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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 3,528 | $22.9 萬 | 0.00% | +3,528 | 新進 |
| Venture Visionary Partners LLC | 3,570 | $23.1 萬 | 0.01% | +3,570 | 新進 |
| Monument Capital Management | 3,572 | $23.2 萬 | 0.07% | −2,303−39.2% | 減碼 |
| Regions Financial Corp | 3,606 | $23.4 萬 | 0.00% | +3,606 | 新進 |
| New York Life Investment Management LLC | 3,614 | $23.4 萬 | 0.00% | +3,614 | 新進 |
| Coppell Advisory Solutions LLC | 3,640 | $23.6 萬 | 0.05% | −415−10.2% | 減碼 |
| Bessemer Group Inc | 3,667 | $23.7 萬 | 0.00% | −9−0.2% | 減碼 |
| Ci Investments Inc. | 3,692 | $23.9 萬 | 0.00% | +2,818+322.4% | 加碼 |
| Intech Investment Management LLC | 3,702 | $24.0 萬 | 0.00% | −6,382−63.3% | 減碼 |
| Nebula Research & Development LLC | 3,713 | $24.1 萬 | 0.07% | +3,713 | 新進 |
| Concord Asset Management, LLC | 3,740 | $24.2 萬 | 0.07% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 3,745 | $24.3 萬 | 0.05% | −208−5.3% | 減碼 |
| Brookstone Capital Management | 3,750 | $24.3 萬 | 0.00% | −263−6.6% | 減碼 |
| UMA Financial Services, Inc. | 3,759 | $24.4 萬 | 0.05% | −1,122−23.0% | 減碼 |
| Accurate Wealth Management, LLC | 3,705 | $24.7 萬 | 0.08% | −291−7.3% | 減碼 |
| Ellevest, Inc. | 3,827 | $24.8 萬 | 0.02% | +3,827 | 新進 |
| Waterloo Capital, L.P. | 3,835 | $24.9 萬 | 0.04% | +3,835 | 新進 |
| Plancorp, LLC | 3,840 | $24.9 萬 | 0.01% | −84−2.1% | 減碼 |
| Buckingham Strategic Wealth, LLC | 3,854 | $25.0 萬 | 0.00% | −1,423−27.0% | 減碼 |
| Tompkins Financial Corp | 3,856 | $25.0 萬 | 0.03% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 3,880 | $25.1 萬 | 0.03% | +1,611+71.0% | 加碼 |
| Harbour Investments, Inc. | 3,883 | $25.2 萬 | 0.01% | +651+20.1% | 加碼 |
| LVW Advisors, LLC | 3,905 | $25.3 萬 | 0.05% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 3,927 | $25.5 萬 | 0.19% | +3,927 | 新進 |
| Parsons Capital Management Inc | 3,950 | $25.6 萬 | 0.02% | −300−7.1% | 減碼 |
| Monterey Private Wealth, Inc. | 3,953 | $25.6 萬 | 0.12% | +83+2.1% | 加碼 |
| Evanson Asset Management, LLC | 3,955 | $25.6 萬 | 0.02% | +7+0.2% | 加碼 |
| Two Sigma Securities, LLC | 3,958 | $25.7 萬 | 0.01% | +3,958 | 新進 |
| Clearview Wealth Advisors LLC | 3,979 | $25.8 萬 | 0.30% | −74−1.8% | 減碼 |
| Napa Wealth Management | 4,022 | $26.1 萬 | 0.14% | +4,022 | 新進 |
| Wolverine Asset Management LLC | 4,039 | $26.2 萬 | 0.00% | −51,317−92.7% | 減碼 |
| Aspire Wealth Management Corp | 4,048 | $26.2 萬 | 0.18% | +43+1.1% | 加碼 |
| Kowal Investment Group, LLC | 4,071 | $26.4 萬 | 0.06% | −1,138−21.8% | 減碼 |
| Proequities, Inc. | 4,022 | $26.4 萬 | 0.02% | +250+6.6% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 4,082 | $26.5 萬 | 0.14% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 4,083 | $26.5 萬 | 0.12% | +4,083 | 新進 |
| HM Payson & Co | 4,086 | $26.5 萬 | 0.01% | 00.0% | 不變 |
| San Luis Wealth Advisors LLC | 4,086 | $26.5 萬 | 0.11% | 00.0% | 不變 |
| Virtu Financial LLC | 4,083 | $26.5 萬 | 0.02% | +4,083 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 4,130 | $26.8 萬 | 0.01% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 4,180 | $27.1 萬 | 0.02% | −2,555−37.9% | 減碼 |
| Wedbush Securities Inc | 4,183 | $27.1 萬 | 0.01% | −248−5.6% | 減碼 |
| Larson Financial Group LLC | 4,213 | $27.3 萬 | 0.02% | +257+6.5% | 加碼 |
| Telos Capital Management, Inc. | 4,230 | $27.4 萬 | 0.03% | +4,230 | 新進 |
| Philip James Wealth Mangement, LLC | 4,232 | $27.4 萬 | 0.21% | +4,232 | 新進 |
| Garrison Asset Management, LLC | 4,250 | $27.5 萬 | 0.15% | +4+0.1% | 加碼 |
| Lido Advisors, LLC | 4,232 | $27.8 萬 | 0.00% | −452−9.6% | 減碼 |
| MV Capital Management, Inc. | 4,289 | $27.8 萬 | 0.04% | −794−15.6% | 減碼 |
| L.M. Kohn & Company | 4,361 | $28.3 萬 | 0.09% | +300+7.4% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 4,380 | $28.4 萬 | 0.01% | −12−0.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 4,448 | $28.8 萬 | 0.00% | −720−13.9% | 減碼 |
| RFG Advisory, LLC | 4,458 | $28.9 萬 | 0.01% | −1,340−23.1% | 減碼 |
| Flagship Harbor Advisors, LLC | 4,464 | $28.9 萬 | 0.02% | −77−1.7% | 減碼 |
| Sovereign Financial Group, Inc. | 4,468 | $29.0 萬 | 0.09% | 00.0% | 不變 |
| Mach-1 Financial Group, Inc. | 4,480 | $29.0 萬 | 0.11% | 00.0% | 不變 |
| Vestcor Inc | 4,495 | $29.1 萬 | 0.01% | −35−0.8% | 減碼 |
| Level Four Advisory Services, LLC | 4,503 | $29.2 萬 | 0.02% | +4,503 | 新進 |
| Dividend Assets Capital, LLC | 4,500 | $29.2 萬 | 0.06% | 00.0% | 不變 |
| GeoWealth Management, LLC | 4,519 | $29.3 萬 | 0.02% | +4,519 | 新進 |
| BancorpSouth Bank | 4,633 | $30.0 萬 | 0.02% | 00.0% | 不變 |
| DF Dent & Co Inc | 4,699 | $30.5 萬 | 0.00% | −647−12.1% | 減碼 |
| Gateway Investment Advisers LLC | 4,709 | $30.5 萬 | 0.00% | −34,355−87.9% | 減碼 |
| Colony Group, LLC | 4,735 | $30.7 萬 | 0.00% | +4,735 | 新進 |
| Kingsview Wealth Management, LLC | 4,742 | $30.7 萬 | 0.01% | −447−8.6% | 減碼 |
| Cornerstone Wealth Group, LLC | 4,743 | $30.7 萬 | 0.04% | −286−5.7% | 減碼 |
| Raleigh Capital Management Inc. | 4,782 | $31.0 萬 | 0.14% | −271−5.4% | 減碼 |
| Insight 2811, Inc. | 4,798 | $31.1 萬 | 0.17% | −1,098−18.6% | 減碼 |
| Degroof Petercam Asset Management | 4,800 | $31.1 萬 | 0.00% | +4,800 | 新進 |
| Round Rock Advisors, LLC | 4,814 | $31.2 萬 | 0.08% | +242+5.3% | 加碼 |
| Redwood Financial Network Corp | 4,825 | $31.3 萬 | 0.30% | −90−1.8% | 減碼 |
| Kathmere Capital Management, LLC | 4,907 | $31.8 萬 | 0.04% | 00.0% | 不變 |
| DFPG Investments, LLC | 4,938 | $31.9 萬 | 0.02% | −411−7.7% | 減碼 |
| Procyon Private Wealth Partners, LLC | 4,954 | $32.1 萬 | 0.03% | −1,875−27.5% | 減碼 |
| Investment Management Corp of Ontario | 5,029 | $32.6 萬 | 0.01% | +5,029 | 新進 |
| Summit Wealth Group, LLC | 5,047 | $32.7 萬 | 0.26% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 5,048 | $32.7 萬 | 0.00% | −636−11.2% | 減碼 |
| Barlow Wealth Partners, Inc. | 5,049 | $32.7 萬 | 0.05% | +5,049 | 新進 |
| Prosperitas Financial LLC | 5,055 | $32.8 萬 | 0.24% | +62+1.2% | 加碼 |
| Sound Income Strategies, LLC | 5,095 | $33.0 萬 | 0.03% | −381−7.0% | 減碼 |
| Main Street Financial Solutions, LLC | 5,121 | $33.2 萬 | 0.04% | +63+1.2% | 加碼 |
| Columbia Asset Management | 5,125 | $33.2 萬 | 0.07% | −1,105−17.7% | 減碼 |
| Retirement Planning Co of New England, Inc. | 5,171 | $33.5 萬 | 0.15% | +290+5.9% | 加碼 |
| Cherry Tree Wealth Management, LLC | 5,187 | $33.6 萬 | 0.09% | 00.0% | 不變 |
| H&H Retirement Design & Management INC | 5,494 | $33.7 萬 | 0.21% | +102+1.9% | 加碼 |
| Integrated Advisors Network LLC | 5,248 | $34.0 萬 | 0.02% | +5,248 | 新進 |
| Basepoint Wealth LLC | 5,264 | $34.1 萬 | 0.27% | +102+2.0% | 加碼 |
| Syntegra Private Wealth Group, LLC | 5,269 | $34.1 萬 | 0.05% | −416−7.3% | 減碼 |
| Carret Asset Management, LLC | 5,323 | $34.5 萬 | 0.04% | −10.0% | 減碼 |
| LexAurum Advisors, LLC | 5,324 | $34.5 萬 | 0.09% | −622−10.5% | 減碼 |
| Octavia Wealth Advisors, LLC | 5,297 | $34.8 萬 | 0.06% | −3,661−40.9% | 減碼 |
| Teamwork Financial Advisors, LLC | 5,367 | $34.8 萬 | 0.06% | +829+18.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 5,368 | $34.8 萬 | 0.00% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 5,386 | $34.9 萬 | 0.01% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 5,400 | $35.0 萬 | 0.02% | −59,626−91.7% | 減碼 |
| Daymark Wealth Partners, LLC | 5,427 | $35.2 萬 | 0.02% | −1,350−19.9% | 減碼 |
| Tritonpoint Wealth, LLC | 5,358 | $35.2 萬 | 0.03% | +5,358 | 新進 |
| Intrua Financial, LLC | 5,467 | $35.4 萬 | 0.06% | −692−11.2% | 減碼 |
| MAI Capital Management | 5,501 | $35.7 萬 | 0.00% | −111−2.0% | 減碼 |
| Evergreen Capital Management LLC | 5,428 | $35.7 萬 | 0.01% | +5,428 | 新進 |
| NewEdge Wealth, LLC | 5,555 | $36.0 萬 | 0.01% | +117+2.2% | 加碼 |