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 2 季 13F 持有人
W. P. Carey Inc. 在 2024/6/30 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
- 784
- 較 2024 年第 1 季 +21 家
- 持有股數
- 1.48 億
- 較 2024 年第 1 季 −556.2 萬 (−3.6%)
- 總市值
- $81.6 億
- 較 2024 年第 1 季 −$5.22 億 (−6.0%)
- 新進機構
- 84
- 另有 266 家加碼
- 清倉機構
- 63
- 另有 301 家減碼
另有 10 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Transcendent Capital Group LLC | 578 | $3.18 萬 | 0.02% | +9+1.6% | 加碼 |
| Montag A & Associates Inc | 570 | $3.19 萬 | 0.00% | 00.0% | 不變 |
| New England Capital Financial Advisors LLC | 583 | $3.21 萬 | 0.02% | 00.0% | 不變 |
| Paladin Advisory Group, LLC | 598 | $3.27 萬 | 0.03% | 00.0% | 不變 |
| Strengthening Families & Communities, LLC | 608 | $3.30 萬 | 0.01% | +9+1.5% | 加碼 |
| Parallax Volatility Advisers, L.P. | 613 | $3.37 萬 | 0.00% | +613 | 新進 |
| Lynx Investment Advisory | 622 | $3.42 萬 | 0.03% | +622 | 新進 |
| Farther Finance Advisors, LLC | 682 | $3.72 萬 | 0.00% | −195−22.2% | 減碼 |
| Moser Wealth Advisors, LLC | 681 | $3.75 萬 | 0.02% | 00.0% | 不變 |
| City State Bank | 682 | $3.75 萬 | 0.02% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 683 | $3.76 萬 | 0.01% | +121+21.5% | 加碼 |
| State of Wyoming | 688 | $3.79 萬 | 0.01% | −31−4.3% | 減碼 |
| Tortoise Investment Management, LLC | 697 | $3.84 萬 | 0.00% | 00.0% | 不變 |
| Alta Advisers Ltd | 700 | $3.85 萬 | 0.02% | 00.0% | 不變 |
| Hilltop National Bank | 700 | $3.85 萬 | 0.01% | 00.0% | 不變 |
| PSI Advisors, LLC | 709 | $3.90 萬 | 0.01% | −1,136−61.6% | 減碼 |
| EdgeRock Capital LLC | 715 | $3.94 萬 | 0.03% | +715 | 新進 |
| Ibex Wealth Advisors | 716 | $3.94 萬 | 0.01% | +716 | 新進 |
| Register Financial Advisors LLC | 718 | $3.95 萬 | 0.02% | −1,574−68.7% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 740 | $4.07 萬 | 0.02% | 00.0% | 不變 |
| Ridgewood Investments LLC | 750 | $4.13 萬 | 0.02% | +750 | 新進 |
| AdvisorNet Financial, Inc | 831 | $4.57 萬 | 0.00% | +44+5.6% | 加碼 |
| Bangor Savings Bank | 850 | $4.68 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 859 | $4.73 萬 | 0.00% | +29+3.5% | 加碼 |
| Princeton Global Asset Management LLC | 869 | $4.78 萬 | 0.01% | 00.0% | 不變 |
| Flputnam Investment Management Co | 875 | $4.82 萬 | 0.00% | +875 | 新進 |
| Independence Bank of Kentucky | 880 | $4.84 萬 | 0.01% | 00.0% | 不變 |
| MCF Advisors LLC | 891 | $4.95 萬 | 0.00% | 00.0% | 不變 |
| Benjamin Edwards Inc | 914 | $5.00 萬 | 0.01% | −5−0.5% | 減碼 |
| Bare Financial Services, Inc | 865 | $5.00 萬 | 0.03% | 00.0% | 不變 |
| Quent Capital, LLC | 927 | $5.10 萬 | 0.01% | +41+4.6% | 加碼 |
| Umb Bank N A | 939 | $5.17 萬 | 0.00% | +108+13.0% | 加碼 |
| Capital Analysts, LLC | 937 | $5.20 萬 | 0.00% | +7+0.8% | 加碼 |
| Central Pacific Bank - Trust Division | 961 | $5.29 萬 | 0.01% | 00.0% | 不變 |
| Key Financial Inc | 962 | $5.30 萬 | 0.01% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 946 | $5.34 萬 | 0.00% | +675+249.1% | 加碼 |
| St Germain D J Co Inc | 992 | $5.46 萬 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 1,000 | $5.59 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 1,078 | $5.93 萬 | 0.01% | +254+30.8% | 加碼 |
| Whittier Trust Co | 1,100 | $6.05 萬 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,126 | $6.20 萬 | 0.00% | −76−6.3% | 減碼 |
| Covestor Ltd | 1,127 | $6.20 萬 | 0.04% | −316−21.9% | 減碼 |
| Jones Financial Companies LLLP | 1,129 | $6.22 萬 | 0.00% | +1,129 | 新進 |
| Missouri Trust & Investment Co | 1,135 | $6.25 萬 | 0.02% | 00.0% | 不變 |
| Addison Advisors LLC | 1,136 | $6.25 萬 | 0.02% | −18−1.6% | 減碼 |
| Bruce G. Allen Investments, LLC | 1,142 | $6.29 萬 | 0.05% | +336+41.7% | 加碼 |
| Tyler-Stone Wealth Management | 1,200 | $6.61 萬 | 0.03% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,201 | $6.61 萬 | 0.01% | +69+6.1% | 加碼 |
| South State Corp. | 1,244 | $6.85 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,289 | $7.09 萬 | 0.00% | −138−9.7% | 減碼 |
| Logan Capital Management Inc | 1,300 | $7.16 萬 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 1,319 | $7.26 萬 | 0.01% | 00.0% | 不變 |
| Sofos Investments, Inc. | 1,359 | $7.48 萬 | 0.02% | −1,359−50.0% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,365 | $7.52 萬 | 0.00% | −333−19.6% | 減碼 |
| JJJ Advisors Inc. | 1,370 | $7.59 萬 | 0.02% | +107+8.5% | 加碼 |
| Ancora Advisors, LLC | 1,388 | $7.64 萬 | 0.00% | +356+34.5% | 加碼 |
| Unique Wealth Strategies, LLC | 1,443 | $8.14 萬 | 0.04% | +1,443 | 新進 |
| Glass Jacobson Investment Advisors llc | 1,500 | $8.26 萬 | 0.03% | −183−10.9% | 減碼 |
| Financial Management Professionals, Inc. | 1,500 | $8.30 萬 | 0.01% | +17+1.1% | 加碼 |
| Central Trust Co | 1,520 | $8.37 萬 | 0.00% | −901−37.2% | 減碼 |
| Fairscale Capital, LLC | 1,600 | $9.32 萬 | 0.08% | +1,600 | 新進 |
| Kelly Financial Services LLC | 1,784 | $9.82 萬 | 0.04% | 00.0% | 不變 |
| ORG Partners LLC | 1,825 | $9.99 萬 | 0.01% | +1,825 | 新進 |
| Main Street Group, LTD | 1,836 | $10.0 萬 | 0.04% | +102+5.9% | 加碼 |
| Rise Advisors, LLC | 1,863 | $10.3 萬 | 0.05% | +11+0.6% | 加碼 |
| Catalyst Funds Management Pty Ltd | 1,900 | $10.5 萬 | 0.03% | +1,900 | 新進 |
| Westend Capital Management, LLC | 2,000 | $10.9 萬 | 0.04% | 00.0% | 不變 |
| MV Capital Management, Inc. | 2,014 | $11.1 萬 | 0.01% | −1,776−46.9% | 減碼 |
| Spire Wealth Management | 2,055 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 2,100 | $11.6 萬 | 0.11% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,169 | $11.9 萬 | 0.00% | −54−2.4% | 減碼 |
| GAMMA Investing LLC | 2,232 | $12.3 萬 | 0.02% | +950+74.1% | 加碼 |
| Armstrong Advisory Group, Inc | 2,282 | $12.6 萬 | 0.01% | −892−28.1% | 減碼 |
| SOA Wealth Advisors, LLC. | 2,337 | $12.9 萬 | 0.03% | −617−20.9% | 減碼 |
| Concord Wealth Partners | 2,432 | $13.4 萬 | 0.02% | −2,475−50.4% | 減碼 |
| Washington Trust Co | 2,463 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 2,470 | $13.6 萬 | 0.01% | +330+15.4% | 加碼 |
| Creative Financial Designs Inc | 2,522 | $13.9 萬 | 0.01% | +79+3.2% | 加碼 |
| AllSquare Wealth Management LLC | 2,540 | $14.0 萬 | 0.08% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 2,579 | $14.2 萬 | 0.00% | −658−20.3% | 減碼 |
| North Star Investment Management Corp. | 2,688 | $14.8 萬 | 0.01% | +13+0.5% | 加碼 |
| Trust Co of Vermont | 2,791 | $15.4 萬 | 0.01% | +2,500+859.1% | 加碼 |
| IAG Wealth Partners, LLC | 2,845 | $15.7 萬 | 0.03% | +156+5.8% | 加碼 |
| Sunbelt Securities, Inc. | 2,939 | $16.2 萬 | 0.02% | +116+4.1% | 加碼 |
| FIL Ltd | 2,961 | $16.3 萬 | 0.00% | +2,961 | 新進 |
| HM Payson & Co | 2,990 | $16.5 萬 | 0.00% | −1,096−26.8% | 減碼 |
| Rakuten Investment Management, Inc. | 3,008 | $16.7 萬 | 0.00% | +1,116+59.0% | 加碼 |
| GoalVest Advisory LLC | 3,321 | $18.3 萬 | 0.06% | +100+3.1% | 加碼 |
| Quadrant Capital Group LLC | 3,338 | $18.4 萬 | 0.01% | +188+6.0% | 加碼 |
| PEAK6 Investments LLC | 3,373 | $18.6 萬 | 0.01% | +3,373 | 新進 |
| Harbour Investments, Inc. | 3,423 | $18.8 萬 | 0.01% | −130−3.7% | 減碼 |
| Group One Trading, L.P. | 3,520 | $19.4 萬 | 0.01% | +3,520 | 新進 |
| Capital Planning Advisors, LLC | 3,657 | $20.1 萬 | 0.03% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 3,695 | $20.3 萬 | 0.18% | −178−4.6% | 減碼 |
| Change Path, LLC | 3,713 | $20.4 萬 | 0.01% | +3,713 | 新進 |
| Boston Private Wealth LLC | 3,716 | $20.5 萬 | 0.01% | −79−2.1% | 減碼 |
| Tompkins Financial Corp | 3,720 | $20.5 萬 | 0.02% | −242−6.1% | 減碼 |
| Keynote Financial Services LLC | 3,760 | $20.7 萬 | 0.17% | −25−0.7% | 減碼 |
| Motco | 3,783 | $20.8 萬 | 0.01% | +746+24.6% | 加碼 |
| RFG Advisory, LLC | 3,788 | $20.9 萬 | 0.01% | −364−8.8% | 減碼 |