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 |
|---|---|---|---|---|---|
| Madden Securities Corp | 8,330 | $54.0 萬 | 0.29% | +315+3.9% | 加碼 |
| Kingswood Wealth Advisors, LLC | 8,285 | $53.7 萬 | 0.06% | +8,285 | 新進 |
| Perigon Wealth Management, LLC | 8,078 | $52.4 萬 | 0.02% | −4,601−36.3% | 減碼 |
| Austin Private Wealth, LLC | 8,007 | $51.9 萬 | 0.07% | +122+1.5% | 加碼 |
| CIC Wealth, LLC | 8,003 | $51.9 萬 | 0.16% | −490−5.8% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 7,887 | $51.8 萬 | 0.03% | −10,608−57.4% | 減碼 |
| D.A. Davidson & Co. | 7,937 | $51.4 萬 | 0.01% | −1,801−18.5% | 減碼 |
| Fifth Third Bancorp | 7,926 | $51.4 萬 | 0.00% | +2,545+47.3% | 加碼 |
| Kerntke Otto McGlone Wealth Management Group | 7,922 | $51.3 萬 | 0.51% | +1,318+20.0% | 加碼 |
| Optimum Investment Advisors | 7,907 | $51.2 萬 | 0.26% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 7,800 | $50.6 萬 | 0.02% | −500−6.0% | 減碼 |
| AXS Investments LLC | 7,771 | $50.4 萬 | 0.12% | −7,000−47.4% | 減碼 |
| Baird Financial Group, Inc. | 7,605 | $49.3 萬 | 0.00% | −21,507−73.9% | 減碼 |
| La Banque Postale Asset Management SA | 7,565 | $49.0 萬 | 0.01% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 7,563 | $49.0 萬 | 0.00% | −2,433−24.3% | 減碼 |
| Kaizen Financial Strategies | 7,496 | $48.6 萬 | 0.37% | −153−2.0% | 減碼 |
| Western Wealth Management, LLC | 7,495 | $48.6 萬 | 0.04% | +752+11.2% | 加碼 |
| Wetherby Asset Management Inc | 7,448 | $48.3 萬 | 0.03% | −299−3.9% | 減碼 |
| Kovack Advisors, Inc. | 7,424 | $48.1 萬 | 0.06% | −6,458−46.5% | 減碼 |
| Axxcess Wealth Management, LLC | 7,375 | $47.8 萬 | 0.01% | −556−7.0% | 減碼 |
| Capital Investment Advisory Services, LLC | 7,358 | $47.7 萬 | 0.04% | −323−4.2% | 減碼 |
| TownSquare Capital, LLC | 7,342 | $47.6 萬 | 0.01% | −3,542−32.5% | 減碼 |
| Signaturefd, LLC | 7,341 | $47.6 萬 | 0.01% | +2,899+65.3% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 7,291 | $47.3 萬 | 0.12% | −223−3.0% | 減碼 |
| Philadelphia Trust Co | 7,290 | $47.2 萬 | 0.04% | 00.0% | 不變 |
| Burney Co | 7,239 | $46.9 萬 | 0.02% | −1,365−15.9% | 減碼 |
| We Are One Seven, LLC | 7,226 | $46.8 萬 | 0.03% | −964−11.8% | 減碼 |
| Equitable Holdings, Inc. | 7,221 | $46.8 萬 | 0.01% | −1,349−15.7% | 減碼 |
| E. Ohman J:or Asset Management AB | 7,200 | $46.7 萬 | 0.02% | −1,800−20.0% | 減碼 |
| NBC Securities, Inc. | 7,160 | $46.4 萬 | 0.05% | −439−5.8% | 減碼 |
| CIBC Asset Management Inc | 7,105 | $46.0 萬 | 0.00% | −90,231−92.7% | 減碼 |
| Buckingham Strategic Partners | 7,012 | $45.4 萬 | 0.02% | +2,692+62.3% | 加碼 |
| Ballentine Partners, LLC | 6,965 | $45.1 萬 | 0.01% | +6,965 | 新進 |
| Dudley Capital Management, LLC | 6,900 | $44.7 萬 | 0.29% | −225−3.2% | 減碼 |
| Sawyer & Company, Inc | 6,895 | $44.7 萬 | 0.20% | −580−7.8% | 減碼 |
| Quadcap Wealth Management, LLC | 6,845 | $44.4 萬 | 0.11% | +6,845 | 新進 |
| Virtue Capital Management, LLC | 6,833 | $44.2 萬 | 0.09% | −1,358−16.6% | 減碼 |
| Fisher Asset Management, LLC | 6,811 | $44.1 萬 | 0.00% | +209+3.2% | 加碼 |
| Crestwood Advisors Group LLC | 6,768 | $43.9 萬 | 0.01% | −379−5.3% | 減碼 |
| First City Capital Management, Inc. | 6,763 | $43.8 萬 | 0.25% | −2,627−28.0% | 減碼 |
| Metropolitan Life Insurance Co | 6,695 | $43.4 萬 | 0.02% | +125+1.9% | 加碼 |
| Glenmede Trust Co NA | 6,683 | $43.3 萬 | 0.00% | −10−0.1% | 減碼 |
| Empower Advisory Group, LLC | 6,673 | $43.2 萬 | 0.00% | −726−9.8% | 減碼 |
| Private Trust Co NA | 6,642 | $43.0 萬 | 0.05% | −6,760−50.4% | 減碼 |
| Marshall Wace, LLP | 6,600 | $42.8 萬 | 0.00% | −169,794−96.3% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 6,566 | $42.6 萬 | 0.01% | +346+5.6% | 加碼 |
| Berger Financial Group, Inc | 6,564 | $42.5 萬 | 0.04% | −965−12.8% | 減碼 |
| Stephens Inc | 6,539 | $42.4 萬 | 0.01% | −6,769−50.9% | 減碼 |
| Viawealth, LLC | 6,529 | $42.3 萬 | 0.29% | +1,006+18.2% | 加碼 |
| Concord Wealth Partners | 6,447 | $41.8 萬 | 0.08% | −1,365−17.5% | 減碼 |
| Inspire Advisors, LLC | 6,422 | $41.6 萬 | 0.06% | −73−1.1% | 減碼 |
| Avion Wealth | 6,395 | $41.4 萬 | 0.12% | −10.0% | 減碼 |
| APG Asset Management N.V. | 7,047 | $41.3 萬 | 0.00% | −210−2.9% | 減碼 |
| International Assets Investment Management, LLC | 6,328 | $41.0 萬 | 0.05% | +30+0.5% | 加碼 |
| 360 Financial, Inc. | 6,300 | $40.8 萬 | 0.18% | −852−11.9% | 減碼 |
| Perennial Investment Advisors, LLC | 6,285 | $40.7 萬 | 0.07% | +471+8.1% | 加碼 |
| Archer Investment Corp | 6,268 | $40.6 萬 | 0.13% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 6,226 | $40.3 萬 | 0.01% | +783+14.4% | 加碼 |
| Park Avenue Securities LLC | 6,203 | $40.2 萬 | 0.01% | +1,544+33.1% | 加碼 |
| Argent Trust Co | 6,152 | $39.9 萬 | 0.02% | −16,001−72.2% | 減碼 |
| GPS Wealth Strategies Group, LLC | 6,149 | $39.9 萬 | 0.07% | −287−4.5% | 減碼 |
| Woodward Diversified Capital, LLC | 6,117 | $39.6 萬 | 0.25% | −34−0.6% | 減碼 |
| Campbell Wealth Management | 6,073 | $39.4 萬 | 0.05% | −1,783−22.7% | 減碼 |
| Profund Advisors LLC | 6,064 | $39.3 萬 | 0.02% | +6,064 | 新進 |
| Gilbert & Cook, Inc. | 6,058 | $39.3 萬 | 0.06% | +314+5.5% | 加碼 |
| Sigma Planning Corp | 6,031 | $39.1 萬 | 0.03% | −7,877−56.6% | 減碼 |
| True North Advisors, LLC | 5,939 | $38.5 萬 | 0.10% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 5,932 | $38.4 萬 | 0.04% | +104+1.8% | 加碼 |
| Capital Investment Advisors, LLC | 5,872 | $38.1 萬 | 0.01% | −682−10.4% | 減碼 |
| Widmann Financial Services, Inc. | 5,860 | $38.0 萬 | 0.34% | 00.0% | 不變 |
| Fiera Capital Corp | 5,831 | $37.8 萬 | 0.00% | −6,880−54.1% | 減碼 |
| SWP Financial LLC | 5,824 | $37.7 萬 | 0.29% | +5,824 | 新進 |
| Ignite Planners, LLC | 5,730 | $37.7 萬 | 0.11% | −363−6.0% | 減碼 |
| Symphony Financial, Ltd. Co. | 5,571 | $37.3 萬 | 0.08% | +45+0.8% | 加碼 |
| Joel Isaacson & Co., LLC | 5,731 | $37.1 萬 | 0.02% | −26−0.5% | 減碼 |
| Cullen Capital Management LLC | 5,723 | $37.1 萬 | 0.01% | 00.0% | 不變 |
| Man Group plc | 5,717 | $37.1 萬 | 0.00% | +5,717 | 新進 |
| Alberta Investment Management Corp | 5,700 | $36.9 萬 | 0.00% | 00.0% | 不變 |
| Quantinno Capital Management LP | 5,657 | $36.7 萬 | 0.01% | −9,910−63.7% | 減碼 |
| Allen Capital Group, LLC | 5,659 | $36.7 萬 | 0.06% | −545−8.8% | 減碼 |
| Jackson Wealth Management, LLC | 5,633 | $36.5 萬 | 0.05% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 5,558 | $36.0 萬 | 0.02% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 5,555 | $36.0 萬 | 0.01% | +117+2.2% | 加碼 |
| Evergreen Capital Management LLC | 5,428 | $35.7 萬 | 0.01% | +5,428 | 新進 |
| MAI Capital Management | 5,501 | $35.7 萬 | 0.00% | −111−2.0% | 減碼 |
| Intrua Financial, LLC | 5,467 | $35.4 萬 | 0.06% | −692−11.2% | 減碼 |
| Tritonpoint Wealth, LLC | 5,358 | $35.2 萬 | 0.03% | +5,358 | 新進 |
| Daymark Wealth Partners, LLC | 5,427 | $35.2 萬 | 0.02% | −1,350−19.9% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,400 | $35.0 萬 | 0.02% | −59,626−91.7% | 減碼 |
| Valeo Financial Advisors, LLC | 5,386 | $34.9 萬 | 0.01% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 5,368 | $34.8 萬 | 0.00% | 00.0% | 不變 |
| Teamwork Financial Advisors, LLC | 5,367 | $34.8 萬 | 0.06% | +829+18.3% | 加碼 |
| Octavia Wealth Advisors, LLC | 5,297 | $34.8 萬 | 0.06% | −3,661−40.9% | 減碼 |
| LexAurum Advisors, LLC | 5,324 | $34.5 萬 | 0.09% | −622−10.5% | 減碼 |
| Carret Asset Management, LLC | 5,323 | $34.5 萬 | 0.04% | −10.0% | 減碼 |
| Syntegra Private Wealth Group, LLC | 5,269 | $34.1 萬 | 0.05% | −416−7.3% | 減碼 |
| Basepoint Wealth LLC | 5,264 | $34.1 萬 | 0.27% | +102+2.0% | 加碼 |
| Integrated Advisors Network LLC | 5,248 | $34.0 萬 | 0.02% | +5,248 | 新進 |
| H&H Retirement Design & Management INC | 5,494 | $33.7 萬 | 0.21% | +102+1.9% | 加碼 |
| Cherry Tree Wealth Management, LLC | 5,187 | $33.6 萬 | 0.09% | 00.0% | 不變 |