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WP CAREY · 13F 机构持仓分析
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WP CAREY

WP CAREY INCWPC
持有机构数
902
机构合计市值 (Q2 2026)
$128.94亿
机构合计股数 (Q2 2026)
1.80亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,750.4万股
454 · 113 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,095.0万股
369 · 75 清仓 · ≈
⚖️ 净额
+655.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$128.94亿
持有机构数
902
新买入
113
加仓
341
减仓
294
清仓
75
持股不变
154
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
贝莱德BlackRock, Inc.
0.04%0.04%#299$23.72亿3,317.2万股$20.46亿3,010.9万股+306.3万股+10.17%加仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
0.06%0.07%#213$13.76亿1,924.2万股$13.02亿1,915.1万股+9.1万股+0.47%加仓
道富集团STATE STREET CORP
0.03%0.03%#348$8.95亿1,235.6万股$8.50亿1,233.9万股+1.7万股+0.14%加仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
0.02%0.02%#472$7.17亿1,002.6万股$6.79亿999.3万股+3.3万股+0.33%加仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
0.02%0.02%#418$3.59亿502.9万股$3.33亿491.4万股+11.5万股+2.35%加仓
MFS马萨诸塞金融服务MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.11%0.1%#142$3.25亿446.7万股$2.90亿419.1万股+27.6万股+6.59%加仓
景顺Invesco Ltd.
0.03%0.05%#351$3.24亿453.6万股$3.05亿449.2万股+4.4万股+0.97%加仓
北方信托NORTHERN TRUST CORP
0.03%0.02%#338$2.43亿340.5万股$1.81亿266.0万股+74.5万股+28.02%加仓
维度基金顾问DIMENSIONAL FUND ADVISORS LP
0.04%0.05%#267$2.39亿334.7万股$2.28亿334.8万股-1,568股-0.05%减仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.03%0.03%#312$2.33亿326.2万股$2.07亿304.6万股+21.6万股+7.08%加仓
挪威央行投资管理NORGES BANK
0.02%0.02%#402$2.04亿284.7万股$1.50亿237.6万股+47.1万股+19.82%加仓
英国法通集团Legal & General Group Plc
0.04%0.04%#279$1.89亿264.8万股$1.86亿274.3万股-9.5万股-3.48%减仓
纽约梅隆银行Bank of New York Mellon Corp
0.03%0.03%#345$1.65亿230.6万股$1.60亿235.4万股-4.8万股-2.05%减仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.03%0.03%#325$1.62亿227.0万股$1.50亿220.5万股+6.5万股+2.96%加仓
纽文Nuveen, LLC
0.04%0.04%#294$1.50亿209.6万股$1.44亿212.6万股-3.0万股-1.41%减仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#592$1.46亿204.8万股$1.23亿181.7万股+23.1万股+12.73%加仓
瑞银集团UBS Group AG
0.02%0.02%#429$1.44亿202.0万股$1.13亿166.5万股+35.5万股+21.30%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#585$1.28亿179.1万股$9,281.5万136.6万股+42.5万股+31.12%加仓
DEUTSCHE 银行 AG\DEUTSCHE BANK AG\
0.04%0.01%#289$1.28亿178.8万股$3,162.4万46.5万股+132.2万股+284.19%加仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#628$1.09亿148.1万股$2.28亿335.9万股-187.8万股-55.90%减仓
股权投资公司EQUITY INVESTMENT CORP
2.06%2.11%#3$1.08亿151.3万股$1.08亿158.3万股-7.0万股-4.44%减仓
先锋信托VANGUARD FIDUCIARY TRUST CO
0.02%0.02%#380$1.01亿140.8万股$9,255.8万136.2万股+4.6万股+3.35%加仓
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
0.02%0.02%#467$9,010.3万126.0万股$9,691.0万142.6万股-16.6万股-11.63%减仓
魁北克储蓄投资集团(CDPQ)CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
0.11%0.05%#137$7,691.0万107.6万股$3,301.0万48.6万股+59.0万股+121.45%加仓
Advisors资本管理Advisors Capital Management, LLC
0.78%0.81%#22$7,373.6万103.1万股$6,908.9万101.7万股+1.5万股+1.44%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.1%0.13%#144$6,730.1万94.1万股$7,442.7万109.5万股-15.4万股-14.05%减仓
汇丰控股HSBC HOLDINGS PLC
0.03%0.03%#340$6,714.2万93.8万股$6,309.9万92.8万股+9,986股+1.08%加仓
东方汇理Amundi
0.02%0.02%#462$6,477.2万90.6万股$6,117.7万90.0万股+5,711股+0.63%加仓
荷宝机构资产管理Robeco Institutional Asset Management B.V.
0.07%0.08%#189$5,958.9万83.3万股$5,881.1万86.5万股-3.2万股-3.69%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#519$5,788.9万80.9万股$5,736.2万84.4万股-3.4万股-4.08%减仓
LPL金融LPL Financial LLC
0.01%0.01%#509$5,674.0万79.4万股$5,471.0万80.5万股-1.1万股-1.42%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.07%0.08%#193$5,545.6万77.6万股$5,388.9万79.3万股-1.7万股-2.19%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.04%0.04%#277$5,513.7万77.1万股$5,448.4万80.2万股-3.1万股-3.81%减仓
Zacks投资管理ZACKS INVESTMENT MANAGEMENT
0.35%0.31%#52$4,899.9万68.5万股$3,860.3万56.8万股+11.7万股+20.65%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#497$4,890.0万68.4万股$3,864.5万56.9万股+11.5万股+20.27%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#523$4,832.8万67.6万股$4,233.5万62.3万股+5.3万股+8.50%加仓
第一信托顾问FIRST TRUST ADVISORS LP
0.03%0.03%#339$4,804.0万67.2万股$4,418.7万65.0万股+2.2万股+3.34%加仓
RhumbLine顾问RHUMBLINE ADVISERS
0.04%0.04%#298$4,657.9万65.1万股$4,301.2万63.3万股+1.9万股+2.93%加仓
城堡顾问CITADEL ADVISORS LLC
0.01%0.02%#647$4,465.0万62.4万股$1.07亿158.1万股-95.6万股-60.49%减仓
三井住友信托集团Sumitomo Mitsui Trust Group, Inc.
0.03%0.03%#355$4,439.7万62.1万股$4,323.1万63.6万股-1.5万股-2.39%减仓
瑞士央行Swiss National Bank
0.02%0.03%#370$4,421.2万61.8万股$4,370.9万64.3万股-2.5万股-3.86%减仓
罗素投资集团Russell Investments Group, Ltd.
0.03%0.01%#304$4,316.5万60.2万股$1,128.8万16.6万股+43.6万股+262.66%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.01%<0.01%#489$4,165.1万58.3万股$303.8万4.5万股+53.8万股+1,203.28%加仓
VIRGINIA RETIREMENT SYSTEMS ET Al
0.25%#71$4,156.8万58.1万股$00股+58.1万股新买入
施罗德投资管理SCHRODER INVESTMENT MANAGEMENT GROUP
0.03%0.03%#329$4,138.6万57.0万股$4,158.7万62.1万股-5.1万股-8.14%减仓
APG资产管理美国APG Asset Management US Inc.
0.29%0.31%#65$4,107.0万58.0万股$4,024.7万58.0万股00.00%持仓不变
胜利资本管理VICTORY CAPITAL MANAGEMENT INC
0.02%0.02%#373$4,056.4万56.7万股$3,704.7万54.5万股+2.2万股+4.07%加仓
Corient私人财富Corient Private Wealth LLC
0.03%0.01%#319$3,987.4万55.4万股$656.6万9.7万股+45.7万股+470.28%加仓
CANADA LIFE ASSURANCE Co
0.06%0.06%#219$3,715.9万52.0万股$3,462.4万50.9万股+1.1万股+2.17%加仓
巴克莱BARCLAYS PLC
0.01%0.01%#613$3,658.0万51.2万股$4,599.1万67.7万股-16.5万股-24.40%减仓

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