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。
2023 年第 4 季 13F 持有人
W. P. Carey Inc. 在 2023/12/31 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
- 782
- 較 2023 年第 3 季 +45 家
- 持有股數
- 1.61 億
- 較 2023 年第 3 季 +2,190 萬 (+15.7%)
- 總市值
- $104.6 億
- 較 2023 年第 3 季 +$29.0 億 (+38.4%)
- 新進機構
- 120
- 另有 232 家加碼
- 清倉機構
- 75
- 另有 312 家減碼
另有 9 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 |
2023 年第 4 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| GoalVest Advisory LLC | 632 | $4.10 萬 | 0.02% | −11,889−95.0% | 減碼 |
| State of Wyoming | 640 | $4.15 萬 | 0.01% | +66+11.5% | 加碼 |
| Strengthening Families & Communities, LLC | 640 | $4.15 萬 | 0.03% | +7+1.1% | 加碼 |
| Tidemark, LLC | 653 | $4.23 萬 | 0.03% | +653 | 新進 |
| City State Bank | 682 | $4.40 萬 | 0.02% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 680 | $4.41 萬 | 0.01% | 00.0% | 不變 |
| Moser Wealth Advisors, LLC | 681 | $4.41 萬 | 0.03% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 697 | $4.52 萬 | 0.01% | 00.0% | 不變 |
| Alta Advisers Ltd | 700 | $4.54 萬 | 0.02% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 700 | $4.54 萬 | 0.02% | 00.0% | 不變 |
| Barrett & Company, Inc. | 702 | $4.55 萬 | 0.02% | 00.0% | 不變 |
| Cassady Schiller Wealth Management, LLC | 740 | $4.80 萬 | 0.02% | 00.0% | 不變 |
| Umb Bank N A | 771 | $5.00 萬 | 0.00% | −2−0.3% | 減碼 |
| Bokf, NA | 783 | $5.07 萬 | 0.00% | +500+176.7% | 加碼 |
| First Horizon Advisors, Inc. | 835 | $5.41 萬 | 0.00% | 00.0% | 不變 |
| Retirement Group, LLC | 842 | $5.46 萬 | 0.02% | +277+49.0% | 加碼 |
| NewSquare Capital LLC | 843 | $5.46 萬 | 0.01% | −283−25.1% | 減碼 |
| Bangor Savings Bank | 850 | $5.51 萬 | 0.01% | −1,150−57.5% | 減碼 |
| Princeton Global Asset Management LLC | 869 | $5.63 萬 | 0.01% | 00.0% | 不變 |
| Independence Bank of Kentucky | 880 | $5.70 萬 | 0.02% | −100−10.2% | 減碼 |
| Montag A & Associates Inc | 870 | $5.71 萬 | 0.00% | +300+52.6% | 加碼 |
| MCF Advisors LLC | 891 | $5.82 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,087 | $5.90 萬 | 0.00% | +349+47.3% | 加碼 |
| Capital Analysts, LLC | 925 | $6.00 萬 | 0.00% | +9+1.0% | 加碼 |
| Lindbrook Capital, LLC | 935 | $6.06 萬 | 0.01% | +96+11.4% | 加碼 |
| Key Financial Inc | 962 | $6.24 萬 | 0.02% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,013 | $6.28 萬 | 0.02% | +1,013 | 新進 |
| Quent Capital, LLC | 969 | $6.28 萬 | 0.01% | +235+32.0% | 加碼 |
| JJJ Advisors Inc. | 967 | $6.31 萬 | 0.02% | +697+258.1% | 加碼 |
| National Bank of Canada | 975 | $6.42 萬 | 0.00% | +84+9.4% | 加碼 |
| St Germain D J Co Inc | 992 | $6.43 萬 | 0.00% | 00.0% | 不變 |
| Desjardins Global Asset Management Inc. | 1,027 | $6.66 萬 | 0.01% | −308−23.1% | 減碼 |
| REAP Financial Group, LLC | 1,031 | $6.68 萬 | 0.02% | +1,031 | 新進 |
| Federation des caisses Desjardins du Quebec | 1,057 | $6.85 萬 | 0.00% | −11,598−91.6% | 減碼 |
| Whittier Trust Co | 1,100 | $7.13 萬 | 0.00% | −9−0.8% | 減碼 |
| Tyler-Stone Wealth Management | 1,200 | $7.78 萬 | 0.04% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,202 | $7.79 萬 | 0.00% | 00.0% | 不變 |
| South State Corp. | 1,244 | $8.06 萬 | 0.01% | 00.0% | 不變 |
| Bank of New Hampshire | 1,246 | $8.08 萬 | 0.02% | −130−9.4% | 減碼 |
| Addison Advisors LLC | 1,279 | $8.29 萬 | 0.03% | −133−9.4% | 減碼 |
| Logan Capital Management Inc | 1,300 | $8.43 萬 | 0.00% | 00.0% | 不變 |
| Creekmur Asset Management LLC | 1,301 | $8.43 萬 | 0.03% | +1,301 | 新進 |
| Rise Advisors, LLC | 1,315 | $8.52 萬 | 0.06% | +4+0.3% | 加碼 |
| Institutional & Family Asset Management, LLC | 1,319 | $8.55 萬 | 0.01% | 00.0% | 不變 |
| Ancora Advisors, LLC | 1,355 | $8.78 萬 | 0.00% | −2,855−67.8% | 減碼 |
| Sofos Investments, Inc. | 1,359 | $8.81 萬 | 0.02% | +1,359 | 新進 |
| Covestor Ltd | 1,380 | $8.90 萬 | 0.06% | +597+76.2% | 加碼 |
| Financial Management Professionals, Inc. | 1,492 | $9.70 萬 | 0.02% | +9+0.6% | 加碼 |
| Planned Solutions, Inc. | 1,543 | $10.0 萬 | 0.05% | +1,543 | 新進 |
| Kelly Financial Services LLC | 1,784 | $11.6 萬 | 0.05% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,792 | $11.6 萬 | 0.01% | +817+83.8% | 加碼 |
| Baystate Wealth Management LLC | 1,801 | $11.7 萬 | 0.01% | +14+0.8% | 加碼 |
| Groupama Asset Managment | 3,638 | $11.9 萬 | 0.00% | +3,638 | 新進 |
| PSI Advisors, LLC | 1,846 | $12.0 萬 | 0.04% | −878−32.2% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,932 | $12.5 萬 | 0.01% | −244−11.2% | 減碼 |
| Salem Investment Counselors Inc | 1,926 | $12.6 萬 | 0.00% | 00.0% | 不變 |
| Bramshill Investments, LLC | 2,027 | $12.7 萬 | 0.01% | −36,598−94.8% | 減碼 |
| Missouri Trust & Investment Co | 2,000 | $13.0 萬 | 0.05% | −800−28.6% | 減碼 |
| Northwest Financial Advisors | 2,030 | $13.2 萬 | 0.11% | +2,030 | 新進 |
| Spire Wealth Management | 2,040 | $13.4 萬 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 2,113 | $13.7 萬 | 0.01% | −366−14.8% | 減碼 |
| Pin Oak Investment Advisors Inc | 2,100 | $13.8 萬 | 0.14% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 2,283 | $14.8 萬 | 0.06% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,306 | $14.9 萬 | 0.00% | −72−3.0% | 減碼 |
| Quadrant Capital Group LLC | 2,312 | $15.0 萬 | 0.01% | +964+71.5% | 加碼 |
| Central Trust Co | 2,421 | $15.7 萬 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 2,440 | $15.8 萬 | 0.01% | +300+14.0% | 加碼 |
| Washington Trust Co | 2,473 | $16.0 萬 | 0.01% | −415−14.4% | 減碼 |
| AllSquare Wealth Management LLC | 2,540 | $16.5 萬 | 0.10% | 00.0% | 不變 |
| Benjamin Edwards Inc | 2,596 | $16.8 萬 | 0.04% | −104−3.9% | 減碼 |
| IAG Wealth Partners, LLC | 2,594 | $16.8 萬 | 0.04% | −319−11.0% | 減碼 |
| North Star Investment Management Corp. | 2,665 | $17.3 萬 | 0.01% | −259−8.9% | 減碼 |
| First Manhattan Co | 2,702 | $17.5 萬 | 0.00% | −5,698−67.8% | 減碼 |
| Westpac Banking Corp | 2,734 | $17.7 萬 | 0.01% | +575+26.6% | 加碼 |
| Laraway Financial Inc | 2,751 | $17.8 萬 | 0.17% | +25+0.9% | 加碼 |
| Motco | 2,805 | $18.2 萬 | 0.01% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 2,805 | $18.2 萬 | 0.02% | +153+5.8% | 加碼 |
| Glassman Wealth Services | 2,811 | $18.2 萬 | 0.03% | −171−5.7% | 減碼 |
| Focused Wealth Management, Inc | 3,085 | $20.0 萬 | 0.03% | +123+4.2% | 加碼 |
| IFP Advisors, Inc | 3,100 | $20.1 萬 | 0.01% | +280+9.9% | 加碼 |
| Leo Wealth, LLC | 3,332 | $20.2 萬 | 0.02% | +3,332 | 新進 |
| Armstrong Advisory Group, Inc | 3,174 | $20.6 萬 | 0.02% | −365−10.3% | 減碼 |
| Ritholtz Wealth Management | 3,206 | $20.8 萬 | 0.01% | +3,206 | 新進 |
| Fortitude Advisory Group L.L.C. | 3,211 | $20.8 萬 | 0.13% | +3,211 | 新進 |
| KPP Advisory Services LLC | 3,225 | $20.9 萬 | 0.18% | +3,225 | 新進 |
| Keybank National Association | 3,236 | $21.0 萬 | 0.00% | +3,236 | 新進 |
| First Heartland Consultants, Inc. | 3,269 | $21.2 萬 | 0.03% | +3,269 | 新進 |
| Bridgewealth Advisory Group, LLC | 3,276 | $21.2 萬 | 0.16% | +3,276 | 新進 |
| Verition Fund Management LLC | 3,294 | $21.3 萬 | 0.00% | −1,990−37.7% | 減碼 |
| Bourgeon Capital Management LLC | 3,296 | $21.4 萬 | 0.05% | +500+17.9% | 加碼 |
| Beacon Bridge Wealth Partners, LLC | 3,332 | $21.6 萬 | 0.11% | +3,332 | 新進 |
| Naples Global Advisors, LLC | 3,300 | $21.7 萬 | 0.02% | −1,290−28.1% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 3,350 | $21.7 萬 | 0.06% | +3,350 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 3,363 | $21.8 萬 | 0.01% | +3,363 | 新進 |
| HB Wealth Management, LLC | 3,368 | $21.8 萬 | 0.00% | +3,368 | 新進 |
| Avantax Planning Partners, Inc. | 3,379 | $21.9 萬 | 0.01% | −1,017−23.1% | 減碼 |
| Archetype Wealth Partners | 3,414 | $22.1 萬 | 0.04% | +3,414 | 新進 |
| Tobam | 3,468 | $22.5 萬 | 0.02% | +388+12.6% | 加碼 |
| Huntington National Bank | 3,484 | $22.6 萬 | 0.00% | −1,393−28.6% | 減碼 |
| Detalus Advisors, LLC | 3,500 | $22.7 萬 | 0.09% | −269−7.1% | 減碼 |