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。
2025 年第 1 季 13F 持有人
W. P. Carey Inc. 在 2025/3/31 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
- 823
- 較 2024 年第 4 季 +52 家
- 持有股數
- 1.57 億
- 較 2024 年第 4 季 +649.3 萬 (+4.3%)
- 總市值
- $98.2 億
- 較 2024 年第 4 季 +$16.9 億 (+20.7%)
- 新進機構
- 114
- 另有 311 家加碼
- 清倉機構
- 62
- 另有 265 家減碼
另有 11 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Focused Wealth Management, Inc | 3,334 | $21.0 萬 | 0.03% | +3,334 | 新進 |
| Wambolt & Associates, LLC | 3,365 | $21.2 萬 | 0.07% | −997−22.9% | 減碼 |
| Raleigh Capital Management Inc. | 3,370 | $21.3 萬 | 0.10% | −158−4.5% | 減碼 |
| Diversified Trust Co | 3,384 | $21.4 萬 | 0.01% | −6,415−65.5% | 減碼 |
| Chicago Partners Investment Group LLC | 3,469 | $21.4 萬 | 0.01% | +3,469 | 新進 |
| Meeder Advisory Services, Inc. | 3,392 | $21.4 萬 | 0.01% | +3,392 | 新進 |
| Detalus Advisors, LLC | 3,400 | $21.5 萬 | 0.07% | +3,400 | 新進 |
| LVW Advisors, LLC | 3,406 | $21.5 萬 | 0.03% | +3,406 | 新進 |
| Clearview Wealth Advisors LLC | 3,425 | $21.6 萬 | 0.16% | +3,425 | 新進 |
| Sagespring Wealth Partners, LLC | 3,428 | $21.6 萬 | 0.01% | +3,428 | 新進 |
| iA Global Asset Management Inc. | 3,446 | $21.7 萬 | 0.00% | −924−21.1% | 減碼 |
| Parsons Capital Management Inc | 3,450 | $21.8 萬 | 0.01% | −500−12.7% | 減碼 |
| SWP Financial LLC | 3,468 | $21.9 萬 | 0.13% | +3,468 | 新進 |
| Capital Investment Advisors, LLC | 3,477 | $21.9 萬 | 0.00% | +3,477 | 新進 |
| Kingsview Wealth Management, LLC | 3,495 | $22.1 萬 | 0.00% | −814−18.9% | 減碼 |
| King Wealth | 3,495 | $22.1 萬 | 0.03% | +3,495 | 新進 |
| Change Path, LLC | 3,526 | $22.3 萬 | 0.01% | −721−17.0% | 減碼 |
| LexAurum Advisors, LLC | 3,602 | $22.7 萬 | 0.04% | +3,602 | 新進 |
| Fiera Capital Corp | 3,627 | $22.9 萬 | 0.00% | +3,627 | 新進 |
| Capital Advisory Group Advisory Services, LLC | 3,632 | $22.9 萬 | 0.09% | +3,632 | 新進 |
| Capital Planning Advisors, LLC | 3,645 | $23.0 萬 | 0.04% | +3,645 | 新進 |
| UMA Financial Services, Inc. | 3,659 | $23.1 萬 | 0.04% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 3,622 | $23.2 萬 | 0.01% | +3,622 | 新進 |
| Madden Securities Corp | 3,690 | $23.3 萬 | 0.09% | −2,300−38.4% | 減碼 |
| Venture Visionary Partners LLC | 3,694 | $23.3 萬 | 0.01% | +3,694 | 新進 |
| Battery Global Advisors, LLC | 3,655 | $23.4 萬 | 0.13% | 00.0% | 不變 |
| Keynote Financial Services LLC | 3,710 | $23.4 萬 | 0.17% | −32−0.9% | 減碼 |
| Tompkins Financial Corp | 3,720 | $23.5 萬 | 0.02% | 00.0% | 不變 |
| Virtu Financial LLC | 3,740 | $23.6 萬 | 0.01% | −6,635−64.0% | 減碼 |
| Paradigm Financial Partners, LLC | 3,743 | $23.6 萬 | 0.03% | −960−20.4% | 減碼 |
| Clear Creek Financial Management, LLC | 3,747 | $23.6 萬 | 0.02% | −4,900−56.7% | 減碼 |
| Rafferty Asset Management, LLC | 3,752 | $23.7 萬 | 0.00% | −1,247−24.9% | 減碼 |
| Mach-1 Financial Group, Inc. | 3,765 | $23.8 萬 | 0.07% | +3,765 | 新進 |
| High Net Worth Advisory Group LLC | 3,770 | $23.8 萬 | 0.07% | +3,770 | 新進 |
| Wealth Management Strategies, Inc. | 3,816 | $24.1 萬 | 0.16% | −489−11.4% | 減碼 |
| Insigneo Advisory Services, LLC | 3,853 | $24.3 萬 | 0.03% | +3,853 | 新進 |
| Insight Wealth Partners, LLC | 3,856 | $24.3 萬 | 0.15% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 3,880 | $24.5 萬 | 0.00% | −602−13.4% | 減碼 |
| Virtue Capital Management, LLC | 3,906 | $24.7 萬 | 0.03% | +3,906 | 新進 |
| Optimum Investment Advisors | 3,907 | $24.7 萬 | 0.12% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 3,908 | $24.7 萬 | 0.01% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 3,946 | $24.9 萬 | 0.02% | +84+2.2% | 加碼 |
| Monterey Private Wealth, Inc. | 3,953 | $24.9 萬 | 0.07% | 00.0% | 不變 |
| GeoWealth Management, LLC | 3,953 | $24.9 萬 | 0.01% | +189+5.0% | 加碼 |
| Equitable Holdings, Inc. | 3,959 | $25.0 萬 | 0.00% | −1,388−26.0% | 減碼 |
| Machina Capital S.A.S. | 3,966 | $25.0 萬 | 0.07% | −3,193−44.6% | 減碼 |
| GW Henssler & Associates Ltd | 3,974 | $25.1 萬 | 0.01% | −185−4.4% | 減碼 |
| Sovereign Financial Group, Inc. | 3,980 | $25.1 萬 | 0.06% | −532−11.8% | 減碼 |
| BancorpSouth Bank | 4,000 | $25.2 萬 | 0.02% | 00.0% | 不變 |
| Greenleaf Trust | 4,002 | $25.3 萬 | 0.00% | +4,002 | 新進 |
| Octavia Wealth Advisors, LLC | 3,951 | $25.3 萬 | 0.03% | +3,951 | 新進 |
| D.B. Root & Company, LLC | 4,088 | $25.8 萬 | 0.08% | −78−1.9% | 減碼 |
| Sound Income Strategies, LLC | 4,093 | $25.8 萬 | 0.02% | −107−2.5% | 減碼 |
| Prospera Financial Services Inc | 4,095 | $25.9 萬 | 0.01% | −1,305−24.2% | 減碼 |
| Fifth Third Bancorp | 4,115 | $26.0 萬 | 0.00% | +126+3.2% | 加碼 |
| Peachtree Investment Partners, LLC | 4,140 | $26.1 萬 | 0.10% | +42+1.0% | 加碼 |
| GF Fund Management Co. Ltd. | 4,145 | $26.2 萬 | 0.01% | +168+4.2% | 加碼 |
| Larson Financial Group LLC | 4,153 | $26.2 萬 | 0.01% | −20.0% | 減碼 |
| Parallel Advisors, LLC | 4,154 | $26.2 萬 | 0.01% | +1,139+37.8% | 加碼 |
| Main Street Financial Solutions, LLC | 4,165 | $26.3 萬 | 0.02% | −1,036−19.9% | 減碼 |
| Alaska Permanent Fund Corp | 4,219 | $26.3 萬 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 4,326 | $26.4 萬 | 0.04% | −859−16.6% | 減碼 |
| Avantax Planning Partners, Inc. | 4,207 | $26.6 萬 | 0.01% | −2,012−32.4% | 減碼 |
| Tritonpoint Wealth, LLC | 4,153 | $26.6 萬 | 0.03% | −300−6.7% | 減碼 |
| Bryn Mawr Trust Co | 4,213 | $26.6 萬 | 0.00% | 00.0% | 不變 |
| New Wave Wealth Advisors LLC | 4,231 | $26.7 萬 | 0.12% | −450−9.6% | 減碼 |
| Signaturefd, LLC | 4,309 | $27.2 萬 | 0.01% | +67+1.6% | 加碼 |
| Accurate Wealth Management, LLC | 4,766 | $27.6 萬 | 0.05% | +490+11.5% | 加碼 |
| Keudell/Morrison Wealth Management | 4,460 | $28.1 萬 | 0.07% | +368+9.0% | 加碼 |
| Vestcor Inc | 4,474 | $28.2 萬 | 0.01% | −65,166−93.6% | 減碼 |
| Everence Capital Management Inc | 4,480 | $28.3 萬 | 0.02% | −770−14.7% | 減碼 |
| AIA Group Ltd | 4,492 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 4,497 | $28.4 萬 | 0.00% | +459+11.4% | 加碼 |
| Dividend Assets Capital, LLC | 4,500 | $28.4 萬 | 0.05% | 00.0% | 不變 |
| Polymer Capital Management (US) LLC | 4,509 | $28.5 萬 | 0.09% | +4,509 | 新進 |
| Mystic Asset Management, Inc. | 4,510 | $28.5 萬 | 0.08% | −101−2.2% | 減碼 |
| Regions Financial Corp | 4,530 | $28.6 萬 | 0.00% | +30+0.7% | 加碼 |
| Claris Financial LLC | 5,258 | $28.6 萬 | 0.19% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 4,543 | $28.7 萬 | 0.01% | −304−6.3% | 減碼 |
| Daymark Wealth Partners, LLC | 4,556 | $28.8 萬 | 0.01% | +377+9.0% | 加碼 |
| Joel Isaacson & Co., LLC | 4,573 | $28.9 萬 | 0.01% | 00.0% | 不變 |
| Ci Investments Inc. | 4,651 | $29.4 萬 | 0.00% | +73+1.6% | 加碼 |
| Cherry Tree Wealth Management, LLC | 4,707 | $29.7 萬 | 0.07% | 00.0% | 不變 |
| NEOS Investment Management LLC | 4,721 | $29.8 萬 | 0.01% | +4,721 | 新進 |
| Columbia Asset Management | 4,725 | $29.8 萬 | 0.06% | 00.0% | 不變 |
| Profund Advisors LLC | 4,737 | $29.9 萬 | 0.01% | −267−5.3% | 減碼 |
| Round Rock Advisors, LLC | 4,742 | $29.9 萬 | 0.06% | −107−2.2% | 減碼 |
| Widmann Financial Services, Inc. | 4,783 | $30.2 萬 | 0.23% | −217−4.3% | 減碼 |
| Tiaa Trust, National Association | 4,786 | $30.2 萬 | 0.00% | −5−0.1% | 減碼 |
| Burney Co | 4,792 | $30.2 萬 | 0.01% | −9−0.2% | 減碼 |
| Barlow Wealth Partners, Inc. | 5,049 | $30.6 萬 | 0.04% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 4,928 | $30.9 萬 | 0.03% | +657+15.4% | 加碼 |
| Shell Asset Management Co | 4,896 | $30.9 萬 | 0.01% | −605−11.0% | 減碼 |
| Apollon Financial, LLC | 4,910 | $31.0 萬 | 0.07% | 00.0% | 不變 |
| Family Legacy, Inc. | 4,930 | $31.1 萬 | 0.11% | −29−0.6% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 4,939 | $31.2 萬 | 0.02% | +4,939 | 新進 |
| KPP Advisory Services LLC | 4,956 | $31.3 萬 | 0.06% | +152+3.2% | 加碼 |
| Summit Wealth Group, LLC | 4,954 | $31.3 萬 | 0.09% | +15+0.3% | 加碼 |
| Benjamin Edwards Inc | 5,068 | $32.0 萬 | 0.00% | +75+1.5% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 5,075 | $32.0 萬 | 0.11% | +8+0.2% | 加碼 |