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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 3,805 | $20.9 萬 | 0.01% | +3,805 | 新進 |
| Mach-1 Financial Group, Inc. | 3,854 | $21.2 萬 | 0.15% | 00.0% | 不變 |
| Syntegra Private Wealth Group, LLC | 3,856 | $21.2 萬 | 0.03% | −1,093−22.1% | 減碼 |
| iA Global Asset Management Inc. | 3,870 | $21.3 萬 | 0.00% | +3,870 | 新進 |
| UMA Financial Services, Inc. | 3,659 | $21.3 萬 | 0.04% | −108−2.9% | 減碼 |
| Tradition Wealth Management, LLC | 3,880 | $21.4 萬 | 0.02% | 00.0% | 不變 |
| Nomura Holdings Inc | 3,909 | $21.5 萬 | 0.00% | +3,909 | 新進 |
| Buckingham Strategic Wealth, LLC | 3,928 | $21.6 萬 | 0.00% | +80+2.1% | 加碼 |
| Napa Wealth Management | 3,938 | $21.7 萬 | 0.15% | +3,938 | 新進 |
| Parsons Capital Management Inc | 3,950 | $21.7 萬 | 0.01% | 00.0% | 不變 |
| Adapt Wealth Advisors, LLC | 3,951 | $21.8 萬 | 0.14% | +3,951 | 新進 |
| Raleigh Capital Management Inc. | 3,952 | $21.8 萬 | 0.09% | −163−4.0% | 減碼 |
| Monterey Private Wealth, Inc. | 3,953 | $21.8 萬 | 0.08% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 3,982 | $21.9 萬 | 0.09% | −100−2.4% | 減碼 |
| Prosperitas Financial LLC | 4,001 | $22.0 萬 | 0.13% | −897−18.3% | 減碼 |
| 360 Financial, Inc. | 4,017 | $22.1 萬 | 0.08% | −2,263−36.0% | 減碼 |
| Peachtree Investment Partners, LLC | 4,022 | $22.1 萬 | 0.09% | +4,022 | 新進 |
| KPP Advisory Services LLC | 4,024 | $22.2 萬 | 0.06% | +4,024 | 新進 |
| Catalytic Wealth RIA, LLC | 4,033 | $22.2 萬 | 0.04% | +198+5.2% | 加碼 |
| Larson Financial Group LLC | 4,037 | $22.2 萬 | 0.02% | +165+4.3% | 加碼 |
| Coppell Advisory Solutions LLC | 4,090 | $22.5 萬 | 0.04% | +4,090 | 新進 |
| Proequities, Inc. | 4,035 | $22.6 萬 | 0.01% | −15−0.4% | 減碼 |
| Accurate Wealth Management, LLC | 3,898 | $22.7 萬 | 0.05% | −15−0.4% | 減碼 |
| Argent Trust Co | 4,123 | $22.7 萬 | 0.01% | −968−19.0% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 4,130 | $22.7 萬 | 0.00% | 00.0% | 不變 |
| BancorpSouth Bank | 4,132 | $22.7 萬 | 0.02% | −501−10.8% | 減碼 |
| GPS Wealth Strategies Group, LLC | 4,164 | $22.9 萬 | 0.03% | −11−0.3% | 減碼 |
| Seeds Investor LLC | 4,165 | $22.9 萬 | 0.12% | +4,165 | 新進 |
| Daymark Wealth Partners, LLC | 4,187 | $23.0 萬 | 0.01% | +20+0.5% | 加碼 |
| Tritonpoint Wealth, LLC | 4,153 | $23.2 萬 | 0.02% | −1,205−22.5% | 減碼 |
| Teacher Retirement System of Texas | 4,252 | $23.4 萬 | 0.00% | −1,307−23.5% | 減碼 |
| Garrison Asset Management, LLC | 4,255 | $23.4 萬 | 0.12% | +3+0.1% | 加碼 |
| SWP Financial LLC | 4,355 | $24.0 萬 | 0.16% | −1,719−28.3% | 減碼 |
| Procyon Private Wealth Partners, LLC | 4,366 | $24.0 萬 | 0.02% | −527−10.8% | 減碼 |
| Berger Financial Group, Inc | 4,367 | $24.0 萬 | 0.02% | −1,174−21.2% | 減碼 |
| Sovereign Financial Group, Inc. | 4,399 | $24.2 萬 | 0.06% | +17+0.4% | 加碼 |
| Kingsview Wealth Management, LLC | 4,403 | $24.2 萬 | 0.01% | −603−12.0% | 減碼 |
| Alaska Permanent Fund Corp | 4,219 | $24.4 萬 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 4,426 | $24.4 萬 | 0.00% | −446−9.2% | 減碼 |
| Vestcor Inc | 4,459 | $24.5 萬 | 0.01% | −10,876−70.9% | 減碼 |
| LexAurum Advisors, LLC | 4,464 | $24.6 萬 | 0.06% | −550−11.0% | 減碼 |
| Dividend Assets Capital, LLC | 4,500 | $24.8 萬 | 0.05% | 00.0% | 不變 |
| Private Trust Co NA | 4,525 | $24.9 萬 | 0.03% | −802−15.1% | 減碼 |
| Virtue Capital Management, LLC | 4,243 | $25.0 萬 | 0.04% | −321−7.0% | 減碼 |
| Jackson Wealth Management, LLC | 4,583 | $25.2 萬 | 0.05% | −650−12.4% | 減碼 |
| Willis Johnson & Associates, Inc. | 4,598 | $25.3 萬 | 0.02% | +543+13.4% | 加碼 |
| Lido Advisors, LLC | 4,609 | $25.8 萬 | 0.00% | +611+15.3% | 加碼 |
| Cherry Tree Wealth Management, LLC | 4,707 | $25.9 萬 | 0.07% | −480−9.3% | 減碼 |
| Columbia Asset Management | 4,725 | $26.0 萬 | 0.05% | −400−7.8% | 減碼 |
| Veriti Management LLC | 4,739 | $26.1 萬 | 0.02% | +4,739 | 新進 |
| Cordatus Wealth Management LLC | 4,747 | $26.1 萬 | 0.10% | +384+8.8% | 加碼 |
| AIA Group Ltd | 4,773 | $26.3 萬 | 0.01% | +804+20.3% | 加碼 |
| Credit Agricole S A | 4,800 | $26.4 萬 | 0.00% | +4,800 | 新進 |
| Cornerstone Wealth Group, LLC | 4,890 | $26.9 萬 | 0.02% | −284−5.5% | 減碼 |
| Diversify Advisory Services, LLC | 4,914 | $27.0 萬 | 0.01% | −19−0.4% | 減碼 |
| Two Sigma Securities, LLC | 4,901 | $27.0 萬 | 0.01% | −379−7.2% | 減碼 |
| Woodward Diversified Capital, LLC | 4,902 | $27.0 萬 | 0.16% | −216−4.2% | 減碼 |
| Kathmere Capital Management, LLC | 4,907 | $27.0 萬 | 0.03% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 4,915 | $27.1 萬 | 0.02% | −314−6.0% | 減碼 |
| Guyasuta Investment Advisors Inc | 4,180 | $27.1 萬 | 0.02% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 4,929 | $27.1 萬 | 0.01% | +4,929 | 新進 |
| Bright Futures Wealth Management, LLC. | 4,791 | $27.4 萬 | 0.15% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 4,990 | $27.5 萬 | 0.00% | −1,984−28.4% | 減碼 |
| Round Rock Advisors, LLC | 5,020 | $27.6 萬 | 0.07% | +206+4.3% | 加碼 |
| Summit Wealth Group, LLC | 5,047 | $27.8 萬 | 0.08% | 00.0% | 不變 |
| Colony Group, LLC | 5,053 | $27.8 萬 | 0.00% | +195+4.0% | 加碼 |
| BTC Capital Management, Inc. | 5,068 | $27.9 萬 | 0.03% | +678+15.4% | 加碼 |
| Joel Isaacson & Co., LLC | 5,073 | $27.9 萬 | 0.01% | 00.0% | 不變 |
| Insight Wealth Partners, LLC | 5,121 | $28.2 萬 | 0.18% | −3,056−37.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 5,149 | $28.3 萬 | 0.00% | +2,789+118.2% | 加碼 |
| EP Wealth Advisors, LLC | 5,220 | $28.7 萬 | 0.00% | −254−4.6% | 減碼 |
| Ameritas Advisory Services, LLC | 5,230 | $28.8 萬 | 0.01% | −179−3.3% | 減碼 |
| Carret Asset Management, LLC | 5,282 | $29.1 萬 | 0.03% | −41−0.8% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 5,327 | $29.3 萬 | 0.01% | +881+19.8% | 加碼 |
| Equitable Holdings, Inc. | 5,346 | $29.4 萬 | 0.00% | −891−14.3% | 減碼 |
| SageView Advisory Group, LLC | 5,359 | $29.5 萬 | 0.01% | +5,359 | 新進 |
| Barlow Wealth Partners, Inc. | 5,049 | $29.5 萬 | 0.04% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 5,386 | $29.7 萬 | 0.01% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 5,392 | $29.7 萬 | 0.00% | +5,392 | 新進 |
| GeoWealth Management, LLC | 5,403 | $29.7 萬 | 0.01% | −2,703−33.3% | 減碼 |
| Basepoint Wealth LLC | 5,415 | $29.8 萬 | 0.24% | +82+1.5% | 加碼 |
| HBW Advisory Services LLC | 5,462 | $30.1 萬 | 0.05% | −27,921−83.6% | 減碼 |
| United Capital Financial Advisers, LLC | 5,521 | $30.4 萬 | 0.00% | −1,202−17.9% | 減碼 |
| Walleye Trading LLC | 5,540 | $30.5 萬 | 0.01% | +416+8.1% | 加碼 |
| Gilbert & Cook, Inc. | 5,543 | $30.5 萬 | 0.04% | −514−8.5% | 減碼 |
| DF Dent & Co Inc | 5,556 | $30.6 萬 | 0.00% | +268+5.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 5,558 | $30.6 萬 | 0.01% | 00.0% | 不變 |
| Symphony Financial, Ltd. Co. | 5,593 | $31.1 萬 | 0.06% | +22+0.4% | 加碼 |
| Profund Advisors LLC | 5,674 | $31.2 萬 | 0.01% | −649−10.3% | 減碼 |
| Greenleaf Trust | 5,720 | $31.5 萬 | 0.00% | +5,720 | 新進 |
| Cullen Capital Management LLC | 5,723 | $31.5 萬 | 0.00% | 00.0% | 不變 |
| Ignite Planners, LLC | 5,736 | $31.6 萬 | 0.08% | +41+0.7% | 加碼 |
| Prime Capital Investment Advisors, LLC | 5,747 | $31.6 萬 | 0.00% | −75−1.3% | 減碼 |
| Lockheed Martin Investment Management Co | 5,750 | $31.7 萬 | 0.02% | −3,325−36.6% | 減碼 |
| Allen Capital Group, LLC | 5,752 | $31.7 萬 | 0.04% | 00.0% | 不變 |
| Widmann Financial Services, Inc. | 5,760 | $31.7 萬 | 0.26% | −100−1.7% | 減碼 |
| Jacobi Capital Management LLC | 5,767 | $31.7 萬 | 0.03% | +27+0.5% | 加碼 |
| Rockport Wealth LLC | 5,782 | $31.8 萬 | 0.13% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 5,786 | $31.9 萬 | 0.17% | −369−6.0% | 減碼 |
| Western Wealth Management, LLC | 5,835 | $32.1 萬 | 0.02% | −780−11.8% | 減碼 |