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 |
|---|---|---|---|---|---|
| CWM, LLC | 17,742 | $96.7 萬 | 0.00% | +121+0.7% | 加碼 |
| Summit Financial, LLC | 17,457 | $96.6 萬 | 0.03% | −523−2.9% | 減碼 |
| Integrated Wealth Concepts LLC | 17,681 | $96.3 萬 | 0.01% | −4,373−19.8% | 減碼 |
| Arete Wealth Advisors, LLC | 17,428 | $94.5 萬 | 0.07% | −676−3.7% | 減碼 |
| Harbor Investment Advisory, LLC | 17,174 | $93.6 萬 | 0.09% | +12+0.1% | 加碼 |
| Geneos Wealth Management Inc. | 17,127 | $93.3 萬 | 0.03% | −197−1.1% | 減碼 |
| HBK Sorce Advisory LLC | 16,978 | $92.5 萬 | 0.03% | +100+0.6% | 加碼 |
| Gulf International Bank (UK) Ltd | 16,675 | $90.8 萬 | 0.02% | −462−2.7% | 減碼 |
| Carnegie Lake Advisors LLC | 16,565 | $90.2 萬 | 0.36% | +535+3.3% | 加碼 |
| Securian Asset Management, Inc | 16,544 | $90.1 萬 | 0.03% | −473−2.8% | 減碼 |
| Nordea Investment Management AB | 16,335 | $88.8 萬 | 0.00% | +1,587+10.8% | 加碼 |
| Squarepoint Ops LLC | 16,172 | $88.1 萬 | 0.00% | −57,537−78.1% | 減碼 |
| Naviter Wealth, LLC | 15,834 | $87.7 萬 | 0.11% | −6,487−29.1% | 減碼 |
| Wealthstar Advisors, LLC | 15,840 | $86.3 萬 | 0.37% | +15,840 | 新進 |
| Ameritas Advisory Services, LLC | 15,826 | $86.2 萬 | 0.03% | +726+4.8% | 加碼 |
| Rockefeller Capital Management L.P. | 15,738 | $85.7 萬 | 0.00% | −4,885−23.7% | 減碼 |
| DoubleLine ETF Adviser LP | 15,714 | $85.6 萬 | 0.23% | +74+0.5% | 加碼 |
| HB Wealth Management, LLC | 15,266 | $83.2 萬 | 0.01% | +2,732+21.8% | 加碼 |
| Consolidated Portfolio Review Corp | 15,152 | $82.5 萬 | 0.13% | +15,152 | 新進 |
| Crossmark Global Holdings, Inc. | 15,079 | $82.1 萬 | 0.01% | −20.0% | 減碼 |
| Vista Investment Management | 15,044 | $82.0 萬 | 0.31% | +158+1.1% | 加碼 |
| Swiss Life Asset Management Ltd | 14,954 | $81.3 萬 | 0.01% | +9,412+169.8% | 加碼 |
| Gsa Capital Partners LLP | 14,921 | $81.3 萬 | 0.06% | +6,578+78.8% | 加碼 |
| LRI Investments, LLC | 14,911 | $81.2 萬 | 0.08% | −4,603−23.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 14,793 | $80.6 萬 | 0.00% | +1,305+9.7% | 加碼 |
| Texas Yale Capital Corp. | 14,611 | $79.6 萬 | 0.03% | +50.0% | 加碼 |
| United Services Automobile Association | 14,483 | $78.9 萬 | 0.03% | 00.0% | 不變 |
| Principal Securities, Inc. | 14,184 | $77.3 萬 | 0.02% | −936−6.2% | 減碼 |
| Bank of Nova Scotia | 14,085 | $76.7 萬 | 0.00% | −1,672−10.6% | 減碼 |
| RB Capital Management, LLC | 14,063 | $76.6 萬 | 0.18% | −1,733−11.0% | 減碼 |
| MAI Capital Management | 14,000 | $76.3 萬 | 0.01% | +5,263+60.2% | 加碼 |
| Gamco Investors, Inc. Et Al | 13,600 | $74.1 萬 | 0.01% | −9,000−39.8% | 減碼 |
| TownSquare Capital, LLC | 13,422 | $73.1 萬 | 0.01% | +2,323+20.9% | 加碼 |
| Atria Investments LLC | 13,412 | $73.1 萬 | 0.01% | −474−3.4% | 減碼 |
| Prudential PLC | 13,398 | $73.0 萬 | 0.00% | +1,590+13.5% | 加碼 |
| Stephens Inc | 13,392 | $73.0 萬 | 0.01% | +392+3.0% | 加碼 |
| Founders Financial Alliance, LLC | 13,327 | $72.6 萬 | 0.20% | −2,275−14.6% | 減碼 |
| Perigon Wealth Management, LLC | 13,026 | $72.3 萬 | 0.02% | −902−6.5% | 減碼 |
| Howe & Rusling Inc | 13,218 | $72.0 萬 | 0.06% | +1,332+11.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 12,866 | $70.1 萬 | 0.01% | +979+8.2% | 加碼 |
| Sterling Capital Management LLC | 12,843 | $70.0 萬 | 0.01% | +4,442+52.9% | 加碼 |
| EP Wealth Advisors, LLC | 12,637 | $68.8 萬 | 0.01% | +4,088+47.8% | 加碼 |
| Oppenheimer & Co Inc | 12,550 | $68.4 萬 | 0.01% | +2,297+22.4% | 加碼 |
| PFG Investments, LLC | 12,412 | $67.6 萬 | 0.04% | +4,346+53.9% | 加碼 |
| Client 1st Advisory Group, LLC | 12,330 | $67.2 萬 | 0.26% | −391−3.1% | 減碼 |
| Samalin Investment Counsel, LLC | 12,297 | $67.0 萬 | 0.29% | −878−6.7% | 減碼 |
| C2C Wealth Management, LLC | 12,263 | $66.8 萬 | 0.62% | +500+4.3% | 加碼 |
| Liberty One Investment Management, LLC | 12,243 | $66.7 萬 | 0.07% | +1,016+9.0% | 加碼 |
| WCG Wealth Advisors LLC | 12,168 | $66.3 萬 | 0.04% | −4,629−27.6% | 減碼 |
| Savant Capital, LLC | 12,126 | $66.1 萬 | 0.01% | −8,979−42.5% | 減碼 |
| Liberty Square Wealth Partners LLC | 11,099 | $65.1 萬 | 0.24% | +11,099 | 新進 |
| Wealthspire Advisors, LLC | 11,917 | $64.9 萬 | 0.01% | +339+2.9% | 加碼 |
| Cooper Financial Group | 11,905 | $64.9 萬 | 0.08% | +276+2.4% | 加碼 |
| Adams Wealth Management | 11,675 | $63.5 萬 | 0.12% | +2,930+33.5% | 加碼 |
| CacheTech Inc. | 11,675 | $63.5 萬 | 0.12% | +2,930+33.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 11,658 | $63.5 萬 | 0.01% | +1,091+10.3% | 加碼 |
| Maryland State Retirement & Pension System | 11,568 | $63.0 萬 | 0.01% | −810−6.5% | 減碼 |
| Concurrent Investment Advisors, LLC | 11,531 | $62.8 萬 | 0.02% | +293+2.6% | 加碼 |
| Aurora Private Wealth, Inc. | 11,454 | $62.4 萬 | 0.47% | −192−1.6% | 減碼 |
| SRS Capital Advisors, Inc. | 11,278 | $61.4 萬 | 0.04% | −3,482−23.6% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 11,264 | $61.4 萬 | 0.15% | +2,155+23.7% | 加碼 |
| Advisory Services Network, LLC | 11,226 | $61.2 萬 | 0.01% | −729−6.1% | 減碼 |
| Diligent Investors, LLC | 11,063 | $60.3 萬 | 0.14% | +74+0.7% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 11,048 | $60.2 萬 | 0.03% | +167+1.5% | 加碼 |
| Stevens Capital Management LP | 11,036 | $60.1 萬 | 0.24% | +11,036 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 10,955 | $59.7 萬 | 0.01% | +10,955 | 新進 |
| Dudley Capital Management, LLC | 10,800 | $58.8 萬 | 0.30% | +3,400+45.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 10,701 | $58.3 萬 | 0.01% | +30.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 10,645 | $58.0 萬 | 0.00% | −3,633−25.4% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $57.0 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 10,404 | $56.7 萬 | 0.02% | −495−4.5% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $56.7 萬 | 0.13% | 00.0% | 不變 |
| Virtu Financial LLC | 10,375 | $56.5 萬 | 0.03% | +10,375 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 10,360 | $56.4 萬 | 0.02% | −345−3.2% | 減碼 |
| Independent Advisor Alliance | 10,337 | $56.3 萬 | 0.01% | +1,381+15.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 10,279 | $56.0 萬 | 0.01% | 00.0% | 不變 |
| ProShare Advisors LLC | 10,239 | $55.8 萬 | 0.00% | −8,841−46.3% | 減碼 |
| Accel Wealth Management | 10,190 | $55.5 萬 | 0.21% | +140+1.4% | 加碼 |
| WealthPlan Investment Management, LLC | 9,911 | $54.0 萬 | 0.05% | +1,165+13.3% | 加碼 |
| Assetmark, Inc | 9,860 | $53.7 萬 | 0.00% | −153−1.5% | 減碼 |
| Warren Averett Asset Management, LLC | 9,846 | $53.6 萬 | 0.01% | −1,557−13.7% | 減碼 |
| Diversified Trust Co | 9,799 | $53.4 萬 | 0.01% | +9,799 | 新進 |
| CarsonAllaria Wealth Management, Ltd. | 9,787 | $53.3 萬 | 0.31% | +92+0.9% | 加碼 |
| Norinchukin Bank, The | 9,761 | $53.2 萬 | 0.01% | −228−2.3% | 減碼 |
| Kingswood Wealth Advisors, LLC | 9,661 | $52.6 萬 | 0.04% | +5,191+116.1% | 加碼 |
| Pinnacle Financial Partners Inc | 9,650 | $52.6 萬 | 0.01% | −1,400−12.7% | 減碼 |
| First National Trust Co | 9,628 | $52.5 萬 | 0.02% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 9,600 | $52.3 萬 | 0.01% | −1,300−11.9% | 減碼 |
| Lazard Asset Management LLC | 9,473 | $51.5 萬 | 0.00% | −2,620−21.7% | 減碼 |
| WealthPLAN Partners, LLC | 9,292 | $50.6 萬 | 0.07% | −3,742−28.7% | 減碼 |
| Independent Financial Group, LLC | 9,267 | $50.5 萬 | 0.02% | +264+2.9% | 加碼 |
| Armstrong, Fleming & Moore, Inc | 9,254 | $50.4 萬 | 0.31% | −43,569−82.5% | 減碼 |
| Cambria Investment Management, L.P. | 9,226 | $50.3 萬 | 0.03% | +2,414+35.4% | 加碼 |
| RMB Capital Management, LLC | 9,218 | $50.2 萬 | 0.01% | −3,871−29.6% | 減碼 |
| Spirit of America Management Corp | 9,200 | $50.1 萬 | 0.10% | −1,000−9.8% | 減碼 |
| Omers Administration Corp | 9,130 | $49.7 萬 | 0.00% | +1,548+20.4% | 加碼 |
| Old Port Advisors | 8,940 | $48.7 萬 | 0.14% | −398−4.3% | 減碼 |
| CIBC Asset Management Inc | 8,814 | $48.0 萬 | 0.00% | +1,066+13.8% | 加碼 |
| Colonial Trust Co | 8,787 | $47.9 萬 | 0.07% | −3,062−25.8% | 減碼 |
| Capital Investment Advisory Services, LLC | 8,698 | $47.4 萬 | 0.05% | +259+3.1% | 加碼 |