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 |
|---|---|---|---|---|---|
| Motco | 3,139 | $21.2 萬 | 0.02% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 3,140 | $21.2 萬 | 0.00% | −48,095−93.9% | 減碼 |
| GW Henssler & Associates Ltd | 3,156 | $21.3 萬 | 0.01% | −818−20.6% | 減碼 |
| Callan Family Office, LLC | 3,161 | $21.4 萬 | 0.01% | +3,161 | 新進 |
| Umb Bank N A | 3,249 | $22.0 萬 | 0.00% | +38+1.2% | 加碼 |
| Bryn Mawr Trust Co | 3,300 | $22.3 萬 | 0.01% | −913−21.7% | 減碼 |
| Bourgeon Capital Management LLC | 3,300 | $22.3 萬 | 0.04% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 3,305 | $22.3 萬 | 0.14% | −94−2.8% | 減碼 |
| Aaron Wealth Advisors | 3,345 | $22.6 萬 | 0.01% | +3,345 | 新進 |
| SWP Financial LLC | 3,352 | $22.6 萬 | 0.12% | 00.0% | 不變 |
| Optimum Investment Advisors | 3,370 | $22.8 萬 | 0.09% | −537−13.7% | 減碼 |
| VestGen Advisors, LLC | 3,370 | $22.8 萬 | 0.01% | +3,370 | 新進 |
| Focused Wealth Management, Inc | 3,398 | $23.0 萬 | 0.02% | +32+1.0% | 加碼 |
| Detalus Advisors, LLC | 3,400 | $23.0 萬 | 0.06% | 00.0% | 不變 |
| LVW Advisors, LLC | 3,406 | $23.0 萬 | 0.02% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 3,403 | $23.0 萬 | 0.00% | +75+2.3% | 加碼 |
| Procyon Private Wealth Partners, LLC | 3,410 | $23.0 萬 | 0.01% | −400−10.5% | 減碼 |
| NorthStar Asset Management LLC | 3,420 | $23.1 萬 | 0.11% | +3,420 | 新進 |
| TownSquare Capital, LLC | 3,420 | $23.1 萬 | 0.03% | −428−11.1% | 減碼 |
| Wolverine Trading, LLC | 3,407 | $23.2 萬 | 0.00% | +3,407 | 新進 |
| Corton Capital Inc. | 3,434 | $23.2 萬 | 0.57% | +3,434 | 新進 |
| Sage Rhino Capital LLC | 3,445 | $23.3 萬 | 0.05% | +103+3.1% | 加碼 |
| Cary Street Partners Financial LLC | 3,452 | $23.3 萬 | 0.01% | +1,609+87.3% | 加碼 |
| King Wealth | 3,495 | $23.6 萬 | 0.03% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 3,536 | $23.9 萬 | 0.02% | −2,243−38.8% | 減碼 |
| Kingsview Wealth Management, LLC | 3,558 | $24.0 萬 | 0.00% | +19+0.5% | 加碼 |
| Inspire Advisors, LLC | 3,564 | $24.1 萬 | 0.02% | −1,238−25.8% | 減碼 |
| HBW Advisory Services LLC | 3,588 | $24.2 萬 | 0.03% | +3,588 | 新進 |
| LexAurum Advisors, LLC | 3,602 | $24.3 萬 | 0.03% | 00.0% | 不變 |
| Fiera Capital Corp | 3,627 | $24.5 萬 | 0.00% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 3,643 | $24.6 萬 | 0.00% | −72−1.9% | 減碼 |
| Capital Planning Advisors, LLC | 3,649 | $24.7 萬 | 0.03% | +2+0.1% | 加碼 |
| Atlantic Union Bankshares Corp | 3,664 | $24.8 萬 | 0.00% | +1,194+48.3% | 加碼 |
| GF Fund Management Co. Ltd. | 3,672 | $24.8 萬 | 0.00% | −190−4.9% | 減碼 |
| UMA Financial Services, Inc. | 3,696 | $25.0 萬 | 0.04% | +20+0.5% | 加碼 |
| Battery Global Advisors, LLC | 3,655 | $25.0 萬 | 0.12% | 00.0% | 不變 |
| Keynote Financial Services LLC | 3,710 | $25.1 萬 | 0.15% | 00.0% | 不變 |
| Columbia Asset Management | 3,725 | $25.2 萬 | 0.05% | −300−7.5% | 減碼 |
| Clear Creek Financial Management, LLC | 3,747 | $25.3 萬 | 0.02% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 3,753 | $25.4 萬 | 0.01% | +3,753 | 新進 |
| New Wave Wealth Advisors LLC | 3,709 | $25.4 萬 | 0.10% | −503−11.9% | 減碼 |
| High Net Worth Advisory Group LLC | 3,770 | $25.5 萬 | 0.06% | 00.0% | 不變 |
| Paradigm Financial Partners, LLC | 3,777 | $25.5 萬 | 0.03% | +16+0.4% | 加碼 |
| Rafferty Asset Management, LLC | 3,784 | $25.6 萬 | 0.00% | −38−1.0% | 減碼 |
| Insigneo Advisory Services, LLC | 3,796 | $25.6 萬 | 0.02% | +2+0.1% | 加碼 |
| Prospera Financial Services Inc | 3,814 | $25.8 萬 | 0.00% | −792−17.2% | 減碼 |
| Capital Investment Advisors, LLC | 3,828 | $25.9 萬 | 0.00% | +268+7.5% | 加碼 |
| Insight Wealth Partners, LLC | 3,856 | $26.1 萬 | 0.12% | 00.0% | 不變 |
| Wealth Management Strategies, Inc. | 3,862 | $26.1 萬 | 0.13% | +54+1.4% | 加碼 |
| Private Trust Co NA | 3,900 | $26.4 萬 | 0.02% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 3,907 | $26.4 萬 | 0.08% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 3,924 | $26.5 萬 | 0.02% | −47−1.2% | 減碼 |
| Parallel Advisors, LLC | 3,950 | $26.7 萬 | 0.00% | +245+6.6% | 加碼 |
| United Capital Financial Advisers, LLC | 3,951 | $26.7 萬 | 0.00% | +31+0.8% | 加碼 |
| Sovereign Financial Group, Inc. | 3,980 | $26.9 萬 | 0.05% | −12−0.3% | 減碼 |
| Brevan Howard Capital Management LP | 3,988 | $26.9 萬 | 0.00% | −1,576−28.3% | 減碼 |
| Philadelphia Trust Co | 4,000 | $27.0 萬 | 0.02% | −3,500−46.7% | 減碼 |
| BancorpSouth Bank | 4,001 | $27.0 萬 | 0.02% | 00.0% | 不變 |
| GAMMA Investing LLC | 4,001 | $27.0 萬 | 0.01% | +714+21.7% | 加碼 |
| Tritonpoint Wealth, LLC | 3,992 | $27.3 萬 | 0.02% | 00.0% | 不變 |
| Virtu Financial LLC | 4,068 | $27.5 萬 | 0.02% | +4,068 | 新進 |
| Main Street Financial Solutions, LLC | 4,073 | $27.5 萬 | 0.02% | −208−4.9% | 減碼 |
| D.B. Root & Company, LLC | 4,091 | $27.6 萬 | 0.07% | +20.0% | 加碼 |
| Lazard Asset Management LLC | 4,149 | $28.0 萬 | 0.00% | −9,919−70.5% | 減碼 |
| Fifth Third Bancorp | 4,157 | $28.1 萬 | 0.00% | +178+4.5% | 加碼 |
| Chicago Partners Investment Group LLC | 4,296 | $28.4 萬 | 0.01% | +559+15.0% | 加碼 |
| Coppell Advisory Solutions LLC | 4,176 | $28.4 萬 | 0.03% | −51−1.2% | 減碼 |
| Barlow Wealth Partners, Inc. | 4,206 | $28.5 萬 | 0.03% | 00.0% | 不變 |
| Peachtree Investment Partners, LLC | 4,218 | $28.5 萬 | 0.10% | +39+0.9% | 加碼 |
| Symphony Financial, Ltd. Co. | 4,257 | $28.6 萬 | 0.03% | −25−0.6% | 減碼 |
| Greenleaf Trust | 4,253 | $28.7 萬 | 0.00% | +46+1.1% | 加碼 |
| Squarepoint Ops LLC | 4,289 | $29.0 萬 | 0.00% | +4,289 | 新進 |
| TCG Advisory Services, LLC | 4,309 | $29.1 萬 | 0.01% | +4,309 | 新進 |
| Strathmore Capital Advisors, Inc. | 4,327 | $29.2 萬 | 0.12% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 4,342 | $29.3 萬 | 0.01% | +63+1.5% | 加碼 |
| Signaturefd, LLC | 4,355 | $29.4 萬 | 0.00% | +63+1.5% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 4,356 | $29.4 萬 | 0.15% | +523+13.6% | 加碼 |
| Ameritas Advisory Services, LLC | 4,365 | $29.5 萬 | 0.02% | −7,286−62.5% | 減碼 |
| Empower Advisory Group, LLC | 4,407 | $29.8 萬 | 0.00% | −312−6.6% | 減碼 |
| Accurate Wealth Management, LLC | 4,409 | $29.8 萬 | 0.04% | −377−7.9% | 減碼 |
| Mystic Asset Management, Inc. | 4,426 | $29.9 萬 | 0.07% | −84−1.9% | 減碼 |
| Vestcor Inc | 4,437 | $30.0 萬 | 0.01% | 00.0% | 不變 |
| FIL Ltd | 4,460 | $30.1 萬 | 0.00% | −124−2.7% | 減碼 |
| Catalytic Wealth RIA, LLC | 4,461 | $30.1 萬 | 0.01% | +1,078+31.9% | 加碼 |
| Everence Capital Management Inc | 4,480 | $30.3 萬 | 0.02% | 00.0% | 不變 |
| AIA Group Ltd | 4,492 | $30.4 萬 | 0.01% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 4,500 | $30.4 萬 | 0.05% | 00.0% | 不變 |
| Applied Finance Capital Management, LLC | 4,517 | $30.5 萬 | 0.02% | +4,517 | 新進 |
| Widmann Financial Services, Inc. | 4,618 | $31.2 萬 | 0.20% | 00.0% | 不變 |
| Burney Co | 4,695 | $31.7 萬 | 0.01% | +20.0% | 加碼 |
| Cherry Tree Wealth Management, LLC | 4,707 | $31.8 萬 | 0.07% | 00.0% | 不變 |
| Root Financial Partners, LLC | 4,762 | $32.2 萬 | 0.02% | +4,762 | 新進 |
| Daymark Wealth Partners, LLC | 4,762 | $32.2 萬 | 0.01% | +559+13.3% | 加碼 |
| Nomura Holdings Inc | 4,795 | $32.4 萬 | 0.00% | +4,795 | 新進 |
| Claris Financial LLC | 4,803 | $32.5 萬 | 0.18% | +67+1.4% | 加碼 |
| Profund Advisors LLC | 4,887 | $33.0 萬 | 0.01% | +479+10.9% | 加碼 |
| KPP Advisory Services LLC | 4,895 | $33.1 萬 | 0.05% | −11−0.2% | 減碼 |
| Apollon Financial, LLC | 4,964 | $33.5 萬 | 0.06% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 4,971 | $33.6 萬 | 0.00% | −116−2.3% | 減碼 |
| Seeds Investor LLC | 4,973 | $33.6 萬 | 0.07% | −286−5.4% | 減碼 |