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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 16,208 | $105.0 萬 | 0.01% | −66−0.4% | 減碼 |
| Ameritas Advisory Services, LLC | 16,580 | $104.8 萬 | 0.06% | +194+1.2% | 加碼 |
| Colonial Trust Co | 16,077 | $104.2 萬 | 0.22% | −6,129−27.6% | 減碼 |
| Alpha Omega Wealth Management LLC | 16,043 | $104.0 萬 | 0.17% | −54−0.3% | 減碼 |
| Atria Investments LLC | 15,983 | $103.6 萬 | 0.02% | −7,838−32.9% | 減碼 |
| Naviter Wealth, LLC | 15,425 | $101.3 萬 | 0.20% | +1,752+12.8% | 加碼 |
| Cerity Partners LLC | 15,420 | $100.0 萬 | 0.00% | +1,555+11.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 15,105 | $97.9 萬 | 0.02% | +15,105 | 新進 |
| DoubleLine ETF Adviser LP | 15,047 | $97.5 萬 | 0.28% | +15,047 | 新進 |
| Steward Partners Investment Advisory, LLC | 15,046 | $97.5 萬 | 0.01% | −2,610−14.8% | 減碼 |
| Texas Yale Capital Corp. | 14,891 | $96.5 萬 | 0.05% | −394−2.6% | 減碼 |
| Principal Securities, Inc. | 14,680 | $95.1 萬 | 0.04% | +14,680 | 新進 |
| Rockefeller Capital Management L.P. | 14,580 | $94.5 萬 | 0.00% | +198+1.4% | 加碼 |
| HBK Sorce Advisory LLC | 14,529 | $94.2 萬 | 0.04% | +8,018+123.1% | 加碼 |
| Independent Financial Group, LLC | 14,370 | $93.1 萬 | 0.05% | −4,420−23.5% | 減碼 |
| RMB Capital Management, LLC | 14,369 | $93.1 萬 | 0.03% | +60.0% | 加碼 |
| National Asset Management, Inc. | 14,046 | $92.3 萬 | 0.02% | −2,058−12.8% | 減碼 |
| Natixis Advisors, L.P. | 14,218 | $92.1 萬 | 0.00% | +14,218 | 新進 |
| Nordea Investment Management AB | 14,017 | $91.3 萬 | 0.00% | 00.0% | 不變 |
| D.B. Root & Company, LLC | 14,045 | $91.0 萬 | 0.33% | −5,535−28.3% | 減碼 |
| Client 1st Advisory Group, LLC | 13,783 | $89.3 萬 | 0.43% | −240−1.7% | 減碼 |
| C2C Wealth Management, LLC | 13,463 | $88.4 萬 | 0.75% | −1,600−10.6% | 減碼 |
| Prudential PLC | 13,558 | $87.9 萬 | 0.01% | +4,329+46.9% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 13,507 | $87.5 萬 | 0.06% | +13,507 | 新進 |
| Penserra Capital Management LLC | 13,517 | $87.5 萬 | 0.02% | +3,816+39.3% | 加碼 |
| Alaska Permanent Fund Corp | 13,465 | $87.3 萬 | 0.01% | −11,729−46.6% | 減碼 |
| Aurora Private Wealth, Inc. | 13,462 | $87.2 萬 | 0.82% | +135+1.0% | 加碼 |
| Vista Investment Management | 13,448 | $87.2 萬 | 0.40% | +121+0.9% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 13,408 | $86.9 萬 | 0.04% | −4,362−24.5% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 13,251 | $85.9 萬 | 0.02% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 12,967 | $85.2 萬 | 0.01% | +12,967 | 新進 |
| Royal Fund Management, LLC | 13,085 | $84.8 萬 | 0.11% | +1,057+8.8% | 加碼 |
| Lockheed Martin Investment Management Co | 11,875 | $84.1 萬 | 0.06% | −3,200−21.2% | 減碼 |
| Samalin Investment Counsel, LLC | 12,965 | $84.0 萬 | 0.42% | +2,223+20.7% | 加碼 |
| SageView Advisory Group, LLC | 13,461 | $83.9 萬 | 0.04% | +3,967+41.8% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 12,884 | $83.5 萬 | 0.00% | +1,558+13.8% | 加碼 |
| Heirloom Wealth Management | 12,541 | $81.3 萬 | 0.31% | −34−0.3% | 減碼 |
| Global Retirement Partners, LLC | 12,127 | $81.3 萬 | 0.03% | −2,048−14.4% | 減碼 |
| Advisory Services Network, LLC | 12,436 | $80.6 萬 | 0.02% | −1,697−12.0% | 減碼 |
| Ossiam | 12,333 | $79.9 萬 | 0.01% | +933+8.2% | 加碼 |
| Howe & Rusling Inc | 11,899 | $77.1 萬 | 0.08% | 00.0% | 不變 |
| Achmea Investment Management B.V. | 11,619 | $75.3 萬 | 0.02% | +5,139+79.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 11,503 | $74.5 萬 | 0.04% | −1,430−11.1% | 減碼 |
| ProShare Advisors LLC | 11,502 | $74.5 萬 | 0.00% | +11,502 | 新進 |
| Adams Wealth Management | 11,308 | $73.3 萬 | 0.22% | −526−4.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,277 | $73.1 萬 | 0.00% | −1,281−10.2% | 減碼 |
| LGT Financial Advisors LLC | 11,241 | $72.9 萬 | 0.89% | −3,958−26.0% | 減碼 |
| Raymond James Trust N.A. | 11,168 | $72.4 萬 | 0.02% | −2,059−15.6% | 減碼 |
| Peddock Capital Advisors, LLC | 11,163 | $72.3 萬 | 0.22% | −256−2.2% | 減碼 |
| Flagship Private Wealth, LLC | 11,150 | $72.3 萬 | 0.56% | −596−5.1% | 減碼 |
| Cooper Financial Group | 11,106 | $72.0 萬 | 0.13% | −467−4.0% | 減碼 |
| Concurrent Investment Advisors, LLC | 10,961 | $71.0 萬 | 0.03% | +10,961 | 新進 |
| Pathstone Holdings, LLC | 10,811 | $70.9 萬 | 0.00% | +10,811 | 新進 |
| Independent Advisor Alliance | 10,940 | $70.9 萬 | 0.03% | −4,291−28.2% | 減碼 |
| Swiss Life Asset Management Ltd | 10,921 | $70.9 萬 | 0.01% | +10,921 | 新進 |
| Highlander Capital Management, LLC | 10,825 | $70.2 萬 | 0.25% | 00.0% | 不變 |
| Commerce Bank | 10,692 | $69.3 萬 | 0.00% | −9,029−45.8% | 減碼 |
| Diligent Investors, LLC | 10,674 | $69.2 萬 | 0.19% | −914−7.9% | 減碼 |
| Norinchukin Bank, The | 10,610 | $68.8 萬 | 0.02% | −177−1.6% | 減碼 |
| FLC Capital Advisors | 10,550 | $68.4 萬 | 0.18% | −2,882−21.5% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $67.4 萬 | 0.18% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 10,371 | $67.2 萬 | 0.03% | −6,442−38.3% | 減碼 |
| Arkadios Wealth Advisors | 10,278 | $66.6 萬 | 0.06% | +10,278 | 新進 |
| Coldstream Capital Management Inc | 10,250 | $66.4 萬 | 0.02% | +463+4.7% | 加碼 |
| Arbor Capital Management Inc | 10,161 | $65.6 萬 | 0.49% | −90−0.9% | 減碼 |
| Liberty One Investment Management, LLC | 10,087 | $65.4 萬 | 0.08% | −434−4.1% | 減碼 |
| Wambolt & Associates, LLC | 9,894 | $64.1 萬 | 0.21% | −757−7.1% | 減碼 |
| Hudson Portfolio Management LLC | 9,882 | $64.0 萬 | 0.69% | −725−6.8% | 減碼 |
| Walden Wealth Partners LLC | 9,851 | $63.8 萬 | 0.40% | +9,851 | 新進 |
| Oppenheimer & Co Inc | 9,755 | $63.2 萬 | 0.01% | +517+5.6% | 加碼 |
| Accel Wealth Management | 9,728 | $63.0 萬 | 0.32% | −17−0.2% | 減碼 |
| MKT Advisors LLC | 9,683 | $62.8 萬 | 0.41% | −1,424−12.8% | 減碼 |
| Pinnacle Financial Partners Inc | 9,683 | $62.8 萬 | 0.01% | +33+0.3% | 加碼 |
| First National Trust Co | 9,628 | $62.4 萬 | 0.03% | 00.0% | 不變 |
| Walleye Trading LLC | 9,593 | $62.2 萬 | 0.01% | +3,124+48.3% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $62.0 萬 | 0.01% | 00.0% | 不變 |
| Cutler Group LP | 9,511 | $61.6 萬 | 0.09% | +5,719+150.8% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 9,467 | $61.4 萬 | 0.02% | +9,467 | 新進 |
| CarsonAllaria Wealth Management, Ltd. | 9,428 | $61.1 萬 | 0.44% | +1,978+26.6% | 加碼 |
| Shell Asset Management Co | 9,389 | $60.9 萬 | 0.03% | −2,449−20.7% | 減碼 |
| GWM Advisors LLC | 9,303 | $60.4 萬 | 0.01% | +719+8.4% | 加碼 |
| Shelton Capital Management | 9,221 | $59.8 萬 | 0.02% | +9,221 | 新進 |
| Family Legacy, Inc. | 9,176 | $59.5 萬 | 0.23% | +246+2.8% | 加碼 |
| Assetmark, Inc | 9,122 | $59.1 萬 | 0.00% | +1,273+16.2% | 加碼 |
| Herold Advisors, Inc. | 9,018 | $58.5 萬 | 0.16% | −19,219−68.1% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 8,965 | $58.1 萬 | 0.11% | +736+8.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 8,948 | $58.0 萬 | 0.00% | −165−1.8% | 減碼 |
| Wellington Shields & Co., LLC | 8,930 | $57.9 萬 | 0.21% | −828−8.5% | 減碼 |
| Lincoln National Corp | 8,907 | $57.7 萬 | 0.01% | −1,465−14.1% | 減碼 |
| Clear Creek Financial Management, LLC | 8,905 | $57.7 萬 | 0.09% | −1,747−16.4% | 減碼 |
| Eldridge Investment Advisors, Inc. | 8,875 | $57.5 萬 | 0.15% | −1,200−11.9% | 減碼 |
| Mackenzie Financial Corp | 8,679 | $56.2 萬 | 0.00% | −10,708−55.2% | 減碼 |
| Old Port Advisors | 8,637 | $56.0 萬 | 0.19% | −2,173−20.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 8,573 | $55.6 萬 | 0.01% | +3,653+74.2% | 加碼 |
| Insight Wealth Partners, LLC | 8,512 | $55.2 萬 | 0.42% | −730−7.9% | 減碼 |
| Per Stirling Capital Management, LLC. | 8,498 | $55.1 萬 | 0.10% | +137+1.6% | 加碼 |
| Candriam Luxembourg S.C.A. | 8,490 | $55.0 萬 | 0.00% | −1,873−18.1% | 減碼 |
| Centaurus Financial, Inc. | 8,488 | $55.0 萬 | 0.04% | −261−3.0% | 減碼 |
| RK Capital Management, LLC | 8,400 | $54.4 萬 | 0.25% | +8,400 | 新進 |
| Resources Investment Advisors, LLC. | 8,387 | $54.4 萬 | 0.01% | +937+12.6% | 加碼 |