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 |
|---|---|---|---|---|---|
| Western Wealth Management, LLC | 5,480 | $34.2 萬 | 0.02% | +19+0.3% | 加碼 |
| Savant Capital, LLC | 5,469 | $34.1 萬 | 0.00% | −284−4.9% | 減碼 |
| DF Dent & Co Inc | 5,464 | $34.1 萬 | 0.00% | 00.0% | 不變 |
| H&H Retirement Design & Management INC | 5,494 | $34.0 萬 | 0.19% | 00.0% | 不變 |
| Perennial Investment Advisors, LLC | 5,363 | $33.5 萬 | 0.03% | −56−1.0% | 減碼 |
| Investment Management Corp of Ontario | 5,329 | $33.2 萬 | 0.00% | −900−14.4% | 減碼 |
| Creative Financial Designs Inc | 5,323 | $33.2 萬 | 0.02% | +35+0.7% | 加碼 |
| Dynamic Advisor Solutions LLC | 5,313 | $33.1 萬 | 0.01% | −8,775−62.3% | 減碼 |
| Carret Asset Management, LLC | 5,282 | $32.9 萬 | 0.04% | 00.0% | 不變 |
| Seeds Investor LLC | 5,259 | $32.8 萬 | 0.08% | −526−9.1% | 減碼 |
| NewEdge Wealth, LLC | 4,959 | $32.6 萬 | 0.01% | −880−15.1% | 減碼 |
| Flagship Private Wealth, LLC | 5,183 | $32.3 萬 | 0.14% | 00.0% | 不變 |
| Benjamin Edwards Inc | 5,142 | $32.1 萬 | 0.00% | +74+1.5% | 加碼 |
| Woodward Diversified Capital, LLC | 5,094 | $31.8 萬 | 0.16% | +5,094 | 新進 |
| Resources Investment Advisors, LLC. | 5,087 | $31.7 萬 | 0.00% | −1,462−22.3% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 5,083 | $31.7 萬 | 0.10% | +8+0.2% | 加碼 |
| Family Legacy, Inc. | 5,008 | $31.2 萬 | 0.10% | +78+1.6% | 加碼 |
| Summit Wealth Group, LLC | 4,969 | $31.0 萬 | 0.08% | +15+0.3% | 加碼 |
| Apollon Financial, LLC | 4,964 | $31.0 萬 | 0.06% | +54+1.1% | 加碼 |
| GWN Securities Inc. | 4,920 | $30.9 萬 | 0.06% | −1,956−28.4% | 減碼 |
| KPP Advisory Services LLC | 4,906 | $30.6 萬 | 0.05% | −50−1.0% | 減碼 |
| Inspire Advisors, LLC | 4,802 | $30.0 萬 | 0.03% | −637−11.7% | 減碼 |
| Engineers Gate Manager LP | 4,800 | $29.9 萬 | 0.00% | +4,800 | 新進 |
| Accurate Wealth Management, LLC | 4,786 | $29.9 萬 | 0.05% | +20+0.4% | 加碼 |
| Claris Financial LLC | 4,736 | $29.5 萬 | 0.22% | −522−9.9% | 減碼 |
| Empower Advisory Group, LLC | 4,719 | $29.4 萬 | 0.00% | −1,108−19.0% | 減碼 |
| Cherry Tree Wealth Management, LLC | 4,707 | $29.4 萬 | 0.07% | 00.0% | 不變 |
| Burney Co | 4,693 | $29.3 萬 | 0.01% | −99−2.1% | 減碼 |
| Widmann Financial Services, Inc. | 4,618 | $28.8 萬 | 0.20% | −165−3.4% | 減碼 |
| Prospera Financial Services Inc | 4,606 | $28.8 萬 | 0.01% | +511+12.5% | 加碼 |
| FIL Ltd | 4,584 | $28.6 萬 | 0.00% | −14,294−75.7% | 減碼 |
| Joel Isaacson & Co., LLC | 4,573 | $28.5 萬 | 0.01% | 00.0% | 不變 |
| Ieq Capital, LLC | 4,536 | $28.3 萬 | 0.00% | −4,972−52.3% | 減碼 |
| Mystic Asset Management, Inc. | 4,510 | $28.1 萬 | 0.07% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 4,500 | $28.1 萬 | 0.05% | 00.0% | 不變 |
| AIA Group Ltd | 4,492 | $28.0 萬 | 0.01% | 00.0% | 不變 |
| Everence Capital Management Inc | 4,480 | $27.9 萬 | 0.02% | 00.0% | 不變 |
| Vestcor Inc | 4,437 | $27.7 萬 | 0.01% | −37−0.8% | 減碼 |
| Sunbelt Securities, Inc. | 5,079 | $27.7 萬 | 0.02% | −1,642−24.4% | 減碼 |
| Bridgewater Associates, LP | 4,429 | $27.6 萬 | 0.00% | +4,429 | 新進 |
| Summit Trail Advisors, LLC | 4,308 | $27.5 萬 | 0.00% | −953−18.1% | 減碼 |
| Profund Advisors LLC | 4,408 | $27.5 萬 | 0.01% | −329−6.9% | 減碼 |
| SageView Advisory Group, LLC | 4,279 | $27.4 萬 | 0.01% | −264−5.8% | 減碼 |
| GeoWealth Management, LLC | 4,389 | $27.4 萬 | 0.01% | +436+11.0% | 加碼 |
| Signaturefd, LLC | 4,292 | $26.8 萬 | 0.00% | −17−0.4% | 減碼 |
| Strathmore Capital Advisors, Inc. | 4,327 | $26.7 萬 | 0.12% | +4,327 | 新進 |
| Main Street Financial Solutions, LLC | 4,281 | $26.7 萬 | 0.02% | +116+2.8% | 加碼 |
| Symphony Financial, Ltd. Co. | 4,282 | $26.7 萬 | 0.03% | +4,282 | 新進 |
| Barlow Wealth Partners, Inc. | 4,206 | $26.6 萬 | 0.03% | −843−16.7% | 減碼 |
| Coppell Advisory Solutions LLC | 4,227 | $26.6 萬 | 0.03% | −99−2.3% | 減碼 |
| Principal Securities, Inc. | 4,233 | $26.4 萬 | 0.00% | −9,951−70.2% | 減碼 |
| Bryn Mawr Trust Co | 4,213 | $26.3 萬 | 0.00% | 00.0% | 不變 |
| New Wave Wealth Advisors LLC | 4,212 | $26.3 萬 | 0.11% | −19−0.4% | 減碼 |
| Greenleaf Trust | 4,207 | $26.2 萬 | 0.00% | +205+5.1% | 加碼 |
| Daymark Wealth Partners, LLC | 4,203 | $26.2 萬 | 0.01% | −353−7.7% | 減碼 |
| Peachtree Investment Partners, LLC | 4,179 | $26.1 萬 | 0.10% | +39+0.9% | 加碼 |
| Keudell/Morrison Wealth Management | 4,128 | $25.8 萬 | 0.06% | −332−7.4% | 減碼 |
| D.B. Root & Company, LLC | 4,089 | $25.5 萬 | 0.08% | +10.0% | 加碼 |
| Tritonpoint Wealth, LLC | 3,992 | $25.3 萬 | 0.02% | −161−3.9% | 減碼 |
| Columbia Asset Management | 4,025 | $25.1 萬 | 0.05% | −700−14.8% | 減碼 |
| BancorpSouth Bank | 4,001 | $25.0 萬 | 0.02% | +10.0% | 加碼 |
| Sovereign Financial Group, Inc. | 3,992 | $24.9 萬 | 0.05% | +12+0.3% | 加碼 |
| Fifth Third Bancorp | 3,979 | $24.8 萬 | 0.00% | −136−3.3% | 減碼 |
| GW Henssler & Associates Ltd | 3,974 | $24.8 萬 | 0.01% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 3,971 | $24.8 萬 | 0.02% | +25+0.6% | 加碼 |
| United Capital Financial Advisers, LLC | 3,920 | $24.5 萬 | 0.00% | +40+1.0% | 加碼 |
| Optimum Investment Advisors | 3,907 | $24.4 萬 | 0.11% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 3,907 | $24.4 萬 | 0.09% | +275+7.6% | 加碼 |
| Private Trust Co NA | 3,900 | $24.3 萬 | 0.02% | +575+17.3% | 加碼 |
| Sound Income Strategies, LLC | 3,887 | $24.2 萬 | 0.01% | −206−5.0% | 減碼 |
| GF Fund Management Co. Ltd. | 3,862 | $24.1 萬 | 0.00% | −283−6.8% | 減碼 |
| Insight Wealth Partners, LLC | 3,856 | $24.1 萬 | 0.13% | 00.0% | 不變 |
| TownSquare Capital, LLC | 3,848 | $24.0 萬 | 0.02% | −12,805−76.9% | 減碼 |
| HBK Sorce Advisory LLC | 3,843 | $24.0 萬 | 0.01% | −7,136−65.0% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 3,833 | $23.9 萬 | 0.05% | −6,167−61.7% | 減碼 |
| Rafferty Asset Management, LLC | 3,822 | $23.8 萬 | 0.00% | +70+1.9% | 加碼 |
| Procyon Private Wealth Partners, LLC | 3,810 | $23.8 萬 | 0.02% | −98−2.5% | 減碼 |
| Wealth Management Strategies, Inc. | 3,808 | $23.8 萬 | 0.13% | −8−0.2% | 減碼 |
| Chicago Partners Investment Group LLC | 3,737 | $23.7 萬 | 0.01% | +268+7.7% | 加碼 |
| Insigneo Advisory Services, LLC | 3,794 | $23.7 萬 | 0.02% | −59−1.5% | 減碼 |
| High Net Worth Advisory Group LLC | 3,770 | $23.5 萬 | 0.06% | 00.0% | 不變 |
| Paradigm Financial Partners, LLC | 3,761 | $23.5 萬 | 0.03% | +18+0.5% | 加碼 |
| Clear Creek Financial Management, LLC | 3,747 | $23.4 萬 | 0.02% | 00.0% | 不變 |
| Tompkins Financial Corp | 3,720 | $23.2 萬 | 0.02% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 3,715 | $23.2 萬 | 0.00% | +3,715 | 新進 |
| Keynote Financial Services LLC | 3,710 | $23.1 萬 | 0.16% | 00.0% | 不變 |
| Battery Global Advisors, LLC | 3,655 | $23.1 萬 | 0.11% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,705 | $23.1 萬 | 0.00% | −449−10.8% | 減碼 |
| XTX Topco Ltd | 3,686 | $23.0 萬 | 0.01% | +3,686 | 新進 |
| Meeder Advisory Services, Inc. | 3,686 | $23.0 萬 | 0.01% | +294+8.7% | 加碼 |
| UMA Financial Services, Inc. | 3,676 | $22.9 萬 | 0.04% | +17+0.5% | 加碼 |
| Change Path, LLC | 3,669 | $22.9 萬 | 0.01% | +143+4.1% | 加碼 |
| Capital Planning Advisors, LLC | 3,647 | $22.8 萬 | 0.03% | +2+0.1% | 加碼 |
| Sawyer & Company, Inc | 3,170 | $22.7 萬 | 0.08% | −2,715−46.1% | 減碼 |
| Fiera Capital Corp | 3,627 | $22.6 萬 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 3,602 | $22.5 萬 | 0.00% | −1,049−22.6% | 減碼 |
| LexAurum Advisors, LLC | 3,602 | $22.5 萬 | 0.04% | 00.0% | 不變 |
| 111 Capital | 3,598 | $22.4 萬 | 0.04% | +3,598 | 新進 |
| Fisher Asset Management, LLC | 3,596 | $22.4 萬 | 0.00% | −901−20.0% | 減碼 |
| iA Global Asset Management Inc. | 3,584 | $22.4 萬 | 0.00% | +138+4.0% | 加碼 |