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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 14,678 | $82.8 萬 | 0.03% | +149+1.0% | 加碼 |
| Texas Yale Capital Corp. | 14,595 | $82.4 萬 | 0.04% | −296−2.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 14,547 | $82.1 萬 | 0.01% | −499−3.3% | 減碼 |
| La Banque Postale Asset Management SA | 14,505 | $81.9 萬 | 0.03% | +6,940+91.7% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 14,159 | $79.9 萬 | 0.00% | +1,275+9.9% | 加碼 |
| Royal Fund Management, LLC | 14,056 | $79.3 萬 | 0.09% | +971+7.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 13,819 | $78.0 萬 | 0.01% | −3,106−18.4% | 減碼 |
| HGI Capital Management, LLC | 13,818 | $78.0 萬 | 0.84% | +13,818 | 新進 |
| Client 1st Advisory Group, LLC | 13,734 | $77.5 萬 | 0.35% | −49−0.4% | 減碼 |
| Vista Investment Management | 13,674 | $77.2 萬 | 0.31% | +226+1.7% | 加碼 |
| RMB Capital Management, LLC | 13,669 | $77.1 萬 | 0.02% | −700−4.9% | 減碼 |
| Colonial Trust Co | 13,587 | $76.7 萬 | 0.14% | −2,490−15.5% | 減碼 |
| Nordea Investment Management AB | 13,527 | $76.1 萬 | 0.00% | −490−3.5% | 減碼 |
| Mackenzie Financial Corp | 13,398 | $75.6 萬 | 0.00% | +4,719+54.4% | 加碼 |
| Ethic Inc. | 13,208 | $74.5 萬 | 0.02% | −9,773−42.5% | 減碼 |
| EverSource Wealth Advisors, LLC | 13,466 | $73.8 萬 | 0.06% | +11,674+651.5% | 加碼 |
| Aurora Private Wealth, Inc. | 12,580 | $70.5 萬 | 0.61% | −882−6.6% | 減碼 |
| Sigma Planning Corp | 12,476 | $70.4 萬 | 0.02% | +6,445+106.9% | 加碼 |
| C2C Wealth Management, LLC | 12,463 | $70.3 萬 | 0.70% | −1,000−7.4% | 減碼 |
| Heirloom Wealth Management | 12,453 | $70.3 萬 | 0.24% | −88−0.7% | 減碼 |
| Dynamic Advisor Solutions LLC | 12,436 | $70.2 萬 | 0.02% | −6,400−34.0% | 減碼 |
| Samalin Investment Counsel, LLC | 12,429 | $70.1 萬 | 0.33% | −536−4.1% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 12,395 | $70.0 萬 | 0.03% | −1,013−7.6% | 減碼 |
| Coldstream Capital Management Inc | 12,248 | $69.1 萬 | 0.02% | +1,998+19.5% | 加碼 |
| Liberty One Investment Management, LLC | 11,917 | $67.3 萬 | 0.08% | +1,830+18.1% | 加碼 |
| Raymond James Trust N.A. | 11,905 | $67.2 萬 | 0.02% | +737+6.6% | 加碼 |
| Howe & Rusling Inc | 11,886 | $67.1 萬 | 0.06% | −13−0.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,831 | $66.8 萬 | 0.00% | +554+4.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 11,712 | $66.1 萬 | 0.03% | +6,312+116.9% | 加碼 |
| Virtu Financial LLC | 11,701 | $66.0 萬 | 0.05% | +7,618+186.6% | 加碼 |
| Adams Wealth Management | 11,692 | $66.0 萬 | 0.16% | +384+3.4% | 加碼 |
| Advisory Services Network, LLC | 11,648 | $65.7 萬 | 0.01% | −788−6.3% | 減碼 |
| Achmea Investment Management B.V. | 11,619 | $65.6 萬 | 0.01% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 11,240 | $63.4 萬 | 0.03% | −263−2.3% | 減碼 |
| Global Retirement Partners, LLC | 11,121 | $62.8 萬 | 0.02% | −1,006−8.3% | 減碼 |
| Independent Financial Group, LLC | 11,119 | $62.8 萬 | 0.03% | −3,251−22.6% | 減碼 |
| Peddock Capital Advisors, LLC | 11,074 | $62.5 萬 | 0.16% | −89−0.8% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 10,881 | $61.4 萬 | 0.04% | +10,881 | 新進 |
| Stephens Inc | 10,870 | $61.4 萬 | 0.01% | +4,331+66.2% | 加碼 |
| Highlander Capital Management, LLC | 10,825 | $61.1 萬 | 0.21% | 00.0% | 不變 |
| Diligent Investors, LLC | 10,737 | $60.6 萬 | 0.15% | +63+0.6% | 加碼 |
| Concurrent Investment Advisors, LLC | 10,725 | $60.5 萬 | 0.02% | −236−2.2% | 減碼 |
| ProShare Advisors LLC | 10,672 | $60.2 萬 | 0.00% | −830−7.2% | 減碼 |
| Cooper Financial Group | 10,657 | $60.1 萬 | 0.10% | −449−4.0% | 減碼 |
| Lockheed Martin Investment Management Co | 9,075 | $59.4 萬 | 0.04% | −2,800−23.6% | 減碼 |
| Norinchukin Bank, The | 10,471 | $59.1 萬 | 0.02% | −139−1.3% | 減碼 |
| Flagship Private Wealth, LLC | 10,437 | $58.9 萬 | 0.38% | −713−6.4% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $58.7 萬 | 0.14% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 10,347 | $58.4 萬 | 0.01% | +592+6.1% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 10,335 | $58.3 萬 | 0.11% | +1,370+15.3% | 加碼 |
| Arkadios Wealth Advisors | 10,332 | $58.3 萬 | 0.05% | +54+0.5% | 加碼 |
| Ossiam | 10,317 | $58.2 萬 | 0.01% | −2,016−16.3% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 10,195 | $57.5 萬 | 0.03% | +10,195 | 新進 |
| CIC Wealth, LLC | 10,128 | $57.2 萬 | 0.17% | +2,125+26.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 10,002 | $56.5 萬 | 0.01% | +4,634+86.3% | 加碼 |
| Summit Financial, LLC | 9,850 | $56.4 萬 | 0.03% | +9,850 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $56.2 萬 | 0.01% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 9,944 | $56.1 萬 | 0.00% | +2,339+30.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 9,877 | $55.7 萬 | 0.00% | +929+10.4% | 加碼 |
| Accel Wealth Management | 9,852 | $55.6 萬 | 0.24% | +124+1.3% | 加碼 |
| LGT Financial Advisors LLC | 9,830 | $55.5 萬 | 0.64% | −1,411−12.6% | 減碼 |
| Entropy Technologies, LP | 9,760 | $55.1 萬 | 0.06% | +9,760 | 新進 |
| LVW Advisors, LLC | 9,747 | $55.0 萬 | 0.09% | +5,842+149.6% | 加碼 |
| Old Port Advisors | 9,674 | $54.6 萬 | 0.17% | +1,037+12.0% | 加碼 |
| Pinnacle Financial Partners Inc | 9,657 | $54.5 萬 | 0.01% | −26−0.3% | 減碼 |
| First National Trust Co | 9,628 | $54.3 萬 | 0.02% | 00.0% | 不變 |
| Walden Wealth Partners LLC | 9,851 | $54.3 萬 | 0.32% | 00.0% | 不變 |
| MKT Advisors LLC | 9,717 | $54.1 萬 | 0.30% | +34+0.4% | 加碼 |
| Apollon Wealth Management, LLC | 9,541 | $53.9 萬 | 0.02% | −7,963−45.5% | 減碼 |
| Centersquare Investment Management LLC | 9,799 | $53.7 萬 | 0.01% | −9,230−48.5% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 9,505 | $53.7 萬 | 0.34% | +77+0.8% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 9,479 | $53.5 萬 | 0.01% | +12+0.1% | 加碼 |
| Commerce Bank | 9,426 | $53.2 萬 | 0.00% | −1,266−11.8% | 減碼 |
| Independent Advisor Alliance | 9,298 | $52.5 萬 | 0.02% | −1,642−15.0% | 減碼 |
| Versor Investments LP | 9,292 | $52.4 萬 | 0.11% | −14,600−61.1% | 減碼 |
| GWM Advisors LLC | 9,269 | $52.3 萬 | 0.00% | −34−0.4% | 減碼 |
| Demars Financial Group, LLC | 9,223 | $52.1 萬 | 0.26% | +9,223 | 新進 |
| Shelton Capital Management | 9,221 | $52.0 萬 | 0.01% | 00.0% | 不變 |
| Assetmark, Inc | 9,131 | $51.5 萬 | 0.00% | +9+0.1% | 加碼 |
| Herold Advisors, Inc. | 9,095 | $51.3 萬 | 0.12% | +77+0.9% | 加碼 |
| NBC Securities, Inc. | 8,870 | $51.1 萬 | 0.05% | +1,710+23.9% | 加碼 |
| TownSquare Capital, LLC | 9,040 | $51.0 萬 | 0.01% | +1,698+23.1% | 加碼 |
| Wolverine Trading, LLC | 9,015 | $50.9 萬 | 0.01% | +9,015 | 新進 |
| Intech Investment Management LLC | 9,005 | $50.8 萬 | 0.01% | +5,303+143.2% | 加碼 |
| Lincoln National Corp | 8,913 | $50.3 萬 | 0.01% | +6+0.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,915 | $50.3 萬 | 0.00% | −42,473−82.7% | 減碼 |
| IHT Wealth Management, LLC | 8,908 | $50.3 萬 | 0.02% | −1,463−14.1% | 減碼 |
| Clear Creek Financial Management, LLC | 8,905 | $50.3 萬 | 0.06% | 00.0% | 不變 |
| Eldridge Investment Advisors, Inc. | 8,875 | $50.1 萬 | 0.13% | 00.0% | 不變 |
| FLC Capital Advisors | 8,811 | $49.7 萬 | 0.13% | −1,739−16.5% | 減碼 |
| Per Stirling Capital Management, LLC. | 8,723 | $49.2 萬 | 0.08% | +225+2.6% | 加碼 |
| PFG Investments, LLC | 8,720 | $49.2 萬 | 0.03% | +8,720 | 新進 |
| APG Asset Management N.V. | 9,347 | $48.8 萬 | 0.00% | +2,300+32.6% | 加碼 |
| Austin Private Wealth, LLC | 8,821 | $48.5 萬 | 0.06% | +814+10.2% | 加碼 |
| XTX Topco Ltd | 8,579 | $48.4 萬 | 0.07% | +8,579 | 新進 |
| Candriam Luxembourg S.C.A. | 8,490 | $47.9 萬 | 0.00% | 00.0% | 不變 |
| D.B. Root & Company, LLC | 8,479 | $47.9 萬 | 0.16% | −5,566−39.6% | 減碼 |
| Archer Investment Corp | 8,348 | $47.1 萬 | 0.14% | +2,080+33.2% | 加碼 |
| Inspire Advisors, LLC | 8,289 | $46.8 萬 | 0.06% | +1,867+29.1% | 加碼 |
| Resources Investment Advisors, LLC. | 8,274 | $46.7 萬 | 0.01% | −113−1.3% | 減碼 |