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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 21,491 | $153.7 萬 | 0.02% | −1,168−5.2% | 減碼 |
| Hilltop Partners LLC | 21,509 | $153.8 萬 | 0.37% | −421−1.9% | 減碼 |
| Kestra Private Wealth Services, LLC | 21,589 | $154.4 萬 | 0.02% | +115+0.5% | 加碼 |
| Belpointe Asset Management LLC | 21,715 | $155.3 萬 | 0.05% | +65+0.3% | 加碼 |
| Horizon Kinetics Asset Management LLC | 22,000 | $157.3 萬 | 0.02% | 00.0% | 不變 |
| Naviter Wealth, LLC | 21,749 | $157.5 萬 | 0.14% | +3,784+21.1% | 加碼 |
| Inspirion Wealth Advisors, LLC | 22,432 | $158.8 萬 | 0.18% | −167−0.7% | 減碼 |
| Pensionfund Sabic | 22,304 | $159.5 萬 | 1.71% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 22,451 | $160.5 萬 | 0.09% | +65+0.3% | 加碼 |
| Diversify Wealth Management, LLC | 21,678 | $165.0 萬 | 0.03% | +1,067+5.2% | 加碼 |
| Diversify Advisory Services, LLC | 21,678 | $165.0 萬 | 0.03% | +14,121+186.9% | 加碼 |
| Demars Financial Group, LLC | 23,259 | $166.3 萬 | 0.46% | +10,667+84.7% | 加碼 |
| Jefferies Financial Group Inc. | 23,437 | $167.6 萬 | 0.02% | −263,813−91.8% | 減碼 |
| NorthRock Partners, LLC | 23,519 | $168.2 萬 | 0.02% | −2,676−10.2% | 減碼 |
| Nordea Investment Management AB | 23,344 | $168.3 萬 | 0.00% | +575+2.5% | 加碼 |
| Voya Investment Management LLC | 23,709 | $169.5 萬 | 0.00% | −878−3.6% | 減碼 |
| Vanderbilt University | 23,915 | $171.0 萬 | 0.23% | +8,947+59.8% | 加碼 |
| CMH Wealth Management LLC | 23,655 | $171.4 萬 | 0.26% | −18,125−43.4% | 減碼 |
| Pathstone Holdings, LLC | 24,109 | $172.5 萬 | 0.01% | −1,518−5.9% | 減碼 |
| Apollon Wealth Management, LLC | 24,191 | $173.0 萬 | 0.02% | −4,132−14.6% | 減碼 |
| Ethic Inc. | 24,294 | $173.7 萬 | 0.02% | −12,386−33.8% | 減碼 |
| OP Asset Management Ltd | 25,152 | $179.8 萬 | 0.02% | −13,571−35.0% | 減碼 |
| Cozad Asset Management Inc | 25,186 | $180.1 萬 | 0.12% | −79−0.3% | 減碼 |
| Fiduciary Alliance LLC | 25,325 | $181.1 萬 | 0.12% | 00.0% | 不變 |
| Flputnam Investment Management Co | 25,684 | $183.6 萬 | 0.02% | −618−2.3% | 減碼 |
| Integrated Wealth Concepts LLC | 25,699 | $183.7 萬 | 0.01% | +10,881+73.4% | 加碼 |
| Excalibur Management Corp | 25,714 | $183.9 萬 | 0.61% | +140+0.5% | 加碼 |
| TT Capital Management LLC | 26,108 | $186.7 萬 | 1.45% | −486−1.8% | 減碼 |
| Stordahl Capital Management, Inc. | 26,156 | $187.0 萬 | 0.34% | +43+0.2% | 加碼 |
| SFMG, LLC | 26,362 | $188.5 萬 | 0.11% | −6,716−20.3% | 減碼 |
| BridgePort Financial Solutions, LLC | 26,650 | $190.5 萬 | 0.49% | −1,114−4.0% | 減碼 |
| Evergreen Wealth Solutions, LLC | 27,097 | $193.7 萬 | 0.10% | +281+1.0% | 加碼 |
| US Bancorp | 27,351 | $195.6 萬 | 0.00% | +2,558+10.3% | 加碼 |
| Assetmark, Inc | 27,677 | $197.9 萬 | 0.00% | +1,518+5.8% | 加碼 |
| Gradient Capital Advisors, LLC | 27,790 | $198.7 萬 | 0.46% | −135−0.5% | 減碼 |
| Swiss Life Asset Management Ltd | 28,279 | $202.2 萬 | 0.01% | −4,823−14.6% | 減碼 |
| New York Life Investment Management LLC | 28,811 | $206.0 萬 | 0.01% | +1,487+5.4% | 加碼 |
| Avanza Fonder AB | 29,121 | $208.2 萬 | 0.05% | +9,922+51.7% | 加碼 |
| Wellington Shields Capital Management, LLC | 29,127 | $208.3 萬 | 0.26% | −2,050−6.6% | 減碼 |
| Commerce Bank | 29,307 | $209.5 萬 | 0.01% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 28,672 | $211.6 萬 | 0.00% | +7,332+34.4% | 加碼 |
| Erste Asset Management GmbH | 29,100 | $213.9 萬 | 0.02% | +800+2.8% | 加碼 |
| TD Asset Management Inc | 30,218 | $216.1 萬 | 0.00% | +797+2.7% | 加碼 |
| Federated Hermes, Inc. | 30,889 | $220.9 萬 | 0.00% | −2,372−7.1% | 減碼 |
| Gsa Capital Partners LLP | 30,908 | $221.0 萬 | 0.14% | +20,101+186.0% | 加碼 |
| Toronto Dominion Bank | 31,079 | $222.2 萬 | 0.00% | +793+2.6% | 加碼 |
| SG Americas Securities, LLC | 31,107 | $222.4 萬 | 0.00% | −202,051−86.7% | 減碼 |
| M&T Bank Corp | 31,202 | $223.1 萬 | 0.01% | −378−1.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 31,322 | $224.0 萬 | 0.00% | +1,862+6.3% | 加碼 |
| Teacher Retirement System of Texas | 31,682 | $226.5 萬 | 0.01% | −25,022−44.1% | 減碼 |
| UniSuper Management Pty Ltd | 32,084 | $229.4 萬 | 0.01% | −16,716−34.3% | 減碼 |
| Farther Finance Advisors, LLC | 32,143 | $229.9 萬 | 0.02% | +18,227+131.0% | 加碼 |
| British Columbia Investment Management Corp | 32,311 | $231.0 萬 | 0.01% | +2,111+7.0% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 32,688 | $233.7 萬 | 0.02% | −558−1.7% | 減碼 |
| Jump Financial, LLC | 32,800 | $234.5 萬 | 0.02% | +32,800 | 新進 |
| Weaver Consulting Group | 33,450 | $239.2 萬 | 0.49% | −265−0.8% | 減碼 |
| Mutual Advisors, LLC | 33,457 | $239.2 萬 | 0.05% | +94+0.3% | 加碼 |
| Utah Retirement Systems | 33,481 | $239.4 萬 | 0.02% | −1,703−4.8% | 減碼 |
| Sanctuary Advisors, LLC | 33,649 | $240.6 萬 | 0.01% | +2,106+6.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 33,982 | $243.0 萬 | 0.05% | −150.0% | 減碼 |
| Arkadios Wealth Advisors | 34,239 | $244.8 萬 | 0.04% | +438+1.3% | 加碼 |
| Tudor Investment Corp Et Al | 34,746 | $248.4 萬 | 0.01% | +24,917+253.5% | 加碼 |
| Nomura Asset Management International Inc. | 35,629 | $254.7 萬 | 0.00% | −59−0.2% | 減碼 |
| JustInvest LLC | 35,778 | $255.8 萬 | 0.02% | +1,117+3.2% | 加碼 |
| Cerity Partners LLC | 35,905 | $256.7 萬 | 0.00% | +2,964+9.0% | 加碼 |
| Investmark Advisory Group LLC | 36,479 | $260.8 萬 | 0.99% | +1,071+3.0% | 加碼 |
| Coldstream Capital Management Inc | 37,582 | $268.7 萬 | 0.03% | −4,415−10.5% | 減碼 |
| Capital Square, LLC | 37,841 | $271.2 萬 | 1.19% | −79−0.2% | 減碼 |
| J.W. Cole Advisors, Inc. | 38,201 | $273.1 萬 | 0.05% | +19,159+100.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 39,177 | $280.1 萬 | 0.01% | +2,185+5.9% | 加碼 |
| Hazelview Securities Inc. | 39,407 | $281.1 萬 | 0.39% | +39,407 | 新進 |
| Rockefeller Capital Management L.P. | 39,346 | $281.3 萬 | 0.00% | +659+1.7% | 加碼 |
| SummitTX Capital, L.P. | 40,395 | $288.8 萬 | 0.08% | +40,395 | 新進 |
| Meixler Investment Management, Ltd. | 40,804 | $291.7 萬 | 1.61% | −169−0.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 40,992 | $293.1 萬 | 0.08% | +621+1.5% | 加碼 |
| Xponance, Inc. | 41,436 | $296.3 萬 | 0.02% | +446+1.1% | 加碼 |
| Allstate Corp | 41,515 | $296.8 萬 | 0.03% | +3,168+8.3% | 加碼 |
| DnB Asset Management AS | 42,454 | $303.5 萬 | 0.01% | −3,757−8.1% | 減碼 |
| CWM Advisors, LLC | 42,811 | $306.1 萬 | 0.13% | +5,826+15.8% | 加碼 |
| New Mexico Educational Retirement Board | 43,400 | $310.3 萬 | 0.08% | 00.0% | 不變 |
| Private Advisor Group, LLC | 44,299 | $316.7 萬 | 0.01% | +5,289+13.6% | 加碼 |
| Squarepoint Ops LLC | 45,110 | $322.5 萬 | 0.01% | +45,110 | 新進 |
| Freedom Financial Partners LLC | 45,121 | $322.6 萬 | 1.05% | −718−1.6% | 減碼 |
| Guggenheim Capital LLC | 45,577 | $325.9 萬 | 0.02% | +13,836+43.6% | 加碼 |
| Pensionfund DSM Netherlands | 45,800 | $327.5 萬 | 1.69% | +1,500+3.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 46,019 | $329.0 萬 | 0.04% | +1,200+2.7% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 46,627 | $333.4 萬 | 0.01% | −2,886−5.8% | 減碼 |
| QRG Capital Management, Inc. | 46,736 | $334.2 萬 | 0.03% | +3,493+8.1% | 加碼 |
| NEOS Investment Management LLC | 46,985 | $335.9 萬 | 0.01% | +5,492+13.2% | 加碼 |
| Andra AP-fonden | 47,300 | $338.2 萬 | 0.04% | +46,359+4,926.6% | 加碼 |
| Hantz Financial Services, Inc. | 47,414 | $339.0 萬 | 0.05% | −757−1.6% | 減碼 |
| HighTower Advisors, LLC | 47,524 | $339.8 萬 | 0.00% | −5,065−9.6% | 減碼 |
| Vestcor Inc | 47,585 | $340.2 萬 | 0.08% | 00.0% | 不變 |
| Romano Brothers and Company | 47,885 | $342.4 萬 | 0.34% | −950−1.9% | 減碼 |
| Stifel Financial Corp | 48,418 | $346.4 萬 | 0.00% | −1,406−2.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 48,929 | $349.8 萬 | 0.01% | −9,838−16.7% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 49,108 | $351.1 萬 | 0.02% | +49,108 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 49,131 | $351.3 萬 | 0.07% | +37,633+327.3% | 加碼 |
| NewSquare Capital LLC | 50,073 | $358.0 萬 | 0.27% | +1,859+3.9% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 50,105 | $358.3 萬 | 0.04% | +1,009+2.1% | 加碼 |