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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 15,259 | $104.5 萬 | 0.02% | +3,032+24.8% | 加碼 |
| Ossiam | 15,511 | $104.8 萬 | 0.01% | −2,842−15.5% | 減碼 |
| Samalin Investment Counsel, LLC | 15,696 | $106.1 萬 | 0.37% | +1,325+9.2% | 加碼 |
| Royal Fund Management, LLC | 15,930 | $107.7 萬 | 0.13% | −374−2.3% | 減碼 |
| Colonial Trust Advisors | 16,021 | $108.3 萬 | 0.08% | −1,928−10.7% | 減碼 |
| FineMark National Bank & Trust | 16,196 | $109.4 萬 | 0.04% | 00.0% | 不變 |
| Blair William & Co | 16,201 | $109.5 萬 | 0.00% | −3,551−18.0% | 減碼 |
| Integrated Wealth Concepts LLC | 16,211 | $109.5 萬 | 0.01% | +453+2.9% | 加碼 |
| Securian Asset Management, Inc | 16,401 | $110.8 萬 | 0.03% | −275−1.6% | 減碼 |
| Carnegie Lake Advisors LLC | 16,526 | $111.7 萬 | 0.43% | +10.0% | 加碼 |
| Oppenheimer & Co Inc | 16,603 | $112.2 萬 | 0.01% | +140+0.9% | 加碼 |
| Clear Street Markets LLC | 17,000 | $114.9 萬 | 0.38% | +17,000 | 新進 |
| Harbor Investment Advisory, LLC | 17,147 | $115.9 萬 | 0.10% | +50.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 17,166 | $116.0 萬 | 0.03% | +10,260+148.6% | 加碼 |
| HORAN Wealth, LLC | 17,224 | $116.4 萬 | 0.18% | −725−4.0% | 減碼 |
| Entropy Technologies, LP | 17,269 | $116.7 萬 | 0.09% | +83+0.5% | 加碼 |
| Quest Partners LLC | 17,357 | $117.3 萬 | 0.08% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 17,408 | $117.6 萬 | 0.07% | −928−5.1% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,871 | $120.8 萬 | 0.00% | 00.0% | 不變 |
| Naviter Wealth, LLC | 17,663 | $121.0 萬 | 0.14% | +127+0.7% | 加碼 |
| SG Americas Securities, LLC | 18,218 | $123.1 萬 | 0.00% | −9,150−33.4% | 減碼 |
| FJ Capital Management LLC | 18,255 | $123.3 萬 | 0.13% | +14,779+425.2% | 加碼 |
| SRS Capital Advisors, Inc. | 18,496 | $125.0 萬 | 0.02% | +7,975+75.8% | 加碼 |
| J.W. Cole Advisors, Inc. | 18,926 | $127.9 萬 | 0.02% | +394+2.1% | 加碼 |
| Hancock Whitney Corp | 19,104 | $129.1 萬 | 0.02% | +32+0.2% | 加碼 |
| Avanza Fonder AB | 19,199 | $129.7 萬 | 0.03% | 00.0% | 不變 |
| Associated Banc-Corp | 19,366 | $130.9 萬 | 0.03% | −2,641−12.0% | 減碼 |
| Quantbot Technologies LP | 19,627 | $132.6 萬 | 0.04% | +19,627 | 新進 |
| Moors & Cabot, Inc. | 19,825 | $134.0 萬 | 0.06% | −1,240−5.9% | 減碼 |
| NorthRock Partners, LLC | 20,029 | $135.3 萬 | 0.02% | +20,029 | 新進 |
| Nordea Investment Management AB | 20,112 | $135.5 萬 | 0.00% | +3,636+22.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 20,336 | $137.4 萬 | 0.01% | 00.0% | 不變 |
| Erste Asset Management GmbH | 20,200 | $137.5 萬 | 0.01% | 00.0% | 不變 |
| HB Wealth Management, LLC | 20,946 | $141.5 萬 | 0.01% | +9,918+89.9% | 加碼 |
| Ethic Inc. | 21,108 | $142.6 萬 | 0.02% | +3,816+22.1% | 加碼 |
| NEOS Investment Management LLC | 21,158 | $143.0 萬 | 0.01% | +10,723+102.8% | 加碼 |
| Clarion Wealth Managment Partners, LLC | 21,213 | $143.3 萬 | 1.41% | +129+0.6% | 加碼 |
| Summit Financial, LLC | 21,279 | $143.8 萬 | 0.02% | +302+1.4% | 加碼 |
| ExodusPoint Capital Management, LP | 21,641 | $146.2 萬 | 0.02% | +21,641 | 新進 |
| Jeppson Wealth Management, LLC | 21,671 | $146.4 萬 | 0.47% | −369−1.7% | 減碼 |
| 1832 Asset Management L.P. | 21,851 | $147.6 萬 | 0.00% | −5,148−19.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 22,269 | $150.5 萬 | 0.02% | −1,010−4.3% | 減碼 |
| Frank, Rimerman Advisors LLC | 22,384 | $151.2 萬 | 0.10% | −47−0.2% | 減碼 |
| New York Life Investment Management LLC | 22,488 | $152.0 萬 | 0.01% | −745−3.2% | 減碼 |
| Inceptionr LLC | 22,665 | $153.1 萬 | 0.37% | +11,920+110.9% | 加碼 |
| Tredje AP-fonden | 22,678 | $153.2 萬 | 0.01% | −11,299−33.3% | 減碼 |
| Cornerstone Wealth Management, LLC | 22,714 | $153.5 萬 | 0.08% | +909+4.2% | 加碼 |
| Penserra Capital Management LLC | 22,800 | $154.0 萬 | 0.02% | +730+3.3% | 加碼 |
| Horizon Kinetics Asset Management LLC | 23,250 | $157.1 萬 | 0.02% | −11,500−33.1% | 減碼 |
| Guggenheim Capital LLC | 23,260 | $157.2 萬 | 0.01% | +168+0.7% | 加碼 |
| Belpointe Asset Management LLC | 23,810 | $160.9 萬 | 0.06% | +42+0.2% | 加碼 |
| Buckingham Strategic Partners | 24,212 | $162.0 萬 | 0.02% | +11,531+90.9% | 加碼 |
| Hilltop Partners LLC | 24,026 | $162.3 萬 | 0.49% | −2,221−8.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 24,163 | $163.3 萬 | 0.01% | +2,466+11.4% | 加碼 |
| Diversify Advisory Services, LLC | 24,809 | $163.5 萬 | 0.05% | −1,680−6.3% | 減碼 |
| Pathstone Holdings, LLC | 24,577 | $166.3 萬 | 0.01% | +1,730+7.6% | 加碼 |
| Federated Hermes, Inc. | 24,698 | $166.9 萬 | 0.00% | +989+4.2% | 加碼 |
| CWM Advisors, LLC | 24,720 | $167.0 萬 | 0.16% | −685−2.7% | 減碼 |
| TD Asset Management Inc | 24,785 | $167.5 萬 | 0.00% | −17,308−41.1% | 減碼 |
| Fiduciary Alliance LLC | 25,455 | $172.0 萬 | 0.12% | +518+2.1% | 加碼 |
| Cozad Asset Management Inc | 25,637 | $173.2 萬 | 0.14% | −104−0.4% | 減碼 |
| OP Asset Management Ltd | 25,737 | $173.9 萬 | 0.02% | 00.0% | 不變 |
| Flputnam Investment Management Co | 26,278 | $177.6 萬 | 0.03% | −507−1.9% | 減碼 |
| Voya Investment Management LLC | 26,428 | $178.6 萬 | 0.00% | −7,836−22.9% | 減碼 |
| Excalibur Management Corp | 26,541 | $179.3 萬 | 0.65% | −30−0.1% | 減碼 |
| KBC Group NV | 26,730 | $180.6 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 27,044 | $182.7 萬 | 0.00% | +2,874+11.9% | 加碼 |
| Mutual Advisors, LLC | 27,900 | $189.4 萬 | 0.04% | +5,122+22.5% | 加碼 |
| Griffin Asset Management, Inc. | 28,109 | $189.9 萬 | 0.21% | −4,127−12.8% | 減碼 |
| Gradient Capital Advisors, LLC | 28,200 | $190.5 萬 | 0.51% | −352−1.2% | 減碼 |
| BridgePort Financial Solutions, LLC | 28,354 | $191.6 萬 | 0.51% | −327−1.1% | 減碼 |
| Teacher Retirement System of Texas | 28,693 | $193.9 萬 | 0.01% | −4,562−13.7% | 減碼 |
| Consolidated Portfolio Review Corp | 28,899 | $198.6 萬 | 0.25% | −330−1.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 29,962 | $199.0 萬 | 0.01% | +1,514+5.3% | 加碼 |
| New Insight Wealth Advisors | 29,762 | $201.1 萬 | 0.76% | −8,533−22.3% | 減碼 |
| Sanctuary Advisors, LLC | 30,197 | $204.0 萬 | 0.01% | −5,181−14.6% | 減碼 |
| Waldron Private Wealth LLC | 30,074 | $205.9 萬 | 0.08% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 30,590 | $206.7 萬 | 0.01% | −62,034−67.0% | 減碼 |
| British Columbia Investment Management Corp | 31,472 | $212.7 萬 | 0.01% | −2,970−8.6% | 減碼 |
| Inspirion Wealth Advisors, LLC | 34,179 | $212.9 萬 | 0.30% | +10,300+43.1% | 加碼 |
| Wellington Shields Capital Management, LLC | 31,777 | $214.7 萬 | 0.33% | 00.0% | 不變 |
| US Bancorp | 32,602 | $220.3 萬 | 0.00% | −926−2.8% | 減碼 |
| Apollon Wealth Management, LLC | 32,673 | $220.8 萬 | 0.04% | +10,804+49.4% | 加碼 |
| XML Financial, LLC | 32,949 | $222.6 萬 | 0.18% | −2,178−6.2% | 減碼 |
| Nisa Investment Advisors, LLC | 32,849 | $226.2 萬 | 0.01% | −6,197−15.9% | 減碼 |
| Graham Capital Wealth Management, LLC | 33,624 | $227.2 萬 | 2.31% | −2,840−7.8% | 減碼 |
| Weaver Consulting Group | 34,208 | $231.1 萬 | 0.59% | +390+1.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 34,246 | $231.4 萬 | 0.05% | −1,518−4.2% | 減碼 |
| Cerity Partners LLC | 34,363 | $232.2 萬 | 0.00% | +3,487+11.3% | 加碼 |
| Rockefeller Capital Management L.P. | 34,933 | $236.0 萬 | 0.00% | +4,551+15.0% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 34,937 | $236.1 萬 | 0.02% | +2,283+7.0% | 加碼 |
| JustInvest LLC | 34,957 | $236.2 萬 | 0.02% | +234+0.7% | 加碼 |
| Investmark Advisory Group LLC | 35,297 | $238.5 萬 | 1.03% | +751+2.2% | 加碼 |
| Toronto Dominion Bank | 35,588 | $240.5 萬 | 0.00% | −4,126−10.4% | 減碼 |
| Utah Retirement Systems | 35,703 | $241.2 萬 | 0.02% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 36,430 | $246.2 萬 | 0.06% | +485+1.3% | 加碼 |
| Meixler Investment Management, Ltd. | 36,698 | $248.0 萬 | 1.52% | −808−2.2% | 減碼 |
| Xponance, Inc. | 38,183 | $258.0 萬 | 0.02% | +389+1.0% | 加碼 |
| SFMG, LLC | 38,498 | $260.1 萬 | 0.18% | +250+0.7% | 加碼 |
| DnB Asset Management AS | 38,987 | $263.4 萬 | 0.01% | +1,454+3.9% | 加碼 |