8 萬 | 0.55% | +51+0.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 15,599 | $111.5 萬 | 0.06% | +7,674+96.8% | 加碼 |
| Oppenheimer & Co Inc | 16,110 | $115.2 萬 | 0.01% | −229−1.4% | 減碼 |
| Blair William & Co | 16,187 | $115.7 萬 | 0.00% | −275−1.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 16,255 | $116.2 萬 | 0.01% | +4,880+42.9% | 加碼 |
| RMB Capital Management, LLC | 16,074 | $116.3 萬 | 0.02% | −70.0% | 減碼 |
| Carnegie Lake Advisors LLC | 16,286 | $116.4 萬 | 0.43% | 00.0% | 不變 |
| Jupiter Topco LLC | 16,652 | $119.1 萬 | 0.00% | +16,652 | 新進 |
| Gulf International Bank (UK) Ltd | 16,714 | $119.5 萬 | 0.02% | −439−2.6% | 減碼 |
| Associated Banc-Corp | 16,725 | $119.6 萬 | 0.03% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 16,933 | $121.1 萬 | 0.02% | +11,658+221.0% | 加碼 |
| Harbor Investment Advisory, LLC | 17,072 | $122.1 萬 | 0.09% | +80.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 17,105 | $122.3 萬 | 0.02% | +640+3.9% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 17,170 | $122.8 萬 | 0.01% | −2,569−13.0% | 減碼 |
| Samalin Investment Counsel, LLC | 17,225 | $123.2 萬 | 0.39% | +354+2.1% | 加碼 |
| Colonial Trust Advisors | 17,401 | $124.4 萬 | 0.09% | −238−1.3% | 減碼 |
| Securian Asset Management, Inc | 16,426 | $124.6 萬 | 0.04% | +273+1.7% | 加碼 |
| Arete Wealth Advisors, LLC | 18,025 | $128.9 萬 | 0.09% | +501+2.9% | 加碼 |
| New Insight Wealth Advisors | 18,054 | $129.1 萬 | 0.38% | −3,813−17.4% | 減碼 |
| Clarion Wealth Managment Partners, LLC | 18,133 | $129.7 萬 | 1.05% | −447−2.4% | 減碼 |
| Laurel Oak Wealth Management, LLC | 18,394 | $131.5 萬 | 0.19% | −1,098−5.6% | 減碼 |
| Eurizon Capital SGR S.p.A. | 18,831 | $135.4 萬 | 0.00% | −3,452−15.5% | 減碼 |
| Moors & Cabot, Inc. | 18,965 | $135.6 萬 | 0.05% | −900−4.5% | 減碼 |
| National Pension Service | 18,986 | $135.7 萬 | 0.00% | −7,075−27.1% | 減碼 |
| Hancock Whitney Corp | 19,014 | $136.0 萬 | 0.02% | 00.0% | 不變 |
| Bank of Nova Scotia | 19,085 | $136.5 萬 | 0.00% | −88−0.5% | 減碼 |
| Ostrum Asset Management | 19,209 | $137.3 萬 | 0.07% | −12,895−40.2% | 減碼 |
| NewEdge Wealth, LLC | 19,618 | $140.3 萬 | 0.01% | +824+4.4% | 加碼 |
| Kepler Cheuvreux (Suisse) SA | 19,634 | $140.4 萬 | 0.08% | −78,089−79.9% | 減碼 |
| Dockside LLC | 19,838 | $141.8 萬 | 0.33% | +19,838 | 新進 |
| Royal Fund Management, LLC | 19,949 | $142.6 萬 | 0.12% | +546+2.8% | 加碼 |
| Summit Financial, LLC | 19,812 | $143.5 萬 | 0.02% | −926−4.5% | 減碼 |
| Griffin Asset Management, Inc. | 20,198 | $144.4 萬 | 0.15% | −214−1.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 20,336 | $145.4 萬 | 0.01% | 00.0% | 不變 |
| Penserra Capital Management LLC | 20,636 | $147.5 萬 | 0.01% | −1,260−5.8% | 減碼 |
| Machina Capital S.A.S. | 20,843 | $149.0 萬 | 0.24% | +20,843 | 新進 |
| Jeppson Wealth Management, LLC | 21,177 | $151.4 萬 | 0.45% | −313−1.5% | 減碼 |
| HB Wealth Management, LLC | 21,211 | $151.7 萬 | 0.01% | −46−0.2% | 減碼 |
| Cornerstone Wealth Management, LLC | 21,240 | $151.9 萬 | 0.07% | +254+1.2% | 加碼 |
| HORAN Wealth, LLC | 21,250 | $151.9 萬 | 0.19% | +1,477+7.5% | 加碼 |
| Independent Financial Group, LLC | 21,303 | $152.3 萬 | 0.03% | +3,273+18.2% | 加碼 |