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 |
|---|---|---|---|---|---|
| DF Dent & Co Inc | 5,464 | $29.8 萬 | 0.00% | +183+3.5% | 加碼 |
| RSM US Wealth Management LLC | 5,494 | $30.0 萬 | 0.00% | −3,069−35.8% | 減碼 |
| Shell Asset Management Co | 5,501 | $30.0 萬 | 0.01% | 00.0% | 不變 |
| Crestline Management, LP | 5,576 | $30.4 萬 | 0.01% | −3,043−35.3% | 減碼 |
| Glenmede Trust Co NA | 5,593 | $30.5 萬 | 0.00% | −239−4.1% | 減碼 |
| Gilbert & Cook, Inc. | 5,642 | $30.7 萬 | 0.04% | +122+2.2% | 加碼 |
| Perennial Investment Advisors, LLC | 5,642 | $30.7 萬 | 0.04% | −1,217−17.7% | 減碼 |
| Inspire Advisors, LLC | 5,708 | $31.1 萬 | 0.04% | −1,680−22.7% | 減碼 |
| Allen Capital Group, LLC | 5,752 | $31.3 萬 | 0.04% | −21−0.4% | 減碼 |
| NewEdge Wealth, LLC | 5,808 | $31.6 萬 | 0.01% | −1,035−15.1% | 減碼 |
| Wetherby Asset Management Inc | 5,838 | $31.8 萬 | 0.02% | −1,745−23.0% | 減碼 |
| True North Advisors, LLC | 5,859 | $31.9 萬 | 0.08% | 00.0% | 不變 |
| Western Wealth Management, LLC | 5,879 | $32.0 萬 | 0.02% | +73+1.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 5,884 | $32.1 萬 | 0.00% | −6,387−52.0% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 5,910 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| Sawyer & Company, Inc | 5,920 | $32.3 萬 | 0.12% | −775−11.6% | 減碼 |
| Atomi Financial Group, Inc. | 5,963 | $32.5 萬 | 0.02% | −1,961−24.7% | 減碼 |
| Centaurus Financial, Inc. | 5,962 | $32.5 萬 | 0.02% | −124−2.0% | 減碼 |
| Madden Securities Corp | 5,990 | $32.6 萬 | 0.13% | −290−4.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 5,997 | $32.7 萬 | 0.00% | −1,521−20.2% | 減碼 |
| Jacobi Capital Management LLC | 6,042 | $32.9 萬 | 0.02% | +150+2.5% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 6,070 | $33.1 萬 | 0.01% | −2,559−29.7% | 減碼 |
| Retirement Planning Co of New England, Inc. | 6,105 | $33.3 萬 | 0.16% | +1,549+34.0% | 加碼 |
| Commerzbank Aktiengesellschaft | 6,084 | $33.3 萬 | 0.01% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 6,129 | $33.4 萬 | 0.01% | −1,100−15.2% | 減碼 |
| Buckingham Strategic Partners | 6,153 | $33.5 萬 | 0.01% | −1,880−23.4% | 減碼 |
| Fifth Third Wealth Advisors LLC | 6,187 | $33.7 萬 | 0.02% | −125−2.0% | 減碼 |
| H&H Retirement Design & Management INC | 5,494 | $33.9 萬 | 0.21% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 6,219 | $33.9 萬 | 0.01% | −218−3.4% | 減碼 |
| Cornercap Investment Counsel Inc | 6,227 | $33.9 萬 | 0.11% | −247−3.8% | 減碼 |
| National Asset Management, Inc. | 6,165 | $34.1 萬 | 0.01% | +315+5.4% | 加碼 |
| RFG Advisory, LLC | 6,373 | $34.7 萬 | 0.01% | +3,049+91.7% | 加碼 |
| Avion Wealth | 6,413 | $34.9 萬 | 0.09% | 00.0% | 不變 |
| Park Avenue Securities LLC | 6,443 | $35.1 萬 | 0.00% | +560+9.5% | 加碼 |
| D.A. Davidson & Co. | 6,455 | $35.2 萬 | 0.00% | −295−4.4% | 減碼 |
| EntryPoint Capital, LLC | 6,488 | $35.3 萬 | 0.15% | +6,488 | 新進 |
| International Assets Investment Management, LLC | 6,595 | $35.8 萬 | 0.03% | −400,709−98.4% | 減碼 |
| Pensionmark Financial Group, LLC | 6,625 | $36.1 萬 | 0.01% | +6,625 | 新進 |
| Rockport Wealth LLC | 6,271 | $36.1 萬 | 0.16% | 00.0% | 不變 |
| Herold Advisors, Inc. | 6,643 | $36.2 萬 | 0.08% | −234−3.4% | 減碼 |
| Crestwood Advisors Group LLC | 6,692 | $36.5 萬 | 0.01% | −10−0.1% | 減碼 |
| Allstate Corp | 6,725 | $36.6 萬 | 0.01% | +6,725 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,812 | $37.1 萬 | 0.00% | +1,189+21.1% | 加碼 |
| Evergreen Capital Management LLC | 6,713 | $37.1 萬 | 0.01% | −1,613−19.4% | 減碼 |
| J.W. Cole Advisors, Inc. | 6,832 | $37.2 萬 | 0.02% | +134+2.0% | 加碼 |
| Kerntke Otto McGlone Wealth Management Group | 6,839 | $37.3 萬 | 0.28% | −681−9.1% | 減碼 |
| Credit Agricole S A | 6,851 | $37.3 萬 | 0.00% | +2,051+42.7% | 加碼 |
| AXS Investments LLC | 7,000 | $38.1 萬 | 0.11% | −5,500−44.0% | 減碼 |
| Sigma Planning Corp | 7,033 | $38.3 萬 | 0.01% | −1,128−13.8% | 減碼 |
| Teamwork Financial Advisors, LLC | 7,038 | $38.3 萬 | 0.05% | −343−4.6% | 減碼 |
| Modern Wealth Management, LLC | 7,074 | $38.5 萬 | 0.01% | −1,211−14.6% | 減碼 |
| Everstar Asset Management, LLC | 7,096 | $38.7 萬 | 0.27% | +579+8.9% | 加碼 |
| Ballentine Partners, LLC | 7,131 | $38.8 萬 | 0.01% | +559+8.5% | 加碼 |
| Machina Capital S.A.S. | 7,159 | $39.0 萬 | 0.16% | +7,159 | 新進 |
| Per Stirling Capital Management, LLC. | 7,179 | $39.1 萬 | 0.06% | −324−4.3% | 減碼 |
| FLC Capital Advisors | 7,223 | $39.4 萬 | 0.09% | −1,045−12.6% | 減碼 |
| MKT Advisors LLC | 7,144 | $39.9 萬 | 0.17% | −1,377−16.2% | 減碼 |
| Frank, Rimerman Advisors LLC | 7,404 | $40.3 萬 | 0.03% | +137+1.9% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 7,467 | $40.7 萬 | 0.07% | −2,148−22.3% | 減碼 |
| Gutierrez Wealth Advisory, LLC | 7,528 | $41.0 萬 | 0.34% | +7,528 | 新進 |
| Transcendent Capital Group LLC | 4,850 | $41.3 萬 | 0.22% | +4,263+726.2% | 加碼 |
| Austin Private Wealth, LLC | 7,608 | $41.4 萬 | 0.04% | +566+8.0% | 加碼 |
| IHT Wealth Management, LLC | 7,637 | $41.6 萬 | 0.01% | −1,793−19.0% | 減碼 |
| Peddock Capital Advisors, LLC | 7,711 | $42.0 萬 | 0.10% | −1,066−12.1% | 減碼 |
| Mission Creek Capital Partners, Inc. | 7,718 | $42.0 萬 | 0.09% | −812−9.5% | 減碼 |
| Philadelphia Trust Co | 7,790 | $42.4 萬 | 0.03% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 7,852 | $42.8 萬 | 0.00% | −79−1.0% | 減碼 |
| Campbell Wealth Management | 7,856 | $42.8 萬 | 0.04% | +1,783+29.4% | 加碼 |
| Wellington Shields & Co., LLC | 7,880 | $42.9 萬 | 0.13% | −76−1.0% | 減碼 |
| Eldridge Investment Advisors, Inc. | 7,963 | $43.4 萬 | 0.10% | −400−4.8% | 減碼 |
| Focus Financial Network, Inc. | 7,995 | $43.6 萬 | 0.02% | −52−0.6% | 減碼 |
| Intrua Financial, LLC | 8,057 | $43.9 萬 | 0.07% | +1,639+25.5% | 加碼 |
| Ethic Inc. | 8,108 | $44.2 萬 | 0.01% | −5,100−38.6% | 減碼 |
| Hudson Portfolio Management LLC | 8,167 | $44.5 萬 | 0.44% | −1,565−16.1% | 減碼 |
| GWM Advisors LLC | 8,196 | $44.7 萬 | 0.00% | +485+6.3% | 加碼 |
| Shelton Capital Management | 8,260 | $45.0 萬 | 0.01% | −391−4.5% | 減碼 |
| Impact Partnership Wealth, LLC | 8,299 | $45.2 萬 | 0.09% | +289+3.6% | 加碼 |
| Archer Investment Corp | 8,348 | $45.5 萬 | 0.12% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 8,400 | $45.8 萬 | 0.00% | +8,400 | 新進 |
| Commerce Bank | 8,462 | $46.1 萬 | 0.00% | −891−9.5% | 減碼 |
| Axis Wealth Partners, LLC | 8,597 | $46.8 萬 | 0.39% | +8,597 | 新進 |
| Clear Creek Financial Management, LLC | 8,647 | $47.1 萬 | 0.05% | −258−2.9% | 減碼 |
| Capital Investment Advisory Services, LLC | 8,698 | $47.4 萬 | 0.05% | +259+3.1% | 加碼 |
| Colonial Trust Co | 8,787 | $47.9 萬 | 0.07% | −3,062−25.8% | 減碼 |
| CIBC Asset Management Inc | 8,814 | $48.0 萬 | 0.00% | +1,066+13.8% | 加碼 |
| Old Port Advisors | 8,940 | $48.7 萬 | 0.14% | −398−4.3% | 減碼 |
| Omers Administration Corp | 9,130 | $49.7 萬 | 0.00% | +1,548+20.4% | 加碼 |
| Spirit of America Management Corp | 9,200 | $50.1 萬 | 0.10% | −1,000−9.8% | 減碼 |
| RMB Capital Management, LLC | 9,218 | $50.2 萬 | 0.01% | −3,871−29.6% | 減碼 |
| Cambria Investment Management, L.P. | 9,226 | $50.3 萬 | 0.03% | +2,414+35.4% | 加碼 |
| Armstrong, Fleming & Moore, Inc | 9,254 | $50.4 萬 | 0.31% | −43,569−82.5% | 減碼 |
| Independent Financial Group, LLC | 9,267 | $50.5 萬 | 0.02% | +264+2.9% | 加碼 |
| WealthPLAN Partners, LLC | 9,292 | $50.6 萬 | 0.07% | −3,742−28.7% | 減碼 |
| Lazard Asset Management LLC | 9,473 | $51.5 萬 | 0.00% | −2,620−21.7% | 減碼 |
| E. Ohman J:or Asset Management AB | 9,600 | $52.3 萬 | 0.01% | −1,300−11.9% | 減碼 |
| First National Trust Co | 9,628 | $52.5 萬 | 0.02% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 9,650 | $52.6 萬 | 0.01% | −1,400−12.7% | 減碼 |
| Kingswood Wealth Advisors, LLC | 9,661 | $52.6 萬 | 0.04% | +5,191+116.1% | 加碼 |
| Norinchukin Bank, The | 9,761 | $53.2 萬 | 0.01% | −228−2.3% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 9,787 | $53.3 萬 | 0.31% | +92+0.9% | 加碼 |