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 2 季 13F 持有人
W. P. Carey Inc. 在 2025/6/30 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
- 820
- 較 2025 年第 1 季 +10 家
- 持有股數
- 1.57 億
- 較 2025 年第 1 季 +50.1 萬 (+0.3%)
- 總市值
- $97.9 億
- 較 2025 年第 1 季 −$1,132 萬 (−0.1%)
- 新進機構
- 85
- 另有 341 家加碼
- 清倉機構
- 75
- 另有 261 家減碼
另有 13 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| GWN Securities Inc. | 4,920 | $30.9 萬 | 0.06% | −1,956−28.4% | 減碼 |
| Apollon Financial, LLC | 4,964 | $31.0 萬 | 0.06% | +54+1.1% | 加碼 |
| Summit Wealth Group, LLC | 4,969 | $31.0 萬 | 0.08% | +15+0.3% | 加碼 |
| Family Legacy, Inc. | 5,008 | $31.2 萬 | 0.10% | +78+1.6% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 5,083 | $31.7 萬 | 0.10% | +8+0.2% | 加碼 |
| Resources Investment Advisors, LLC. | 5,087 | $31.7 萬 | 0.00% | −1,462−22.3% | 減碼 |
| Woodward Diversified Capital, LLC | 5,094 | $31.8 萬 | 0.16% | +5,094 | 新進 |
| Benjamin Edwards Inc | 5,142 | $32.1 萬 | 0.00% | +74+1.5% | 加碼 |
| Flagship Private Wealth, LLC | 5,183 | $32.3 萬 | 0.14% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 4,959 | $32.6 萬 | 0.01% | −880−15.1% | 減碼 |
| Seeds Investor LLC | 5,259 | $32.8 萬 | 0.08% | −526−9.1% | 減碼 |
| Carret Asset Management, LLC | 5,282 | $32.9 萬 | 0.04% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 5,313 | $33.1 萬 | 0.01% | −8,775−62.3% | 減碼 |
| Creative Financial Designs Inc | 5,323 | $33.2 萬 | 0.02% | +35+0.7% | 加碼 |
| Investment Management Corp of Ontario | 5,329 | $33.2 萬 | 0.00% | −900−14.4% | 減碼 |
| Perennial Investment Advisors, LLC | 5,363 | $33.5 萬 | 0.03% | −56−1.0% | 減碼 |
| H&H Retirement Design & Management INC | 5,494 | $34.0 萬 | 0.19% | 00.0% | 不變 |
| DF Dent & Co Inc | 5,464 | $34.1 萬 | 0.00% | 00.0% | 不變 |
| Savant Capital, LLC | 5,469 | $34.1 萬 | 0.00% | −284−4.9% | 減碼 |
| Western Wealth Management, LLC | 5,480 | $34.2 萬 | 0.02% | +19+0.3% | 加碼 |
| Basepoint Wealth LLC | 5,554 | $34.6 萬 | 0.27% | +84+1.5% | 加碼 |
| Brevan Howard Capital Management LP | 5,564 | $34.7 萬 | 0.00% | +5,564 | 新進 |
| Valeo Financial Advisors, LLC | 5,576 | $34.8 萬 | 0.01% | −141−2.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 5,645 | $35.2 萬 | 0.00% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 5,662 | $35.3 萬 | 0.08% | +3+0.1% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 5,666 | $35.3 萬 | 0.01% | +5,666 | 新進 |
| Quadcap Wealth Management, LLC | 5,694 | $35.5 萬 | 0.05% | +62+1.1% | 加碼 |
| Regions Financial Corp | 5,700 | $35.6 萬 | 0.00% | +1,170+25.8% | 加碼 |
| Allen Capital Group, LLC | 5,708 | $35.6 萬 | 0.04% | +28+0.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 5,720 | $35.7 萬 | 0.00% | −578−9.2% | 減碼 |
| Centaurus Financial, Inc. | 5,770 | $36.0 萬 | 0.02% | −47−0.8% | 減碼 |
| Evergreen Capital Management LLC | 5,692 | $36.0 萬 | 0.01% | −1,366−19.4% | 減碼 |
| Kovack Advisors, Inc. | 5,779 | $36.0 萬 | 0.04% | +186+3.3% | 加碼 |
| Group One Trading, L.P. | 5,791 | $36.1 萬 | 0.01% | +5,791 | 新進 |
| Equitable Holdings, Inc. | 5,807 | $36.2 萬 | 0.00% | +1,848+46.7% | 加碼 |
| Gilbert & Cook, Inc. | 5,852 | $36.5 萬 | 0.05% | +84+1.5% | 加碼 |
| True North Advisors, LLC | 5,859 | $36.5 萬 | 0.07% | 00.0% | 不變 |
| Tiaa Trust, National Association | 5,868 | $36.6 萬 | 0.00% | +1,082+22.6% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 5,891 | $36.7 萬 | 0.03% | −409−6.5% | 減碼 |
| Herold Advisors, Inc. | 5,916 | $36.9 萬 | 0.08% | +18+0.3% | 加碼 |
| Family Wealth Partners, LLC | 5,928 | $37.0 萬 | 0.15% | +2,706+84.0% | 加碼 |
| Machina Capital S.A.S. | 6,013 | $37.5 萬 | 0.08% | +2,047+51.6% | 加碼 |
| Laraway Financial Inc | 6,056 | $37.8 萬 | 0.29% | +67+1.1% | 加碼 |
| Farther Finance Advisors, LLC | 6,117 | $38.2 萬 | 0.01% | +653+12.0% | 加碼 |
| Ethos Financial Group, LLC | 6,138 | $38.3 萬 | 0.03% | +245+4.2% | 加碼 |
| GWM Advisors LLC | 6,143 | $38.3 萬 | 0.00% | −1,061−14.7% | 減碼 |
| Glenmede Investment Management, LP | 6,149 | $38.4 萬 | 0.00% | +6,149 | 新進 |
| Wetherby Asset Management Inc | 6,192 | $38.6 萬 | 0.02% | +6,192 | 新進 |
| Rockport Wealth LLC | 6,271 | $39.1 萬 | 0.09% | +6,271 | 新進 |
| Jacobi Capital Management LLC | 6,290 | $39.2 萬 | 0.03% | +23+0.4% | 加碼 |
| Retirement Planning Co of New England, Inc. | 6,401 | $39.9 萬 | 0.18% | +178+2.9% | 加碼 |
| Avion Wealth | 6,418 | $40.0 萬 | 0.09% | +5+0.1% | 加碼 |
| Ignite Planners, LLC | 6,595 | $40.7 萬 | 0.07% | +30+0.5% | 加碼 |
| D.A. Davidson & Co. | 6,522 | $40.7 萬 | 0.00% | −2,929−31.0% | 減碼 |
| Kingswood Wealth Advisors, LLC | 6,538 | $40.8 萬 | 0.03% | −1,597−19.6% | 減碼 |
| Silver Oak Securities, Inc | 6,577 | $41.0 萬 | 0.03% | +1,649+33.5% | 加碼 |
| Sigma Planning Corp | 6,625 | $41.3 萬 | 0.01% | −171−2.5% | 減碼 |
| International Assets Investment Management, LLC | 6,666 | $41.6 萬 | 0.03% | +1,012+17.9% | 加碼 |
| Peddock Capital Advisors, LLC | 6,706 | $41.8 萬 | 0.10% | 00.0% | 不變 |
| MKT Advisors LLC | 6,744 | $42.5 萬 | 0.17% | −400−5.6% | 減碼 |
| RSM US Wealth Management LLC | 6,731 | $42.6 萬 | 0.01% | +926+16.0% | 加碼 |
| Pensionmark Financial Group, LLC | 6,903 | $43.1 萬 | 0.01% | −6−0.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 6,906 | $43.1 萬 | 0.01% | −6,051−46.7% | 減碼 |
| WealthPLAN Partners, LLC | 6,972 | $43.5 萬 | 0.07% | −2,689−27.8% | 減碼 |
| Kerntke Otto McGlone Wealth Management Group | 7,014 | $43.8 萬 | 0.35% | +146+2.1% | 加碼 |
| Archer Investment Corp | 7,068 | $44.1 萬 | 0.11% | 00.0% | 不變 |
| CarsonAllaria Wealth Management, Ltd. | 7,122 | $44.4 萬 | 0.24% | +53+0.7% | 加碼 |
| Crestwood Advisors Group LLC | 7,165 | $44.7 萬 | 0.01% | +288+4.2% | 加碼 |
| We Are One Seven, LLC | 7,165 | $44.7 萬 | 0.01% | +927+14.9% | 加碼 |
| Colonial Trust Co | 7,166 | $44.7 萬 | 0.07% | −1,295−15.3% | 減碼 |
| Eldridge Investment Advisors, Inc. | 7,188 | $44.8 萬 | 0.09% | 00.0% | 不變 |
| Round Rock Advisors, LLC | 7,360 | $45.9 萬 | 0.08% | +2,618+55.2% | 加碼 |
| Teamwork Financial Advisors, LLC | 7,448 | $46.5 萬 | 0.06% | −133−1.8% | 減碼 |
| Ballentine Partners, LLC | 7,451 | $46.5 萬 | 0.01% | +780+11.7% | 加碼 |
| Merit Financial Group, LLC | 7,478 | $46.6 萬 | 0.01% | +1,190+18.9% | 加碼 |
| Austin Private Wealth, LLC | 7,493 | $46.7 萬 | 0.04% | −128−1.7% | 減碼 |
| Philadelphia Trust Co | 7,500 | $46.8 萬 | 0.04% | 00.0% | 不變 |
| RFG Advisory, LLC | 7,522 | $46.9 萬 | 0.01% | +92+1.2% | 加碼 |
| Hilltop Holdings Inc. | 7,525 | $46.9 萬 | 0.03% | +417+5.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 7,639 | $47.7 萬 | 0.02% | −2,575−25.2% | 減碼 |
| Simplex Trading, LLC | 7,650 | $47.7 萬 | 0.01% | −936−10.9% | 減碼 |
| Axis Wealth Partners, LLC | 7,666 | $47.8 萬 | 0.31% | +21+0.3% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 7,731 | $48.2 萬 | 0.02% | +1,092+16.4% | 加碼 |
| Omers Administration Corp | 7,836 | $48.9 萬 | 0.00% | 00.0% | 不變 |
| Shelton Capital Management | 7,840 | $48.9 萬 | 0.01% | −124−1.6% | 減碼 |
| FLC Capital Advisors | 7,862 | $49.0 萬 | 0.10% | +153+2.0% | 加碼 |
| Everstar Asset Management, LLC | 7,865 | $49.1 萬 | 0.30% | +613+8.5% | 加碼 |
| Focus Financial Network, Inc. | 7,934 | $49.5 萬 | 0.02% | +198+2.6% | 加碼 |
| Commerce Bank | 8,097 | $50.5 萬 | 0.00% | −952−10.5% | 減碼 |
| Armstrong, Fleming & Moore, Inc | 8,115 | $50.6 萬 | 0.27% | +8,115 | 新進 |
| Bank of Nova Scotia | 8,164 | $50.9 萬 | 0.00% | +555+7.3% | 加碼 |
| Hudson Portfolio Management LLC | 8,167 | $50.9 萬 | 0.48% | 00.0% | 不變 |
| Intrua Financial, LLC | 8,177 | $51.0 萬 | 0.07% | −108−1.3% | 減碼 |
| Commerzbank Aktiengesellschaft | 8,280 | $51.7 萬 | 0.01% | +1,273+18.2% | 加碼 |
| Park Avenue Securities LLC | 8,323 | $51.9 萬 | 0.00% | +8,323 | 新進 |
| Capital Investment Advisory Services, LLC | 8,333 | $52.0 萬 | 0.04% | +30.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 8,506 | $53.1 萬 | 0.00% | +55+0.7% | 加碼 |
| NBC Securities, Inc. | 8,756 | $54.6 萬 | 0.04% | +60+0.7% | 加碼 |
| Bradley Foster & Sargent Inc | 8,790 | $54.8 萬 | 0.01% | +8,790 | 新進 |
| Per Stirling Capital Management, LLC. | 8,976 | $56.0 萬 | 0.07% | +1,684+23.1% | 加碼 |