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 |
|---|---|---|---|---|---|
| Insight 2811, Inc. | 3,878 | $21.9 萬 | 0.11% | −920−19.2% | 減碼 |
| Tradition Wealth Management, LLC | 3,880 | $21.9 萬 | 0.02% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 3,888 | $21.9 萬 | 0.12% | +677+21.1% | 加碼 |
| Accurate Wealth Management, LLC | 3,913 | $22.0 萬 | 0.06% | +208+5.6% | 加碼 |
| Parsons Capital Management Inc | 3,950 | $22.3 萬 | 0.02% | 00.0% | 不變 |
| Monterey Private Wealth, Inc. | 3,953 | $22.3 萬 | 0.09% | 00.0% | 不變 |
| Evanson Asset Management, LLC | 3,960 | $22.4 萬 | 0.02% | +5+0.1% | 加碼 |
| Tompkins Financial Corp | 3,962 | $22.4 萬 | 0.03% | +106+2.7% | 加碼 |
| AIA Group Ltd | 3,969 | $22.4 萬 | 0.01% | +3,969 | 新進 |
| Jefferies Financial Group Inc. | 4,000 | $22.6 萬 | 0.00% | +4,000 | 新進 |
| Gsa Capital Partners LLP | 3,996 | $22.6 萬 | 0.02% | +3,996 | 新進 |
| Trust Point Inc. | 4,015 | $22.7 萬 | 0.02% | +4,015 | 新進 |
| Willis Johnson & Associates, Inc. | 4,055 | $22.9 萬 | 0.02% | +4,055 | 新進 |
| Lido Advisors, LLC | 3,998 | $22.9 萬 | 0.00% | −234−5.5% | 減碼 |
| Aspire Wealth Management Corp | 4,078 | $23.0 萬 | 0.14% | +30+0.7% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 4,082 | $23.0 萬 | 0.11% | 00.0% | 不變 |
| HM Payson & Co | 4,086 | $23.1 萬 | 0.00% | 00.0% | 不變 |
| San Luis Wealth Advisors LLC | 4,086 | $23.1 萬 | 0.12% | 00.0% | 不變 |
| Proequities, Inc. | 4,050 | $23.2 萬 | 0.02% | +28+0.7% | 加碼 |
| Raleigh Capital Management Inc. | 4,115 | $23.2 萬 | 0.10% | −667−13.9% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 4,130 | $23.3 萬 | 0.00% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 4,144 | $23.4 萬 | 0.01% | +574+16.1% | 加碼 |
| RFG Advisory, LLC | 4,152 | $23.4 萬 | 0.01% | −306−6.9% | 減碼 |
| Daymark Wealth Partners, LLC | 4,167 | $23.5 萬 | 0.01% | −1,260−23.2% | 減碼 |
| GPS Wealth Strategies Group, LLC | 4,175 | $23.6 萬 | 0.04% | −1,974−32.1% | 減碼 |
| Alaska Permanent Fund Corp | 4,219 | $23.8 萬 | 0.00% | −9,246−68.7% | 減碼 |
| Garrison Asset Management, LLC | 4,252 | $24.0 萬 | 0.13% | +20.0% | 加碼 |
| Atomi Financial Group, Inc. | 4,261 | $24.0 萬 | 0.02% | +4,261 | 新進 |
| Redwood Financial Network Corp | 4,319 | $24.4 萬 | 0.21% | −506−10.5% | 減碼 |
| Cordatus Wealth Management LLC | 4,363 | $24.6 萬 | 0.18% | +4,363 | 新進 |
| L.M. Kohn & Company | 4,361 | $24.6 萬 | 0.07% | 00.0% | 不變 |
| Sovereign Financial Group, Inc. | 4,382 | $24.7 萬 | 0.07% | −86−1.9% | 減碼 |
| BTC Capital Management, Inc. | 4,390 | $24.8 萬 | 0.02% | +4,390 | 新進 |
| Coppell Advisory Solutions Corp. | 4,398 | $24.8 萬 | 0.05% | +4,398 | 新進 |
| Cary Street Partner Investment Advisory LLC | 4,446 | $25.1 萬 | 0.01% | +66+1.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 4,466 | $25.2 萬 | 0.00% | +4,466 | 新進 |
| Virtue Capital Management, LLC | 4,564 | $25.4 萬 | 0.05% | −2,269−33.2% | 減碼 |
| Dividend Assets Capital, LLC | 4,500 | $25.4 萬 | 0.05% | 00.0% | 不變 |
| BancorpSouth Bank | 4,633 | $26.1 萬 | 0.02% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 4,644 | $26.2 萬 | 0.00% | −65−1.4% | 減碼 |
| Bright Futures Wealth Management, LLC. | 4,791 | $26.7 萬 | 0.14% | +4,791 | 新進 |
| MAI Capital Management | 4,777 | $27.0 萬 | 0.00% | −724−13.2% | 減碼 |
| Guyasuta Investment Advisors Inc | 4,180 | $27.1 萬 | 0.02% | 00.0% | 不變 |
| Degroof Petercam Asset Management | 4,800 | $27.1 萬 | 0.00% | 00.0% | 不變 |
| Round Rock Advisors, LLC | 4,814 | $27.2 萬 | 0.07% | 00.0% | 不變 |
| Cutler Group LP | 4,824 | $27.2 萬 | 0.14% | −4,687−49.3% | 減碼 |
| Colony Group, LLC | 4,858 | $27.4 萬 | 0.00% | +123+2.6% | 加碼 |
| Ci Investments Inc. | 4,872 | $27.5 萬 | 0.00% | +1,180+32.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 4,893 | $27.6 萬 | 0.02% | −61−1.2% | 減碼 |
| Prosperitas Financial LLC | 4,898 | $27.6 萬 | 0.18% | −157−3.1% | 減碼 |
| Diversify Advisory Services, LLC | 4,933 | $27.7 萬 | 0.02% | +4,933 | 新進 |
| Concord Wealth Partners | 4,907 | $27.7 萬 | 0.05% | −1,540−23.9% | 減碼 |
| Kathmere Capital Management, LLC | 4,907 | $27.7 萬 | 0.03% | 00.0% | 不變 |
| Barlow Wealth Partners, Inc. | 5,049 | $27.8 萬 | 0.04% | 00.0% | 不變 |
| Syntegra Private Wealth Group, LLC | 4,949 | $27.9 萬 | 0.04% | −320−6.1% | 減碼 |
| Kingsview Wealth Management, LLC | 5,006 | $28.3 萬 | 0.01% | +264+5.6% | 加碼 |
| LexAurum Advisors, LLC | 5,014 | $28.3 萬 | 0.07% | −310−5.8% | 減碼 |
| Verition Fund Management LLC | 5,038 | $28.4 萬 | 0.00% | +1,744+52.9% | 加碼 |
| Summit Wealth Group, LLC | 5,047 | $28.5 萬 | 0.19% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 5,073 | $28.6 萬 | 0.02% | −658−11.5% | 減碼 |
| Argent Trust Co | 5,091 | $28.7 萬 | 0.01% | −1,061−17.2% | 減碼 |
| Woodward Diversified Capital, LLC | 5,118 | $28.9 萬 | 0.18% | −999−16.3% | 減碼 |
| Walleye Trading LLC | 5,124 | $28.9 萬 | 0.00% | −4,469−46.6% | 減碼 |
| Truvestments Capital LLC | 5,134 | $29.0 萬 | 0.11% | −15,905−75.6% | 減碼 |
| Gen-Wealth Partners Inc | 5,150 | $29.1 萬 | 0.14% | +5,150 | 新進 |
| Level Four Advisory Services, LLC | 4,503 | $29.2 萬 | 0.02% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 5,174 | $29.2 萬 | 0.03% | +431+9.1% | 加碼 |
| Cherry Tree Wealth Management, LLC | 5,187 | $29.3 萬 | 0.07% | 00.0% | 不變 |
| Viawealth, LLC | 5,202 | $29.4 萬 | 0.18% | −1,327−20.3% | 減碼 |
| Jackson Wealth Management, LLC | 5,233 | $29.5 萬 | 0.04% | −400−7.1% | 減碼 |
| Sound Income Strategies, LLC | 5,229 | $29.5 萬 | 0.02% | +134+2.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 5,245 | $29.6 萬 | 0.00% | −162,835−96.9% | 減碼 |
| Two Sigma Securities, LLC | 5,280 | $29.8 萬 | 0.01% | +1,322+33.4% | 加碼 |
| DF Dent & Co Inc | 5,288 | $29.8 萬 | 0.00% | +589+12.5% | 加碼 |
| Carret Asset Management, LLC | 5,323 | $30.0 萬 | 0.04% | 00.0% | 不變 |
| Private Trust Co NA | 5,327 | $30.1 萬 | 0.03% | −1,315−19.8% | 減碼 |
| Basepoint Wealth LLC | 5,333 | $30.1 萬 | 0.23% | +69+1.3% | 加碼 |
| Main Street Financial Solutions, LLC | 5,341 | $30.1 萬 | 0.03% | +220+4.3% | 加碼 |
| Ameritas Advisory Services, LLC | 5,409 | $30.3 萬 | 0.01% | −11,171−67.4% | 減碼 |
| Shell Asset Management Co | 5,501 | $30.3 萬 | 0.01% | −3,888−41.4% | 減碼 |
| Valeo Financial Advisors, LLC | 5,386 | $30.4 萬 | 0.01% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 5,309 | $30.4 萬 | 0.01% | −119−2.2% | 減碼 |
| H&H Retirement Design & Management INC | 5,494 | $30.9 萬 | 0.20% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 5,474 | $30.9 萬 | 0.00% | +426+8.4% | 加碼 |
| Park Avenue Securities LLC | 5,523 | $31.2 萬 | 0.00% | −680−11.0% | 減碼 |
| Berger Financial Group, Inc | 5,541 | $31.3 萬 | 0.03% | −1,023−15.6% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 5,558 | $31.4 萬 | 0.02% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 5,559 | $31.4 萬 | 0.00% | −33,272−85.7% | 減碼 |
| Symphony Financial, Ltd. Co. | 5,571 | $31.4 萬 | 0.07% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 5,669 | $31.7 萬 | 0.01% | +114+2.1% | 加碼 |
| Prospera Financial Services Inc | 5,654 | $31.9 萬 | 0.01% | +5,654 | 新進 |
| Ignite Planners, LLC | 5,695 | $31.9 萬 | 0.09% | −35−0.6% | 減碼 |
| Intrua Financial, LLC | 5,684 | $32.1 萬 | 0.05% | +217+4.0% | 加碼 |
| Alberta Investment Management Corp | 5,700 | $32.2 萬 | 0.00% | 00.0% | 不變 |
| Benedetti & Gucer, Inc. | 5,726 | $32.3 萬 | 0.16% | +5,726 | 新進 |
| Cullen Capital Management LLC | 5,723 | $32.3 萬 | 0.00% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 5,740 | $32.4 萬 | 0.03% | −192−3.2% | 減碼 |
| Allen Capital Group, LLC | 5,752 | $32.5 萬 | 0.05% | +93+1.6% | 加碼 |
| Rockport Wealth LLC | 5,782 | $32.5 萬 | 0.22% | +5,782 | 新進 |
| Prime Capital Investment Advisors, LLC | 5,822 | $32.9 萬 | 0.00% | −404−6.5% | 減碼 |