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 |
|---|---|---|---|---|---|
| Gutierrez Wealth Advisory, LLC | 9,746 | $61.5 萬 | 0.50% | +2,218+29.5% | 加碼 |
| Old Port Advisors | 9,743 | $61.5 萬 | 0.18% | +803+9.0% | 加碼 |
| Pinnacle Financial Partners Inc | 9,670 | $61.0 萬 | 0.01% | +20+0.2% | 加碼 |
| WealthPLAN Partners, LLC | 9,661 | $61.0 萬 | 0.09% | +369+4.0% | 加碼 |
| First National Trust Co | 9,628 | $60.8 萬 | 0.02% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 9,600 | $60.6 萬 | 0.02% | 00.0% | 不變 |
| Applied Capital LLC | 9,535 | $60.2 萬 | 0.48% | +4,307+82.4% | 加碼 |
| Wolverine Trading, LLC | 9,597 | $60.2 萬 | 0.02% | −28,536−74.8% | 減碼 |
| Ieq Capital, LLC | 9,508 | $60.0 萬 | 0.00% | +5,335+127.8% | 加碼 |
| EP Wealth Advisors, LLC | 9,499 | $60.0 萬 | 0.00% | −3,138−24.8% | 減碼 |
| D.A. Davidson & Co. | 9,451 | $59.6 萬 | 0.00% | +2,996+46.4% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,756 | $59.6 萬 | 0.01% | −244−2.4% | 減碼 |
| WealthPlan Investment Management, LLC | 9,378 | $59.2 萬 | 0.06% | −533−5.4% | 減碼 |
| IHT Wealth Management, LLC | 9,375 | $59.2 萬 | 0.02% | +1,738+22.8% | 加碼 |
| ProShare Advisors LLC | 9,324 | $58.8 萬 | 0.00% | −915−8.9% | 減碼 |
| Independent Financial Group, LLC | 9,316 | $58.8 萬 | 0.02% | +49+0.5% | 加碼 |
| CIBC Asset Management Inc | 9,255 | $58.4 萬 | 0.00% | +441+5.0% | 加碼 |
| MAI Capital Management | 9,209 | $58.1 萬 | 0.00% | −4,791−34.2% | 減碼 |
| Spirit of America Management Corp | 9,200 | $58.1 萬 | 0.12% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 9,167 | $57.8 萬 | 0.02% | +2,093+29.6% | 加碼 |
| Commerce Bank | 9,049 | $57.1 萬 | 0.00% | +587+6.9% | 加碼 |
| Congress Wealth Management LLC | 8,943 | $56.4 萬 | 0.01% | +8,943 | 新進 |
| AE Wealth Management LLC | 8,943 | $56.4 萬 | 0.00% | +4,353+94.8% | 加碼 |
| Brookwood Investment Group LLC | 8,844 | $55.8 萬 | 0.10% | +8,844 | 新進 |
| NBC Securities, Inc. | 8,696 | $54.8 萬 | 0.05% | +8,688+108,600.0% | 加碼 |
| Simplex Trading, LLC | 8,586 | $54.1 萬 | 0.02% | +8,586 | 新進 |
| Colonial Trust Co | 8,461 | $53.4 萬 | 0.08% | −326−3.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 8,451 | $53.3 萬 | 0.00% | +2,454+40.9% | 加碼 |
| SummitTX Capital, L.P. | 8,361 | $52.8 萬 | 0.02% | +8,361 | 新進 |
| Capital Investment Advisory Services, LLC | 8,330 | $52.6 萬 | 0.05% | −368−4.2% | 減碼 |
| Intrua Financial, LLC | 8,285 | $52.3 萬 | 0.08% | +228+2.8% | 加碼 |
| Atomi Financial Group, Inc. | 8,276 | $52.2 萬 | 0.02% | +2,313+38.8% | 加碼 |
| Wellington Shields & Co., LLC | 8,230 | $51.9 萬 | 0.16% | +350+4.4% | 加碼 |
| Hudson Portfolio Management LLC | 8,167 | $51.5 萬 | 0.49% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 8,135 | $51.3 萬 | 0.05% | −1,526−15.8% | 減碼 |
| Kestra Investment Management, LLC | 7,999 | $50.5 萬 | 0.02% | +7,999 | 新進 |
| Shelton Capital Management | 7,964 | $50.3 萬 | 0.01% | −296−3.6% | 減碼 |
| Omers Administration Corp | 7,836 | $49.5 萬 | 0.00% | −1,294−14.2% | 減碼 |
| Focus Financial Network, Inc. | 7,736 | $48.8 萬 | 0.02% | −259−3.2% | 減碼 |
| FLC Capital Advisors | 7,709 | $48.7 萬 | 0.11% | +486+6.7% | 加碼 |
| Axis Wealth Partners, LLC | 7,645 | $48.2 萬 | 0.36% | −952−11.1% | 減碼 |
| Austin Private Wealth, LLC | 7,621 | $48.1 萬 | 0.04% | +13+0.2% | 加碼 |
| Bank of Nova Scotia | 7,609 | $48.0 萬 | 0.00% | −6,476−46.0% | 減碼 |
| Teamwork Financial Advisors, LLC | 7,581 | $47.8 萬 | 0.07% | +543+7.7% | 加碼 |
| Philadelphia Trust Co | 7,500 | $47.3 萬 | 0.04% | −290−3.7% | 減碼 |
| RFG Advisory, LLC | 7,430 | $46.9 萬 | 0.01% | +1,057+16.6% | 加碼 |
| Per Stirling Capital Management, LLC. | 7,292 | $46.0 萬 | 0.07% | +113+1.6% | 加碼 |
| Ethic Inc. | 7,299 | $46.0 萬 | 0.01% | −809−10.0% | 減碼 |
| Everstar Asset Management, LLC | 7,252 | $45.8 萬 | 0.30% | +156+2.2% | 加碼 |
| GWM Advisors LLC | 7,204 | $45.5 萬 | 0.00% | −992−12.1% | 減碼 |
| Eldridge Investment Advisors, Inc. | 7,188 | $45.4 萬 | 0.10% | −775−9.7% | 減碼 |
| Evergreen Capital Management LLC | 7,058 | $45.1 萬 | 0.02% | +345+5.1% | 加碼 |
| Hilltop Holdings Inc. | 7,108 | $44.9 萬 | 0.03% | +1,832+34.7% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 7,069 | $44.6 萬 | 0.26% | −2,718−27.8% | 減碼 |
| Archer Investment Corp | 7,068 | $44.6 萬 | 0.12% | −1,280−15.3% | 減碼 |
| Quadrant Capital Group LLC | 7,055 | $44.5 萬 | 0.02% | +4,157+143.4% | 加碼 |
| Commerzbank Aktiengesellschaft | 7,007 | $44.3 萬 | 0.01% | +923+15.2% | 加碼 |
| Pensionmark Financial Group, LLC | 6,909 | $43.6 萬 | 0.01% | +284+4.3% | 加碼 |
| Crestwood Advisors Group LLC | 6,877 | $43.4 萬 | 0.01% | +185+2.8% | 加碼 |
| Kerntke Otto McGlone Wealth Management Group | 6,868 | $43.3 萬 | 0.38% | +29+0.4% | 加碼 |
| Impact Partnership Wealth, LLC | 6,859 | $43.3 萬 | 0.09% | −1,440−17.4% | 減碼 |
| Credit Agricole S A | 6,857 | $43.3 萬 | 0.00% | +6+0.1% | 加碼 |
| Sigma Planning Corp | 6,796 | $42.9 萬 | 0.01% | −237−3.4% | 減碼 |
| Sunbelt Securities, Inc. | 6,721 | $42.4 萬 | 0.04% | +1,642+32.3% | 加碼 |
| Peddock Capital Advisors, LLC | 6,706 | $42.3 萬 | 0.11% | −1,005−13.0% | 減碼 |
| Ballentine Partners, LLC | 6,671 | $42.1 萬 | 0.01% | −460−6.5% | 減碼 |
| GWN Securities Inc. | 6,876 | $41.9 萬 | 0.02% | +6,876 | 新進 |
| Tokio Marine Asset Management Co Ltd | 6,639 | $41.9 萬 | 0.02% | +729+12.3% | 加碼 |
| Resources Investment Advisors, LLC. | 6,549 | $41.3 萬 | 0.00% | −1,303−16.6% | 減碼 |
| MKT Advisors LLC | 7,144 | $40.7 萬 | 0.19% | 00.0% | 不變 |
| Ignite Planners, LLC | 6,565 | $40.6 萬 | 0.08% | +1,144+21.1% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,300 | $39.8 萬 | 0.03% | +6,300 | 新進 |
| Prime Capital Investment Advisors, LLC | 6,298 | $39.7 萬 | 0.00% | +1,051+20.0% | 加碼 |
| Merit Financial Group, LLC | 6,288 | $39.7 萬 | 0.01% | +6,288 | 新進 |
| Jacobi Capital Management LLC | 6,267 | $39.5 萬 | 0.03% | +225+3.7% | 加碼 |
| Quarry LP | 6,247 | $39.4 萬 | 0.10% | +5,323+576.1% | 加碼 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 6,244 | $39.4 萬 | 0.18% | +6,244 | 新進 |
| We Are One Seven, LLC | 6,238 | $39.4 萬 | 0.02% | +1,082+21.0% | 加碼 |
| Investment Management Corp of Ontario | 6,229 | $39.3 萬 | 0.01% | +100+1.6% | 加碼 |
| Retirement Planning Co of New England, Inc. | 6,223 | $39.3 萬 | 0.20% | +118+1.9% | 加碼 |
| Fifth Third Wealth Advisors LLC | 6,209 | $39.2 萬 | 0.02% | +22+0.4% | 加碼 |
| Rakuten Investment Management, Inc. | 6,039 | $37.9 萬 | 0.00% | +6,039 | 新進 |
| Laraway Financial Inc | 5,989 | $37.8 萬 | 0.30% | +5,989 | 新進 |
| National Asset Management, Inc. | 5,966 | $37.7 萬 | 0.01% | −199−3.2% | 減碼 |
| Herold Advisors, Inc. | 5,898 | $37.2 萬 | 0.08% | −745−11.2% | 減碼 |
| Ethos Financial Group, LLC | 5,893 | $37.2 萬 | 0.04% | +5,893 | 新進 |
| RSM US Wealth Management LLC | 5,805 | $37.1 萬 | 0.01% | +311+5.7% | 加碼 |
| Sawyer & Company, Inc | 5,885 | $37.1 萬 | 0.15% | −35−0.6% | 減碼 |
| True North Advisors, LLC | 5,859 | $37.0 萬 | 0.07% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 5,845 | $36.9 萬 | 0.11% | +5,845 | 新進 |
| NewEdge Wealth, LLC | 5,839 | $36.8 萬 | 0.01% | +31+0.5% | 加碼 |
| Empower Advisory Group, LLC | 5,827 | $36.8 萬 | 0.00% | +1,423+32.3% | 加碼 |
| Centaurus Financial, Inc. | 5,817 | $36.7 萬 | 0.02% | −145−2.4% | 減碼 |
| Seeds Investor LLC | 5,785 | $36.5 萬 | 0.10% | +537+10.2% | 加碼 |
| Gilbert & Cook, Inc. | 5,768 | $36.4 萬 | 0.05% | +126+2.2% | 加碼 |
| Savant Capital, LLC | 5,753 | $36.3 萬 | 0.00% | −6,373−52.6% | 減碼 |
| Cullen Capital Management LLC | 5,728 | $36.1 萬 | 0.00% | +5,728 | 新進 |
| Valeo Financial Advisors, LLC | 5,717 | $36.1 萬 | 0.01% | +320+5.9% | 加碼 |
| FNY Investment Advisers, LLC | 5,700 | $35.9 萬 | 0.22% | +5,700 | 新進 |
| Allen Capital Group, LLC | 5,680 | $35.8 萬 | 0.04% | −72−1.3% | 減碼 |