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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 5,280 | $29.8 萬 | 0.01% | +1,322+33.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 5,245 | $29.6 萬 | 0.00% | −162,835−96.9% | 減碼 |
| Sound Income Strategies, LLC | 5,229 | $29.5 萬 | 0.02% | +134+2.6% | 加碼 |
| Jackson Wealth Management, LLC | 5,233 | $29.5 萬 | 0.04% | −400−7.1% | 減碼 |
| Viawealth, LLC | 5,202 | $29.4 萬 | 0.18% | −1,327−20.3% | 減碼 |
| Cherry Tree Wealth Management, LLC | 5,187 | $29.3 萬 | 0.07% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 5,174 | $29.2 萬 | 0.03% | +431+9.1% | 加碼 |
| Level Four Advisory Services, LLC | 4,503 | $29.2 萬 | 0.02% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 5,150 | $29.1 萬 | 0.14% | +5,150 | 新進 |
| Truvestments Capital LLC | 5,134 | $29.0 萬 | 0.11% | −15,905−75.6% | 減碼 |
| Walleye Trading LLC | 5,124 | $28.9 萬 | 0.00% | −4,469−46.6% | 減碼 |
| Woodward Diversified Capital, LLC | 5,118 | $28.9 萬 | 0.18% | −999−16.3% | 減碼 |
| Argent Trust Co | 5,091 | $28.7 萬 | 0.01% | −1,061−17.2% | 減碼 |
| Joel Isaacson & Co., LLC | 5,073 | $28.6 萬 | 0.02% | −658−11.5% | 減碼 |
| Summit Wealth Group, LLC | 5,047 | $28.5 萬 | 0.19% | 00.0% | 不變 |
| Verition Fund Management LLC | 5,038 | $28.4 萬 | 0.00% | +1,744+52.9% | 加碼 |
| LexAurum Advisors, LLC | 5,014 | $28.3 萬 | 0.07% | −310−5.8% | 減碼 |
| Kingsview Wealth Management, LLC | 5,006 | $28.3 萬 | 0.01% | +264+5.6% | 加碼 |
| Syntegra Private Wealth Group, LLC | 4,949 | $27.9 萬 | 0.04% | −320−6.1% | 減碼 |
| Barlow Wealth Partners, Inc. | 5,049 | $27.8 萬 | 0.04% | 00.0% | 不變 |
| 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 |
| Diversify Advisory Services, LLC | 4,933 | $27.7 萬 | 0.02% | +4,933 | 新進 |
| Prosperitas Financial LLC | 4,898 | $27.6 萬 | 0.18% | −157−3.1% | 減碼 |
| Procyon Private Wealth Partners, LLC | 4,893 | $27.6 萬 | 0.02% | −61−1.2% | 減碼 |
| Ci Investments Inc. | 4,872 | $27.5 萬 | 0.00% | +1,180+32.0% | 加碼 |
| Colony Group, LLC | 4,858 | $27.4 萬 | 0.00% | +123+2.6% | 加碼 |
| Cutler Group LP | 4,824 | $27.2 萬 | 0.14% | −4,687−49.3% | 減碼 |
| Round Rock Advisors, LLC | 4,814 | $27.2 萬 | 0.07% | 00.0% | 不變 |
| Degroof Petercam Asset Management | 4,800 | $27.1 萬 | 0.00% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 4,180 | $27.1 萬 | 0.02% | 00.0% | 不變 |
| MAI Capital Management | 4,777 | $27.0 萬 | 0.00% | −724−13.2% | 減碼 |
| Bright Futures Wealth Management, LLC. | 4,791 | $26.7 萬 | 0.14% | +4,791 | 新進 |
| Gateway Investment Advisers LLC | 4,644 | $26.2 萬 | 0.00% | −65−1.4% | 減碼 |
| BancorpSouth Bank | 4,633 | $26.1 萬 | 0.02% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 4,500 | $25.4 萬 | 0.05% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 4,564 | $25.4 萬 | 0.05% | −2,269−33.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 4,466 | $25.2 萬 | 0.00% | +4,466 | 新進 |
| Cary Street Partner Investment Advisory LLC | 4,446 | $25.1 萬 | 0.01% | +66+1.5% | 加碼 |
| Coppell Advisory Solutions Corp. | 4,398 | $24.8 萬 | 0.05% | +4,398 | 新進 |
| BTC Capital Management, Inc. | 4,390 | $24.8 萬 | 0.02% | +4,390 | 新進 |
| Sovereign Financial Group, Inc. | 4,382 | $24.7 萬 | 0.07% | −86−1.9% | 減碼 |
| L.M. Kohn & Company | 4,361 | $24.6 萬 | 0.07% | 00.0% | 不變 |
| Cordatus Wealth Management LLC | 4,363 | $24.6 萬 | 0.18% | +4,363 | 新進 |
| Redwood Financial Network Corp | 4,319 | $24.4 萬 | 0.21% | −506−10.5% | 減碼 |
| Atomi Financial Group, Inc. | 4,261 | $24.0 萬 | 0.02% | +4,261 | 新進 |
| Garrison Asset Management, LLC | 4,252 | $24.0 萬 | 0.13% | +20.0% | 加碼 |
| Alaska Permanent Fund Corp | 4,219 | $23.8 萬 | 0.00% | −9,246−68.7% | 減碼 |
| GPS Wealth Strategies Group, LLC | 4,175 | $23.6 萬 | 0.04% | −1,974−32.1% | 減碼 |
| Daymark Wealth Partners, LLC | 4,167 | $23.5 萬 | 0.01% | −1,260−23.2% | 減碼 |
| RFG Advisory, LLC | 4,152 | $23.4 萬 | 0.01% | −306−6.9% | 減碼 |
| Venture Visionary Partners LLC | 4,144 | $23.4 萬 | 0.01% | +574+16.1% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 4,130 | $23.3 萬 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 4,115 | $23.2 萬 | 0.10% | −667−13.9% | 減碼 |
| Proequities, Inc. | 4,050 | $23.2 萬 | 0.02% | +28+0.7% | 加碼 |
| San Luis Wealth Advisors LLC | 4,086 | $23.1 萬 | 0.12% | 00.0% | 不變 |
| HM Payson & Co | 4,086 | $23.1 萬 | 0.00% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 4,082 | $23.0 萬 | 0.11% | 00.0% | 不變 |
| Aspire Wealth Management Corp | 4,078 | $23.0 萬 | 0.14% | +30+0.7% | 加碼 |
| Lido Advisors, LLC | 3,998 | $22.9 萬 | 0.00% | −234−5.5% | 減碼 |
| Willis Johnson & Associates, Inc. | 4,055 | $22.9 萬 | 0.02% | +4,055 | 新進 |
| Trust Point Inc. | 4,015 | $22.7 萬 | 0.02% | +4,015 | 新進 |
| Gsa Capital Partners LLP | 3,996 | $22.6 萬 | 0.02% | +3,996 | 新進 |
| Jefferies Financial Group Inc. | 4,000 | $22.6 萬 | 0.00% | +4,000 | 新進 |
| AIA Group Ltd | 3,969 | $22.4 萬 | 0.01% | +3,969 | 新進 |
| Tompkins Financial Corp | 3,962 | $22.4 萬 | 0.03% | +106+2.7% | 加碼 |
| Evanson Asset Management, LLC | 3,960 | $22.4 萬 | 0.02% | +5+0.1% | 加碼 |
| Monterey Private Wealth, Inc. | 3,953 | $22.3 萬 | 0.09% | 00.0% | 不變 |
| Parsons Capital Management Inc | 3,950 | $22.3 萬 | 0.02% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 3,913 | $22.0 萬 | 0.06% | +208+5.6% | 加碼 |
| Fortitude Advisory Group L.L.C. | 3,888 | $21.9 萬 | 0.12% | +677+21.1% | 加碼 |
| Tradition Wealth Management, LLC | 3,880 | $21.9 萬 | 0.02% | 00.0% | 不變 |
| Insight 2811, Inc. | 3,878 | $21.9 萬 | 0.11% | −920−19.2% | 減碼 |
| Clearview Wealth Advisors LLC | 3,873 | $21.9 萬 | 0.22% | −106−2.7% | 減碼 |
| Larson Financial Group LLC | 3,872 | $21.9 萬 | 0.02% | −341−8.1% | 減碼 |
| Mach-1 Financial Group, Inc. | 3,854 | $21.8 萬 | 0.17% | −626−14.0% | 減碼 |
| Buckingham Strategic Wealth, LLC | 3,848 | $21.7 萬 | 0.00% | −6−0.2% | 減碼 |
| Catalytic Wealth RIA, LLC | 3,835 | $21.6 萬 | 0.04% | −248−6.1% | 減碼 |
| Boston Private Wealth LLC | 3,795 | $21.4 萬 | 0.00% | +3,795 | 新進 |
| MV Capital Management, Inc. | 3,790 | $21.4 萬 | 0.02% | −499−11.6% | 減碼 |
| Keynote Financial Services LLC | 3,785 | $21.4 萬 | 0.18% | +3,785 | 新進 |
| New York Life Investment Management LLC | 3,716 | $21.0 萬 | 0.00% | +102+2.8% | 加碼 |
| Capital Planning Advisors, LLC | 3,657 | $20.6 萬 | 0.04% | −88−2.3% | 減碼 |
| Armstrong Advisory Group, Inc | 3,174 | $20.6 萬 | 0.02% | 00.0% | 不變 |
| Regions Financial Corp | 3,623 | $20.4 萬 | 0.00% | +17+0.5% | 加碼 |
| Monument Capital Management | 3,618 | $20.4 萬 | 0.06% | +46+1.3% | 加碼 |
| Brookstone Capital Management | 3,595 | $20.3 萬 | 0.00% | −155−4.1% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,590 | $20.3 萬 | 0.01% | −874−19.6% | 減碼 |
| HB Wealth Management, LLC | 3,576 | $20.2 萬 | 0.00% | +208+6.2% | 加碼 |
| Systematic Portfolios LLC | 2,276 | $20.1 萬 | 0.69% | +2,276 | 新進 |
| UMA Financial Services, Inc. | 3,767 | $20.1 萬 | 0.04% | +8+0.2% | 加碼 |
| Harbour Investments, Inc. | 3,553 | $20.1 萬 | 0.01% | −330−8.5% | 減碼 |
| GoalVest Advisory LLC | 3,221 | $18.2 萬 | 0.06% | +2,589+409.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,237 | $18.1 萬 | 0.00% | −1,211−27.2% | 減碼 |
| Quadrant Capital Group LLC | 3,150 | $17.8 萬 | 0.01% | +838+36.2% | 加碼 |
| Motco | 3,037 | $17.1 萬 | 0.01% | +232+8.3% | 加碼 |
| SOA Wealth Advisors, LLC. | 2,954 | $16.7 萬 | 0.03% | −71,077−96.0% | 減碼 |
| Sofos Investments, Inc. | 2,718 | $16.5 萬 | 0.02% | +1,359+100.0% | 加碼 |
| Sunbelt Securities, Inc. | 2,823 | $15.9 萬 | 0.02% | +18+0.6% | 加碼 |
| First Manhattan Co | 2,700 | $15.2 萬 | 0.00% | −2−0.1% | 減碼 |