W. P. Carey Inc.

WPC

交易所: NYSE
產業: Real Estate Investment Trusts
SEC CIK: 0001025378

SEC 申報列表（在新分頁開啟）

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 4 季與 2025 年第 3 季比較

持有 W. P. Carey Inc. 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人 2025 年第 3 季全部持有人

WPC 的 13F 持有人：2025 年第 3 季與 2025 年第 4 季比較
項目	2025 年第 3 季	其中尚未申報 2025 年第 4 季	2025 年第 4 季	變化
持有家數	819	17	857	+55
股數	1.57 億	44.7 萬	1.65 億	+872.5 萬 (+5.6%)
市值	$105.9 億	$3,018 萬	$106.2 億	+$5,197 萬 (+0.5%)

17 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（119 家）

2025 年第 4 季季末持有 W. P. Carey Inc.、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家，共 119 家。

2025 年第 4 季新進 WPC 的機構
機構	股數	市值	佔組合 %
Norges Bank	2,859,460	$1.84 億	0.02%
Jupiter Asset Management Ltd	646,950	$4,164 萬	0.33%
Connor, Clark & Lunn Investment Management Ltd.	500,987	$3,224 萬	0.08%
Arbejdsmarkedets Tillaegspension	357,610	$2,302 萬	0.59%
Kempen Capital Management N.V.	171,804	$1,106 萬	0.09%
Kepler Cheuvreux (Suisse) SA	124,784	$803.2 萬	0.45%
CIBC World Markets Corp	124,517	$801.4 萬	0.04%
Edgestream Partners, L.P.	107,243	$690.2 萬	0.19%
Qube Research & Technologies Ltd	99,396	$639.7 萬	0.01%
Citadel Advisors LLC	79,541	$511.9 萬	0.00%
Westwood Holdings Group Inc.	70,726	$455.2 萬	0.04%
LMR Partners LLP	57,558	$370.4 萬	0.04%
Engineers Gate Manager LP	56,054	$360.8 萬	0.04%
Point72 Asset Management, L.P.	53,017	$341.2 萬	0.01%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	46,934	$302.1 萬	0.03%
Oak Thistle LLC	45,404	$292.2 萬	0.41%
Dark Forest Capital Management LP	42,707	$274.9 萬	0.13%
Y-Intercept (Hong Kong) Ltd	37,695	$242.6 萬	0.05%
Nomura Asset Management International Inc.	37,387	$240.6 萬	0.00%
Osmosis Investment Management UK Ltd	34,822	$226.9 萬	0.06%
Bridgewater Associates, LP	33,703	$216.9 萬	0.01%
Generali Asset Management SPA SGR	29,524	$190.0 萬	0.04%
XTX Topco Ltd	25,086	$161.5 萬	0.04%
Laurel Oak Wealth Management, LLC	24,026	$154.6 萬	0.26%
Campbell & CO Investment Adviser LLC	19,780	$127.3 萬	0.06%
Sienna Gestion	18,182	$118.1 萬	0.07%
Friedenthal Financial	14,504	$93.3 萬	0.48%
EP Wealth Advisors, LLC	13,149	$84.6 萬	0.00%
Pasadena Private Wealth, LLC	12,885	$82.9 萬	0.11%
Graham Capital Management, L.P.	12,490	$80.4 萬	0.03%
PensionDanmark Pensionsforsikringsaktieselskab	11,669	$75.1 萬	0.01%
Venture Visionary Partners LLC	9,968	$65.3 萬	0.02%
Pinnacle Financial Partners, Inc.	10,026	$64.5 萬	0.00%
Ticino Wealth	10,000	$64.4 萬	0.24%
Cambria Investment Management, L.P.	8,875	$57.1 萬	0.03%
Boothbay Fund Management, LLC	8,754	$56.3 萬	0.01%
Canada Post Corp Registered Pension Plan	8,653	$55.7 萬	0.02%
North Dakota State Investment Board	7,616	$49.0 萬	0.02%
Glenmede Trust Co NA	7,476	$48.1 萬	0.00%
Skopos Labs, Inc.	7,197	$46.6 萬	0.02%
EFG International AG	7,231	$46.5 萬	0.01%
Occidental Asset Management, LLC	6,002	$38.6 萬	0.05%
Krane Funds Advisors LLC	5,974	$38.4 萬	0.01%
Vise Technologies, Inc.	5,961	$38.4 萬	0.01%
Axq Capital, LP	5,945	$38.3 萬	0.09%
Stronghold Wealth Management L.L.C.	5,739	$36.9 萬	0.55%
Canada Pension Plan Investment Board	5,500	$35.4 萬	0.00%
Jacobs Equity LLC	4,868	$31.3 萬	0.30%
Advisortrust Partners, LLC	4,809	$31.0 萬	0.14%
Sagewood Asset Management LP	4,758	$30.6 萬	0.11%
Jefferies Financial Group Inc.	4,633	$29.8 萬	0.00%
AlphaGrep UK Ltd	4,446	$28.6 萬	0.10%
Pathfinder Wealth Consulting, Inc.	4,313	$27.8 萬	0.18%
Advocate Investing Services LLC	4,258	$27.4 萬	0.25%
Keudell/Morrison Wealth Management	4,150	$26.7 萬	0.06%
MQS Management LLC	4,110	$26.5 萬	0.16%
TritonPoint Partners, LLC	3,990	$26.0 萬	0.14%
Woodline Partners LP	4,035	$26.0 萬	0.00%
Meeder Advisory Services, Inc.	4,013	$25.8 萬	0.01%
Belvedere Trading LLC	3,972	$25.6 萬	0.05%
Meridian Wealth Management, LLC	3,939	$25.4 萬	0.01%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	3,933	$25.3 萬	0.01%
Summit Wealth Group LLC	3,751	$24.1 萬	0.03%
Mach-1 Financial Group, Inc.	3,717	$23.9 萬	0.05%
Verity Asset Management, Inc.	3,526	$22.7 萬	0.10%
Titleist Asset Management, LLC	3,523	$22.7 萬	0.02%
GTS Securities LLC	3,509	$22.6 萬	0.01%
Evolve Private Wealth, LLC	3,437	$22.4 萬	0.01%
TCW Group Inc	3,417	$22.0 萬	0.00%
Mount Yale Investment Advisors, LLC	3,298	$21.5 萬	0.01%
Allied Investment Advisors, LLC	3,281	$21.1 萬	0.03%
Vestmark Advisory Solutions, Inc.	3,272	$21.1 萬	0.00%
Syon Capital LLC	3,238	$20.8 萬	0.01%
BCS Wealth Management	3,200	$20.6 萬	0.02%
Horizon Investments, LLC	3,193	$20.6 萬	0.00%
Flagship Harbor Advisors, LLC	2,519	$16.2 萬	0.01%
Pinnacle Wealth Planning Services, Inc.	2,246	$14.5 萬	0.02%
Triumph Capital Management	1,375	$8.85 萬	0.02%
Joseph Group Capital Management	1,117	$7.19 萬	0.02%
Oakworth Capital, Inc.	969	$6.24 萬	0.00%
Navalign, LLC	947	$6.09 萬	0.01%
Los Angeles Capital Management LLC	927	$6.05 萬	0.00%
SHP Wealth Management	729	$4.69 萬	0.00%
DV Trading LLC	700	$4.51 萬	0.00%
V-Square Quantitative Management LLC	642	$4.13 萬	0.00%
Roble, Belko & Company, Inc	476	$3.10 萬	0.00%
Investors Portfolio Services LLC	453	$2.96 萬	0.03%
Osbon Capital Management LLC	447	$2.88 萬	0.03%
Olistico Wealth, LLC	435	$2.80 萬	0.01%
Commonwealth Retirement Investments LLC	400	$2.57 萬	0.01%
Laurel Wealth Advisors LLC	396	$2.55 萬	0.00%
IFC & Insurance Marketing, Inc.	354	$2.30 萬	0.02%
Hilton Head Capital Partners, LLC	322	$2.07 萬	0.01%
Blueline Advisors LLC	311	$2.00 萬	0.02%
Ankerstar Wealth, LLC	302	$1.97 萬	0.02%
First Command Advisory Services, Inc.	300	$1.93 萬	0.00%
Piscataqua Savings Bank	275	$1.77 萬	0.01%
Garton & Associates Financial Advisors LLC	207	$1.33 萬	0.01%
Kohmann Bosshard Financial Services, LLC	189	$1.22 萬	0.00%
Basecamp Wealth Advisors LLC	167	$1.07 萬	0.00%

清倉機構（64 家）

2025 年第 3 季季末持有 W. P. Carey Inc.、2025 年第 4 季有申報但已經沒有持有的機構。

2025 年第 4 季清倉 WPC 的機構
機構	2025 年第 3 季股數	2025 年第 3 季市值
Schonfeld Strategic Advisors LLC	456,623	$3,085 萬
Gillson Capital LP	367,367	$2,482 萬
Greenland Capital Management LP	180,815	$1,178 萬
Waterfront Capital Partners, LLC	114,000	$770.3 萬
Verition Fund Management LLC	102,977	$695.8 萬
Healthcare of Ontario Pension Plan Trust Fund	74,000	$500.0 萬
CIBC World Markets Inc.	66,186	$447.2 萬
Ieq Capital, LLC	57,876	$391.1 萬
Balyasny Asset Management LLC	45,353	$306.5 萬
Signet Financial Management, LLC	39,551	$267.2 萬
Graham Capital Wealth Management, LLC	33,624	$227.2 萬
Consolidated Portfolio Review Corp	28,899	$198.6 萬
Inceptionr LLC	22,665	$153.1 萬
Quantbot Technologies LP	19,627	$132.6 萬
Cbre Clarion Securities LLC	14,747	$99.6 萬
Jane Street Group, LLC	14,269	$96.4 萬
WESPAC Advisors, LLC	9,898	$66.9 萬
Atom Investors LP	8,345	$56.4 萬
Crestwood Advisors Group LLC	7,283	$49.2 萬
Bridgefront Capital, LLC	6,284	$42.5 萬
H&H Retirement Design & Management INC	5,494	$36.7 萬
Applied Finance Capital Management, LLC	4,517	$30.5 萬
Catalytic Wealth RIA, LLC	4,461	$30.1 萬
Empower Advisory Group, LLC	4,407	$29.8 萬
Squarepoint Ops LLC	4,289	$29.0 萬
Symphony Financial, Ltd. Co.	4,257	$28.6 萬
Peachtree Investment Partners, LLC	4,218	$28.5 萬
Tritonpoint Wealth, LLC	3,992	$27.3 萬
Paradigm Financial Partners, LLC	3,777	$25.5 萬
HBW Advisory Services LLC	3,588	$24.2 萬
TownSquare Capital, LLC	3,420	$23.1 萬
Aptus Capital Advisors, LLC	3,403	$23.0 萬
Journey Strategic Wealth LLC	3,120	$21.1 萬
Change Path, LLC	3,090	$20.9 萬
Exencial Wealth Advisors, LLC	3,068	$20.7 萬
Jaffetilchin Investment Partners, LLC	3,056	$20.6 萬
Intelligence Driven Advisers, LLC	3,000	$20.3 萬
Adapt Wealth Advisors, LLC	2,994	$20.2 萬
Valmark Advisers, Inc.	2,994	$20.2 萬
Principal Securities, Inc.	2,538	$17.1 萬
Ci Investments Inc.	2,399	$16.2 萬
Rise Advisors, LLC	1,724	$11.6 萬
Catalyst Capital Advisors LLC	1,303	$8.80 萬
Vision Financial Markets LLC	1,200	$8.11 萬
Tortoise Investment Management, LLC	715	$4.83 萬
Pathway Financial Advisers, LLC	703	$4.74 萬
Caitong International Asset Management Co., Ltd	620	$4.19 萬
Wealth Watch Advisors, INC	491	$3.32 萬
ESL Trust Services, LLC	400	$2.70 萬
Pension & Wealth Management Advisors, Inc.	237	$1.60 萬
Beacon Capital Management, Inc.	224	$1.51 萬
JPL Wealth Management, LLC	181	$1.22 萬
Proffitt & Goodson Inc	158	$1.07 萬
First Community Trust NA	120	$8,108
Meeder Asset Management Inc	103	$6,960
Marquette Asset Management, LLC	41	$2,771
Mather Group, LLC.	34	$2,292
Family Legacy Financial Solutions, LLC	26	$1,757
Heartwood Wealth Advisors LLC	21	$1,419
Quest 10 Wealth Builders, Inc.	17	$1,149
Winnow Wealth LLC	6	$408
Palisade Asset Management, LLC	5	$338
Activest Wealth Management	1	$68
Cloud Capital Management, LLC	3	$0

尚未申報 2025 年第 4 季的機構（17 家）

2025 年第 3 季季末持有 W. P. Carey Inc.、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 3 季持有 WPC、尚未申報 2025 年第 4 季的機構
機構	2025 年第 3 季股數	2025 年第 3 季市值
Sonora Investment Management Group, LLC	182,282	$1,232 萬
AXA Investment Managers S.A.	151,885	$1,026 萬
CIBC Bancorp USA Inc.	65,407	$442.0 萬
Pinnacle Financial Partners Inc	9,710	$65.6 萬
Shell Asset Management Co	6,959	$47.0 萬
Glenmede Investment Management, LP	6,176	$41.7 萬
Wetherby Asset Management Inc	6,140	$41.5 萬
LexAurum Advisors, LLC	3,602	$24.3 萬
Corton Capital Inc.	3,434	$23.2 萬
Wolverine Trading, LLC	3,407	$23.2 萬
Optimum Investment Advisors	3,370	$22.8 萬
AllSquare Wealth Management LLC	2,440	$16.5 萬
FSA Wealth Management LLC	1,298	$8.77 萬
Creekmur Asset Management LLC	473	$3.19 萬
Hemington Wealth Management	21	$1,000
Guerra Advisors Inc	10	$676
Binnacle Investments Inc	8	$541