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 |
|---|---|---|---|---|---|
| Blair William & Co | 19,752 | $123.2 萬 | 0.00% | +30+0.2% | 加碼 |
| Avanza Fonder AB | 19,199 | $119.8 萬 | 0.04% | +19,199 | 新進 |
| Hancock Whitney Corp | 19,072 | $119.0 萬 | 0.02% | +19,072 | 新進 |
| Schonfeld Strategic Advisors LLC | 18,545 | $115.7 萬 | 0.01% | +18,545 | 新進 |
| J.W. Cole Advisors, Inc. | 18,532 | $115.6 萬 | 0.02% | +500+2.8% | 加碼 |
| Intech Investment Management LLC | 18,439 | $115.0 萬 | 0.01% | −4,935−21.1% | 減碼 |
| Ossiam | 18,353 | $114.5 萬 | 0.01% | +2,348+14.7% | 加碼 |
| Arete Wealth Advisors, LLC | 18,336 | $114.4 萬 | 0.08% | +354+2.0% | 加碼 |
| Demars Financial Group, LLC | 18,028 | $112.5 萬 | 0.43% | −1,042,788−98.3% | 減碼 |
| HORAN Wealth, LLC | 17,949 | $112.0 萬 | 0.34% | +17,949 | 新進 |
| Colonial Trust Advisors | 17,949 | $112.0 萬 | 0.09% | −1,944−9.8% | 減碼 |
| CWM, LLC | 17,901 | $111.7 萬 | 0.00% | −929−4.9% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,871 | $111.5 萬 | 0.00% | +6,600+58.6% | 加碼 |
| Naviter Wealth, LLC | 17,536 | $111.0 萬 | 0.14% | +1,543+9.6% | 加碼 |
| Ethic Inc. | 17,292 | $108.7 萬 | 0.02% | +9,993+136.9% | 加碼 |
| Quest Partners LLC | 17,357 | $108.3 萬 | 0.11% | −4,327−20.0% | 減碼 |
| Entropy Technologies, LP | 17,186 | $107.2 萬 | 0.09% | −18,444−51.8% | 減碼 |
| Harbor Investment Advisory, LLC | 17,142 | $106.9 萬 | 0.10% | −141−0.8% | 減碼 |
| Concurrent Investment Advisors, LLC | 16,891 | $105.4 萬 | 0.02% | +38+0.2% | 加碼 |
| Securian Asset Management, Inc | 16,676 | $104.0 萬 | 0.03% | +132+0.8% | 加碼 |
| Carnegie Lake Advisors LLC | 16,525 | $103.1 萬 | 0.41% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 16,463 | $102.7 萬 | 0.01% | +1,373+9.1% | 加碼 |
| Royal Fund Management, LLC | 16,304 | $101.7 萬 | 0.11% | +1,794+12.4% | 加碼 |
| Nordea Investment Management AB | 16,476 | $101.2 萬 | 0.00% | +76+0.5% | 加碼 |
| FineMark National Bank & Trust | 16,196 | $101.0 萬 | 0.03% | +16,196 | 新進 |
| Integrated Wealth Concepts LLC | 15,758 | $98.3 萬 | 0.01% | −862−5.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 15,381 | $97.1 萬 | 0.02% | −88,779−85.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 15,321 | $95.6 萬 | 0.02% | +265+1.8% | 加碼 |
| Wealthstar Advisors, LLC | 15,290 | $95.4 萬 | 0.36% | −11−0.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 15,285 | $95.3 萬 | 0.00% | +4,820+46.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 15,277 | $95.3 萬 | 0.02% | −1,639−9.7% | 減碼 |
| LRI Investments, LLC | 14,918 | $93.1 萬 | 0.08% | 00.0% | 不變 |
| Sterling Capital Management LLC | 14,427 | $90.0 萬 | 0.01% | +2,380+19.8% | 加碼 |
| Samalin Investment Counsel, LLC | 14,371 | $89.6 萬 | 0.34% | −168−1.2% | 減碼 |
| Atria Investments LLC | 14,340 | $89.5 萬 | 0.01% | +2,597+22.1% | 加碼 |
| Bahl & Gaynor Inc | 14,182 | $88.5 萬 | 0.00% | −1,267−8.2% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 14,163 | $88.3 萬 | 0.02% | −4,133−22.6% | 減碼 |
| Lazard Asset Management LLC | 14,068 | $87.7 萬 | 0.00% | +309+2.2% | 加碼 |
| Independent Financial Group, LLC | 14,023 | $87.5 萬 | 0.02% | +4,707+50.5% | 加碼 |
| Texas Yale Capital Corp. | 14,021 | $87.5 萬 | 0.03% | +50.0% | 加碼 |
| Stephens Inc | 13,904 | $86.7 萬 | 0.01% | −655−4.5% | 減碼 |
| Kentucky Retirement Systems | 13,882 | $86.6 萬 | 0.03% | −909−6.1% | 減碼 |
| Quadrant Capital Group LLC | 13,753 | $85.8 萬 | 0.03% | +6,698+94.9% | 加碼 |
| Vista Investment Management | 13,703 | $85.5 萬 | 0.32% | −83−0.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 13,631 | $85.0 萬 | 0.00% | +10,717+367.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 13,441 | $83.8 萬 | 0.01% | +1,938+16.8% | 加碼 |
| Howe & Rusling Inc | 13,218 | $82.5 萬 | 0.06% | −36−0.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 13,063 | $81.5 萬 | 0.00% | +976+8.1% | 加碼 |
| Kestra Investment Management, LLC | 12,920 | $81.2 萬 | 0.01% | +4,921+61.5% | 加碼 |
| RB Capital Management, LLC | 12,947 | $80.8 萬 | 0.18% | −140−1.1% | 減碼 |
| Gamco Investors, Inc. Et Al | 12,899 | $80.5 萬 | 0.01% | 00.0% | 不變 |
| DoubleLine ETF Adviser LP | 12,869 | $80.3 萬 | 0.26% | +150+1.2% | 加碼 |
| Vident Advisory, LLC | 12,838 | $80.1 萬 | 0.01% | −3,518−21.5% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 12,693 | $79.2 萬 | 0.00% | +146+1.2% | 加碼 |
| Buckingham Strategic Partners | 12,681 | $79.1 萬 | 0.01% | +2,612+25.9% | 加碼 |
| Founders Financial Alliance, LLC | 12,468 | $77.8 萬 | 0.18% | −109−0.9% | 減碼 |
| RMB Capital Management, LLC | 12,227 | $77.4 萬 | 0.01% | +12,227 | 新進 |
| Perigon Wealth Management, LLC | 12,134 | $75.7 萬 | 0.02% | −929−7.1% | 減碼 |
| Financial Gravity Companies, Inc. | 12,120 | $75.6 萬 | 0.15% | +12,120 | 新進 |
| Advisory Services Network, LLC | 11,745 | $75.4 萬 | 0.01% | +765+7.0% | 加碼 |
| Cooper Financial Group | 12,005 | $74.9 萬 | 0.09% | +181+1.5% | 加碼 |
| Assetmark, Inc | 11,966 | $74.6 萬 | 0.00% | +1,175+10.9% | 加碼 |
| Wealthspire Advisors, LLC | 11,953 | $74.6 萬 | 0.00% | −114−0.9% | 減碼 |
| Ameritas Advisory Services, LLC | 11,651 | $72.7 萬 | 0.04% | −3,671−24.0% | 減碼 |
| WealthPlan Investment Management, LLC | 11,558 | $72.1 萬 | 0.05% | +2,180+23.2% | 加碼 |
| PFG Investments, LLC | 11,539 | $72.0 萬 | 0.04% | −4,387−27.5% | 減碼 |
| Toroso Investments, LLC | 11,478 | $71.6 萬 | 0.00% | +11,478 | 新進 |
| Cornercap Investment Counsel Inc | 11,473 | $71.6 萬 | 0.37% | −264−2.2% | 減碼 |
| Invst, LLC | 11,300 | $70.5 萬 | 0.09% | −333−2.9% | 減碼 |
| Liberty One Investment Management, LLC | 11,259 | $70.2 萬 | 0.07% | −766−6.4% | 減碼 |
| Client 1st Advisory Group, LLC | 11,208 | $69.9 萬 | 0.25% | −480−4.1% | 減碼 |
| C2C Wealth Management, LLC | 11,163 | $69.6 萬 | 0.63% | +50+0.4% | 加碼 |
| Liberty Square Wealth Partners LLC | 11,131 | $69.4 萬 | 0.24% | +122+1.1% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 11,107 | $69.3 萬 | 0.16% | −220−1.9% | 減碼 |
| BLB&B Advisors, LLC | 11,046 | $68.9 萬 | 0.03% | +10.0% | 加碼 |
| HB Wealth Management, LLC | 11,028 | $68.8 萬 | 0.01% | −6,749−38.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 10,960 | $68.4 萬 | 0.01% | −1,140−9.4% | 減碼 |
| CIBC Asset Management Inc | 10,839 | $67.6 萬 | 0.00% | +1,584+17.1% | 加碼 |
| Shell Asset Management Co | 10,832 | $67.6 萬 | 0.02% | +5,936+121.2% | 加碼 |
| Diligent Investors, LLC | 10,793 | $67.3 萬 | 0.16% | −253−2.3% | 減碼 |
| Inceptionr LLC | 10,745 | $67.0 萬 | 0.16% | −7,562−41.3% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 10,589 | $66.1 萬 | 0.10% | +518+5.1% | 加碼 |
| SRS Capital Advisors, Inc. | 10,521 | $65.6 萬 | 0.03% | +93+0.9% | 加碼 |
| Norinchukin Bank, The | 10,519 | $65.6 萬 | 0.01% | +318+3.1% | 加碼 |
| Nebula Research & Development LLC | 10,515 | $65.6 萬 | 0.06% | −821−7.2% | 減碼 |
| Cullen Capital Management LLC | 10,467 | $65.3 萬 | 0.01% | +4,739+82.7% | 加碼 |
| NEOS Investment Management LLC | 10,435 | $65.1 萬 | 0.01% | +5,714+121.0% | 加碼 |
| Applied Capital LLC | 10,428 | $65.0 萬 | 0.48% | +893+9.4% | 加碼 |
| Gulf International Bank (UK) Ltd | 10,390 | $64.8 萬 | 0.02% | −2,495−19.4% | 減碼 |
| AE Wealth Management LLC | 10,349 | $64.6 萬 | 0.00% | +1,406+15.7% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,300 | $64.3 萬 | 0.14% | 00.0% | 不變 |
| Independent Advisor Alliance | 10,285 | $64.2 萬 | 0.02% | −16−0.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 10,214 | $63.7 萬 | 0.00% | −812−7.4% | 減碼 |
| Dudley Capital Management, LLC | 10,175 | $63.5 萬 | 0.32% | +125+1.2% | 加碼 |
| Global Retirement Partners, LLC | 10,165 | $63.4 萬 | 0.02% | +10,165 | 新進 |
| Accel Wealth Management | 10,160 | $63.4 萬 | 0.21% | −184−1.8% | 減碼 |
| Aurora Private Wealth, Inc. | 10,149 | $63.3 萬 | 0.47% | −1,328−11.6% | 減碼 |
| Maryland State Retirement & Pension System | 10,127 | $63.2 萬 | 0.01% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 10,080 | $62.9 萬 | 0.00% | +581+6.1% | 加碼 |
| Warren Averett Asset Management, LLC | 9,959 | $62.1 萬 | 0.01% | +59+0.6% | 加碼 |