W. P. Carey Inc.

WPC

交易所: NYSE
產業: Real Estate Investment Trusts
SEC CIK: 0001025378

SEC 申報列表（在新分頁開啟）

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 3 季與 2025 年第 2 季比較

持有 W. P. Carey Inc. 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人 2025 年第 2 季全部持有人

WPC 的 13F 持有人：2025 年第 2 季與 2025 年第 3 季比較
項目	2025 年第 2 季	其中尚未申報 2025 年第 3 季	2025 年第 3 季	變化
持有家數	820	13	819	+12
股數	1.57 億	264.8 萬	1.57 億	+242.6 萬 (+1.6%)
市值	$97.9 億	$1.65 億	$105.9 億	+$9.73 億 (+10.1%)

13 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（80 家）

2025 年第 3 季季末持有 W. P. Carey Inc.、2025 年第 2 季季末沒有持有的機構。

2025 年第 3 季新進 WPC 的機構
機構	股數	市值	佔組合 %
Marshall Wace, LLP	508,158	$3,434 萬	0.04%
Rakuten Investment Management, Inc.	212,445	$2,438 萬	0.09%
Tectonic Advisors LLC	163,031	$1,102 萬	0.60%
AXA Investment Managers S.A.	151,885	$1,026 萬	0.03%
Verition Fund Management LLC	102,977	$695.8 萬	0.04%
Prudential PLC	84,748	$572.6 萬	0.04%
CIBC Bancorp USA Inc.	65,407	$442.0 萬	0.03%
Uniplan Investment Counsel, Inc.	46,581	$314.8 萬	0.31%
ExodusPoint Capital Management, LP	21,641	$146.2 萬	0.02%
NorthRock Partners, LLC	20,029	$135.3 萬	0.02%
Quantbot Technologies LP	19,627	$132.6 萬	0.04%
Clear Street Markets LLC	17,000	$114.9 萬	0.38%
Vanderbilt University	15,076	$101.9 萬	0.17%
Picton Mahoney Asset Management	12,735	$86.1 萬	0.01%
Sofos Investments, Inc.	12,271	$82.9 萬	0.16%
Gallacher Capital Management LLC	10,882	$73.5 萬	0.29%
Orion Capital Management LLC	10,680	$72.2 萬	0.25%
WESPAC Advisors, LLC	9,898	$66.9 萬	0.39%
Signal Advisors Wealth, LLC	9,444	$63.8 萬	0.06%
Prosperity Consulting Group, LLC	9,155	$61.9 萬	0.03%
Atom Investors LP	8,345	$56.4 萬	0.04%
Allstate Corp	7,799	$52.7 萬	0.01%
CX Institutional	7,711	$52.1 萬	0.02%
DRW Securities, LLC	7,529	$50.8 萬	0.03%
FNY Investment Advisers, LLC	7,500	$50.6 萬	0.16%
Apella Capital, LLC	7,332	$50.0 萬	0.01%
Credit Agricole S A	6,885	$46.5 萬	0.00%
Bridgefront Capital, LLC	6,284	$42.5 萬	0.12%
Virtus ETF Advisers LLC	6,000	$40.5 萬	0.22%
Octavia Wealth Advisors, LLC	5,674	$38.9 萬	0.04%
Abn Amro Investment Solutions	5,614	$37.9 萬	0.01%
NWF Advisory Services Inc.	5,271	$35.6 萬	0.04%
Jackson Wealth Management, LLC	5,233	$35.4 萬	0.04%
Nomura Holdings Inc	4,795	$32.4 萬	0.00%
Root Financial Partners, LLC	4,762	$32.2 萬	0.02%
Applied Finance Capital Management, LLC	4,517	$30.5 萬	0.02%
TCG Advisory Services, LLC	4,309	$29.1 萬	0.01%
Squarepoint Ops LLC	4,289	$29.0 萬	0.00%
Virtu Financial LLC	4,068	$27.5 萬	0.02%
Savvy Advisors, Inc.	3,753	$25.4 萬	0.01%
HBW Advisory Services LLC	3,588	$24.2 萬	0.03%
Corton Capital Inc.	3,434	$23.2 萬	0.57%
Wolverine Trading, LLC	3,407	$23.2 萬	0.00%
NorthStar Asset Management LLC	3,420	$23.1 萬	0.11%
VestGen Advisors, LLC	3,370	$22.8 萬	0.01%
Aaron Wealth Advisors	3,345	$22.6 萬	0.01%
Callan Family Office, LLC	3,161	$21.4 萬	0.01%
Journey Strategic Wealth LLC	3,120	$21.1 萬	0.01%
Exencial Wealth Advisors, LLC	3,068	$20.7 萬	0.01%
Jaffetilchin Investment Partners, LLC	3,056	$20.6 萬	0.01%
Intelligence Driven Advisers, LLC	3,000	$20.3 萬	0.03%
Adapt Wealth Advisors, LLC	2,994	$20.2 萬	0.07%
Valmark Advisers, Inc.	2,994	$20.2 萬	0.00%
Turning Point Benefit Group, Inc.	2,363	$16.2 萬	0.10%
Transamerica Financial Advisors, Inc.	1,032	$7.06 萬	0.01%
Quent Capital, LLC	770	$5.20 萬	0.00%
LGT Financial Advisors LLC	500	$3.38 萬	0.07%
Wealth Watch Advisors, INC	491	$3.32 萬	0.01%
Raiffeisen Bank International AG	245	$1.67 萬	0.00%
Pension & Wealth Management Advisors, Inc.	237	$1.60 萬	0.01%
Davis Capital Management	191	$1.29 萬	0.01%
JPL Wealth Management, LLC	181	$1.22 萬	0.00%
Proffitt & Goodson Inc	158	$1.07 萬	0.00%
SJS Investment Consulting Inc.	142	$9,595	0.00%
Country Trust Bank	95	$6,419	0.00%
Marquette Asset Management, LLC	41	$2,771	0.00%
Mather Group, LLC.	34	$2,292	0.00%
Caitlin John, LLC	25	$1,694	0.00%
Aspect Partners, LLC	25	$1,689	0.00%
Heartwood Wealth Advisors LLC	21	$1,419	0.00%
Quest 10 Wealth Builders, Inc.	17	$1,149	0.00%
Hemington Wealth Management	21	$1,000	0.00%
Financial Consulate, Inc	14	$946	0.00%
Guerra Advisors Inc	10	$676	0.00%
Legacy Wealth Managment, LLC	9	$584	0.00%
Binnacle Investments Inc	8	$541	0.00%
Winnow Wealth LLC	6	$408	0.00%
Palisade Asset Management, LLC	5	$338	0.00%
Beaird Harris Wealth Management, LLC	3	$203	0.00%
Cloud Capital Management, LLC	3	$0	0.00%

清倉機構（68 家）

2025 年第 2 季季末持有 W. P. Carey Inc.、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 WPC 的機構
機構	2025 年第 2 季股數	2025 年第 2 季市值
GEM Realty Capital	604,270	$3,769 萬
AXA S.A.	182,938	$1,141 萬
Employees Retirement System of Texas	126,000	$786.0 萬
Eisler Capital Management Ltd.	121,998	$760.8 萬
Boothbay Fund Management, LLC	100,402	$626.3 萬
Westwood Holdings Group Inc.	70,176	$437.8 萬
Aew Capital Management L P	61,560	$384.0 萬
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	56,534	$352.7 萬
Qube Research & Technologies Ltd	56,007	$349.4 萬
Dark Forest Capital Management LP	39,102	$243.9 萬
Susquehanna Fundamental Investments, LLC	37,300	$232.7 萬
Citadel Advisors LLC	27,156	$169.4 萬
Natixis	23,514	$146.7 萬
Elo Mutual Pension Insurance Co	15,277	$95.3 萬
Gamco Investors, Inc. Et Al	12,899	$80.5 萬
Nebula Research & Development LLC	10,515	$65.6 萬
First National Trust Co	9,628	$60.1 萬
Campbell & CO Investment Adviser LLC	9,548	$59.6 萬
Versor Investments LP	9,023	$56.3 萬
Simplex Trading, LLC	7,650	$47.7 萬
Y-Intercept (Hong Kong) Ltd	5,666	$35.3 萬
Creative Financial Designs Inc	5,323	$33.2 萬
GWN Securities Inc.	4,920	$30.9 萬
Engineers Gate Manager LP	4,800	$29.9 萬
Joel Isaacson & Co., LLC	4,573	$28.5 萬
Bridgewater Associates, LP	4,429	$27.6 萬
HBK Sorce Advisory LLC	3,843	$24.0 萬
XTX Topco Ltd	3,686	$23.0 萬
Meeder Advisory Services, Inc.	3,686	$23.0 萬
111 Capital	3,598	$22.4 萬
iA Global Asset Management Inc.	3,584	$22.4 萬
Venture Visionary Partners LLC	3,520	$22.0 萬
OneAscent Financial Services LLC	3,423	$21.6 萬
Private Advisory Group LLC	3,400	$21.2 萬
Perbak Capital Partners LLP	3,370	$21.0 萬
National Asset Management, Inc.	3,355	$20.9 萬
Martingale Asset Management L P	3,291	$20.5 萬
Summit Wealth Group LLC	3,219	$20.4 萬
Avantax Planning Partners, Inc.	3,260	$20.3 萬
Farringdon Capital, Ltd.	3,210	$20.0 萬
American National Bank	3,100	$19.3 萬
Skopos Labs, Inc.	2,441	$15.2 萬
Globeflex Capital L P	2,432	$15.2 萬
Avondale Wealth Management	1,500	$9.36 萬
Roxbury Financial LLC	1,031	$6.43 萬
Kiker Wealth Management, LLC	1,021	$6.37 萬
Olistico Wealth, LLC	735	$4.58 萬
V-Square Quantitative Management LLC	642	$4.00 萬
Ridgewood Investments LLC	600	$3.74 萬
Headlands Technologies LLC	477	$2.98 萬
Mount Yale Investment Advisors, LLC	348	$2.17 萬
Monetary Management Group Inc	305	$1.90 萬
Thurston, Springer, Miller, Herd & Titak, Inc.	246	$1.54 萬
Hoese & Co LLP	160	$9,980
Beacon Capital Management, LLC	133	$8,300
Atticus Wealth Management, LLC	124	$7,736
Transce3nd, LLC	122	$7,588
Sierra Ocean, LLC	115	$7,174
Briaud Financial Planning, Inc	113	$7,000
Park Square Financial Group, LLC	110	$6,862
Provenance Wealth Advisors, LLC	100	$6,238
Twin Peaks Wealth Advisors, LLC	87	$5,695
Bokf, NA	68	$4,242
Evolution Wealth Management Inc.	31	$1,934
Horizon Investments, LLC	24	$1,497
Total Investment Management Inc	18	$1,103
Stephens Consulting, LLC	6	$375
Crewe Advisors LLC	5	$312

尚未申報 2025 年第 3 季的機構（13 家）

2025 年第 2 季季末持有 W. P. Carey Inc.、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 2 季持有 WPC、尚未申報 2025 年第 3 季的機構
機構	2025 年第 2 季股數	2025 年第 2 季市值
Norges Bank	2,427,234	$1.51 億
Avantax Advisory Services, Inc.	68,981	$430.3 萬
CIBC World Markets Corp	67,417	$420.5 萬
TFG Advisers LLC	22,523	$140.5 萬
Atria Wealth Solutions, Inc.	15,381	$97.1 萬
Financial Gravity Companies, Inc.	12,120	$75.6 萬
Aurora Private Wealth, Inc.	10,149	$63.3 萬
EP Wealth Advisors, LLC	10,080	$62.9 萬
Congress Wealth Management LLC	9,144	$57.0 萬
Keudell/Morrison Wealth Management	4,128	$25.8 萬
Atlas Capital Advisors LLC	201	$1.25 萬
Iron Horse Wealth Management, LLC	150	$9,357
Parkworth Wealth Management, Inc.	4	$250