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 4 季 13F 持有人
W. P. Carey Inc. 在 2024/12/31 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
- 782
- 較 2024 年第 3 季 −9 家
- 持有股數
- 1.51 億
- 較 2024 年第 3 季 +375.1 萬 (+2.6%)
- 總市值
- $81.6 億
- 較 2024 年第 3 季 −$9.72 億 (−10.6%)
- 新進機構
- 100
- 另有 271 家加碼
- 清倉機構
- 109
- 另有 289 家減碼
另有 14 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cary Street Partners Financial LLC | 3,570 | $19.4 萬 | 0.01% | +3,570 | 新進 |
| UMA Financial Services, Inc. | 3,659 | $19.9 萬 | 0.03% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 3,617 | $20.1 萬 | 0.01% | +3,617 | 新進 |
| Modera Wealth Management, LLC | 3,700 | $20.2 萬 | 0.00% | +120+3.4% | 加碼 |
| Battery Global Advisors, LLC | 3,655 | $20.2 萬 | 0.11% | 00.0% | 不變 |
| Tompkins Financial Corp | 3,720 | $20.3 萬 | 0.02% | 00.0% | 不變 |
| Keynote Financial Services LLC | 3,742 | $20.4 萬 | 0.16% | −18−0.5% | 減碼 |
| GeoWealth Management, LLC | 3,764 | $20.5 萬 | 0.01% | −198−5.0% | 減碼 |
| Empowered Funds, LLC | 3,778 | $20.6 萬 | 0.00% | +271+7.7% | 加碼 |
| Insight Wealth Partners, LLC | 3,856 | $21.0 萬 | 0.13% | +36+0.9% | 加碼 |
| Kathmere Capital Management, LLC | 3,862 | $21.0 萬 | 0.02% | −57−1.5% | 減碼 |
| Optimum Investment Advisors | 3,907 | $21.3 萬 | 0.09% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 3,908 | $21.3 萬 | 0.01% | −458−10.5% | 減碼 |
| PharVision Advisers, LLC | 3,911 | $21.3 萬 | 0.18% | +3,911 | 新進 |
| Parsons Capital Management Inc | 3,950 | $21.5 萬 | 0.01% | 00.0% | 不變 |
| Monterey Private Wealth, Inc. | 3,953 | $21.5 萬 | 0.07% | 00.0% | 不變 |
| GF Fund Management Co. Ltd. | 3,977 | $21.7 萬 | 0.00% | +3,977 | 新進 |
| Fifth Third Bancorp | 3,989 | $21.7 萬 | 0.00% | −3,402−46.0% | 減碼 |
| BancorpSouth Bank | 4,000 | $21.8 萬 | 0.01% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 4,038 | $22.0 萬 | 0.00% | −397−9.0% | 減碼 |
| Proequities, Inc. | 3,991 | $22.0 萬 | 0.01% | +161+4.2% | 加碼 |
| Keudell/Morrison Wealth Management | 4,092 | $22.3 萬 | 0.06% | +4,092 | 新進 |
| Peachtree Investment Partners, LLC | 4,098 | $22.3 萬 | 0.08% | +37+0.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 4,099 | $22.3 萬 | 0.00% | −89,118−95.6% | 減碼 |
| Symphony Financial, Ltd. Co. | 3,929 | $22.3 萬 | 0.04% | −1,685−30.0% | 減碼 |
| Larson Financial Group LLC | 4,155 | $22.6 萬 | 0.01% | +58+1.4% | 加碼 |
| D.B. Root & Company, LLC | 4,166 | $22.7 萬 | 0.07% | +101+2.5% | 加碼 |
| Ieq Capital, LLC | 4,173 | $22.7 萬 | 0.00% | +4,173 | 新進 |
| Versor Investments LP | 4,177 | $22.8 萬 | 0.04% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 4,179 | $22.8 萬 | 0.01% | −11−0.3% | 減碼 |
| Creative Financial Designs Inc | 4,192 | $22.8 萬 | 0.02% | +1,827+77.3% | 加碼 |
| Sound Income Strategies, LLC | 4,200 | $22.9 萬 | 0.01% | −665−13.7% | 減碼 |
| Bryn Mawr Trust Co | 4,213 | $23.0 萬 | 0.00% | 00.0% | 不變 |
| Alaska Permanent Fund Corp | 4,219 | $23.0 萬 | 0.00% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 4,276 | $23.0 萬 | 0.04% | +101+2.4% | 加碼 |
| Signaturefd, LLC | 4,242 | $23.1 萬 | 0.00% | −1,794−29.7% | 減碼 |
| Change Path, LLC | 4,247 | $23.1 萬 | 0.01% | +11+0.3% | 加碼 |
| Silver Oak Securities, Inc | 4,271 | $23.3 萬 | 0.02% | +4,271 | 新進 |
| Wealth Management Strategies, Inc. | 4,305 | $23.5 萬 | 0.18% | +4,305 | 新進 |
| Kingsview Wealth Management, LLC | 4,309 | $23.5 萬 | 0.00% | −101−2.3% | 減碼 |
| Strathmore Capital Advisors, Inc. | 4,327 | $23.6 萬 | 0.17% | +4,327 | 新進 |
| BlueStem Wealth Partners, LLC | 4,344 | $23.7 萬 | 0.03% | +4,344 | 新進 |
| Wambolt & Associates, LLC | 4,362 | $23.8 萬 | 0.08% | −125−2.8% | 減碼 |
| iA Global Asset Management Inc. | 4,370 | $23.8 萬 | 0.00% | +4,370 | 新進 |
| Empower Advisory Group, LLC | 4,404 | $24.0 萬 | 0.00% | −1,553−26.1% | 減碼 |
| United Capital Financial Advisers, LLC | 4,482 | $24.4 萬 | 0.00% | −837−15.7% | 減碼 |
| AIA Group Ltd | 4,492 | $24.5 萬 | 0.01% | −281−5.9% | 減碼 |
| Regions Financial Corp | 4,500 | $24.5 萬 | 0.00% | −17−0.4% | 減碼 |
| Dividend Assets Capital, LLC | 4,500 | $24.5 萬 | 0.05% | 00.0% | 不變 |
| Sovereign Financial Group, Inc. | 4,512 | $24.6 萬 | 0.06% | +67+1.5% | 加碼 |
| Tritonpoint Wealth, LLC | 4,453 | $24.7 萬 | 0.02% | +300+7.2% | 加碼 |
| Ci Investments Inc. | 4,578 | $24.9 萬 | 0.00% | +350+8.3% | 加碼 |
| Joel Isaacson & Co., LLC | 4,573 | $24.9 萬 | 0.01% | 00.0% | 不變 |
| AE Wealth Management LLC | 4,590 | $25.0 萬 | 0.00% | −3,275−41.6% | 減碼 |
| Mystic Asset Management, Inc. | 4,611 | $25.1 萬 | 0.07% | +4,611 | 新進 |
| New Wave Wealth Advisors LLC | 4,681 | $25.5 萬 | 0.10% | +1,395+42.5% | 加碼 |
| Paradigm Financial Partners, LLC | 4,703 | $25.6 萬 | 0.03% | −770−14.1% | 減碼 |
| Cherry Tree Wealth Management, LLC | 4,707 | $25.6 萬 | 0.06% | 00.0% | 不變 |
| Columbia Asset Management | 4,725 | $25.7 萬 | 0.05% | 00.0% | 不變 |
| GW Henssler & Associates Ltd | 4,159 | $25.9 萬 | 0.01% | 00.0% | 不變 |
| Tiaa Trust, National Association | 4,791 | $26.1 萬 | 0.00% | +4,791 | 新進 |
| Burney Co | 4,801 | $26.2 萬 | 0.01% | −2,288−32.3% | 減碼 |
| KPP Advisory Services LLC | 4,804 | $26.2 萬 | 0.06% | +959+24.9% | 加碼 |
| Kovack Advisors, Inc. | 4,844 | $26.4 萬 | 0.03% | −1,075−18.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 4,846 | $26.4 萬 | 0.00% | −2,909−37.5% | 減碼 |
| SageView Advisory Group, LLC | 4,847 | $26.4 萬 | 0.01% | −88−1.8% | 減碼 |
| Round Rock Advisors, LLC | 4,849 | $26.4 萬 | 0.05% | 00.0% | 不變 |
| Apollon Financial, LLC | 4,910 | $26.7 萬 | 0.07% | −966−16.4% | 減碼 |
| PEAK6 LLC | 4,923 | $26.8 萬 | 0.01% | +4,923 | 新進 |
| Summit Wealth Group, LLC | 4,939 | $26.9 萬 | 0.08% | −108−2.1% | 減碼 |
| Family Legacy, Inc. | 4,959 | $27.2 萬 | 0.09% | −1,491−23.1% | 減碼 |
| Benjamin Edwards Inc | 4,993 | $27.2 萬 | 0.00% | +17+0.3% | 加碼 |
| Rafferty Asset Management, LLC | 4,999 | $27.2 萬 | 0.00% | −47−0.9% | 減碼 |
| Widmann Financial Services, Inc. | 5,000 | $27.2 萬 | 0.21% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 5,000 | $27.2 萬 | 0.01% | −1,370−21.5% | 減碼 |
| Profund Advisors LLC | 5,004 | $27.3 萬 | 0.01% | −544−9.8% | 減碼 |
| Barlow Wealth Partners, Inc. | 5,049 | $27.4 萬 | 0.03% | 00.0% | 不變 |
| RFG - Bristol Wealth Advisors, LLC | 5,067 | $27.6 萬 | 0.09% | +5,067 | 新進 |
| Maia Wealth LLC | 4,887 | $27.7 萬 | 0.06% | +4,237+651.8% | 加碼 |
| Sunbelt Securities, Inc. | 5,079 | $27.7 萬 | 0.02% | +2,109+71.0% | 加碼 |
| Quadcap Wealth Management, LLC | 5,144 | $28.0 萬 | 0.04% | −782−13.2% | 減碼 |
| We Are One Seven, LLC | 5,156 | $28.1 萬 | 0.01% | +751+17.0% | 加碼 |
| Coppell Advisory Solutions LLC | 5,185 | $28.3 萬 | 0.04% | −69−1.3% | 減碼 |
| Main Street Financial Solutions, LLC | 5,201 | $28.3 萬 | 0.03% | −600−10.3% | 減碼 |
| Applied Capital LLC | 5,228 | $28.5 萬 | 0.22% | +1,037+24.7% | 加碼 |
| Jackson Wealth Management, LLC | 5,233 | $28.5 萬 | 0.03% | −151−2.8% | 減碼 |
| Prime Capital Investment Advisors, LLC | 5,247 | $28.6 萬 | 0.00% | −162−3.0% | 減碼 |
| Seeds Investor LLC | 5,248 | $28.6 萬 | 0.08% | +450+9.4% | 加碼 |
| Everence Capital Management Inc | 5,250 | $28.6 萬 | 0.02% | +5,250 | 新進 |
| Claris Financial LLC | 5,258 | $28.6 萬 | 0.19% | +5,258 | 新進 |
| Applied Finance Capital Management, LLC | 5,269 | $28.7 萬 | 0.01% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 5,276 | $28.7 萬 | 0.02% | +606+13.0% | 加碼 |
| Carret Asset Management, LLC | 5,282 | $28.8 萬 | 0.03% | 00.0% | 不變 |
| Private Advisory Group LLC | 5,319 | $29.0 萬 | 0.03% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 5,347 | $29.1 萬 | 0.00% | +520+10.8% | 加碼 |
| Basepoint Wealth LLC | 5,382 | $29.3 萬 | 0.23% | −112−2.0% | 減碼 |
| Flagship Private Wealth, LLC | 5,383 | $29.3 萬 | 0.14% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 5,397 | $29.4 萬 | 0.01% | +11+0.2% | 加碼 |
| Prospera Financial Services Inc | 5,400 | $29.4 萬 | 0.01% | −716−11.7% | 減碼 |
| Ignite Planners, LLC | 5,421 | $29.7 萬 | 0.07% | −312−5.4% | 減碼 |