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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 16,676 | $104.0 萬 | 0.03% | +132+0.8% | 加碼 |
| Concurrent Investment Advisors, LLC | 16,891 | $105.4 萬 | 0.02% | +38+0.2% | 加碼 |
| Harbor Investment Advisory, LLC | 17,142 | $106.9 萬 | 0.10% | −141−0.8% | 減碼 |
| Entropy Technologies, LP | 17,186 | $107.2 萬 | 0.09% | −18,444−51.8% | 減碼 |
| Quest Partners LLC | 17,357 | $108.3 萬 | 0.11% | −4,327−20.0% | 減碼 |
| Ethic Inc. | 17,292 | $108.7 萬 | 0.02% | +9,993+136.9% | 加碼 |
| Naviter Wealth, LLC | 17,536 | $111.0 萬 | 0.14% | +1,543+9.6% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,871 | $111.5 萬 | 0.00% | +6,600+58.6% | 加碼 |
| CWM, LLC | 17,901 | $111.7 萬 | 0.00% | −929−4.9% | 減碼 |
| Colonial Trust Advisors | 17,949 | $112.0 萬 | 0.09% | −1,944−9.8% | 減碼 |
| HORAN Wealth, LLC | 17,949 | $112.0 萬 | 0.34% | +17,949 | 新進 |
| Demars Financial Group, LLC | 18,028 | $112.5 萬 | 0.43% | −1,042,788−98.3% | 減碼 |
| Arete Wealth Advisors, LLC | 18,336 | $114.4 萬 | 0.08% | +354+2.0% | 加碼 |
| Ossiam | 18,353 | $114.5 萬 | 0.01% | +2,348+14.7% | 加碼 |
| Intech Investment Management LLC | 18,439 | $115.0 萬 | 0.01% | −4,935−21.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 18,532 | $115.6 萬 | 0.02% | +500+2.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 18,545 | $115.7 萬 | 0.01% | +18,545 | 新進 |
| Hancock Whitney Corp | 19,072 | $119.0 萬 | 0.02% | +19,072 | 新進 |
| Avanza Fonder AB | 19,199 | $119.8 萬 | 0.04% | +19,199 | 新進 |
| Blair William & Co | 19,752 | $123.2 萬 | 0.00% | +30+0.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 20,336 | $126.9 萬 | 0.00% | 00.0% | 不變 |
| Erste Asset Management GmbH | 20,200 | $127.0 萬 | 0.01% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 21,065 | $131.4 萬 | 0.06% | 00.0% | 不變 |
| Clarion Wealth Managment Partners, LLC | 21,084 | $131.5 萬 | 1.44% | +21,084 | 新進 |
| Summit Financial, LLC | 20,977 | $132.7 萬 | 0.03% | +1,683+8.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 21,697 | $135.3 萬 | 0.01% | +10,781+98.8% | 加碼 |
| Cornerstone Wealth Management, LLC | 21,805 | $136.0 萬 | 0.08% | −316−1.4% | 減碼 |
| Apollon Wealth Management, LLC | 21,869 | $136.4 萬 | 0.03% | −211−1.0% | 減碼 |
| Associated Banc-Corp | 22,007 | $137.3 萬 | 0.04% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 22,040 | $137.5 萬 | 0.48% | +327+1.5% | 加碼 |
| Penserra Capital Management LLC | 22,070 | $137.6 萬 | 0.02% | −3,501−13.7% | 減碼 |
| Frank, Rimerman Advisors LLC | 22,431 | $139.9 萬 | 0.09% | +3,122+16.2% | 加碼 |
| TFG Advisers LLC | 22,523 | $140.5 萬 | 0.48% | +261+1.2% | 加碼 |
| Mackenzie Financial Corp | 22,822 | $142.4 萬 | 0.00% | +2,035+9.8% | 加碼 |
| Pathstone Holdings, LLC | 22,847 | $142.6 萬 | 0.01% | +2,543+12.5% | 加碼 |
| Guggenheim Capital LLC | 23,092 | $144.0 萬 | 0.01% | +275+1.2% | 加碼 |
| New York Life Investment Management LLC | 23,233 | $144.9 萬 | 0.01% | −496−2.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 23,279 | $145.2 萬 | 0.02% | −755−3.1% | 減碼 |
| Natixis | 23,514 | $146.7 萬 | 0.01% | +22,636+2,578.1% | 加碼 |
| Mutual Advisors, LLC | 22,778 | $147.1 萬 | 0.04% | +795+3.6% | 加碼 |
| Federated Hermes, Inc. | 23,709 | $147.9 萬 | 0.00% | −2,643−10.0% | 減碼 |
| Belpointe Asset Management LLC | 23,768 | $148.3 萬 | 0.06% | +547+2.4% | 加碼 |
| Inspirion Wealth Advisors, LLC | 23,879 | $149.0 萬 | 0.20% | −2,421−9.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 24,170 | $150.8 萬 | 0.00% | −1,839−7.1% | 減碼 |
| Fiduciary Alliance LLC | 24,937 | $155.6 萬 | 0.12% | −285−1.1% | 減碼 |
| CWM Advisors, LLC | 25,405 | $158.5 萬 | 0.17% | +923+3.8% | 加碼 |
| OP Asset Management Ltd | 25,737 | $160.5 萬 | 0.02% | +1,813+7.6% | 加碼 |
| Cozad Asset Management Inc | 25,741 | $160.6 萬 | 0.14% | +43+0.2% | 加碼 |
| Hilltop Partners LLC | 26,247 | $163.7 萬 | 0.50% | −384−1.4% | 減碼 |
| Excalibur Management Corp | 26,571 | $165.8 萬 | 0.62% | −980−3.6% | 減碼 |
| KBC Group NV | 26,730 | $166.7 萬 | 0.00% | −22,632−45.8% | 減碼 |
| Flputnam Investment Management Co | 26,785 | $167.1 萬 | 0.03% | +26,785 | 新進 |
| 1832 Asset Management L.P. | 26,999 | $168.4 萬 | 0.00% | +8,112+43.0% | 加碼 |
| Citadel Advisors LLC | 27,156 | $169.4 萬 | 0.00% | −41,418−60.4% | 減碼 |
| SG Americas Securities, LLC | 27,368 | $170.7 萬 | 0.01% | +13,465+96.8% | 加碼 |
| Diversify Advisory Services, LLC | 26,489 | $173.4 萬 | 0.07% | +26,489 | 新進 |
| Susquehanna International Group, LLP | 28,139 | $175.5 萬 | 0.00% | +17,574+166.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 28,448 | $177.5 萬 | 0.01% | +6,411+29.1% | 加碼 |
| Gradient Capital Advisors, LLC | 28,552 | $178.1 萬 | 0.53% | −709−2.4% | 減碼 |
| BridgePort Financial Solutions, LLC | 28,681 | $178.9 萬 | 0.59% | +180+0.6% | 加碼 |
| Consolidated Portfolio Review Corp | 29,229 | $182.3 萬 | 0.25% | +531+1.9% | 加碼 |
| Walleye Capital LLC | 29,403 | $183.4 萬 | 0.02% | +3,960+15.6% | 加碼 |
| M&T Bank Corp | 30,368 | $189.5 萬 | 0.01% | +2,389+8.5% | 加碼 |
| Rockefeller Capital Management L.P. | 30,382 | $189.5 萬 | 0.00% | +10,944+56.3% | 加碼 |
| Waldron Private Wealth LLC | 30,074 | $190.3 萬 | 0.08% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 30,551 | $190.6 萬 | 0.12% | +30,551 | 新進 |
| Cerity Partners LLC | 30,876 | $192.6 萬 | 0.00% | −847−2.7% | 減碼 |
| Schroder Investment Management Group | 31,722 | $197.9 萬 | 0.00% | −235,236−88.1% | 減碼 |
| Wellington Shields Capital Management, LLC | 31,777 | $198.2 萬 | 0.34% | −2,750−8.0% | 減碼 |
| Griffin Asset Management, Inc. | 32,236 | $201.1 萬 | 0.24% | +178+0.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 32,654 | $203.7 萬 | 0.02% | +1,347+4.3% | 加碼 |
| Teacher Retirement System of Texas | 33,255 | $207.4 萬 | 0.01% | +1,261+3.9% | 加碼 |
| US Bancorp | 33,528 | $209.2 萬 | 0.00% | +2,045+6.5% | 加碼 |
| Weaver Consulting Group | 33,818 | $211.0 萬 | 0.58% | −784−2.3% | 減碼 |
| Presima Inc. | 33,834 | $211.1 萬 | 0.49% | +932+2.8% | 加碼 |
| Tredje AP-fonden | 33,977 | $211.9 萬 | 0.02% | 00.0% | 不變 |
| Janus Henderson Group PLC | 34,135 | $212.9 萬 | 0.00% | +17,450+104.6% | 加碼 |
| Voya Investment Management LLC | 34,264 | $213.7 萬 | 0.00% | −2,030−5.6% | 減碼 |
| British Columbia Investment Management Corp | 34,442 | $214.8 萬 | 0.01% | −7,402−17.7% | 減碼 |
| Investmark Advisory Group LLC | 34,546 | $215.5 萬 | 1.01% | −268−0.8% | 減碼 |
| JustInvest LLC | 34,723 | $216.6 萬 | 0.02% | +3,178+10.1% | 加碼 |
| Horizon Kinetics Asset Management LLC | 34,750 | $216.8 萬 | 0.03% | 00.0% | 不變 |
| XML Financial, LLC | 35,127 | $219.1 萬 | 0.19% | −2,234−6.0% | 減碼 |
| Sanctuary Advisors, LLC | 35,378 | $220.7 萬 | 0.01% | −124−0.3% | 減碼 |
| Utah Retirement Systems | 35,703 | $222.7 萬 | 0.02% | −173−0.5% | 減碼 |
| Wealthcare Advisory Partners LLC | 35,764 | $223.1 萬 | 0.05% | +1,306+3.8% | 加碼 |
| Arkadios Wealth Advisors | 35,945 | $224.2 萬 | 0.07% | +504+1.4% | 加碼 |
| Graham Capital Wealth Management, LLC | 36,464 | $227.5 萬 | 2.53% | −540−1.5% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 37,300 | $232.7 萬 | 0.06% | −9,173−19.7% | 減碼 |
| Meixler Investment Management, Ltd. | 37,506 | $234.0 萬 | 1.61% | +3,765+11.2% | 加碼 |
| DnB Asset Management AS | 37,533 | $234.1 萬 | 0.01% | −5,556−12.9% | 減碼 |
| Pathway Financial Advisers, LLC | 37,573 | $234.4 萬 | 0.76% | +669+1.8% | 加碼 |
| Xponance, Inc. | 37,794 | $235.8 萬 | 0.02% | +296+0.8% | 加碼 |
| SFMG, LLC | 38,248 | $238.6 萬 | 0.18% | −270−0.7% | 減碼 |
| New Insight Wealth Advisors | 38,295 | $238.9 萬 | 0.98% | −1,455−3.7% | 減碼 |
| Neuberger Berman Group LLC | 38,702 | $241.4 萬 | 0.00% | +11,612+42.9% | 加碼 |
| Ostrum Asset Management | 38,730 | $241.6 萬 | 0.11% | +414+1.1% | 加碼 |
| Metis Global Partners, LLC | 38,932 | $242.9 萬 | 0.06% | +7,312+23.1% | 加碼 |
| Dark Forest Capital Management LP | 39,102 | $243.9 萬 | 0.10% | +11,082+39.6% | 加碼 |
| Natixis Advisors, L.P. | 39,112 | $244.0 萬 | 0.00% | +6,411+19.6% | 加碼 |