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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 5,824 | $32.9 萬 | 0.01% | +2,445+72.4% | 加碼 |
| Fiera Capital Corp | 5,831 | $32.9 萬 | 0.00% | 00.0% | 不變 |
| Widmann Financial Services, Inc. | 5,860 | $33.1 萬 | 0.28% | 00.0% | 不變 |
| Kowal Investment Group, LLC | 5,871 | $33.1 萬 | 0.07% | +1,800+44.2% | 加碼 |
| Columbia Asset Management | 5,125 | $33.2 萬 | 0.07% | 00.0% | 不變 |
| True North Advisors, LLC | 5,939 | $33.5 萬 | 0.09% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 6,017 | $34.0 萬 | 0.08% | −828−12.1% | 減碼 |
| Gilbert & Cook, Inc. | 6,057 | $34.2 萬 | 0.05% | −10.0% | 減碼 |
| Toroso Investments, LLC | 6,068 | $34.2 萬 | 0.01% | +6,068 | 新進 |
| SWP Financial LLC | 6,074 | $34.3 萬 | 0.24% | +250+4.3% | 加碼 |
| Commerzbank Aktiengesellschaft | 6,084 | $34.4 萬 | 0.01% | +6,084 | 新進 |
| Glenmede Trust Co NA | 6,095 | $34.4 萬 | 0.00% | −588−8.8% | 減碼 |
| Retirement Planning Co of New England, Inc. | 6,155 | $34.7 萬 | 0.19% | +984+19.0% | 加碼 |
| Kaizen Financial Strategies | 6,174 | $34.8 萬 | 0.24% | −1,322−17.6% | 減碼 |
| Tritonpoint Wealth, LLC | 5,358 | $35.2 萬 | 0.04% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 6,237 | $35.2 萬 | 0.00% | −984−13.6% | 減碼 |
| International Assets Investment Management, LLC | 6,287 | $35.3 萬 | 0.04% | −41−0.6% | 減碼 |
| 360 Financial, Inc. | 6,280 | $35.4 萬 | 0.14% | −20−0.3% | 減碼 |
| Profund Advisors LLC | 6,323 | $35.7 萬 | 0.01% | +259+4.3% | 加碼 |
| Kestra Private Wealth Services, LLC | 6,308 | $36.1 萬 | 0.01% | +6,308 | 新進 |
| Avion Wealth | 6,404 | $36.2 萬 | 0.10% | +9+0.1% | 加碼 |
| Focus Financial Network, Inc. | 6,682 | $36.5 萬 | 0.02% | +6,682 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 6,566 | $37.1 萬 | 0.01% | 00.0% | 不變 |
| Western Wealth Management, LLC | 6,615 | $37.3 萬 | 0.03% | −880−11.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 6,625 | $37.4 萬 | 0.01% | −1,948−22.7% | 減碼 |
| Scientech Research LLC | 6,638 | $37.5 萬 | 0.20% | +6,638 | 新進 |
| Sawyer & Company, Inc | 6,695 | $37.8 萬 | 0.15% | −200−2.9% | 減碼 |
| Impact Partnership Wealth, LLC | 6,707 | $37.9 萬 | 0.15% | +6,707 | 新進 |
| United Capital Financial Advisers, LLC | 6,723 | $37.9 萬 | 0.00% | −840−11.1% | 減碼 |
| First City Capital Management, Inc. | 6,730 | $38.0 萬 | 0.21% | −33−0.5% | 減碼 |
| Crestwood Advisors Group LLC | 6,748 | $38.1 萬 | 0.01% | −20−0.3% | 減碼 |
| Metropolitan Life Insurance Co | 6,752 | $38.1 萬 | 0.02% | +57+0.9% | 加碼 |
| Madden Securities Corp | 6,780 | $38.3 萬 | 0.18% | −1,550−18.6% | 減碼 |
| Teamwork Financial Advisors, LLC | 6,805 | $38.4 萬 | 0.06% | +1,438+26.8% | 加碼 |
| Perennial Investment Advisors, LLC | 6,815 | $38.5 萬 | 0.06% | +530+8.4% | 加碼 |
| Dudley Capital Management, LLC | 6,900 | $38.7 萬 | 0.23% | 00.0% | 不變 |
| Ballentine Partners, LLC | 6,889 | $38.9 萬 | 0.01% | −76−1.1% | 減碼 |
| Optimum Investment Advisors | 6,907 | $39.0 萬 | 0.18% | −1,000−12.6% | 減碼 |
| Fisher Asset Management, LLC | 6,974 | $39.4 萬 | 0.00% | +163+2.4% | 加碼 |
| Buckingham Strategic Partners | 6,993 | $39.5 萬 | 0.01% | −19−0.3% | 減碼 |
| Two Sigma Investments, LP | 7,113 | $40.1 萬 | 0.00% | +7,113 | 新進 |
| CIBC Asset Management Inc | 7,119 | $40.2 萬 | 0.00% | +14+0.2% | 加碼 |
| Empower Advisory Group, LLC | 7,122 | $40.2 萬 | 0.00% | +449+6.7% | 加碼 |
| We Are One Seven, LLC | 7,128 | $40.2 萬 | 0.02% | −98−1.4% | 減碼 |
| Family Legacy, Inc. | 7,138 | $40.3 萬 | 0.14% | −2,038−22.2% | 減碼 |
| Wambolt & Associates, LLC | 7,216 | $40.5 萬 | 0.12% | −2,678−27.1% | 減碼 |
| E. Ohman J:or Asset Management AB | 7,200 | $40.6 萬 | 0.01% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 7,217 | $40.7 萬 | 0.04% | −141−1.9% | 減碼 |
| Burney Co | 7,228 | $40.8 萬 | 0.02% | −11−0.2% | 減碼 |
| Wetherby Asset Management Inc | 7,231 | $40.8 萬 | 0.02% | −217−2.9% | 減碼 |
| Signaturefd, LLC | 7,235 | $40.8 萬 | 0.01% | −106−1.4% | 減碼 |
| D.A. Davidson & Co. | 7,267 | $41.0 萬 | 0.00% | −670−8.4% | 減碼 |
| Axxcess Wealth Management, LLC | 7,278 | $41.1 萬 | 0.01% | −97−1.3% | 減碼 |
| Campbell & CO Investment Adviser LLC | 7,446 | $42.0 萬 | 0.04% | +7,446 | 新進 |
| Centaurus Financial, Inc. | 7,502 | $42.3 萬 | 0.03% | −986−11.6% | 減碼 |
| Fifth Third Bancorp | 7,568 | $42.7 萬 | 0.00% | −358−4.5% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 7,585 | $42.8 萬 | 0.10% | +294+4.0% | 加碼 |
| Kovack Advisors, Inc. | 7,601 | $42.9 萬 | 0.05% | +177+2.4% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 7,518 | $43.1 萬 | 0.02% | −369−4.7% | 減碼 |
| Modern Wealth Management, LLC | 7,705 | $43.5 萬 | 0.04% | +7,705 | 新進 |
| Kerntke Otto McGlone Wealth Management Group | 7,746 | $43.7 萬 | 0.43% | −176−2.2% | 減碼 |
| AXS Investments LLC | 7,771 | $43.9 萬 | 0.11% | 00.0% | 不變 |
| Philadelphia Trust Co | 7,790 | $44.0 萬 | 0.04% | +500+6.9% | 加碼 |
| Boston Financial Mangement LLC | 7,800 | $44.0 萬 | 0.01% | 00.0% | 不變 |
| Campbell Wealth Management | 7,856 | $44.3 萬 | 0.04% | +1,783+29.4% | 加碼 |
| Quantinno Capital Management LP | 7,955 | $44.9 萬 | 0.01% | +2,298+40.6% | 加碼 |
| Kingswood Wealth Advisors, LLC | 7,962 | $44.9 萬 | 0.05% | −323−3.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 8,067 | $45.5 萬 | 0.01% | −25,101−75.7% | 減碼 |
| GeoWealth Management, LLC | 8,106 | $45.8 萬 | 0.02% | +3,587+79.4% | 加碼 |
| AE Wealth Management LLC | 8,147 | $46.0 萬 | 0.01% | −41,646−83.6% | 減碼 |
| Wellington Shields & Co., LLC | 8,156 | $46.0 萬 | 0.15% | −774−8.7% | 減碼 |
| Insight Wealth Partners, LLC | 8,177 | $46.2 萬 | 0.30% | −335−3.9% | 減碼 |
| Citadel Advisors LLC | 8,227 | $46.4 萬 | 0.00% | −13,006−61.3% | 減碼 |
| Resources Investment Advisors, LLC. | 8,274 | $46.7 萬 | 0.01% | −113−1.3% | 減碼 |
| Inspire Advisors, LLC | 8,289 | $46.8 萬 | 0.06% | +1,867+29.1% | 加碼 |
| Archer Investment Corp | 8,348 | $47.1 萬 | 0.14% | +2,080+33.2% | 加碼 |
| D.B. Root & Company, LLC | 8,479 | $47.9 萬 | 0.16% | −5,566−39.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 8,490 | $47.9 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 8,579 | $48.4 萬 | 0.07% | +8,579 | 新進 |
| Austin Private Wealth, LLC | 8,821 | $48.5 萬 | 0.06% | +814+10.2% | 加碼 |
| APG Asset Management N.V. | 9,347 | $48.8 萬 | 0.00% | +2,300+32.6% | 加碼 |
| PFG Investments, LLC | 8,720 | $49.2 萬 | 0.03% | +8,720 | 新進 |
| Per Stirling Capital Management, LLC. | 8,723 | $49.2 萬 | 0.08% | +225+2.6% | 加碼 |
| FLC Capital Advisors | 8,811 | $49.7 萬 | 0.13% | −1,739−16.5% | 減碼 |
| Eldridge Investment Advisors, Inc. | 8,875 | $50.1 萬 | 0.13% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 8,905 | $50.3 萬 | 0.06% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 8,908 | $50.3 萬 | 0.02% | −1,463−14.1% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,915 | $50.3 萬 | 0.00% | −42,473−82.7% | 減碼 |
| Lincoln National Corp | 8,913 | $50.3 萬 | 0.01% | +6+0.1% | 加碼 |
| Intech Investment Management LLC | 9,005 | $50.8 萬 | 0.01% | +5,303+143.2% | 加碼 |
| Wolverine Trading, LLC | 9,015 | $50.9 萬 | 0.01% | +9,015 | 新進 |
| TownSquare Capital, LLC | 9,040 | $51.0 萬 | 0.01% | +1,698+23.1% | 加碼 |
| NBC Securities, Inc. | 8,870 | $51.1 萬 | 0.05% | +1,710+23.9% | 加碼 |
| Herold Advisors, Inc. | 9,095 | $51.3 萬 | 0.12% | +77+0.9% | 加碼 |
| Assetmark, Inc | 9,131 | $51.5 萬 | 0.00% | +9+0.1% | 加碼 |
| Shelton Capital Management | 9,221 | $52.0 萬 | 0.01% | 00.0% | 不變 |
| Demars Financial Group, LLC | 9,223 | $52.1 萬 | 0.26% | +9,223 | 新進 |
| GWM Advisors LLC | 9,269 | $52.3 萬 | 0.00% | −34−0.4% | 減碼 |
| Versor Investments LP | 9,292 | $52.4 萬 | 0.11% | −14,600−61.1% | 減碼 |
| Independent Advisor Alliance | 9,298 | $52.5 萬 | 0.02% | −1,642−15.0% | 減碼 |