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 3 季 13F 持有人
W. P. Carey Inc. 在 2024/9/30 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
- 805
- 較 2024 年第 2 季 +34 家
- 持有股數
- 1.47 億
- 較 2024 年第 2 季 +2,656 萬 (+22.0%)
- 總市值
- $91.7 億
- 較 2024 年第 2 季 +$25.0 億 (+37.6%)
- 新進機構
- 93
- 另有 280 家加碼
- 清倉機構
- 59
- 另有 300 家減碼
另有 13 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 651 | $4.06 萬 | 0.00% | +172+35.9% | 加碼 |
| Abich Financial Wealth Management LLC | 668 | $4.16 萬 | 0.09% | +641+2,374.1% | 加碼 |
| Advisors Asset Management, Inc. | 670 | $4.17 萬 | 0.00% | +168+33.5% | 加碼 |
| Fortitude Family Office, LLC | 680 | $4.24 萬 | 0.02% | +616+962.5% | 加碼 |
| Tortoise Investment Management, LLC | 697 | $4.34 萬 | 0.00% | 00.0% | 不變 |
| Hilltop National Bank | 700 | $4.36 萬 | 0.01% | 00.0% | 不變 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 700 | $4.36 萬 | 0.02% | +400+133.3% | 加碼 |
| PSI Advisors, LLC | 709 | $4.41 萬 | 0.01% | 00.0% | 不變 |
| Quent Capital, LLC | 733 | $4.57 萬 | 0.00% | −194−20.9% | 減碼 |
| Ridgewood Investments LLC | 750 | $4.67 萬 | 0.02% | 00.0% | 不變 |
| MV Capital Management, Inc. | 762 | $4.75 萬 | 0.01% | −1,252−62.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 824 | $5.13 萬 | 0.00% | +341+70.6% | 加碼 |
| Bangor Savings Bank | 850 | $5.30 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 854 | $5.36 萬 | 0.01% | +526+160.4% | 加碼 |
| Bare Financial Services, Inc | 865 | $5.39 萬 | 0.02% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 869 | $5.41 萬 | 0.01% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 926 | $5.43 萬 | 0.03% | +463+100.0% | 加碼 |
| Independence Bank of Kentucky | 880 | $5.48 萬 | 0.01% | 00.0% | 不變 |
| MCF Advisors LLC | 891 | $5.60 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 902 | $5.62 萬 | 0.00% | +43+5.0% | 加碼 |
| Wolff Wiese Magana LLC | 918 | $5.72 萬 | 0.04% | +363+65.4% | 加碼 |
| Lindbrook Capital, LLC | 930 | $5.79 萬 | 0.01% | −148−13.7% | 減碼 |
| Capital Analysts, LLC | 943 | $5.90 萬 | 0.00% | +6+0.6% | 加碼 |
| Central Pacific Bank - Trust Division | 961 | $5.99 萬 | 0.01% | 00.0% | 不變 |
| Eastern Bank | 965 | $6.01 萬 | 0.00% | +965 | 新進 |
| Key Financial Inc | 969 | $6.04 萬 | 0.01% | +7+0.7% | 加碼 |
| St Germain D J Co Inc | 992 | $6.18 萬 | 0.00% | 00.0% | 不變 |
| Avondale Wealth Management | 1,000 | $6.23 萬 | 0.04% | +1,000 | 新進 |
| Salem Investment Counselors Inc | 1,000 | $6.32 萬 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 1,064 | $6.63 萬 | 0.00% | −324−23.3% | 減碼 |
| Whittier Trust Co | 1,100 | $6.85 萬 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 1,117 | $7.06 萬 | 0.00% | +1,117 | 新進 |
| Missouri Trust & Investment Co | 1,135 | $7.07 萬 | 0.02% | 00.0% | 不變 |
| Addison Advisors LLC | 1,136 | $7.08 萬 | 0.02% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 1,178 | $7.34 萬 | 0.06% | +36+3.2% | 加碼 |
| Financial Management Professionals, Inc. | 1,206 | $7.50 萬 | 0.01% | −294−19.6% | 減碼 |
| Brown Brothers Harriman & Co | 1,206 | $7.51 萬 | 0.00% | +80+7.1% | 加碼 |
| South State Corp. | 1,244 | $7.75 萬 | 0.01% | 00.0% | 不變 |
| FIL Ltd | 1,289 | $8.03 萬 | 0.00% | −1,672−56.5% | 減碼 |
| CoreCap Advisors, LLC | 1,291 | $8.04 萬 | 0.00% | +90+7.5% | 加碼 |
| FSA Wealth Management LLC | 1,298 | $8.09 萬 | 0.03% | +1,298 | 新進 |
| Logan Capital Management Inc | 1,300 | $8.10 萬 | 0.00% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 1,351 | $8.42 萬 | 0.01% | −931−40.8% | 減碼 |
| IFP Advisors, Inc | 1,359 | $8.47 萬 | 0.00% | +70+5.4% | 加碼 |
| Financial Gravity Companies, Inc. | 1,359 | $8.47 萬 | 0.02% | +1,359 | 新進 |
| Ronald Blue Trust, Inc. | 1,559 | $8.58 萬 | 0.00% | +613+64.8% | 加碼 |
| GPS Wealth Strategies Group, LLC | 1,379 | $8.59 萬 | 0.01% | −2,785−66.9% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,426 | $8.89 萬 | 0.00% | +61+4.5% | 加碼 |
| ORG Partners LLC | 1,428 | $8.91 萬 | 0.01% | −397−21.8% | 減碼 |
| Umb Bank N A | 1,442 | $8.98 萬 | 0.00% | +503+53.6% | 加碼 |
| Glass Jacobson Investment Advisors llc | 1,500 | $9.35 萬 | 0.03% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,520 | $9.47 萬 | 0.00% | +838+122.9% | 加碼 |
| Central Trust Co | 1,522 | $9.48 萬 | 0.00% | +2+0.1% | 加碼 |
| Planned Solutions, Inc. | 1,543 | $9.61 萬 | 0.04% | +1,543 | 新進 |
| Fairscale Capital, LLC | 1,600 | $10.1 萬 | 0.09% | 00.0% | 不變 |
| Headlands Technologies LLC | 1,778 | $11.1 萬 | 0.01% | +1,778 | 新進 |
| Rise Advisors, LLC | 1,874 | $11.7 萬 | 0.06% | +11+0.6% | 加碼 |
| Jones Financial Companies LLLP | 1,949 | $12.2 萬 | 0.00% | +820+72.6% | 加碼 |
| Westend Capital Management, LLC | 2,000 | $12.5 萬 | 0.04% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 2,000 | $12.5 萬 | 0.03% | +100+5.3% | 加碼 |
| Northwest Financial Advisors | 2,030 | $12.6 萬 | 0.10% | +2,030 | 新進 |
| Spire Wealth Management | 2,055 | $12.8 萬 | 0.00% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 2,075 | $12.9 萬 | 0.00% | +1,462+238.5% | 加碼 |
| Pin Oak Investment Advisors Inc | 2,100 | $13.0 萬 | 0.12% | 00.0% | 不變 |
| Concord Wealth Partners | 2,166 | $13.5 萬 | 0.02% | −266−10.9% | 減碼 |
| AdvisorNet Financial, Inc | 2,198 | $13.7 萬 | 0.01% | +1,367+164.5% | 加碼 |
| Oarsman Capital, Inc. | 2,250 | $14.0 萬 | 0.03% | +2,250 | 新進 |
| Belvedere Trading LLC | 2,262 | $14.1 萬 | 0.01% | +2,262 | 新進 |
| CIBC Private Wealth Group, LLC | 2,300 | $14.3 萬 | 0.00% | −279−10.8% | 減碼 |
| SOA Wealth Advisors, LLC. | 2,351 | $14.6 萬 | 0.03% | +14+0.6% | 加碼 |
| Creative Financial Designs Inc | 2,365 | $14.7 萬 | 0.01% | −157−6.2% | 減碼 |
| GAMMA Investing LLC | 2,444 | $15.2 萬 | 0.02% | +212+9.5% | 加碼 |
| North Star Investment Management Corp. | 2,449 | $15.3 萬 | 0.01% | −239−8.9% | 減碼 |
| Washington Trust Co | 2,463 | $15.3 萬 | 0.01% | 00.0% | 不變 |
| Sandy Spring Bank | 2,470 | $15.4 萬 | 0.01% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 2,489 | $15.5 萬 | 0.03% | −356−12.5% | 減碼 |
| Truvestments Capital LLC | 2,492 | $15.5 萬 | 0.04% | +2,492 | 新進 |
| Federation des caisses Desjardins du Quebec | 2,506 | $15.6 萬 | 0.00% | −2,643−51.3% | 減碼 |
| AllSquare Wealth Management LLC | 2,540 | $15.8 萬 | 0.09% | 00.0% | 不變 |
| Globeflex Capital L P | 2,547 | $15.9 萬 | 0.02% | +2,547 | 新進 |
| Trust Co of Vermont | 2,791 | $17.4 萬 | 0.01% | 00.0% | 不變 |
| LGT Financial Advisors LLC | 2,797 | $17.4 萬 | 0.43% | −3,464−55.3% | 減碼 |
| Group One Trading, L.P. | 2,920 | $18.2 萬 | 0.01% | −600−17.0% | 減碼 |
| Motco | 2,952 | $18.4 萬 | 0.02% | −831−22.0% | 減碼 |
| Sunbelt Securities, Inc. | 2,970 | $18.5 萬 | 0.02% | +31+1.1% | 加碼 |
| HM Payson & Co | 2,990 | $18.6 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,214 | $20.0 萬 | 0.00% | +1,045+48.2% | 加碼 |
| Venture Visionary Partners LLC | 3,220 | $20.1 萬 | 0.01% | +3,220 | 新進 |
| Guyasuta Investment Advisors Inc | 3,230 | $20.1 萬 | 0.01% | −950−22.7% | 減碼 |
| Meeder Advisory Services, Inc. | 3,231 | $20.1 萬 | 0.01% | +3,231 | 新進 |
| Principle Wealth Partners LLC | 3,240 | $20.2 萬 | 0.01% | +3,240 | 新進 |
| Ritholtz Wealth Management | 3,246 | $20.2 萬 | 0.01% | +3,246 | 新進 |
| Tyche Wealth Partners LLC | 3,258 | $20.3 萬 | 0.05% | +3,258 | 新進 |
| Capital Investment Advisors, LLC | 3,268 | $20.4 萬 | 0.00% | +3,268 | 新進 |
| Focused Wealth Management, Inc | 3,269 | $20.4 萬 | 0.03% | +3,269 | 新進 |
| New Wave Wealth Advisors LLC | 3,286 | $20.5 萬 | 0.09% | +3,286 | 新進 |
| Heritage Oak Wealth Advisors LLC | 3,286 | $20.5 萬 | 0.09% | +3,286 | 新進 |
| Bourgeon Capital Management LLC | 3,301 | $20.6 萬 | 0.04% | +3,301 | 新進 |
| RFG Advisory, LLC | 3,324 | $20.7 萬 | 0.01% | −464−12.2% | 減碼 |
| Quadrant Capital Group LLC | 3,336 | $20.8 萬 | 0.01% | −2−0.1% | 減碼 |