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 |
|---|---|---|---|---|---|
| Cornercap Investment Counsel Inc | 9,525 | $52.4 萬 | 0.09% | +9,525 | 新進 |
| CarsonAllaria Wealth Management, Ltd. | 9,602 | $52.9 萬 | 0.32% | +97+1.0% | 加碼 |
| Commerce Bank | 9,621 | $53.0 萬 | 0.00% | +195+2.1% | 加碼 |
| First National Trust Co | 9,628 | $53.0 萬 | 0.02% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 9,650 | $53.1 萬 | 0.01% | −7−0.1% | 減碼 |
| Demars Financial Group, LLC | 9,667 | $53.2 萬 | 0.26% | +444+4.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,675 | $53.3 萬 | 0.00% | +760+8.5% | 加碼 |
| Assetmark, Inc | 9,709 | $53.4 萬 | 0.00% | +578+6.3% | 加碼 |
| AE Wealth Management LLC | 9,778 | $53.8 萬 | 0.01% | +1,631+20.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 9,724 | $54.1 萬 | 0.00% | −2,107−17.8% | 減碼 |
| Walden Wealth Partners LLC | 9,851 | $54.2 萬 | 0.30% | 00.0% | 不變 |
| Accel Wealth Management | 10,007 | $55.1 萬 | 0.22% | +155+1.6% | 加碼 |
| Independent Advisor Alliance | 10,033 | $55.2 萬 | 0.02% | +735+7.9% | 加碼 |
| Norinchukin Bank, The | 10,083 | $55.5 萬 | 0.02% | −388−3.7% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 10,146 | $55.9 萬 | 0.02% | −2,249−18.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 10,279 | $56.6 萬 | 0.01% | +277+2.8% | 加碼 |
| Sigma Planning Corp | 10,316 | $56.8 萬 | 0.02% | −2,160−17.3% | 減碼 |
| ProShare Advisors LLC | 10,320 | $56.8 萬 | 0.00% | −352−3.3% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $57.3 萬 | 0.14% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 10,413 | $57.3 萬 | 0.27% | −2,016−16.2% | 減碼 |
| Oppenheimer & Co Inc | 10,483 | $57.7 萬 | 0.01% | +136+1.3% | 加碼 |
| TownSquare Capital, LLC | 10,549 | $58.1 萬 | 0.01% | +1,509+16.7% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 8,965 | $58.1 萬 | 0.12% | −1,370−13.3% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $58.3 萬 | 0.01% | 00.0% | 不變 |
| Ethic Inc. | 10,763 | $59.3 萬 | 0.01% | −2,445−18.5% | 減碼 |
| Diligent Investors, LLC | 10,815 | $59.5 萬 | 0.15% | +78+0.7% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 10,833 | $59.6 萬 | 0.02% | −879−7.5% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 10,881 | $59.9 萬 | 0.03% | 00.0% | 不變 |
| Cooper Financial Group | 10,881 | $59.9 萬 | 0.09% | +224+2.1% | 加碼 |
| E. Ohman J:or Asset Management AB | 10,900 | $60.0 萬 | 0.01% | +3,700+51.4% | 加碼 |
| Coldstream Capital Management Inc | 11,131 | $61.3 萬 | 0.01% | −1,117−9.1% | 減碼 |
| Concurrent Investment Advisors, LLC | 11,153 | $61.4 萬 | 0.02% | +428+4.0% | 加碼 |
| Ossiam | 11,256 | $62.0 萬 | 0.01% | +939+9.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 11,393 | $62.7 萬 | 0.01% | −3,154−21.7% | 減碼 |
| Liberty One Investment Management, LLC | 11,532 | $63.5 萬 | 0.07% | −385−3.2% | 減碼 |
| Global Retirement Partners, LLC | 11,583 | $63.8 萬 | 0.02% | +462+4.2% | 加碼 |
| Aurora Private Wealth, Inc. | 11,609 | $63.9 萬 | 0.56% | −971−7.7% | 減碼 |
| Achmea Investment Management B.V. | 11,619 | $64.0 萬 | 0.01% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 11,667 | $64.2 萬 | 0.02% | −23,066−66.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 11,747 | $64.7 萬 | 0.01% | −2,072−15.0% | 減碼 |
| CIBC World Markets Corp | 11,791 | $64.9 萬 | 0.00% | −65,519−84.7% | 減碼 |
| Howe & Rusling Inc | 11,913 | $65.6 萬 | 0.06% | +27+0.2% | 加碼 |
| Advisory Services Network, LLC | 11,955 | $65.8 萬 | 0.01% | +307+2.6% | 加碼 |
| Janus Henderson Group PLC | 11,985 | $66.0 萬 | 0.00% | −7,221−37.6% | 減碼 |
| Independent Financial Group, LLC | 11,996 | $66.0 萬 | 0.03% | +877+7.9% | 加碼 |
| Stephens Inc | 12,047 | $66.3 萬 | 0.01% | +1,177+10.8% | 加碼 |
| Royal Fund Management, LLC | 12,099 | $66.7 萬 | 0.09% | −1,957−13.9% | 減碼 |
| C2C Wealth Management, LLC | 12,363 | $67.2 萬 | 0.66% | −100−0.8% | 減碼 |
| HB Wealth Management, LLC | 12,419 | $68.4 萬 | 0.01% | +8,843+247.3% | 加碼 |
| Mackenzie Financial Corp | 12,448 | $68.5 萬 | 0.00% | −950−7.1% | 減碼 |
| Colonial Trust Co | 12,670 | $69.7 萬 | 0.12% | −917−6.7% | 減碼 |
| Baird Financial Group, Inc. | 12,735 | $70.1 萬 | 0.00% | +2,791+28.1% | 加碼 |
| Quest Partners LLC | 12,830 | $70.6 萬 | 0.10% | +12,820+128,200.0% | 加碼 |
| Scientech Research LLC | 12,958 | $71.3 萬 | 0.15% | +6,320+95.2% | 加碼 |
| Pearl River Capital, LLC | 13,110 | $72.2 萬 | 0.11% | +13,110 | 新進 |
| Wolverine Trading, LLC | 13,213 | $72.7 萬 | 0.01% | +4,198+46.6% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 13,251 | $72.9 萬 | 0.02% | 00.0% | 不變 |
| Raymond James Trust N.A. | 13,327 | $73.4 萬 | 0.02% | +1,422+11.9% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 13,468 | $74.1 萬 | 0.00% | −691−4.9% | 減碼 |
| Dynamic Advisor Solutions LLC | 13,550 | $74.6 萬 | 0.02% | +1,114+9.0% | 加碼 |
| RMB Capital Management, LLC | 13,667 | $75.2 萬 | 0.02% | −20.0% | 減碼 |
| Client 1st Advisory Group, LLC | 13,721 | $75.5 萬 | 0.33% | −13−0.1% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 14,035 | $77.3 萬 | 0.04% | +3,840+37.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 14,153 | $77.9 萬 | 0.01% | −1,208−7.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 14,303 | $78.7 萬 | 0.00% | +9,837+220.3% | 加碼 |
| Vista Investment Management | 14,404 | $79.3 萬 | 0.32% | +730+5.3% | 加碼 |
| Texas Yale Capital Corp. | 14,601 | $80.4 萬 | 0.04% | +60.0% | 加碼 |
| Principal Securities, Inc. | 14,676 | $80.8 萬 | 0.02% | −492−3.2% | 減碼 |
| Nordea Investment Management AB | 14,748 | $81.2 萬 | 0.00% | +1,221+9.0% | 加碼 |
| HBK Sorce Advisory LLC | 14,763 | $81.3 萬 | 0.03% | +85+0.6% | 加碼 |
| Warren Averett Asset Management, LLC | 15,069 | $83.0 萬 | 0.02% | −293−1.9% | 減碼 |
| Spirit of America Management Corp | 15,200 | $83.7 萬 | 0.17% | −5,000−24.8% | 減碼 |
| Atria Investments LLC | 15,308 | $84.3 萬 | 0.01% | −4,141−21.3% | 減碼 |
| Rockefeller Capital Management L.P. | 15,399 | $84.8 萬 | 0.00% | −3,533−18.7% | 減碼 |
| Arkadios Wealth Advisors | 15,483 | $85.2 萬 | 0.06% | +5,151+49.9% | 加碼 |
| Tudor Investment Corp Et Al | 15,613 | $85.9 萬 | 0.01% | +15,613 | 新進 |
| Bank of Nova Scotia | 15,718 | $86.5 萬 | 0.00% | −429−2.7% | 減碼 |
| Founders Financial Alliance, LLC | 15,727 | $86.6 萬 | 0.26% | −246−1.5% | 減碼 |
| Alpha Omega Wealth Management LLC | 15,826 | $87.1 萬 | 0.17% | −217−1.4% | 減碼 |
| MBB Public Markets I LLC | 15,875 | $87.4 萬 | 0.02% | +15,875 | 新進 |
| SRS Capital Advisors, Inc. | 15,991 | $88.0 萬 | 0.09% | −984−5.8% | 減碼 |
| Maryland State Retirement & Pension System | 16,211 | $89.2 萬 | 0.02% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 16,530 | $91.0 萬 | 0.05% | +16,530 | 新進 |
| La Banque Postale Asset Management SA | 16,677 | $91.8 萬 | 0.04% | +2,172+15.0% | 加碼 |
| RB Capital Management, LLC | 16,821 | $92.6 萬 | 0.24% | −2,329−12.2% | 減碼 |
| Frank, Rimerman Advisors LLC | 16,881 | $92.9 萬 | 0.07% | +16,881 | 新進 |
| United Services Automobile Association | 17,046 | $93.8 萬 | 0.02% | +502+3.0% | 加碼 |
| Marex Group plc | 17,070 | $94.0 萬 | 0.03% | +17,070 | 新進 |
| Mediolanum International Funds Ltd | 18,133 | $94.2 萬 | 0.02% | +723+4.2% | 加碼 |
| Harbor Investment Advisory, LLC | 17,159 | $94.5 萬 | 0.10% | +70.0% | 加碼 |
| Securian Asset Management, Inc | 17,453 | $96.1 萬 | 0.03% | −529−2.9% | 減碼 |
| Apollon Wealth Management, LLC | 17,478 | $96.2 萬 | 0.03% | +7,937+83.2% | 加碼 |
| Geneos Wealth Management Inc. | 17,485 | $96.3 萬 | 0.04% | +23+0.1% | 加碼 |
| WealthPlan Investment Management, LLC | 17,693 | $97.4 萬 | 0.15% | −163,230−90.2% | 減碼 |
| KBC Group NV | 17,696 | $97.4 萬 | 0.00% | −5,932−25.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 17,738 | $97.6 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 17,902 | $98.6 萬 | 0.00% | −3,951−18.1% | 減碼 |
| Centiva Capital, LP | 18,255 | $100.5 萬 | 0.05% | −2,535−12.2% | 減碼 |
| Penserra Capital Management LLC | 18,520 | $102.0 萬 | 0.01% | +3,242+21.2% | 加碼 |
| Arete Wealth Advisors, LLC | 18,836 | $103.0 萬 | 0.08% | −1,787−8.7% | 減碼 |