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 |
|---|---|---|---|---|---|
| First Heartland Consultants, Inc. | 3,339 | $20.8 萬 | 0.02% | +3,339 | 新進 |
| Goldstone Financial Group, LLC | 3,345 | $20.8 萬 | 0.04% | +3,345 | 新進 |
| Heirloom Wealth Management | 3,362 | $20.9 萬 | 0.07% | −3,534−51.2% | 減碼 |
| Detalus Advisors, LLC | 3,400 | $21.2 萬 | 0.07% | +3,400 | 新進 |
| LVW Advisors, LLC | 3,406 | $21.2 萬 | 0.03% | +3,406 | 新進 |
| Syntegra Private Wealth Group, LLC | 3,421 | $21.3 萬 | 0.02% | −435−11.3% | 減碼 |
| Private Trust Co NA | 3,447 | $21.5 萬 | 0.02% | −1,078−23.8% | 減碼 |
| UMA Financial Services, Inc. | 3,659 | $21.8 萬 | 0.04% | 00.0% | 不變 |
| King Wealth | 3,495 | $21.8 萬 | 0.03% | +3,495 | 新進 |
| Argent Trust Co | 3,500 | $21.8 萬 | 0.01% | −623−15.1% | 減碼 |
| Empowered Funds, LLC | 3,507 | $21.8 萬 | 0.00% | +3,507 | 新進 |
| Cornerstone Wealth Group, LLC | 3,508 | $21.9 萬 | 0.02% | −1,382−28.3% | 減碼 |
| Trust Point Inc. | 3,540 | $22.1 萬 | 0.02% | +3,540 | 新進 |
| Gen-Wealth Partners Inc | 3,931 | $22.1 萬 | 0.10% | −5,112−56.5% | 減碼 |
| Diversify Advisory Services, LLC | 3,761 | $22.2 萬 | 0.01% | −1,153−23.5% | 減碼 |
| Clearview Wealth Advisors LLC | 3,567 | $22.2 萬 | 0.17% | −128−3.5% | 減碼 |
| Modera Wealth Management, LLC | 3,580 | $22.3 萬 | 0.00% | +3,580 | 新進 |
| Raleigh Capital Management Inc. | 3,625 | $22.6 萬 | 0.09% | −327−8.3% | 減碼 |
| Harbour Investments, Inc. | 3,626 | $22.6 萬 | 0.01% | +203+5.9% | 加碼 |
| Fiera Capital Corp | 3,627 | $22.6 萬 | 0.00% | +3,627 | 新進 |
| Merit Financial Group, LLC | 3,627 | $22.6 萬 | 0.01% | +3,627 | 新進 |
| Capital Planning Advisors, LLC | 3,657 | $22.8 萬 | 0.03% | 00.0% | 不變 |
| Battery Global Advisors, LLC | 3,655 | $23.1 萬 | 0.13% | +3,655 | 新進 |
| Adapt Wealth Advisors, LLC | 3,710 | $23.1 萬 | 0.12% | −241−6.1% | 減碼 |
| Lido Advisors, LLC | 3,710 | $23.1 萬 | 0.00% | −899−19.5% | 減碼 |
| 360 Financial, Inc. | 3,718 | $23.2 萬 | 0.09% | −299−7.4% | 減碼 |
| Tompkins Financial Corp | 3,720 | $23.2 萬 | 0.02% | 00.0% | 不變 |
| NorthRock Partners, LLC | 3,696 | $23.3 萬 | 0.01% | +3,696 | 新進 |
| Keynote Financial Services LLC | 3,760 | $23.4 萬 | 0.18% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 3,782 | $23.6 萬 | 0.09% | −200−5.0% | 減碼 |
| Mach-1 Financial Group, Inc. | 3,799 | $23.7 萬 | 0.15% | −55−1.4% | 減碼 |
| Insight Wealth Partners, LLC | 3,820 | $23.8 萬 | 0.15% | −1,301−25.4% | 減碼 |
| KPP Advisory Services LLC | 3,845 | $24.0 萬 | 0.06% | −179−4.4% | 減碼 |
| Tradition Wealth Management, LLC | 3,880 | $24.2 萬 | 0.02% | 00.0% | 不變 |
| Proequities, Inc. | 3,830 | $24.2 萬 | 0.01% | −205−5.1% | 減碼 |
| Optimum Investment Advisors | 3,907 | $24.3 萬 | 0.11% | −2,300−37.1% | 減碼 |
| Kathmere Capital Management, LLC | 3,919 | $24.4 萬 | 0.02% | −988−20.1% | 減碼 |
| Parsons Capital Management Inc | 3,950 | $24.6 萬 | 0.02% | 00.0% | 不變 |
| Monterey Private Wealth, Inc. | 3,953 | $24.6 萬 | 0.08% | 00.0% | 不變 |
| GeoWealth Management, LLC | 3,962 | $24.7 萬 | 0.01% | −1,441−26.7% | 減碼 |
| Accurate Wealth Management, LLC | 4,175 | $24.9 萬 | 0.05% | +277+7.1% | 加碼 |
| BancorpSouth Bank | 4,000 | $24.9 萬 | 0.02% | −132−3.2% | 減碼 |
| LexAurum Advisors, LLC | 4,014 | $25.0 萬 | 0.05% | −450−10.1% | 減碼 |
| Two Sigma Securities, LLC | 4,023 | $25.1 萬 | 0.02% | −878−17.9% | 減碼 |
| Rakuten Investment Management, Inc. | 4,003 | $25.1 萬 | 0.00% | +995+33.1% | 加碼 |
| Peachtree Investment Partners, LLC | 4,061 | $25.3 萬 | 0.10% | +39+1.0% | 加碼 |
| Centersquare Investment Management LLC | 4,064 | $25.3 萬 | 0.00% | −4,263−51.2% | 減碼 |
| D.B. Root & Company, LLC | 4,065 | $25.3 萬 | 0.08% | −3,566−46.7% | 減碼 |
| Larson Financial Group LLC | 4,097 | $25.5 萬 | 0.01% | +60+1.5% | 加碼 |
| GW Henssler & Associates Ltd | 4,159 | $25.9 萬 | 0.01% | +4,159 | 新進 |
| HBW Advisory Services LLC | 4,172 | $26.0 萬 | 0.04% | −1,290−23.6% | 減碼 |
| Bright Futures Wealth Management, LLC. | 4,626 | $26.0 萬 | 0.13% | −165−3.4% | 減碼 |
| SWP Financial LLC | 4,173 | $26.0 萬 | 0.16% | −182−4.2% | 減碼 |
| Versor Investments LP | 4,177 | $26.0 萬 | 0.04% | −1,815−30.3% | 減碼 |
| Tritonpoint Wealth, LLC | 4,153 | $26.1 萬 | 0.02% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 4,190 | $26.1 萬 | 0.01% | +3+0.1% | 加碼 |
| Applied Capital LLC | 4,191 | $26.1 萬 | 0.20% | +4,191 | 新進 |
| Paloma Partners Management Co | 4,200 | $26.2 萬 | 0.01% | +4,200 | 新進 |
| Bryn Mawr Trust Co | 4,213 | $26.2 萬 | 0.00% | +4,213 | 新進 |
| Alaska Permanent Fund Corp | 4,219 | $26.3 萬 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 4,228 | $26.3 萬 | 0.00% | −198−4.5% | 減碼 |
| Change Path, LLC | 4,236 | $26.4 萬 | 0.01% | +523+14.1% | 加碼 |
| Garrison Asset Management, LLC | 4,259 | $26.5 萬 | 0.13% | +4+0.1% | 加碼 |
| Kestra Advisory Services, LLC | 4,287 | $26.7 萬 | 0.00% | −95,592−95.7% | 減碼 |
| Procyon Private Wealth Partners, LLC | 4,366 | $27.2 萬 | 0.02% | 00.0% | 不變 |
| Berger Financial Group, Inc | 4,387 | $27.3 萬 | 0.02% | +20+0.5% | 加碼 |
| We Are One Seven, LLC | 4,405 | $27.4 萬 | 0.01% | −1,453−24.8% | 減碼 |
| Kingsview Wealth Management, LLC | 4,410 | $27.5 萬 | 0.01% | +7+0.2% | 加碼 |
| Wambolt & Associates, LLC | 4,487 | $27.5 萬 | 0.08% | −1,703−27.5% | 減碼 |
| Fisher Asset Management, LLC | 4,435 | $27.6 萬 | 0.00% | −555−11.1% | 減碼 |
| Sovereign Financial Group, Inc. | 4,445 | $27.7 萬 | 0.06% | +46+1.0% | 加碼 |
| Dividend Assets Capital, LLC | 4,500 | $28.0 萬 | 0.05% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 4,470 | $28.0 萬 | 0.02% | −2,393−34.9% | 減碼 |
| Regions Financial Corp | 4,517 | $28.1 萬 | 0.00% | +4,517 | 新進 |
| Engineers Gate Manager LP | 4,522 | $28.2 萬 | 0.01% | −20,293−81.8% | 減碼 |
| Retirement Planning Co of New England, Inc. | 4,556 | $28.4 萬 | 0.14% | −1,230−21.3% | 減碼 |
| Joel Isaacson & Co., LLC | 4,573 | $28.5 萬 | 0.01% | −500−9.9% | 減碼 |
| Veriti Management LLC | 4,636 | $28.9 萬 | 0.02% | −103−2.2% | 減碼 |
| Hilltop Holdings Inc. | 4,670 | $29.1 萬 | 0.02% | +4,670 | 新進 |
| Woodward Diversified Capital, LLC | 4,698 | $29.3 萬 | 0.19% | −204−4.2% | 減碼 |
| Cherry Tree Wealth Management, LLC | 4,707 | $29.3 萬 | 0.07% | 00.0% | 不變 |
| Napa Wealth Management | 4,716 | $29.4 萬 | 0.14% | +778+19.8% | 加碼 |
| Columbia Asset Management | 4,725 | $29.4 萬 | 0.05% | 00.0% | 不變 |
| Cordatus Wealth Management LLC | 4,734 | $29.5 萬 | 0.11% | −13−0.3% | 減碼 |
| AIA Group Ltd | 4,773 | $29.7 萬 | 0.01% | 00.0% | 不變 |
| Seeds Investor LLC | 4,798 | $29.9 萬 | 0.11% | +633+15.2% | 加碼 |
| Credit Agricole S A | 4,800 | $29.9 萬 | 0.00% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 4,827 | $30.1 萬 | 0.00% | −519−9.7% | 減碼 |
| Round Rock Advisors, LLC | 4,849 | $30.2 萬 | 0.07% | −171−3.4% | 減碼 |
| Sound Income Strategies, LLC | 4,865 | $30.3 萬 | 0.02% | −50−1.0% | 減碼 |
| Paradigm Financial Partners, LLC | 5,473 | $30.3 萬 | 0.04% | −885−13.9% | 減碼 |
| Barlow Wealth Partners, Inc. | 5,049 | $30.3 萬 | 0.04% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 4,935 | $30.7 萬 | 0.02% | −424−7.9% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 4,970 | $31.0 萬 | 0.01% | −4,500−47.5% | 減碼 |
| Benjamin Edwards Inc | 4,976 | $31.0 萬 | 0.00% | +4,062+444.4% | 加碼 |
| Widmann Financial Services, Inc. | 5,000 | $31.1 萬 | 0.24% | −760−13.2% | 減碼 |
| Summit Wealth Group, LLC | 5,047 | $31.4 萬 | 0.09% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 5,046 | $31.4 萬 | 0.00% | −346−6.4% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 5,073 | $31.6 萬 | 0.01% | −254−4.8% | 減碼 |
| Greenleaf Trust | 5,173 | $32.2 萬 | 0.00% | −547−9.6% | 減碼 |