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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 16,878 | $105.2 萬 | 0.03% | +2,115+14.3% | 加碼 |
| WCG Wealth Advisors LLC | 16,797 | $104.6 萬 | 0.07% | −4,052−19.4% | 減碼 |
| Carnegie Lake Advisors LLC | 16,030 | $99.9 萬 | 0.40% | +16,030 | 新進 |
| RB Capital Management, LLC | 15,796 | $98.4 萬 | 0.23% | −1,025−6.1% | 減碼 |
| Bank of Nova Scotia | 15,757 | $98.2 萬 | 0.00% | +39+0.2% | 加碼 |
| DoubleLine ETF Adviser LP | 15,640 | $97.4 萬 | 0.24% | +15,640 | 新進 |
| Founders Financial Alliance, LLC | 15,602 | $97.2 萬 | 0.27% | −125−0.8% | 減碼 |
| Alpha Omega Wealth Management LLC | 15,517 | $96.7 萬 | 0.18% | −309−2.0% | 減碼 |
| Edgestream Partners, L.P. | 15,269 | $95.1 萬 | 0.04% | +15,269 | 新進 |
| Baird Financial Group, Inc. | 15,242 | $95.0 萬 | 0.00% | +2,507+19.7% | 加碼 |
| Principal Securities, Inc. | 15,120 | $94.2 萬 | 0.02% | +444+3.0% | 加碼 |
| Ameritas Advisory Services, LLC | 15,100 | $94.1 萬 | 0.04% | +9,870+188.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 15,081 | $94.0 萬 | 0.02% | +928+6.6% | 加碼 |
| Ossiam | 15,011 | $93.5 萬 | 0.02% | +3,755+33.4% | 加碼 |
| Vista Investment Management | 14,886 | $92.7 萬 | 0.35% | +482+3.3% | 加碼 |
| SRS Capital Advisors, Inc. | 14,760 | $92.0 萬 | 0.08% | −1,231−7.7% | 減碼 |
| Nordea Investment Management AB | 14,748 | $91.1 萬 | 0.00% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 14,606 | $91.0 萬 | 0.04% | +50.0% | 加碼 |
| United Services Automobile Association | 14,483 | $90.2 萬 | 0.02% | −2,563−15.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 14,278 | $89.6 萬 | 0.00% | +4,554+46.8% | 加碼 |
| FNY Investment Advisers, LLC | 14,300 | $89.0 萬 | 0.43% | +14,300 | 新進 |
| Perigon Wealth Management, LLC | 13,928 | $86.8 萬 | 0.02% | +13,928 | 新進 |
| Atria Investments LLC | 13,886 | $86.5 萬 | 0.01% | −1,422−9.3% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 13,875 | $86.4 萬 | 0.04% | −160−1.1% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 13,488 | $84.0 萬 | 0.00% | +20+0.1% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 13,251 | $82.6 萬 | 0.02% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 13,175 | $82.1 萬 | 0.36% | +2,762+26.5% | 加碼 |
| Raymond James Trust N.A. | 13,109 | $81.7 萬 | 0.02% | −218−1.6% | 減碼 |
| RMB Capital Management, LLC | 13,089 | $81.5 萬 | 0.02% | −578−4.2% | 減碼 |
| WealthPLAN Partners, LLC | 13,034 | $81.2 萬 | 0.11% | −8,224−38.7% | 減碼 |
| Stephens Inc | 13,000 | $81.0 萬 | 0.01% | +953+7.9% | 加碼 |
| Dynamic Advisor Solutions LLC | 12,800 | $79.7 萬 | 0.02% | −750−5.5% | 減碼 |
| Client 1st Advisory Group, LLC | 12,721 | $79.3 萬 | 0.31% | −1,000−7.3% | 減碼 |
| HB Wealth Management, LLC | 12,534 | $78.1 萬 | 0.01% | +115+0.9% | 加碼 |
| AXS Investments LLC | 12,500 | $77.9 萬 | 0.21% | −14,200−53.2% | 減碼 |
| Maryland State Retirement & Pension System | 12,378 | $77.1 萬 | 0.02% | −3,833−23.6% | 減碼 |
| Lazard Asset Management LLC | 12,093 | $75.3 萬 | 0.00% | −6,767−35.9% | 減碼 |
| Janus Henderson Group PLC | 11,985 | $74.7 萬 | 0.00% | 00.0% | 不變 |
| Ethic Inc. | 13,208 | $74.5 萬 | 0.02% | +2,445+22.7% | 加碼 |
| Boothbay Fund Management, LLC | 11,915 | $74.2 萬 | 0.02% | +248+2.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 11,887 | $74.1 萬 | 0.01% | +494+4.3% | 加碼 |
| Howe & Rusling Inc | 11,886 | $74.0 萬 | 0.06% | −27−0.2% | 減碼 |
| Colonial Trust Co | 11,849 | $73.8 萬 | 0.11% | −821−6.5% | 減碼 |
| Prudential PLC | 11,808 | $73.6 萬 | 0.00% | +11,808 | 新進 |
| O'Shaughnessy Asset Management, LLC | 12,271 | $73.5 萬 | 0.01% | +2,983+32.1% | 加碼 |
| Mackenzie Financial Corp | 11,672 | $72.7 萬 | 0.00% | −776−6.2% | 減碼 |
| Aurora Private Wealth, Inc. | 11,646 | $72.6 萬 | 0.57% | +37+0.3% | 加碼 |
| Cooper Financial Group | 11,629 | $72.4 萬 | 0.09% | +748+6.9% | 加碼 |
| Wealthspire Advisors, LLC | 11,578 | $72.1 萬 | 0.01% | +11,578 | 新進 |
| Warren Averett Asset Management, LLC | 11,403 | $71.0 萬 | 0.01% | −3,666−24.3% | 減碼 |
| Concurrent Investment Advisors, LLC | 11,238 | $70.0 萬 | 0.02% | +85+0.8% | 加碼 |
| Liberty One Investment Management, LLC | 11,227 | $69.9 萬 | 0.07% | −305−2.6% | 減碼 |
| TownSquare Capital, LLC | 11,099 | $69.1 萬 | 0.01% | +550+5.2% | 加碼 |
| Pinnacle Financial Partners Inc | 11,050 | $68.8 萬 | 0.01% | +1,400+14.5% | 加碼 |
| Diligent Investors, LLC | 10,989 | $68.5 萬 | 0.16% | +174+1.6% | 加碼 |
| E. Ohman J:or Asset Management AB | 10,900 | $67.9 萬 | 0.02% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 10,899 | $67.9 萬 | 0.02% | −684−5.9% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 10,881 | $67.8 萬 | 0.04% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 10,770 | $67.0 萬 | 0.01% | +3,278+43.8% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 10,705 | $66.7 萬 | 0.03% | −128−1.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 10,698 | $66.6 萬 | 0.01% | −1,049−8.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 10,567 | $65.8 萬 | 0.02% | +4,034+61.7% | 加碼 |
| Advisory Services Network, LLC | 11,955 | $65.8 萬 | 0.01% | 00.0% | 不變 |
| C2C Wealth Management, LLC | 11,763 | $65.5 萬 | 0.61% | −600−4.9% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $64.8 萬 | 0.15% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 10,279 | $64.0 萬 | 0.01% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. Holding AG | 10,279 | $64.0 萬 | 0.01% | +10,279 | 新進 |
| Oppenheimer & Co Inc | 10,253 | $63.9 萬 | 0.01% | −230−2.2% | 減碼 |
| Spirit of America Management Corp | 10,200 | $63.5 萬 | 0.13% | −5,000−32.9% | 減碼 |
| Accel Wealth Management | 10,050 | $62.6 萬 | 0.23% | +43+0.4% | 加碼 |
| Assetmark, Inc | 10,013 | $62.4 萬 | 0.00% | +304+3.1% | 加碼 |
| Norinchukin Bank, The | 9,989 | $62.2 萬 | 0.01% | −94−0.9% | 減碼 |
| Demars Financial Group, LLC | 9,883 | $61.6 萬 | 0.28% | +216+2.2% | 加碼 |
| Hudson Portfolio Management LLC | 9,732 | $60.6 萬 | 0.60% | +9,732 | 新進 |
| CarsonAllaria Wealth Management, Ltd. | 9,695 | $60.4 萬 | 0.35% | +93+1.0% | 加碼 |
| First National Trust Co | 9,628 | $60.0 萬 | 0.02% | 00.0% | 不變 |
| McGlone Suttner Wealth Management, Inc. | 9,615 | $59.9 萬 | 0.12% | +650+7.3% | 加碼 |
| CIC Wealth, LLC | 9,498 | $59.2 萬 | 0.15% | +475+5.3% | 加碼 |
| Walleye Trading LLC | 9,484 | $59.1 萬 | 0.01% | +3,944+71.2% | 加碼 |
| IHT Wealth Management, LLC | 9,430 | $58.6 萬 | 0.02% | +1,723+22.4% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $58.5 萬 | 0.01% | 00.0% | 不變 |
| Commerce Bank | 9,353 | $58.3 萬 | 0.00% | −268−2.8% | 減碼 |
| Old Port Advisors | 9,338 | $58.2 萬 | 0.16% | +441+5.0% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 9,109 | $56.7 萬 | 0.11% | +1,560+20.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 9,090 | $56.6 萬 | 0.00% | +1,678+22.6% | 加碼 |
| Marex Group plc | 9,070 | $56.5 萬 | 0.01% | −8,000−46.9% | 減碼 |
| Intech Investment Management LLC | 9,005 | $56.1 萬 | 0.01% | 00.0% | 不變 |
| Independent Financial Group, LLC | 9,003 | $56.1 萬 | 0.02% | −2,993−24.9% | 減碼 |
| Independent Advisor Alliance | 8,956 | $55.8 萬 | 0.02% | −1,077−10.7% | 減碼 |
| Clear Creek Financial Management, LLC | 8,905 | $55.5 萬 | 0.06% | 00.0% | 不變 |
| Peddock Capital Advisors, LLC | 8,777 | $54.7 萬 | 0.13% | +6+0.1% | 加碼 |
| WealthPlan Investment Management, LLC | 8,746 | $54.5 萬 | 0.06% | −8,947−50.6% | 減碼 |
| Adams Wealth Management | 8,745 | $54.5 萬 | 0.12% | −566−6.1% | 減碼 |
| CacheTech Inc. | 8,745 | $54.5 萬 | 0.12% | −566−6.1% | 減碼 |
| MAI Capital Management | 8,737 | $54.4 萬 | 0.01% | −89−1.0% | 減碼 |
| Shelton Capital Management | 8,651 | $53.9 萬 | 0.01% | −258−2.9% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 8,629 | $53.8 萬 | 0.02% | −1,517−15.0% | 減碼 |
| Crestline Management, LP | 8,619 | $53.7 萬 | 0.03% | +8,619 | 新進 |
| EP Wealth Advisors, LLC | 8,549 | $53.3 萬 | 0.00% | +3,329+63.8% | 加碼 |
| Mission Creek Capital Partners, Inc. | 8,530 | $53.1 萬 | 0.12% | −897−9.5% | 減碼 |