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 |
|---|---|---|---|---|---|
| Summit Wealth Group, LLC | 4,983 | $33.7 萬 | 0.08% | +14+0.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 4,984 | $33.7 萬 | 0.00% | +1,950+64.3% | 加碼 |
| Family Legacy, Inc. | 5,032 | $34.0 萬 | 0.10% | +24+0.5% | 加碼 |
| Woodward Diversified Capital, LLC | 5,045 | $34.1 萬 | 0.16% | −49−1.0% | 減碼 |
| Kestra Investment Management, LLC | 5,088 | $34.4 萬 | 0.01% | −7,832−60.6% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 5,090 | $34.4 萬 | 0.10% | +7+0.1% | 加碼 |
| Benjamin Edwards Inc | 5,141 | $34.8 萬 | 0.00% | −10.0% | 減碼 |
| Flagship Private Wealth, LLC | 5,183 | $35.0 萬 | 0.14% | 00.0% | 不變 |
| Jackson Wealth Management, LLC | 5,233 | $35.4 萬 | 0.04% | +5,233 | 新進 |
| NWF Advisory Services Inc. | 5,271 | $35.6 萬 | 0.04% | +5,271 | 新進 |
| Carret Asset Management, LLC | 5,282 | $35.7 萬 | 0.03% | 00.0% | 不變 |
| Perennial Investment Advisors, LLC | 5,289 | $35.7 萬 | 0.03% | −74−1.4% | 減碼 |
| Regions Financial Corp | 5,317 | $35.9 萬 | 0.00% | −383−6.7% | 減碼 |
| Tiaa Trust, National Association | 5,327 | $36.0 萬 | 0.00% | −541−9.2% | 減碼 |
| Herold Advisors, Inc. | 5,357 | $36.2 萬 | 0.08% | −559−9.4% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 5,390 | $36.4 萬 | 0.19% | −1,732−24.3% | 減碼 |
| Western Wealth Management, LLC | 5,407 | $36.5 萬 | 0.02% | −73−1.3% | 減碼 |
| Savant Capital, LLC | 5,415 | $36.6 萬 | 0.00% | −54−1.0% | 減碼 |
| Sawyer & Company, Inc | 5,885 | $36.7 萬 | 0.14% | +2,715+85.6% | 加碼 |
| H&H Retirement Design & Management INC | 5,494 | $36.7 萬 | 0.20% | 00.0% | 不變 |
| DF Dent & Co Inc | 5,464 | $36.9 萬 | 0.00% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 5,546 | $37.5 萬 | 0.04% | −148−2.6% | 減碼 |
| Mission Creek Capital Partners, Inc. | 5,569 | $37.6 萬 | 0.07% | −93−1.6% | 減碼 |
| Prime Capital Investment Advisors, LLC | 5,575 | $37.7 萬 | 0.00% | −145−2.5% | 減碼 |
| Gutierrez Wealth Advisory, LLC | 5,576 | $37.7 萬 | 0.24% | −4,265−43.3% | 減碼 |
| Abn Amro Investment Solutions | 5,614 | $37.9 萬 | 0.01% | +5,614 | 新進 |
| Basepoint Wealth LLC | 5,634 | $38.1 萬 | 0.27% | +80+1.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 5,645 | $38.1 萬 | 0.00% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 5,658 | $38.2 萬 | 0.01% | +82+1.5% | 加碼 |
| True North Advisors, LLC | 5,660 | $38.2 萬 | 0.06% | −199−3.4% | 減碼 |
| Allen Capital Group, LLC | 5,700 | $38.5 萬 | 0.04% | −8−0.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 5,704 | $38.5 萬 | 0.03% | −187−3.2% | 減碼 |
| Jacobi Capital Management LLC | 5,741 | $38.8 萬 | 0.02% | −549−8.7% | 減碼 |
| Octavia Wealth Advisors, LLC | 5,674 | $38.9 萬 | 0.04% | +5,674 | 新進 |
| Centaurus Financial, Inc. | 5,774 | $39.0 萬 | 0.02% | +4+0.1% | 加碼 |
| Sigma Planning Corp | 5,793 | $39.1 萬 | 0.01% | −832−12.6% | 減碼 |
| Gilbert & Cook, Inc. | 5,979 | $40.4 萬 | 0.05% | +127+2.2% | 加碼 |
| Virtus ETF Advisers LLC | 6,000 | $40.5 萬 | 0.22% | +6,000 | 新進 |
| Laraway Financial Inc | 6,056 | $40.9 萬 | 0.28% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 6,083 | $41.1 萬 | 0.00% | +276+4.8% | 加碼 |
| National Pension Service | 6,083 | $41.1 萬 | 0.00% | +2,507+70.1% | 加碼 |
| Ethos Financial Group, LLC | 6,138 | $41.5 萬 | 0.03% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 6,140 | $41.5 萬 | 0.02% | −52−0.8% | 減碼 |
| Glenmede Investment Management, LP | 6,176 | $41.7 萬 | 0.00% | +27+0.4% | 加碼 |
| International Assets Investment Management, LLC | 6,666 | $42.0 萬 | 0.03% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 6,216 | $42.0 萬 | 0.03% | +1,137+22.4% | 加碼 |
| Farther Finance Advisors, LLC | 6,221 | $42.0 萬 | 0.01% | +104+1.7% | 加碼 |
| Rockport Wealth LLC | 6,271 | $42.4 萬 | 0.09% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 6,284 | $42.5 萬 | 0.12% | +6,284 | 新進 |
| Park Avenue Securities LLC | 6,297 | $42.5 萬 | 0.00% | −2,026−24.3% | 減碼 |
| Retirement Planning Co of New England, Inc. | 6,393 | $43.2 萬 | 0.17% | −8−0.1% | 減碼 |
| Avion Wealth | 6,418 | $43.3 萬 | 0.09% | 00.0% | 不變 |
| Colonial Trust Co | 6,429 | $43.4 萬 | 0.06% | −737−10.3% | 減碼 |
| RFG Advisory, LLC | 6,444 | $43.5 萬 | 0.01% | −1,078−14.3% | 減碼 |
| Kingswood Wealth Advisors, LLC | 6,490 | $43.9 萬 | 0.03% | −48−0.7% | 減碼 |
| Ignite Planners, LLC | 6,610 | $44.7 萬 | 0.07% | +15+0.2% | 加碼 |
| D.A. Davidson & Co. | 6,691 | $45.2 萬 | 0.00% | +169+2.6% | 加碼 |
| Peddock Capital Advisors, LLC | 6,706 | $45.3 萬 | 0.10% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 6,818 | $46.1 萬 | 0.00% | −2,561,014−99.7% | 減碼 |
| MKT Advisors LLC | 6,744 | $46.2 萬 | 0.17% | 00.0% | 不變 |
| Credit Agricole S A | 6,885 | $46.5 萬 | 0.00% | +6,885 | 新進 |
| Silver Oak Securities, Inc | 6,936 | $46.9 萬 | 0.04% | +359+5.5% | 加碼 |
| Shell Asset Management Co | 6,959 | $47.0 萬 | 0.05% | −3,873−35.8% | 減碼 |
| WealthPLAN Partners, LLC | 6,975 | $47.1 萬 | 0.07% | +30.0% | 加碼 |
| Fisher Asset Management, LLC | 7,044 | $47.6 萬 | 0.00% | +3,448+95.9% | 加碼 |
| Kerntke Otto McGlone Wealth Management Group | 7,111 | $48.0 萬 | 0.36% | +97+1.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 7,187 | $48.6 萬 | 0.01% | +1,874+35.3% | 加碼 |
| Eldridge Investment Advisors, Inc. | 7,188 | $48.6 萬 | 0.11% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 7,283 | $49.2 萬 | 0.01% | +118+1.6% | 加碼 |
| GeoWealth Management, LLC | 7,343 | $49.6 萬 | 0.02% | +2,954+67.3% | 加碼 |
| Teamwork Financial Advisors, LLC | 7,352 | $49.7 萬 | 0.05% | −96−1.3% | 減碼 |
| FLC Capital Advisors | 7,362 | $49.7 萬 | 0.10% | −500−6.4% | 減碼 |
| Apella Capital, LLC | 7,332 | $50.0 萬 | 0.01% | +7,332 | 新進 |
| Axis Wealth Partners, LLC | 7,406 | $50.0 萬 | 0.29% | −260−3.4% | 減碼 |
| Armstrong, Fleming & Moore, Inc | 7,407 | $50.0 萬 | 0.24% | −708−8.7% | 減碼 |
| Gen-Wealth Partners Inc | 7,426 | $50.2 萬 | 0.17% | +4,444+149.0% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 7,484 | $50.6 萬 | 0.02% | −155−2.0% | 減碼 |
| FNY Investment Advisers, LLC | 7,500 | $50.6 萬 | 0.16% | +7,500 | 新進 |
| Per Stirling Capital Management, LLC. | 7,499 | $50.7 萬 | 0.06% | −1,477−16.5% | 減碼 |
| DRW Securities, LLC | 7,529 | $50.8 萬 | 0.03% | +7,529 | 新進 |
| Ballentine Partners, LLC | 7,573 | $51.2 萬 | 0.01% | +122+1.6% | 加碼 |
| Round Rock Advisors, LLC | 7,634 | $51.6 萬 | 0.08% | +274+3.7% | 加碼 |
| Austin Private Wealth, LLC | 7,654 | $51.7 萬 | 0.04% | +161+2.1% | 加碼 |
| CX Institutional | 7,711 | $52.1 萬 | 0.02% | +7,711 | 新進 |
| GWM Advisors LLC | 7,774 | $52.5 萬 | 0.00% | +1,631+26.6% | 加碼 |
| Focus Financial Network, Inc. | 7,779 | $52.6 萬 | 0.02% | −155−2.0% | 減碼 |
| Allstate Corp | 7,799 | $52.7 萬 | 0.01% | +7,799 | 新進 |
| Omers Administration Corp | 7,836 | $52.9 萬 | 0.00% | 00.0% | 不變 |
| Shelton Capital Management | 7,840 | $53.0 萬 | 0.01% | 00.0% | 不變 |
| Mackenzie Financial Corp | 8,034 | $54.3 萬 | 0.00% | −14,788−64.8% | 減碼 |
| Commerce Bank | 8,097 | $54.7 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 8,130 | $54.9 萬 | 0.02% | −5,623−40.9% | 減碼 |
| Pensionmark Financial Group, LLC | 8,155 | $55.1 萬 | 0.01% | +1,252+18.1% | 加碼 |
| Hudson Portfolio Management LLC | 8,167 | $55.2 萬 | 0.49% | 00.0% | 不變 |
| Archer Investment Corp | 8,168 | $55.2 萬 | 0.12% | +1,100+15.6% | 加碼 |
| Bradley Foster & Sargent Inc | 8,210 | $55.5 萬 | 0.01% | −580−6.6% | 減碼 |
| NBC Securities, Inc. | 8,210 | $55.5 萬 | 0.04% | −546−6.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 8,216 | $55.5 萬 | 0.02% | +485+6.3% | 加碼 |
| Commerzbank Aktiengesellschaft | 8,280 | $56.0 萬 | 0.01% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 8,237 | $56.4 萬 | 0.01% | +1,506+22.4% | 加碼 |