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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 8,943 | $56.4 萬 | 0.00% | +4,353+94.8% | 加碼 |
| Congress Wealth Management LLC | 8,943 | $56.4 萬 | 0.01% | +8,943 | 新進 |
| Commerce Bank | 9,049 | $57.1 萬 | 0.00% | +587+6.9% | 加碼 |
| Modern Wealth Management, LLC | 9,167 | $57.8 萬 | 0.02% | +2,093+29.6% | 加碼 |
| Spirit of America Management Corp | 9,200 | $58.1 萬 | 0.12% | 00.0% | 不變 |
| MAI Capital Management | 9,209 | $58.1 萬 | 0.00% | −4,791−34.2% | 減碼 |
| CIBC Asset Management Inc | 9,255 | $58.4 萬 | 0.00% | +441+5.0% | 加碼 |
| Independent Financial Group, LLC | 9,316 | $58.8 萬 | 0.02% | +49+0.5% | 加碼 |
| ProShare Advisors LLC | 9,324 | $58.8 萬 | 0.00% | −915−8.9% | 減碼 |
| IHT Wealth Management, LLC | 9,375 | $59.2 萬 | 0.02% | +1,738+22.8% | 加碼 |
| WealthPlan Investment Management, LLC | 9,378 | $59.2 萬 | 0.06% | −533−5.4% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,756 | $59.6 萬 | 0.01% | −244−2.4% | 減碼 |
| D.A. Davidson & Co. | 9,451 | $59.6 萬 | 0.00% | +2,996+46.4% | 加碼 |
| EP Wealth Advisors, LLC | 9,499 | $60.0 萬 | 0.00% | −3,138−24.8% | 減碼 |
| Ieq Capital, LLC | 9,508 | $60.0 萬 | 0.00% | +5,335+127.8% | 加碼 |
| Wolverine Trading, LLC | 9,597 | $60.2 萬 | 0.02% | −28,536−74.8% | 減碼 |
| Applied Capital LLC | 9,535 | $60.2 萬 | 0.48% | +4,307+82.4% | 加碼 |
| E. Ohman J:or Asset Management AB | 9,600 | $60.6 萬 | 0.02% | 00.0% | 不變 |
| First National Trust Co | 9,628 | $60.8 萬 | 0.02% | 00.0% | 不變 |
| WealthPLAN Partners, LLC | 9,661 | $61.0 萬 | 0.09% | +369+4.0% | 加碼 |
| Pinnacle Financial Partners Inc | 9,670 | $61.0 萬 | 0.01% | +20+0.2% | 加碼 |
| Old Port Advisors | 9,743 | $61.5 萬 | 0.18% | +803+9.0% | 加碼 |
| Gutierrez Wealth Advisory, LLC | 9,746 | $61.5 萬 | 0.50% | +2,218+29.5% | 加碼 |
| Warren Averett Asset Management, LLC | 9,900 | $62.5 萬 | 0.01% | +54+0.5% | 加碼 |
| Dudley Capital Management, LLC | 10,050 | $63.4 萬 | 0.34% | −750−6.9% | 減碼 |
| Buckingham Strategic Partners | 10,069 | $63.6 萬 | 0.01% | +3,916+63.6% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 10,071 | $63.6 萬 | 0.10% | +2,604+34.9% | 加碼 |
| Maryland State Retirement & Pension System | 10,127 | $63.9 萬 | 0.02% | −1,441−12.5% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 10,000 | $64.2 萬 | 0.12% | +10,000 | 新進 |
| Norinchukin Bank, The | 10,201 | $64.4 萬 | 0.01% | +440+4.5% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 10,214 | $64.5 萬 | 0.03% | −146−1.4% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,300 | $65.0 萬 | 0.16% | −100−1.0% | 減碼 |
| Independent Advisor Alliance | 10,301 | $65.0 萬 | 0.02% | −36−0.3% | 減碼 |
| Accel Wealth Management | 10,344 | $65.3 萬 | 0.24% | +154+1.5% | 加碼 |
| SRS Capital Advisors, Inc. | 10,428 | $65.8 萬 | 0.04% | −850−7.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 10,465 | $66.0 萬 | 0.00% | +5,619+116.0% | 加碼 |
| Susquehanna International Group, LLP | 10,565 | $66.7 萬 | 0.00% | −14,663−58.1% | 減碼 |
| Assetmark, Inc | 10,791 | $68.1 萬 | 0.00% | +931+9.4% | 加碼 |
| Gallacher Capital Management LLC | 10,802 | $68.2 萬 | 0.33% | +10,802 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 10,881 | $68.7 萬 | 0.04% | −167−1.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 10,916 | $68.9 萬 | 0.01% | +5,032+85.5% | 加碼 |
| Adams Wealth Management | 10,956 | $69.1 萬 | 0.14% | −719−6.2% | 減碼 |
| CacheTech Inc. | 10,956 | $69.1 萬 | 0.13% | −719−6.2% | 減碼 |
| HBK Sorce Advisory LLC | 10,979 | $69.3 萬 | 0.02% | −5,999−35.3% | 減碼 |
| Advisory Services Network, LLC | 10,980 | $69.3 萬 | 0.01% | −246−2.2% | 減碼 |
| Liberty Square Wealth Partners LLC | 11,009 | $69.5 萬 | 0.27% | −90−0.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 11,026 | $69.6 萬 | 0.01% | −1,840−14.3% | 減碼 |
| BLB&B Advisors, LLC | 11,045 | $69.7 萬 | 0.04% | +11,045 | 新進 |
| Diligent Investors, LLC | 11,046 | $69.7 萬 | 0.17% | −17−0.2% | 減碼 |
| C2C Wealth Management, LLC | 11,113 | $70.1 萬 | 0.66% | −1,150−9.4% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,271 | $71.1 萬 | 0.00% | +11,271 | 新進 |
| Legacy Capital Wealth Partners, LLC | 11,327 | $71.5 萬 | 0.18% | +63+0.6% | 加碼 |
| Nebula Research & Development LLC | 11,336 | $71.5 萬 | 0.07% | +11,336 | 新進 |
| Nomura Holdings Inc | 11,366 | $71.7 萬 | 0.00% | −41,440−78.5% | 減碼 |
| Aurora Private Wealth, Inc. | 11,477 | $72.4 萬 | 0.58% | +23+0.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 11,503 | $72.6 萬 | 0.01% | +802+7.5% | 加碼 |
| Invst, LLC | 11,633 | $73.4 萬 | 0.10% | +11,633 | 新進 |
| Client 1st Advisory Group, LLC | 11,688 | $73.8 萬 | 0.29% | −642−5.2% | 減碼 |
| Cornercap Investment Counsel Inc | 11,737 | $74.1 萬 | 0.39% | +5,510+88.5% | 加碼 |
| Atria Investments LLC | 11,743 | $74.1 萬 | 0.01% | −1,669−12.4% | 減碼 |
| Cooper Financial Group | 11,824 | $74.6 萬 | 0.10% | −81−0.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 12,087 | $75.8 萬 | 0.00% | +1,442+13.5% | 加碼 |
| Liberty One Investment Management, LLC | 12,025 | $75.9 萬 | 0.08% | −218−1.8% | 減碼 |
| Sterling Capital Management LLC | 12,047 | $76.0 萬 | 0.01% | −796−6.2% | 減碼 |
| Wealthspire Advisors, LLC | 12,067 | $76.2 萬 | 0.00% | +150+1.3% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 12,100 | $76.4 萬 | 0.01% | +1,145+10.5% | 加碼 |
| Allstate Corp | 12,178 | $76.9 萬 | 0.02% | +5,453+81.1% | 加碼 |
| Principal Securities, Inc. | 14,184 | $77.3 萬 | 0.02% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 12,547 | $79.2 萬 | 0.00% | −2,246−15.2% | 減碼 |
| Landscape Capital Management, L.L.C. | 12,550 | $79.2 萬 | 0.07% | +12,550 | 新進 |
| Founders Financial Alliance, LLC | 12,577 | $79.4 萬 | 0.19% | −750−5.6% | 減碼 |
| DoubleLine ETF Adviser LP | 12,719 | $80.3 萬 | 0.27% | −2,995−19.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 12,885 | $81.3 萬 | 0.03% | −3,790−22.7% | 減碼 |
| Gamco Investors, Inc. Et Al | 12,899 | $81.4 萬 | 0.01% | −701−5.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 12,957 | $82.1 萬 | 0.02% | +1,299+11.1% | 加碼 |
| Perigon Wealth Management, LLC | 13,063 | $82.4 萬 | 0.02% | +37+0.3% | 加碼 |
| RB Capital Management, LLC | 13,087 | $82.6 萬 | 0.20% | −976−6.9% | 減碼 |
| Howe & Rusling Inc | 13,254 | $83.6 萬 | 0.07% | +36+0.3% | 加碼 |
| Boothbay Fund Management, LLC | 13,498 | $85.2 萬 | 0.03% | +13,498 | 新進 |
| Lazard Asset Management LLC | 13,759 | $86.7 萬 | 0.00% | +4,286+45.2% | 加碼 |
| Vista Investment Management | 13,786 | $87.0 萬 | 0.34% | −1,258−8.4% | 減碼 |
| SG Americas Securities, LLC | 13,903 | $87.7 萬 | 0.00% | −18,104−56.6% | 減碼 |
| Texas Yale Capital Corp. | 14,016 | $88.5 萬 | 0.04% | −595−4.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 14,088 | $88.9 萬 | 0.03% | +14,088 | 新進 |
| United Services Automobile Association | 14,483 | $90.8 萬 | 0.03% | 00.0% | 不變 |
| Royal Fund Management, LLC | 14,510 | $91.7 萬 | 0.11% | −12,670−46.6% | 減碼 |
| Samalin Investment Counsel, LLC | 14,539 | $91.8 萬 | 0.37% | +2,242+18.2% | 加碼 |
| Stephens Inc | 14,559 | $91.9 萬 | 0.01% | +1,167+8.7% | 加碼 |
| Generali Asset Management SPA SGR | 14,560 | $91.9 萬 | 0.02% | −38,075−72.3% | 減碼 |
| Ameritas Advisory Services, LLC | 15,322 | $92.6 萬 | 0.04% | −504−3.2% | 減碼 |
| Kentucky Retirement Systems | 14,791 | $93.3 萬 | 0.03% | +14,791 | 新進 |
| LRI Investments, LLC | 14,918 | $94.2 萬 | 0.09% | +70.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 15,056 | $95.0 萬 | 0.02% | −23−0.2% | 減碼 |
| Oppenheimer & Co Inc | 15,090 | $95.2 萬 | 0.01% | +2,540+20.2% | 加碼 |
| Wealthstar Advisors, LLC | 15,301 | $96.6 萬 | 0.44% | −539−3.4% | 減碼 |
| Bahl & Gaynor Inc | 15,449 | $97.5 萬 | 0.00% | −5,260−25.4% | 減碼 |
| Naviter Wealth, LLC | 15,993 | $100.3 萬 | 0.12% | +159+1.0% | 加碼 |
| PFG Investments, LLC | 15,926 | $100.5 萬 | 0.06% | +3,514+28.3% | 加碼 |
| Ossiam | 16,005 | $101.0 萬 | 0.01% | −3,349−17.3% | 減碼 |
| Vident Advisory, LLC | 16,356 | $103.2 萬 | 0.02% | −8,289−33.6% | 減碼 |