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。
2024 年第 1 季 13F 持有人
W. P. Carey Inc. 在 2024/3/31 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
- 773
- 較 2023 年第 4 季 −2 家
- 持有股數
- 1.54 億
- 較 2023 年第 4 季 −714.6 萬 (−4.4%)
- 總市值
- $87.1 億
- 較 2023 年第 4 季 −$17.5 億 (−16.7%)
- 新進機構
- 76
- 另有 263 家加碼
- 清倉機構
- 78
- 另有 292 家減碼
另有 7 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Opal Wealth Advisors, LLC | 651 | $3.67 萬 | 0.01% | +651 | 新進 |
| HHM Wealth Advisors, LLC | 672 | $3.79 萬 | 0.01% | −8−1.2% | 減碼 |
| City State Bank | 682 | $3.80 萬 | 0.02% | 00.0% | 不變 |
| Moser Wealth Advisors, LLC | 681 | $3.84 萬 | 0.02% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 697 | $3.93 萬 | 0.00% | 00.0% | 不變 |
| Alta Advisers Ltd | 700 | $3.95 萬 | 0.02% | 00.0% | 不變 |
| Hilltop National Bank | 700 | $3.95 萬 | 0.01% | +700 | 新進 |
| State of Wyoming | 719 | $4.06 萬 | 0.01% | +79+12.3% | 加碼 |
| Creekmur Asset Management LLC | 721 | $4.07 萬 | 0.01% | −580−44.6% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 740 | $4.18 萬 | 0.02% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 787 | $4.44 萬 | 0.00% | −51,054−98.5% | 減碼 |
| Bruce G. Allen Investments, LLC | 806 | $4.55 萬 | 0.04% | +691+600.9% | 加碼 |
| Lindbrook Capital, LLC | 824 | $4.65 萬 | 0.00% | −111−11.9% | 減碼 |
| Huntington National Bank | 830 | $4.68 萬 | 0.00% | −2,654−76.2% | 減碼 |
| Umb Bank N A | 831 | $4.69 萬 | 0.00% | +60+7.8% | 加碼 |
| JFS Wealth Advisors, LLC | 831 | $4.69 萬 | 0.00% | +831 | 新進 |
| First Horizon Advisors, Inc. | 835 | $4.71 萬 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 865 | $4.74 萬 | 0.05% | +625+260.4% | 加碼 |
| Retirement Group, LLC | 842 | $4.75 萬 | 0.02% | 00.0% | 不變 |
| Bangor Savings Bank | 850 | $4.80 萬 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 869 | $4.90 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 877 | $4.92 萬 | 0.00% | +284+47.9% | 加碼 |
| Independence Bank of Kentucky | 880 | $4.97 萬 | 0.01% | 00.0% | 不變 |
| Quent Capital, LLC | 886 | $5.00 萬 | 0.01% | −83−8.6% | 減碼 |
| National Bank of Canada | 867 | $5.06 萬 | 0.00% | −108−11.1% | 減碼 |
| MCF Advisors LLC | 891 | $5.07 萬 | 0.00% | 00.0% | 不變 |
| Benjamin Edwards Inc | 919 | $5.20 萬 | 0.01% | −1,677−64.6% | 減碼 |
| Capital Analysts, LLC | 930 | $5.20 萬 | 0.00% | +5+0.5% | 加碼 |
| Central Pacific Bank - Trust Division | 961 | $5.39 萬 | 0.01% | +961 | 新進 |
| Key Financial Inc | 962 | $5.43 萬 | 0.01% | 00.0% | 不變 |
| Bank of New Hampshire | 966 | $5.45 萬 | 0.01% | −280−22.5% | 減碼 |
| St Germain D J Co Inc | 992 | $5.60 萬 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 1,000 | $5.73 萬 | 0.00% | −926−48.1% | 減碼 |
| Ancora Advisors, LLC | 1,032 | $5.83 萬 | 0.00% | −323−23.8% | 減碼 |
| Whittier Trust Co | 1,100 | $6.21 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,132 | $6.39 萬 | 0.00% | +1,132 | 新進 |
| Missouri Trust & Investment Co | 1,135 | $6.41 萬 | 0.02% | −865−43.3% | 減碼 |
| Addison Advisors LLC | 1,154 | $6.51 萬 | 0.02% | −125−9.8% | 減碼 |
| Tyler-Stone Wealth Management | 1,200 | $6.77 萬 | 0.03% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,202 | $6.78 萬 | 0.00% | 00.0% | 不變 |
| South State Corp. | 1,244 | $7.02 萬 | 0.01% | 00.0% | 不變 |
| JJJ Advisors Inc. | 1,263 | $7.17 萬 | 0.02% | +296+30.6% | 加碼 |
| GAMMA Investing LLC | 1,282 | $7.24 萬 | 0.01% | +269+26.6% | 加碼 |
| Logan Capital Management Inc | 1,300 | $7.34 萬 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 1,319 | $7.44 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,427 | $8.06 萬 | 0.00% | −1,673−54.0% | 減碼 |
| Covestor Ltd | 1,443 | $8.10 萬 | 0.05% | +63+4.6% | 加碼 |
| Abich Financial Wealth Management LLC | 1,483 | $8.37 萬 | 0.06% | +1,483 | 新進 |
| Financial Management Professionals, Inc. | 1,483 | $8.40 萬 | 0.01% | −9−0.6% | 減碼 |
| Groupama Asset Managment | 1,543 | $8.71 萬 | 0.00% | −2,095−57.6% | 減碼 |
| Glass Jacobson Investment Advisors llc | 1,683 | $9.50 萬 | 0.04% | −600−26.3% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,698 | $9.59 萬 | 0.00% | −234−12.1% | 減碼 |
| Main Street Group, LTD | 1,734 | $9.72 萬 | 0.04% | +1,574+983.8% | 加碼 |
| Kelly Financial Services LLC | 1,784 | $10.1 萬 | 0.04% | 00.0% | 不變 |
| PSI Advisors, LLC | 1,845 | $10.4 萬 | 0.04% | −1−0.1% | 減碼 |
| Rise Advisors, LLC | 1,852 | $10.5 萬 | 0.06% | +537+40.8% | 加碼 |
| Rakuten Investment Management, Inc. | 1,892 | $10.7 萬 | 0.00% | +1,739+1,136.6% | 加碼 |
| Tobam | 1,928 | $10.9 萬 | 0.01% | −1,540−44.4% | 減碼 |
| Westend Capital Management, LLC | 2,000 | $11.3 萬 | 0.04% | +2,000 | 新進 |
| Spire Wealth Management | 2,055 | $11.6 萬 | 0.00% | +15+0.7% | 加碼 |
| Pin Oak Investment Advisors Inc | 2,100 | $11.9 萬 | 0.11% | 00.0% | 不變 |
| Sandy Spring Bank | 2,140 | $12.1 萬 | 0.01% | −300−12.3% | 減碼 |
| Parallel Advisors, LLC | 2,223 | $12.5 萬 | 0.00% | −83−3.6% | 減碼 |
| Register Financial Advisors LLC | 2,292 | $12.9 萬 | 0.07% | +2,292 | 新進 |
| Central Trust Co | 2,421 | $13.7 萬 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 2,443 | $13.8 萬 | 0.01% | +330+15.6% | 加碼 |
| Twin Tree Management, LP | 2,462 | $13.9 萬 | 0.00% | +2,462 | 新進 |
| Washington Trust Co | 2,463 | $13.9 萬 | 0.01% | −10−0.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 2,360 | $14.2 萬 | 0.00% | +1,303+123.3% | 加碼 |
| AllSquare Wealth Management LLC | 2,540 | $14.3 萬 | 0.08% | 00.0% | 不變 |
| Westpac Banking Corp | 2,664 | $15.0 萬 | 0.01% | −70−2.6% | 減碼 |
| North Star Investment Management Corp. | 2,675 | $15.1 萬 | 0.01% | +10+0.4% | 加碼 |
| IAG Wealth Partners, LLC | 2,689 | $15.2 萬 | 0.03% | +95+3.7% | 加碼 |
| First Manhattan Co | 2,700 | $15.2 萬 | 0.00% | −2−0.1% | 減碼 |
| Sunbelt Securities, Inc. | 2,823 | $15.9 萬 | 0.02% | +18+0.6% | 加碼 |
| Sofos Investments, Inc. | 2,718 | $16.5 萬 | 0.02% | +1,359+100.0% | 加碼 |
| SOA Wealth Advisors, LLC. | 2,954 | $16.7 萬 | 0.03% | −71,077−96.0% | 減碼 |
| Motco | 3,037 | $17.1 萬 | 0.01% | +232+8.3% | 加碼 |
| Quadrant Capital Group LLC | 3,150 | $17.8 萬 | 0.01% | +838+36.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,237 | $18.1 萬 | 0.00% | −1,211−27.2% | 減碼 |
| GoalVest Advisory LLC | 3,221 | $18.2 萬 | 0.06% | +2,589+409.7% | 加碼 |
| Harbour Investments, Inc. | 3,553 | $20.1 萬 | 0.01% | −330−8.5% | 減碼 |
| UMA Financial Services, Inc. | 3,767 | $20.1 萬 | 0.04% | +8+0.2% | 加碼 |
| Systematic Portfolios LLC | 2,276 | $20.1 萬 | 0.69% | +2,276 | 新進 |
| HB Wealth Management, LLC | 3,576 | $20.2 萬 | 0.00% | +208+6.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 3,590 | $20.3 萬 | 0.01% | −874−19.6% | 減碼 |
| Brookstone Capital Management | 3,595 | $20.3 萬 | 0.00% | −155−4.1% | 減碼 |
| Monument Capital Management | 3,618 | $20.4 萬 | 0.06% | +46+1.3% | 加碼 |
| Regions Financial Corp | 3,623 | $20.4 萬 | 0.00% | +17+0.5% | 加碼 |
| Armstrong Advisory Group, Inc | 3,174 | $20.6 萬 | 0.02% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 3,657 | $20.6 萬 | 0.04% | −88−2.3% | 減碼 |
| New York Life Investment Management LLC | 3,716 | $21.0 萬 | 0.00% | +102+2.8% | 加碼 |
| Keynote Financial Services LLC | 3,785 | $21.4 萬 | 0.18% | +3,785 | 新進 |
| MV Capital Management, Inc. | 3,790 | $21.4 萬 | 0.02% | −499−11.6% | 減碼 |
| Boston Private Wealth LLC | 3,795 | $21.4 萬 | 0.00% | +3,795 | 新進 |
| Catalytic Wealth RIA, LLC | 3,835 | $21.6 萬 | 0.04% | −248−6.1% | 減碼 |
| Buckingham Strategic Wealth, LLC | 3,848 | $21.7 萬 | 0.00% | −6−0.2% | 減碼 |
| Mach-1 Financial Group, Inc. | 3,854 | $21.8 萬 | 0.17% | −626−14.0% | 減碼 |
| Larson Financial Group LLC | 3,872 | $21.9 萬 | 0.02% | −341−8.1% | 減碼 |
| Clearview Wealth Advisors LLC | 3,873 | $21.9 萬 | 0.22% | −106−2.7% | 減碼 |