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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 8,563 | $53.0 萬 | 0.01% | +929+12.2% | 加碼 |
| Evergreen Capital Management LLC | 8,326 | $52.6 萬 | 0.02% | −761−8.4% | 減碼 |
| Capital Investment Advisory Services, LLC | 8,439 | $52.6 萬 | 0.05% | +65+0.8% | 加碼 |
| Sterling Capital Management LLC | 8,401 | $52.3 萬 | 0.01% | +8,401 | 新進 |
| Eldridge Investment Advisors, Inc. | 8,363 | $52.1 萬 | 0.12% | +938+12.6% | 加碼 |
| MKT Advisors LLC | 8,521 | $52.0 萬 | 0.24% | −587−6.4% | 減碼 |
| Archer Investment Corp | 8,348 | $52.0 萬 | 0.14% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 8,343 | $52.0 萬 | 0.04% | +8,343 | 新進 |
| Modern Wealth Management, LLC | 8,285 | $51.6 萬 | 0.03% | +345+4.3% | 加碼 |
| FLC Capital Advisors | 8,268 | $51.5 萬 | 0.12% | −393−4.5% | 減碼 |
| Sigma Planning Corp | 8,161 | $50.8 萬 | 0.02% | −2,155−20.9% | 減碼 |
| Focus Financial Network, Inc. | 8,047 | $50.8 萬 | 0.02% | +1,231+18.1% | 加碼 |
| PFG Investments, LLC | 8,066 | $50.2 萬 | 0.03% | −361−4.3% | 減碼 |
| Buckingham Strategic Partners | 8,033 | $50.0 萬 | 0.01% | +389+5.1% | 加碼 |
| ABLE Financial Group, LLC | 8,010 | $49.9 萬 | 0.15% | +8,010 | 新進 |
| Impact Partnership Wealth, LLC | 8,010 | $49.9 萬 | 0.11% | +8,010 | 新進 |
| Wellington Shields & Co., LLC | 7,956 | $49.6 萬 | 0.15% | −200−2.5% | 減碼 |
| Twinbeech Capital LP | 7,937 | $49.4 萬 | 0.01% | +7,937 | 新進 |
| Resources Investment Advisors, LLC. | 7,931 | $49.4 萬 | 0.01% | −117−1.5% | 減碼 |
| Atomi Financial Group, Inc. | 7,924 | $49.4 萬 | 0.03% | +1,707+27.5% | 加碼 |
| AE Wealth Management LLC | 7,865 | $49.0 萬 | 0.00% | −1,913−19.6% | 減碼 |
| Philadelphia Trust Co | 7,790 | $48.5 萬 | 0.04% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 7,755 | $48.3 萬 | 0.00% | −6,548−45.8% | 減碼 |
| CIBC Asset Management Inc | 7,748 | $48.3 萬 | 0.00% | +395+5.4% | 加碼 |
| GWM Advisors LLC | 7,711 | $48.0 萬 | 0.00% | −1,683−17.9% | 減碼 |
| Wetherby Asset Management Inc | 7,583 | $47.2 萬 | 0.02% | +72+1.0% | 加碼 |
| Omers Administration Corp | 7,582 | $47.2 萬 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 7,586 | $47.2 萬 | 0.04% | −1,705−18.4% | 減碼 |
| Kerntke Otto McGlone Wealth Management Group | 7,520 | $46.9 萬 | 0.39% | −273−3.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 7,518 | $46.8 萬 | 0.00% | +1,360+22.1% | 加碼 |
| Per Stirling Capital Management, LLC. | 7,503 | $46.7 萬 | 0.06% | −97−1.3% | 減碼 |
| Dudley Capital Management, LLC | 7,400 | $46.1 萬 | 0.24% | +500+7.2% | 加碼 |
| Fifth Third Bancorp | 7,391 | $46.0 萬 | 0.00% | +31+0.4% | 加碼 |
| Inspire Advisors, LLC | 7,388 | $46.0 萬 | 0.06% | −874−10.6% | 減碼 |
| Teamwork Financial Advisors, LLC | 7,381 | $46.0 萬 | 0.06% | −560−7.1% | 減碼 |
| Frank, Rimerman Advisors LLC | 7,267 | $45.3 萬 | 0.03% | −9,614−57.0% | 減碼 |
| Investment Management Corp of Ontario | 7,229 | $45.0 萬 | 0.01% | +2,300+46.7% | 加碼 |
| Axxcess Wealth Management, LLC | 7,114 | $44.3 萬 | 0.01% | +30.0% | 加碼 |
| Burney Co | 7,089 | $44.2 萬 | 0.02% | +10.0% | 加碼 |
| Austin Private Wealth, LLC | 7,042 | $43.9 萬 | 0.04% | −1,124−13.8% | 減碼 |
| Herold Advisors, Inc. | 6,877 | $42.8 萬 | 0.09% | +366+5.6% | 加碼 |
| Perennial Investment Advisors, LLC | 6,859 | $42.7 萬 | 0.06% | −697−9.2% | 減碼 |
| NewEdge Wealth, LLC | 6,843 | $42.6 萬 | 0.01% | +251+3.8% | 加碼 |
| Cambria Investment Management, L.P. | 6,812 | $42.4 萬 | 0.03% | +6,812 | 新進 |
| D.A. Davidson & Co. | 6,750 | $42.1 萬 | 0.00% | +171+2.6% | 加碼 |
| Crestwood Advisors Group LLC | 6,702 | $41.8 萬 | 0.01% | +79+1.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 6,698 | $41.7 萬 | 0.02% | −1,004−13.0% | 減碼 |
| Sawyer & Company, Inc | 6,695 | $41.7 萬 | 0.15% | 00.0% | 不變 |
| Ballentine Partners, LLC | 6,572 | $40.9 萬 | 0.01% | +34+0.5% | 加碼 |
| Everstar Asset Management, LLC | 6,517 | $40.6 萬 | 0.28% | +6,517 | 新進 |
| Kestra Private Wealth Services, LLC | 6,420 | $40.6 萬 | 0.01% | +5+0.1% | 加碼 |
| Cornercap Investment Counsel Inc | 6,474 | $40.3 萬 | 0.12% | −3,051−32.0% | 減碼 |
| Family Legacy, Inc. | 6,450 | $40.2 萬 | 0.13% | −499−7.2% | 減碼 |
| Avantax Planning Partners, Inc. | 6,437 | $40.1 萬 | 0.01% | +176+2.8% | 加碼 |
| Intrua Financial, LLC | 6,418 | $40.0 萬 | 0.06% | +268+4.4% | 加碼 |
| Avion Wealth | 6,413 | $39.9 萬 | 0.10% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 6,370 | $39.7 萬 | 0.01% | −600−8.6% | 減碼 |
| Fifth Third Wealth Advisors LLC | 6,312 | $39.3 萬 | 0.02% | +28+0.4% | 加碼 |
| Madden Securities Corp | 6,280 | $39.1 萬 | 0.17% | 00.0% | 不變 |
| Rockport Wealth LLC | 6,271 | $39.1 萬 | 0.10% | +489+8.5% | 加碼 |
| Aspire Wealth Management Corp | 6,211 | $38.7 萬 | 0.21% | +35+0.6% | 加碼 |
| Prospera Financial Services Inc | 6,116 | $38.1 萬 | 0.01% | −28−0.5% | 減碼 |
| Kowal Investment Group, LLC | 6,103 | $38.0 萬 | 0.07% | +33+0.5% | 加碼 |
| Commerzbank Aktiengesellschaft | 6,084 | $38.0 萬 | 0.01% | 00.0% | 不變 |
| Clear Street Markets LLC | 6,100 | $38.0 萬 | 0.24% | +6,100 | 新進 |
| Centaurus Financial, Inc. | 6,086 | $37.9 萬 | 0.02% | −301−4.7% | 減碼 |
| Campbell Wealth Management | 6,073 | $37.8 萬 | 0.03% | −1,783−22.7% | 減碼 |
| Signaturefd, LLC | 6,036 | $37.6 萬 | 0.01% | −739−10.9% | 減碼 |
| Clarity Financial LLC | 6,034 | $37.6 萬 | 0.04% | +6,034 | 新進 |
| Panagora Asset Management Inc | 5,990 | $37.3 萬 | 0.00% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 5,957 | $37.1 萬 | 0.00% | −564−8.6% | 減碼 |
| Quadcap Wealth Management, LLC | 5,926 | $36.9 萬 | 0.06% | +12+0.2% | 加碼 |
| Kovack Advisors, Inc. | 5,919 | $36.9 萬 | 0.04% | −497−7.7% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 5,910 | $36.8 萬 | 0.02% | +352+6.3% | 加碼 |
| National Asset Management, Inc. | 5,850 | $36.8 萬 | 0.01% | −1,594−21.4% | 減碼 |
| Jacobi Capital Management LLC | 5,892 | $36.7 萬 | 0.03% | +125+2.2% | 加碼 |
| Apollon Financial, LLC | 5,876 | $36.6 萬 | 0.11% | +5,876 | 新進 |
| Park Avenue Securities LLC | 5,883 | $36.6 萬 | 0.00% | −483−7.6% | 減碼 |
| True North Advisors, LLC | 5,859 | $36.5 萬 | 0.10% | −80−1.3% | 減碼 |
| PEAK6 Investments LLC | 5,840 | $36.4 萬 | 0.02% | +2,467+73.1% | 加碼 |
| Glenmede Trust Co NA | 5,832 | $36.3 萬 | 0.00% | −162−2.7% | 減碼 |
| Western Wealth Management, LLC | 5,806 | $36.2 萬 | 0.02% | −29−0.5% | 減碼 |
| Main Street Financial Solutions, LLC | 5,801 | $36.1 萬 | 0.03% | −472−7.5% | 減碼 |
| Allen Capital Group, LLC | 5,773 | $36.0 萬 | 0.05% | +21+0.4% | 加碼 |
| Ignite Planners, LLC | 5,733 | $35.7 萬 | 0.08% | −3−0.1% | 減碼 |
| Cullen Capital Management LLC | 5,723 | $35.7 萬 | 0.00% | 00.0% | 不變 |
| Symphony Financial, Ltd. Co. | 5,614 | $35.2 萬 | 0.06% | +21+0.4% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,623 | $35.0 萬 | 0.00% | −4,052−41.9% | 減碼 |
| Profund Advisors LLC | 5,548 | $34.6 萬 | 0.01% | −126−2.2% | 減碼 |
| Swiss Life Asset Management Ltd | 5,542 | $34.5 萬 | 0.00% | +5,542 | 新進 |
| Gilbert & Cook, Inc. | 5,520 | $34.4 萬 | 0.05% | −23−0.4% | 減碼 |
| Shell Asset Management Co | 5,501 | $34.3 萬 | 0.02% | +5,501 | 新進 |
| Basepoint Wealth LLC | 5,494 | $34.2 萬 | 0.25% | +79+1.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 5,409 | $33.7 萬 | 0.00% | −338−5.9% | 減碼 |
| Valeo Financial Advisors, LLC | 5,386 | $33.6 萬 | 0.01% | 00.0% | 不變 |
| Flagship Private Wealth, LLC | 5,383 | $33.5 萬 | 0.17% | −3,896−42.0% | 減碼 |
| Fox Run Management, L.L.C. | 5,381 | $33.5 萬 | 0.07% | +5,381 | 新進 |
| Jackson Wealth Management, LLC | 5,384 | $33.5 萬 | 0.04% | +801+17.5% | 加碼 |
| United Capital Financial Advisers, LLC | 5,319 | $33.1 萬 | 0.00% | −202−3.7% | 減碼 |
| Private Advisory Group LLC | 5,319 | $33.1 萬 | 0.04% | +5,319 | 新進 |