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 3 季 13F 持有人
W. P. Carey Inc. 在 2025/9/30 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
- 819
- 較 2025 年第 2 季 +12 家
- 持有股數
- 1.57 億
- 較 2025 年第 2 季 +242.6 萬 (+1.6%)
- 總市值
- $105.9 億
- 較 2025 年第 2 季 +$9.73 億 (+10.1%)
- 新進機構
- 80
- 另有 300 家加碼
- 清倉機構
- 68
- 另有 281 家減碼
另有 13 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wealth Watch Advisors, INC | 491 | $3.32 萬 | 0.01% | +491 | 新進 |
| LGT Financial Advisors LLC | 500 | $3.38 萬 | 0.07% | +500 | 新進 |
| City State Bank | 518 | $3.50 萬 | 0.01% | 00.0% | 不變 |
| Ancora Advisors, LLC | 568 | $3.84 萬 | 0.00% | −182−24.3% | 減碼 |
| New England Capital Financial Advisors LLC | 583 | $3.94 萬 | 0.02% | 00.0% | 不變 |
| Cheviot Value Management, LLC | 608 | $4.02 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 608 | $4.11 萬 | 0.00% | −24−3.8% | 減碼 |
| Pin Oak Investment Advisors Inc | 600 | $4.11 萬 | 0.03% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 614 | $4.15 萬 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 620 | $4.19 萬 | 0.03% | +580+1,450.0% | 加碼 |
| Salem Investment Counselors Inc | 613 | $4.20 萬 | 0.00% | +563+1,126.0% | 加碼 |
| Clearstead Advisors, LLC | 646 | $4.37 萬 | 0.00% | +273+73.2% | 加碼 |
| Wolff Wiese Magana LLC | 648 | $4.38 萬 | 0.02% | +4+0.6% | 加碼 |
| Ronald Blue Trust, Inc. | 655 | $4.43 萬 | 0.00% | −264−28.7% | 減碼 |
| Truvestments Capital LLC | 661 | $4.47 萬 | 0.01% | −1−0.2% | 減碼 |
| True Wealth Design, LLC | 661 | $4.47 萬 | 0.01% | +282+74.4% | 加碼 |
| Millstone Evans Group, LLC | 672 | $4.54 萬 | 0.03% | 00.0% | 不變 |
| Hilltop National Bank | 694 | $4.69 萬 | 0.01% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 703 | $4.74 萬 | 0.01% | −36,870−98.1% | 減碼 |
| Financial Management Professionals, Inc. | 696 | $4.77 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 714 | $4.82 萬 | 0.01% | +56+8.5% | 加碼 |
| Tortoise Investment Management, LLC | 715 | $4.83 萬 | 0.00% | +7+1.0% | 加碼 |
| REAP Financial Group, LLC | 721 | $4.87 萬 | 0.01% | +61+9.2% | 加碼 |
| Quent Capital, LLC | 770 | $5.20 萬 | 0.00% | +770 | 新進 |
| Essential Partners LLC | 799 | $5.40 萬 | 0.02% | +714+840.0% | 加碼 |
| Fourth Dimension Wealth, LLC | 800 | $5.41 萬 | 0.02% | 00.0% | 不變 |
| Bare Financial Services, Inc | 865 | $5.84 萬 | 0.02% | 00.0% | 不變 |
| Plato Investment Management Ltd | 877 | $5.88 萬 | 0.00% | 00.0% | 不變 |
| Independence Bank of Kentucky | 880 | $5.95 萬 | 0.01% | 00.0% | 不變 |
| Hoey Investments, Inc | 887 | $5.99 萬 | 0.01% | 00.0% | 不變 |
| MCF Advisors LLC | 891 | $6.07 萬 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 919 | $6.21 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 912 | $6.21 萬 | 0.00% | +365+66.7% | 加碼 |
| Armstrong Advisory Group, Inc | 951 | $6.43 萬 | 0.00% | 00.0% | 不變 |
| Central Pacific Bank - Trust Division | 961 | $6.49 萬 | 0.01% | 00.0% | 不變 |
| Key Financial Inc | 984 | $6.74 萬 | 0.01% | −7−0.7% | 減碼 |
| Huntington National Bank | 1,011 | $6.83 萬 | 0.00% | +13+1.3% | 加碼 |
| Transamerica Financial Advisors, Inc. | 1,032 | $7.06 萬 | 0.01% | +1,032 | 新進 |
| Bessemer Group Inc | 1,048 | $7.10 萬 | 0.00% | +14+1.4% | 加碼 |
| Capital Analysts, LLC | 1,085 | $7.30 萬 | 0.00% | +121+12.6% | 加碼 |
| Hurley Capital, LLC | 1,082 | $7.31 萬 | 0.04% | +15+1.4% | 加碼 |
| Walleye Capital LLC | 1,099 | $7.43 萬 | 0.00% | −28,304−96.3% | 減碼 |
| Addison Advisors LLC | 1,100 | $7.43 萬 | 0.02% | −36−3.2% | 減碼 |
| Central Trust Co | 1,120 | $7.57 萬 | 0.00% | −927−45.3% | 減碼 |
| Proathlete Wealth Management LLC | 1,129 | $7.63 萬 | 0.02% | +16+1.4% | 加碼 |
| Missouri Trust & Investment Co | 1,135 | $7.67 萬 | 0.02% | 00.0% | 不變 |
| Vision Financial Markets LLC | 1,200 | $8.11 萬 | 0.07% | −600−33.3% | 減碼 |
| GPS Wealth Strategies Group, LLC | 1,217 | $8.22 萬 | 0.01% | 00.0% | 不變 |
| Concord Wealth Partners | 1,232 | $8.32 萬 | 0.01% | −823−40.0% | 減碼 |
| North Star Investment Management Corp. | 1,249 | $8.44 萬 | 0.01% | 00.0% | 不變 |
| FSA Wealth Management LLC | 1,298 | $8.77 萬 | 0.03% | 00.0% | 不變 |
| Catalyst Capital Advisors LLC | 1,303 | $8.80 萬 | 0.00% | −510−28.1% | 減碼 |
| Bangor Savings Bank | 1,305 | $8.82 萬 | 0.01% | 00.0% | 不變 |
| South State Corp. | 1,306 | $8.82 萬 | 0.00% | −125−8.7% | 減碼 |
| Winch Advisory Services, LLC | 1,326 | $8.96 萬 | 0.02% | +19+1.5% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 1,405 | $9.49 萬 | 0.04% | 00.0% | 不變 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,420 | $9.59 萬 | 0.02% | +250+21.4% | 加碼 |
| Bruce G. Allen Investments, LLC | 1,435 | $9.70 萬 | 0.07% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,436 | $9.70 萬 | 0.00% | +102+7.6% | 加碼 |
| IFP Advisors, Inc | 1,464 | $9.89 萬 | 0.00% | −47−3.1% | 減碼 |
| National Bank of Canada | 1,469 | $9.93 萬 | 0.00% | +88+6.4% | 加碼 |
| Pillar Financial Advisors, LLC | 1,489 | $10.1 萬 | 0.06% | 00.0% | 不變 |
| Whittier Trust Co | 1,470 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 1,527 | $10.3 萬 | 0.02% | +20+1.3% | 加碼 |
| Asset Planning,Inc | 1,540 | $10.4 萬 | 0.08% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 1,595 | $10.8 萬 | 0.00% | −581−26.7% | 減碼 |
| Fairscale Capital, LLC | 1,600 | $11.0 萬 | 0.08% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 1,636 | $11.1 萬 | 0.01% | 00.0% | 不變 |
| Rise Advisors, LLC | 1,724 | $11.6 萬 | 0.04% | +9+0.5% | 加碼 |
| Hanson & Doremus Investment Management | 1,810 | $12.2 萬 | 0.02% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 1,948 | $13.3 萬 | 0.01% | +1,182+154.3% | 加碼 |
| AdvisorNet Financial, Inc | 1,985 | $13.4 萬 | 0.01% | +20+1.0% | 加碼 |
| Westend Capital Management, LLC | 2,000 | $13.5 萬 | 0.04% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 2,070 | $14.0 萬 | 0.01% | +245+13.4% | 加碼 |
| St Germain D J Co Inc | 2,301 | $15.5 萬 | 0.01% | −299−11.5% | 減碼 |
| Spire Wealth Management | 2,316 | $15.6 萬 | 0.01% | −681−22.7% | 減碼 |
| Turning Point Benefit Group, Inc. | 2,363 | $16.2 萬 | 0.10% | +2,363 | 新進 |
| Ci Investments Inc. | 2,399 | $16.2 萬 | 0.00% | −1,203−33.4% | 減碼 |
| Larson Financial Group LLC | 2,420 | $16.4 萬 | 0.01% | −53−2.1% | 減碼 |
| SOA Wealth Advisors, LLC. | 2,430 | $16.4 萬 | 0.03% | +14+0.6% | 加碼 |
| AllSquare Wealth Management LLC | 2,440 | $16.5 萬 | 0.09% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 2,443 | $16.5 萬 | 0.02% | −56−2.2% | 減碼 |
| Principal Securities, Inc. | 2,538 | $17.1 萬 | 0.00% | −1,695−40.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,629 | $17.8 萬 | 0.01% | +17+0.7% | 加碼 |
| Group One Trading, L.P. | 2,644 | $17.9 萬 | 0.01% | −3,147−54.3% | 減碼 |
| BFSG, LLC | 2,673 | $18.1 萬 | 0.02% | −130−4.6% | 減碼 |
| Harbour Investments, Inc. | 2,691 | $18.2 萬 | 0.00% | −77−2.8% | 減碼 |
| Trust Co of Vermont | 2,691 | $18.2 萬 | 0.01% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 2,925 | $19.8 萬 | 0.08% | −262−8.2% | 減碼 |
| Ameriflex Group, Inc. | 2,965 | $20.0 萬 | 0.08% | +2,590+690.7% | 加碼 |
| HM Payson & Co | 2,990 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 2,994 | $20.2 萬 | 0.00% | +2,994 | 新進 |
| Adapt Wealth Advisors, LLC | 2,994 | $20.2 萬 | 0.07% | +2,994 | 新進 |
| Intelligence Driven Advisers, LLC | 3,000 | $20.3 萬 | 0.03% | +3,000 | 新進 |
| Jaffetilchin Investment Partners, LLC | 3,056 | $20.6 萬 | 0.01% | +3,056 | 新進 |
| Exencial Wealth Advisors, LLC | 3,068 | $20.7 萬 | 0.01% | +3,068 | 新進 |
| Siemens Fonds Invest GmbH | 3,076 | $20.8 萬 | 0.01% | −34−1.1% | 減碼 |
| Change Path, LLC | 3,090 | $20.9 萬 | 0.01% | −579−15.8% | 減碼 |
| Sound Income Strategies, LLC | 3,132 | $21.0 萬 | 0.01% | −755−19.4% | 減碼 |
| Journey Strategic Wealth LLC | 3,120 | $21.1 萬 | 0.01% | +3,120 | 新進 |