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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,871 | $120.8 萬 | 0.00% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 17,408 | $117.6 萬 | 0.07% | −928−5.1% | 減碼 |
| Quest Partners LLC | 17,357 | $117.3 萬 | 0.08% | 00.0% | 不變 |
| Entropy Technologies, LP | 17,269 | $116.7 萬 | 0.09% | +83+0.5% | 加碼 |
| HORAN Wealth, LLC | 17,224 | $116.4 萬 | 0.18% | −725−4.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 17,166 | $116.0 萬 | 0.03% | +10,260+148.6% | 加碼 |
| Harbor Investment Advisory, LLC | 17,147 | $115.9 萬 | 0.10% | +50.0% | 加碼 |
| Clear Street Markets LLC | 17,000 | $114.9 萬 | 0.38% | +17,000 | 新進 |
| Oppenheimer & Co Inc | 16,603 | $112.2 萬 | 0.01% | +140+0.9% | 加碼 |
| Carnegie Lake Advisors LLC | 16,526 | $111.7 萬 | 0.43% | +10.0% | 加碼 |
| Securian Asset Management, Inc | 16,401 | $110.8 萬 | 0.03% | −275−1.6% | 減碼 |
| Integrated Wealth Concepts LLC | 16,211 | $109.5 萬 | 0.01% | +453+2.9% | 加碼 |
| Blair William & Co | 16,201 | $109.5 萬 | 0.00% | −3,551−18.0% | 減碼 |
| FineMark National Bank & Trust | 16,196 | $109.4 萬 | 0.04% | 00.0% | 不變 |
| Colonial Trust Advisors | 16,021 | $108.3 萬 | 0.08% | −1,928−10.7% | 減碼 |
| Royal Fund Management, LLC | 15,930 | $107.7 萬 | 0.13% | −374−2.3% | 減碼 |
| Samalin Investment Counsel, LLC | 15,696 | $106.1 萬 | 0.37% | +1,325+9.2% | 加碼 |
| Ossiam | 15,511 | $104.8 萬 | 0.01% | −2,842−15.5% | 減碼 |
| RMB Capital Management, LLC | 15,259 | $104.5 萬 | 0.02% | +3,032+24.8% | 加碼 |
| Janus Henderson Group PLC | 15,391 | $104.0 萬 | 0.00% | −18,744−54.9% | 減碼 |
| Wealthstar Advisors, LLC | 15,357 | $103.8 萬 | 0.41% | +67+0.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 15,181 | $102.6 萬 | 0.02% | −140−0.9% | 減碼 |
| Vanderbilt University | 15,076 | $101.9 萬 | 0.17% | +15,076 | 新進 |
| Concurrent Investment Advisors, LLC | 14,772 | $99.8 萬 | 0.02% | −2,119−12.5% | 減碼 |
| Cbre Clarion Securities LLC | 14,747 | $99.6 萬 | 0.01% | −90,583−86.0% | 減碼 |
| Intech Investment Management LLC | 14,555 | $98.3 萬 | 0.01% | −3,884−21.1% | 減碼 |
| PFG Investments, LLC | 14,344 | $96.9 萬 | 0.05% | +2,805+24.3% | 加碼 |
| LRI Investments, LLC | 14,309 | $96.7 萬 | 0.08% | −609−4.1% | 減碼 |
| Jones Financial Companies LLLP | 14,098 | $96.5 萬 | 0.00% | +4,296+43.8% | 加碼 |
| Jane Street Group, LLC | 14,269 | $96.4 萬 | 0.00% | −79,989−84.9% | 減碼 |
| Independent Financial Group, LLC | 14,258 | $96.3 萬 | 0.02% | +235+1.7% | 加碼 |
| Independent Advisor Alliance | 14,102 | $95.3 萬 | 0.02% | +3,817+37.1% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 14,037 | $94.8 萬 | 0.02% | −126−0.9% | 減碼 |
| Texas Yale Capital Corp. | 14,026 | $94.8 萬 | 0.03% | +50.0% | 加碼 |
| Susquehanna International Group, LLP | 13,951 | $94.3 萬 | 0.00% | −14,188−50.4% | 減碼 |
| Cullen Capital Management LLC | 13,847 | $93.6 萬 | 0.01% | +3,380+32.3% | 加碼 |
| Bahl & Gaynor Inc | 13,843 | $93.5 萬 | 0.00% | −339−2.4% | 減碼 |
| Atria Investments LLC | 13,809 | $93.3 萬 | 0.01% | −531−3.7% | 減碼 |
| NewEdge Wealth, LLC | 13,970 | $92.9 萬 | 0.01% | +9,011+181.7% | 加碼 |
| Vista Investment Management | 13,701 | $92.6 萬 | 0.32% | −20.0% | 減碼 |
| DoubleLine ETF Adviser LP | 13,658 | $92.3 萬 | 0.28% | +789+6.1% | 加碼 |
| Kentucky Retirement Systems | 13,608 | $91.9 萬 | 0.03% | −274−2.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 13,506 | $91.3 萬 | 0.01% | +65+0.5% | 加碼 |
| Sterling Capital Management LLC | 13,401 | $90.6 萬 | 0.01% | −1,026−7.1% | 減碼 |
| Howe & Rusling Inc | 13,302 | $89.9 萬 | 0.06% | +84+0.6% | 加碼 |
| Vident Advisory, LLC | 13,131 | $88.7 萬 | 0.01% | +293+2.3% | 加碼 |
| RB Capital Management, LLC | 13,072 | $88.3 萬 | 0.18% | +125+1.0% | 加碼 |
| Perigon Wealth Management, LLC | 13,022 | $88.0 萬 | 0.02% | +888+7.3% | 加碼 |
| Assetmark, Inc | 12,827 | $86.7 萬 | 0.00% | +861+7.2% | 加碼 |
| Picton Mahoney Asset Management | 12,735 | $86.1 萬 | 0.01% | +12,735 | 新進 |
| Founders Financial Alliance, LLC | 12,541 | $84.7 萬 | 0.16% | +73+0.6% | 加碼 |
| Stephens Inc | 12,515 | $84.6 萬 | 0.01% | −1,389−10.0% | 減碼 |
| Liberty One Investment Management, LLC | 12,329 | $83.3 萬 | 0.05% | +1,070+9.5% | 加碼 |
| Merit Financial Group, LLC | 12,299 | $83.1 萬 | 0.01% | +4,821+64.5% | 加碼 |
| Everstar Asset Management, LLC | 12,298 | $83.1 萬 | 0.47% | +4,433+56.4% | 加碼 |
| Sofos Investments, Inc. | 12,271 | $82.9 萬 | 0.16% | +12,271 | 新進 |
| Steward Partners Investment Advisory, LLC | 12,220 | $82.6 萬 | 0.00% | +2,006+19.6% | 加碼 |
| Cooper Financial Group | 11,788 | $79.6 萬 | 0.09% | −217−1.8% | 減碼 |
| Bank of Nova Scotia | 11,732 | $79.3 萬 | 0.00% | +3,568+43.7% | 加碼 |
| Wealthspire Advisors, LLC | 11,725 | $79.2 萬 | 0.00% | −228−1.9% | 減碼 |
| Advisory Services Network, LLC | 11,399 | $77.0 萬 | 0.01% | −346−2.9% | 減碼 |
| Cornercap Investment Counsel Inc | 11,283 | $76.2 萬 | 0.38% | −190−1.7% | 減碼 |
| Warren Averett Asset Management, LLC | 11,221 | $75.8 萬 | 0.01% | +1,262+12.7% | 加碼 |
| Client 1st Advisory Group, LLC | 11,208 | $75.7 萬 | 0.25% | 00.0% | 不變 |
| Legacy Capital Wealth Partners, LLC | 11,094 | $75.0 萬 | 0.16% | −13−0.1% | 減碼 |
| Invst, LLC | 11,083 | $74.9 萬 | 0.09% | −217−1.9% | 減碼 |
| BLB&B Advisors, LLC | 11,047 | $74.6 萬 | 0.03% | +10.0% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 10,984 | $74.2 萬 | 0.10% | +395+3.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 10,974 | $74.2 萬 | 0.01% | +14+0.1% | 加碼 |
| CIBC Asset Management Inc | 10,906 | $73.7 萬 | 0.00% | +67+0.6% | 加碼 |
| MAI Capital Management | 10,893 | $73.6 萬 | 0.00% | +1,109+11.3% | 加碼 |
| Gallacher Capital Management LLC | 10,882 | $73.5 萬 | 0.29% | +10,882 | 新進 |
| Diligent Investors, LLC | 10,864 | $73.4 萬 | 0.19% | +71+0.7% | 加碼 |
| WealthPlan Investment Management, LLC | 10,829 | $73.2 萬 | 0.05% | −729−6.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 10,818 | $73.1 萬 | 0.00% | −4,467−29.2% | 減碼 |
| Applied Capital LLC | 10,799 | $73.0 萬 | 0.52% | +371+3.6% | 加碼 |
| Orion Capital Management LLC | 10,680 | $72.2 萬 | 0.25% | +10,680 | 新進 |
| Summit Trail Advisors, LLC | 10,525 | $72.0 萬 | 0.01% | +6,217+144.3% | 加碼 |
| AE Wealth Management LLC | 10,549 | $71.3 萬 | 0.00% | +200+1.9% | 加碼 |
| Norinchukin Bank, The | 10,452 | $70.6 萬 | 0.01% | −67−0.6% | 減碼 |
| M&T Bank Corp | 10,431 | $70.5 萬 | 0.00% | −19,937−65.7% | 減碼 |
| Gulf International Bank (UK) Ltd | 10,390 | $70.2 萬 | 0.02% | 00.0% | 不變 |
| First National Bank of Mount Dora, Trust Investment Services | 10,300 | $69.6 萬 | 0.15% | 00.0% | 不變 |
| Accel Wealth Management | 10,243 | $69.2 萬 | 0.20% | +83+0.8% | 加碼 |
| Investment Management Corp of Ontario | 10,242 | $69.2 萬 | 0.01% | +4,913+92.2% | 加碼 |
| Atomi Financial Group, Inc. | 10,235 | $69.2 萬 | 0.02% | +699+7.3% | 加碼 |
| Liberty Square Wealth Partners LLC | 10,202 | $68.9 萬 | 0.21% | −929−8.3% | 減碼 |
| Dudley Capital Management, LLC | 10,175 | $68.8 萬 | 0.31% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 10,127 | $68.4 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 10,074 | $68.1 萬 | 0.02% | −91−0.9% | 減碼 |
| Demars Financial Group, LLC | 9,951 | $67.2 萬 | 0.23% | −8,077−44.8% | 減碼 |
| WESPAC Advisors, LLC | 9,898 | $66.9 萬 | 0.39% | +9,898 | 新進 |
| IHT Wealth Management, LLC | 9,880 | $66.8 萬 | 0.02% | +841+9.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 9,865 | $66.7 萬 | 0.00% | +1,359+16.0% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,756 | $66.2 萬 | 0.01% | 00.0% | 不變 |
| Toroso Investments, LLC | 9,768 | $66.0 萬 | 0.00% | −1,710−14.9% | 減碼 |
| C2C Wealth Management, LLC | 9,720 | $65.7 萬 | 0.56% | −1,443−12.9% | 減碼 |
| Pinnacle Financial Partners Inc | 9,710 | $65.6 萬 | 0.02% | +19+0.2% | 加碼 |
| Machina Capital S.A.S. | 9,676 | $65.4 萬 | 0.12% | +3,663+60.9% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 9,611 | $64.9 萬 | 0.00% | −3,082−24.3% | 減碼 |