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 |
|---|---|---|---|---|---|
| Commerce Bank | 9,426 | $53.2 萬 | 0.00% | −1,266−11.8% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 9,479 | $53.5 萬 | 0.01% | +12+0.1% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 9,505 | $53.7 萬 | 0.34% | +77+0.8% | 加碼 |
| Centersquare Investment Management LLC | 9,799 | $53.7 萬 | 0.01% | −9,230−48.5% | 減碼 |
| Apollon Wealth Management, LLC | 9,541 | $53.9 萬 | 0.02% | −7,963−45.5% | 減碼 |
| MKT Advisors LLC | 9,717 | $54.1 萬 | 0.30% | +34+0.4% | 加碼 |
| Walden Wealth Partners LLC | 9,851 | $54.3 萬 | 0.32% | 00.0% | 不變 |
| First National Trust Co | 9,628 | $54.3 萬 | 0.02% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 9,657 | $54.5 萬 | 0.01% | −26−0.3% | 減碼 |
| Old Port Advisors | 9,674 | $54.6 萬 | 0.17% | +1,037+12.0% | 加碼 |
| LVW Advisors, LLC | 9,747 | $55.0 萬 | 0.09% | +5,842+149.6% | 加碼 |
| Entropy Technologies, LP | 9,760 | $55.1 萬 | 0.06% | +9,760 | 新進 |
| LGT Financial Advisors LLC | 9,830 | $55.5 萬 | 0.64% | −1,411−12.6% | 減碼 |
| Accel Wealth Management | 9,852 | $55.6 萬 | 0.24% | +124+1.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 9,877 | $55.7 萬 | 0.00% | +929+10.4% | 加碼 |
| Baird Financial Group, Inc. | 9,944 | $56.1 萬 | 0.00% | +2,339+30.8% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $56.2 萬 | 0.01% | 00.0% | 不變 |
| Summit Financial, LLC | 9,850 | $56.4 萬 | 0.03% | +9,850 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 10,002 | $56.5 萬 | 0.01% | +4,634+86.3% | 加碼 |
| CIC Wealth, LLC | 10,128 | $57.2 萬 | 0.17% | +2,125+26.6% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 10,195 | $57.5 萬 | 0.03% | +10,195 | 新進 |
| Ossiam | 10,317 | $58.2 萬 | 0.01% | −2,016−16.3% | 減碼 |
| Arkadios Wealth Advisors | 10,332 | $58.3 萬 | 0.05% | +54+0.5% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 10,335 | $58.3 萬 | 0.11% | +1,370+15.3% | 加碼 |
| Oppenheimer & Co Inc | 10,347 | $58.4 萬 | 0.01% | +592+6.1% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $58.7 萬 | 0.14% | 00.0% | 不變 |
| Flagship Private Wealth, LLC | 10,437 | $58.9 萬 | 0.38% | −713−6.4% | 減碼 |
| Norinchukin Bank, The | 10,471 | $59.1 萬 | 0.02% | −139−1.3% | 減碼 |
| Lockheed Martin Investment Management Co | 9,075 | $59.4 萬 | 0.04% | −2,800−23.6% | 減碼 |
| Cooper Financial Group | 10,657 | $60.1 萬 | 0.10% | −449−4.0% | 減碼 |
| ProShare Advisors LLC | 10,672 | $60.2 萬 | 0.00% | −830−7.2% | 減碼 |
| Concurrent Investment Advisors, LLC | 10,725 | $60.5 萬 | 0.02% | −236−2.2% | 減碼 |
| Diligent Investors, LLC | 10,737 | $60.6 萬 | 0.15% | +63+0.6% | 加碼 |
| Highlander Capital Management, LLC | 10,825 | $61.1 萬 | 0.21% | 00.0% | 不變 |
| Stephens Inc | 10,870 | $61.4 萬 | 0.01% | +4,331+66.2% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 10,881 | $61.4 萬 | 0.04% | +10,881 | 新進 |
| Peddock Capital Advisors, LLC | 11,074 | $62.5 萬 | 0.16% | −89−0.8% | 減碼 |
| Independent Financial Group, LLC | 11,119 | $62.8 萬 | 0.03% | −3,251−22.6% | 減碼 |
| Global Retirement Partners, LLC | 11,121 | $62.8 萬 | 0.02% | −1,006−8.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 11,240 | $63.4 萬 | 0.03% | −263−2.3% | 減碼 |
| Achmea Investment Management B.V. | 11,619 | $65.6 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 11,648 | $65.7 萬 | 0.01% | −788−6.3% | 減碼 |
| Adams Wealth Management | 11,692 | $66.0 萬 | 0.16% | +384+3.4% | 加碼 |
| Virtu Financial LLC | 11,701 | $66.0 萬 | 0.05% | +7,618+186.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 11,712 | $66.1 萬 | 0.03% | +6,312+116.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,831 | $66.8 萬 | 0.00% | +554+4.9% | 加碼 |
| Howe & Rusling Inc | 11,886 | $67.1 萬 | 0.06% | −13−0.1% | 減碼 |
| Raymond James Trust N.A. | 11,905 | $67.2 萬 | 0.02% | +737+6.6% | 加碼 |
| Liberty One Investment Management, LLC | 11,917 | $67.3 萬 | 0.08% | +1,830+18.1% | 加碼 |
| Coldstream Capital Management Inc | 12,248 | $69.1 萬 | 0.02% | +1,998+19.5% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 12,395 | $70.0 萬 | 0.03% | −1,013−7.6% | 減碼 |
| Samalin Investment Counsel, LLC | 12,429 | $70.1 萬 | 0.33% | −536−4.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 12,436 | $70.2 萬 | 0.02% | −6,400−34.0% | 減碼 |
| Heirloom Wealth Management | 12,453 | $70.3 萬 | 0.24% | −88−0.7% | 減碼 |
| C2C Wealth Management, LLC | 12,463 | $70.3 萬 | 0.70% | −1,000−7.4% | 減碼 |
| Sigma Planning Corp | 12,476 | $70.4 萬 | 0.02% | +6,445+106.9% | 加碼 |
| Aurora Private Wealth, Inc. | 12,580 | $70.5 萬 | 0.61% | −882−6.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 13,466 | $73.8 萬 | 0.06% | +11,674+651.5% | 加碼 |
| Ethic Inc. | 13,208 | $74.5 萬 | 0.02% | −9,773−42.5% | 減碼 |
| Mackenzie Financial Corp | 13,398 | $75.6 萬 | 0.00% | +4,719+54.4% | 加碼 |
| Nordea Investment Management AB | 13,527 | $76.1 萬 | 0.00% | −490−3.5% | 減碼 |
| Colonial Trust Co | 13,587 | $76.7 萬 | 0.14% | −2,490−15.5% | 減碼 |
| RMB Capital Management, LLC | 13,669 | $77.1 萬 | 0.02% | −700−4.9% | 減碼 |
| Vista Investment Management | 13,674 | $77.2 萬 | 0.31% | +226+1.7% | 加碼 |
| Client 1st Advisory Group, LLC | 13,734 | $77.5 萬 | 0.35% | −49−0.4% | 減碼 |
| HGI Capital Management, LLC | 13,818 | $78.0 萬 | 0.84% | +13,818 | 新進 |
| Stratos Wealth Partners, LTD. | 13,819 | $78.0 萬 | 0.01% | −3,106−18.4% | 減碼 |
| Royal Fund Management, LLC | 14,056 | $79.3 萬 | 0.09% | +971+7.4% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 14,159 | $79.9 萬 | 0.00% | +1,275+9.9% | 加碼 |
| La Banque Postale Asset Management SA | 14,505 | $81.9 萬 | 0.03% | +6,940+91.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 14,547 | $82.1 萬 | 0.01% | −499−3.3% | 減碼 |
| Texas Yale Capital Corp. | 14,595 | $82.4 萬 | 0.04% | −296−2.0% | 減碼 |
| HBK Sorce Advisory LLC | 14,678 | $82.8 萬 | 0.03% | +149+1.0% | 加碼 |
| Principal Securities, Inc. | 15,168 | $85.6 萬 | 0.03% | +488+3.3% | 加碼 |
| Panagora Asset Management Inc | 15,208 | $85.8 萬 | 0.00% | −1,000−6.2% | 減碼 |
| Walleye Capital LLC | 15,253 | $86.1 萬 | 0.01% | +15,253 | 新進 |
| Penserra Capital Management LLC | 15,278 | $86.1 萬 | 0.01% | +1,761+13.0% | 加碼 |
| Natixis Advisors, L.P. | 15,271 | $86.2 萬 | 0.00% | +1,053+7.4% | 加碼 |
| Vestcor Inc | 15,335 | $86.6 萬 | 0.03% | +10,840+241.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 15,361 | $86.7 萬 | 0.02% | +256+1.7% | 加碼 |
| Warren Averett Asset Management, LLC | 15,362 | $86.7 萬 | 0.02% | −1,363−8.1% | 減碼 |
| Maryland State Retirement & Pension System | 16,211 | $86.8 萬 | 0.02% | 00.0% | 不變 |
| National Asset Management, Inc. | 16,104 | $88.8 萬 | 0.02% | +2,058+14.7% | 加碼 |
| Founders Financial Alliance, LLC | 15,973 | $90.2 萬 | 0.27% | −582−3.5% | 減碼 |
| Alpha Omega Wealth Management LLC | 16,043 | $90.5 萬 | 0.17% | 00.0% | 不變 |
| Bank of Nova Scotia | 16,147 | $91.1 萬 | 0.00% | −582−3.5% | 減碼 |
| Pathstone Holdings, LLC | 16,216 | $91.5 萬 | 0.00% | +5,405+50.0% | 加碼 |
| Paradigm Financial Partners, LLC | 16,217 | $91.5 萬 | 0.20% | −1,486−8.4% | 減碼 |
| Mission Creek Capital Partners, Inc. | 16,297 | $92.0 萬 | 0.24% | −11,313−41.0% | 減碼 |
| United Services Automobile Association | 16,544 | $93.4 萬 | 0.02% | +16,544 | 新進 |
| Schroder Investment Management Group | 16,589 | $93.6 萬 | 0.00% | −245−1.5% | 減碼 |
| Belpointe Asset Management LLC | 16,603 | $93.7 萬 | 0.07% | −428−2.5% | 減碼 |
| DoubleLine ETF Adviser LP | 16,709 | $94.3 萬 | 0.24% | +1,662+11.0% | 加碼 |
| SRS Capital Advisors, Inc. | 16,975 | $95.8 萬 | 0.10% | +53+0.3% | 加碼 |
| Harbor Investment Advisory, LLC | 17,152 | $96.8 萬 | 0.10% | +28+0.2% | 加碼 |
| Mediolanum International Funds Ltd | 17,410 | $97.4 萬 | 0.02% | +17,410 | 新進 |
| Geneos Wealth Management Inc. | 17,462 | $98.6 萬 | 0.05% | −536−3.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 17,738 | $100.1 萬 | 0.03% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 17,776 | $100.3 萬 | 0.07% | +17,776 | 新進 |
| Ashton Thomas Private Wealth, LLC | 17,940 | $101.3 萬 | 0.06% | +4,433+32.8% | 加碼 |