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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 5,858 | $32.3 萬 | 0.02% | −1,270−17.8% | 減碼 |
| Applied Finance Capital Management, LLC | 5,884 | $32.4 萬 | 0.01% | +5,884 | 新進 |
| H&H Retirement Design & Management INC | 5,494 | $32.5 萬 | 0.20% | 00.0% | 不變 |
| Gratus Capital LLC | 5,899 | $32.5 萬 | 0.01% | +5,899 | 新進 |
| Quadcap Wealth Management, LLC | 5,914 | $32.6 萬 | 0.06% | −103−1.7% | 減碼 |
| True North Advisors, LLC | 5,939 | $32.7 萬 | 0.09% | 00.0% | 不變 |
| Panagora Asset Management Inc | 5,990 | $33.0 萬 | 0.00% | −9,218−60.6% | 減碼 |
| Versor Investments LP | 5,992 | $33.0 萬 | 0.06% | −3,300−35.5% | 減碼 |
| Glenmede Trust Co NA | 5,994 | $33.0 萬 | 0.00% | −101−1.7% | 減碼 |
| Kowal Investment Group, LLC | 6,070 | $33.4 萬 | 0.07% | +199+3.4% | 加碼 |
| Commerzbank Aktiengesellschaft | 6,084 | $33.5 萬 | 0.01% | 00.0% | 不變 |
| Wambolt & Associates, LLC | 6,190 | $33.8 萬 | 0.10% | −1,026−14.2% | 減碼 |
| Prospera Financial Services Inc | 6,144 | $33.8 萬 | 0.01% | +490+8.7% | 加碼 |
| Intrua Financial, LLC | 6,150 | $33.9 萬 | 0.06% | +466+8.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 6,158 | $33.9 萬 | 0.00% | −3,719−37.7% | 減碼 |
| Aspire Wealth Management Corp | 6,176 | $34.0 萬 | 0.19% | +2,098+51.4% | 加碼 |
| Optimum Investment Advisors | 6,207 | $34.2 萬 | 0.15% | −700−10.1% | 減碼 |
| Atomi Financial Group, Inc. | 6,217 | $34.2 萬 | 0.03% | +1,956+45.9% | 加碼 |
| LGT Financial Advisors LLC | 6,261 | $34.5 萬 | 0.73% | −3,569−36.3% | 減碼 |
| Avantax Planning Partners, Inc. | 6,261 | $34.5 萬 | 0.01% | +437+7.5% | 加碼 |
| Main Street Financial Solutions, LLC | 6,273 | $34.5 萬 | 0.03% | +932+17.4% | 加碼 |
| Madden Securities Corp | 6,280 | $34.6 萬 | 0.15% | −500−7.4% | 減碼 |
| Fifth Third Wealth Advisors LLC | 6,284 | $34.6 萬 | 0.03% | +6,284 | 新進 |
| Park Avenue Securities LLC | 6,366 | $35.0 萬 | 0.00% | +843+15.3% | 加碼 |
| Paradigm Financial Partners, LLC | 6,358 | $35.0 萬 | 0.05% | −9,859−60.8% | 減碼 |
| Centaurus Financial, Inc. | 6,387 | $35.2 萬 | 0.02% | −1,115−14.9% | 減碼 |
| Avion Wealth | 6,413 | $35.3 萬 | 0.10% | +9+0.1% | 加碼 |
| Kovack Advisors, Inc. | 6,416 | $35.3 萬 | 0.04% | −1,185−15.6% | 減碼 |
| MQS Management LLC | 6,501 | $35.8 萬 | 0.22% | +6,501 | 新進 |
| Herold Advisors, Inc. | 6,511 | $35.8 萬 | 0.08% | −2,584−28.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 6,415 | $35.9 萬 | 0.01% | +107+1.7% | 加碼 |
| Empower Advisory Group, LLC | 6,521 | $35.9 萬 | 0.00% | −601−8.4% | 減碼 |
| International Assets Investment Management, LLC | 6,522 | $35.9 萬 | 0.03% | +235+3.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,533 | $36.0 萬 | 0.01% | −1,534−19.0% | 減碼 |
| Ballentine Partners, LLC | 6,538 | $36.0 萬 | 0.01% | −351−5.1% | 減碼 |
| D.A. Davidson & Co. | 6,579 | $36.2 萬 | 0.00% | −688−9.5% | 減碼 |
| NewEdge Wealth, LLC | 6,592 | $36.3 萬 | 0.01% | +923+16.3% | 加碼 |
| Crestwood Advisors Group LLC | 6,623 | $36.5 萬 | 0.01% | −125−1.9% | 減碼 |
| Sawyer & Company, Inc | 6,695 | $36.9 萬 | 0.15% | 00.0% | 不變 |
| Signaturefd, LLC | 6,775 | $37.3 萬 | 0.01% | −460−6.4% | 減碼 |
| Kingswood Wealth Advisors, LLC | 6,863 | $37.8 萬 | 0.03% | −1,099−13.8% | 減碼 |
| Heirloom Wealth Management | 6,896 | $38.0 萬 | 0.12% | −5,557−44.6% | 減碼 |
| Dudley Capital Management, LLC | 6,900 | $38.0 萬 | 0.21% | 00.0% | 不變 |
| XTX Topco Ltd | 6,945 | $38.2 萬 | 0.03% | −1,634−19.0% | 減碼 |
| Family Legacy, Inc. | 6,949 | $38.3 萬 | 0.14% | −189−2.6% | 減碼 |
| Boston Financial Mangement LLC | 6,970 | $38.4 萬 | 0.01% | −830−10.6% | 減碼 |
| Burney Co | 7,088 | $39.0 萬 | 0.01% | −140−1.9% | 減碼 |
| Axxcess Wealth Management, LLC | 7,111 | $39.1 萬 | 0.01% | −167−2.3% | 減碼 |
| CIBC Asset Management Inc | 7,353 | $40.5 萬 | 0.00% | +234+3.3% | 加碼 |
| Fifth Third Bancorp | 7,360 | $40.5 萬 | 0.00% | −208−2.7% | 減碼 |
| Candriam Luxembourg S.C.A. | 7,412 | $40.8 萬 | 0.00% | −1,078−12.7% | 減碼 |
| Eldridge Investment Advisors, Inc. | 7,425 | $40.9 萬 | 0.10% | −1,450−16.3% | 減碼 |
| Focus Financial Network, Inc. | 6,816 | $40.9 萬 | 0.02% | +134+2.0% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 7,492 | $41.2 萬 | 0.02% | +7,492 | 新進 |
| Wetherby Asset Management Inc | 7,511 | $41.3 萬 | 0.02% | +280+3.9% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 7,549 | $41.6 萬 | 0.11% | +7,549 | 新進 |
| Perennial Investment Advisors, LLC | 7,556 | $41.6 萬 | 0.06% | +741+10.9% | 加碼 |
| National Asset Management, Inc. | 7,444 | $41.6 萬 | 0.01% | −8,660−53.8% | 減碼 |
| Omers Administration Corp | 7,582 | $41.7 萬 | 0.00% | +7,582 | 新進 |
| RSM US Wealth Management LLC | 7,634 | $41.8 萬 | 0.01% | +7,634 | 新進 |
| Per Stirling Capital Management, LLC. | 7,600 | $41.8 萬 | 0.07% | −1,123−12.9% | 減碼 |
| D.B. Root & Company, LLC | 7,631 | $42.0 萬 | 0.14% | −848−10.0% | 減碼 |
| Buckingham Strategic Partners | 7,644 | $42.1 萬 | 0.01% | +651+9.3% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 7,644 | $42.1 萬 | 0.09% | +7,644 | 新進 |
| J.W. Cole Advisors, Inc. | 7,702 | $42.4 萬 | 0.02% | −3,538−31.5% | 減碼 |
| IHT Wealth Management, LLC | 7,707 | $42.4 萬 | 0.02% | −1,201−13.5% | 減碼 |
| Philadelphia Trust Co | 7,790 | $42.9 萬 | 0.03% | 00.0% | 不變 |
| Kerntke Otto McGlone Wealth Management Group | 7,793 | $42.9 萬 | 0.40% | +47+0.6% | 加碼 |
| Campbell Wealth Management | 7,856 | $43.2 萬 | 0.14% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 7,940 | $43.7 萬 | 0.03% | +235+3.0% | 加碼 |
| Teamwork Financial Advisors, LLC | 7,941 | $43.7 萬 | 0.06% | +1,136+16.7% | 加碼 |
| FORA Capital, LLC | 8,011 | $44.1 萬 | 0.05% | −27,895−77.7% | 減碼 |
| Resources Investment Advisors, LLC. | 8,048 | $44.3 萬 | 0.01% | −226−2.7% | 減碼 |
| Wellington Shields & Co., LLC | 8,156 | $44.9 萬 | 0.15% | 00.0% | 不變 |
| Austin Private Wealth, LLC | 8,166 | $45.0 萬 | 0.05% | −655−7.4% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 8,206 | $45.2 萬 | 0.11% | +621+8.2% | 加碼 |
| Inspire Advisors, LLC | 8,262 | $45.5 萬 | 0.06% | −27−0.3% | 減碼 |
| Centersquare Investment Management LLC | 8,327 | $45.8 萬 | 0.00% | −1,472−15.0% | 減碼 |
| Archer Investment Corp | 8,348 | $46.0 萬 | 0.13% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 8,374 | $46.1 萬 | 0.05% | +1,157+16.0% | 加碼 |
| PFG Investments, LLC | 8,427 | $46.4 萬 | 0.03% | −293−3.4% | 減碼 |
| FLC Capital Advisors | 8,661 | $47.7 萬 | 0.12% | −150−1.7% | 減碼 |
| Peddock Capital Advisors, LLC | 8,771 | $48.3 萬 | 0.12% | −2,303−20.8% | 減碼 |
| MAI Capital Management | 8,826 | $48.6 萬 | 0.00% | +4,049+84.8% | 加碼 |
| Old Port Advisors | 8,897 | $49.0 萬 | 0.15% | −777−8.0% | 減碼 |
| Clear Creek Financial Management, LLC | 8,905 | $49.0 萬 | 0.06% | 00.0% | 不變 |
| Shelton Capital Management | 8,909 | $49.0 萬 | 0.01% | −312−3.4% | 減碼 |
| Intech Investment Management LLC | 9,005 | $49.6 萬 | 0.01% | 00.0% | 不變 |
| CIC Wealth, LLC | 9,023 | $49.7 萬 | 0.14% | −1,105−10.9% | 減碼 |
| Gen-Wealth Partners Inc | 9,043 | $49.8 萬 | 0.24% | +3,893+75.6% | 加碼 |
| MKT Advisors LLC | 9,108 | $50.0 萬 | 0.25% | −609−6.3% | 減碼 |
| Evergreen Capital Management LLC | 9,087 | $50.8 萬 | 0.02% | +3,778+71.2% | 加碼 |
| Flagship Private Wealth, LLC | 9,279 | $51.1 萬 | 0.30% | −1,158−11.1% | 減碼 |
| NBC Securities, Inc. | 9,291 | $51.1 萬 | 0.05% | +421+4.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 9,288 | $51.1 萬 | 0.01% | −10,895−54.0% | 減碼 |
| Adams Wealth Management | 9,311 | $51.3 萬 | 0.12% | −2,381−20.4% | 減碼 |
| CacheTech Inc. | 9,311 | $51.3 萬 | 0.12% | +9,311 | 新進 |
| GWM Advisors LLC | 9,394 | $51.7 萬 | 0.00% | +125+1.3% | 加碼 |
| Mission Creek Capital Partners, Inc. | 9,427 | $51.9 萬 | 0.13% | −6,870−42.2% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 9,470 | $52.1 萬 | 0.01% | −9−0.1% | 減碼 |