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 4 季 13F 持有人
W. P. Carey Inc. 在 2025/12/31 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
- 857
- 較 2025 年第 3 季 +55 家
- 持有股數
- 1.65 億
- 較 2025 年第 3 季 +872.5 萬 (+5.6%)
- 總市值
- $106.2 億
- 較 2025 年第 3 季 +$5,197 萬 (+0.5%)
- 新進機構
- 119
- 另有 278 家加碼
- 清倉機構
- 64
- 另有 310 家減碼
另有 17 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FIL Ltd | 2,704 | $17.4 萬 | 0.00% | −1,756−39.4% | 減碼 |
| HM Payson & Co | 2,890 | $18.6 萬 | 0.00% | −100−3.3% | 減碼 |
| Raleigh Capital Management Inc. | 2,898 | $18.7 萬 | 0.07% | −27−0.9% | 減碼 |
| Motco | 3,076 | $19.8 萬 | 0.02% | −63−2.0% | 減碼 |
| Clearview Wealth Advisors LLC | 3,154 | $20.3 萬 | 0.13% | −151−4.6% | 減碼 |
| GW Henssler & Associates Ltd | 3,166 | $20.4 萬 | 0.01% | +10+0.3% | 加碼 |
| Gateway Investment Advisers LLC | 3,190 | $20.5 萬 | 0.00% | +50+1.6% | 加碼 |
| Horizon Investments, LLC | 3,193 | $20.6 萬 | 0.00% | +3,193 | 新進 |
| BCS Wealth Management | 3,200 | $20.6 萬 | 0.02% | +3,200 | 新進 |
| Sovereign Financial Group, Inc. | 3,216 | $20.7 萬 | 0.04% | −764−19.2% | 減碼 |
| Salem Investment Counselors Inc | 3,181 | $20.8 萬 | 0.01% | +2,568+418.9% | 加碼 |
| Syon Capital LLC | 3,238 | $20.8 萬 | 0.01% | +3,238 | 新進 |
| National Bank of Canada | 3,263 | $21.0 萬 | 0.00% | +1,794+122.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 3,272 | $21.1 萬 | 0.00% | +3,272 | 新進 |
| Virtu Financial LLC | 3,284 | $21.1 萬 | 0.01% | −784−19.3% | 減碼 |
| Allied Investment Advisors, LLC | 3,281 | $21.1 萬 | 0.03% | +3,281 | 新進 |
| Bryn Mawr Trust Co | 3,300 | $21.2 萬 | 0.00% | 00.0% | 不變 |
| Bourgeon Capital Management LLC | 3,300 | $21.2 萬 | 0.03% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 3,325 | $21.4 萬 | 0.01% | −85−2.5% | 減碼 |
| Mount Yale Investment Advisors, LLC | 3,298 | $21.5 萬 | 0.01% | +3,298 | 新進 |
| SWP Financial LLC | 3,352 | $21.6 萬 | 0.11% | 00.0% | 不變 |
| Detalus Advisors, LLC | 3,400 | $21.9 萬 | 0.05% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 3,117 | $21.9 萬 | 0.01% | −15−0.5% | 減碼 |
| TCW Group Inc | 3,417 | $22.0 萬 | 0.00% | +3,417 | 新進 |
| LVW Advisors, LLC | 3,425 | $22.0 萬 | 0.02% | +19+0.6% | 加碼 |
| Focused Wealth Management, Inc | 3,428 | $22.1 萬 | 0.02% | +30+0.9% | 加碼 |
| NorthStar Asset Management LLC | 3,430 | $22.1 萬 | 0.10% | +10+0.3% | 加碼 |
| Savvy Advisors, Inc. | 3,447 | $22.2 萬 | 0.01% | −306−8.2% | 減碼 |
| Cary Street Partners Financial LLC | 3,452 | $22.2 萬 | 0.01% | 00.0% | 不變 |
| Inspire Advisors, LLC | 3,454 | $22.2 萬 | 0.02% | −110−3.1% | 減碼 |
| Kingsview Wealth Management, LLC | 3,460 | $22.3 萬 | 0.00% | −98−2.8% | 減碼 |
| Evolve Private Wealth, LLC | 3,437 | $22.4 萬 | 0.01% | +3,437 | 新進 |
| King Wealth | 3,495 | $22.5 萬 | 0.03% | 00.0% | 不變 |
| GTS Securities LLC | 3,509 | $22.6 萬 | 0.01% | +3,509 | 新進 |
| Prospera Financial Services Inc | 3,515 | $22.6 萬 | 0.00% | −299−7.8% | 減碼 |
| Umb Bank N A | 3,516 | $22.6 萬 | 0.00% | +267+8.2% | 加碼 |
| Sage Rhino Capital LLC | 3,518 | $22.6 萬 | 0.04% | +73+2.1% | 加碼 |
| Titleist Asset Management, LLC | 3,523 | $22.7 萬 | 0.02% | +3,523 | 新進 |
| Verity Asset Management, Inc. | 3,526 | $22.7 萬 | 0.10% | +3,526 | 新進 |
| Main Street Financial Solutions, LLC | 3,553 | $22.9 萬 | 0.02% | −520−12.8% | 減碼 |
| Private Trust Co NA | 3,561 | $22.9 萬 | 0.02% | −339−8.7% | 減碼 |
| D.B. Root & Company, LLC | 3,591 | $23.1 萬 | 0.06% | −500−12.2% | 減碼 |
| Sawyer & Company, Inc | 3,595 | $23.1 萬 | 0.08% | −2,290−38.9% | 減碼 |
| CX Institutional | 3,618 | $23.3 萬 | 0.01% | −4,093−53.1% | 減碼 |
| Columbia Asset Management | 3,625 | $23.3 萬 | 0.04% | −100−2.7% | 減碼 |
| Fiera Capital Corp | 3,627 | $23.3 萬 | 0.00% | 00.0% | 不變 |
| GF Fund Management Co. Ltd. | 3,628 | $23.3 萬 | 0.00% | −44−1.2% | 減碼 |
| TCG Advisory Services, LLC | 3,629 | $23.4 萬 | 0.01% | −680−15.8% | 減碼 |
| Rafferty Asset Management, LLC | 3,683 | $23.7 萬 | 0.00% | −101−2.7% | 減碼 |
| Capital Planning Advisors, LLC | 3,686 | $23.7 萬 | 0.03% | +37+1.0% | 加碼 |
| UMA Financial Services, Inc. | 3,692 | $23.8 萬 | 0.03% | −4−0.1% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 3,707 | $23.9 萬 | 0.07% | −200−5.1% | 減碼 |
| Battery Global Advisors, LLC | 3,655 | $23.9 萬 | 0.11% | 00.0% | 不變 |
| Keynote Financial Services LLC | 3,710 | $23.9 萬 | 0.13% | 00.0% | 不變 |
| Mach-1 Financial Group, Inc. | 3,717 | $23.9 萬 | 0.05% | +3,717 | 新進 |
| Callan Family Office, LLC | 3,737 | $24.1 萬 | 0.01% | +576+18.2% | 加碼 |
| Clear Creek Financial Management, LLC | 3,747 | $24.1 萬 | 0.02% | 00.0% | 不變 |
| Summit Wealth Group LLC | 3,751 | $24.1 萬 | 0.03% | +3,751 | 新進 |
| High Net Worth Advisory Group LLC | 3,770 | $24.3 萬 | 0.06% | 00.0% | 不變 |
| ORG Partners LLC | 3,771 | $24.3 萬 | 0.04% | +2,244+147.0% | 加碼 |
| Lazard Asset Management LLC | 3,786 | $24.4 萬 | 0.00% | −363−8.7% | 減碼 |
| Insigneo Advisory Services, LLC | 3,787 | $24.4 萬 | 0.02% | −9−0.2% | 減碼 |
| Wealth Management Strategies, Inc. | 3,793 | $24.4 萬 | 0.11% | −69−1.8% | 減碼 |
| SageView Advisory Group, LLC | 3,815 | $24.6 萬 | 0.01% | −527−12.1% | 減碼 |
| Capital Investment Advisors, LLC | 3,837 | $24.7 萬 | 0.00% | +9+0.2% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 3,864 | $24.9 萬 | 0.11% | −492−11.3% | 減碼 |
| GAMMA Investing LLC | 3,867 | $24.9 萬 | 0.01% | −134−3.3% | 減碼 |
| Insight Wealth Partners, LLC | 3,870 | $24.9 萬 | 0.10% | +14+0.4% | 加碼 |
| Basepoint Wealth LLC | 3,900 | $25.1 萬 | 0.15% | −1,734−30.8% | 減碼 |
| Greenleaf Trust | 3,910 | $25.2 萬 | 0.00% | −343−8.1% | 減碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 3,933 | $25.3 萬 | 0.01% | +3,933 | 新進 |
| Meridian Wealth Management, LLC | 3,939 | $25.4 萬 | 0.01% | +3,939 | 新進 |
| New Wave Wealth Advisors LLC | 3,917 | $25.6 萬 | 0.09% | +208+5.6% | 加碼 |
| Belvedere Trading LLC | 3,972 | $25.6 萬 | 0.05% | +3,972 | 新進 |
| Philadelphia Trust Co | 4,000 | $25.7 萬 | 0.02% | 00.0% | 不變 |
| Cherry Tree Wealth Management, LLC | 4,000 | $25.7 萬 | 0.05% | −707−15.0% | 減碼 |
| BancorpSouth Bank | 4,001 | $25.8 萬 | 0.02% | 00.0% | 不變 |
| Octavia Wealth Advisors, LLC | 3,947 | $25.8 萬 | 0.02% | −1,727−30.4% | 減碼 |
| Meeder Advisory Services, Inc. | 4,013 | $25.8 萬 | 0.01% | +4,013 | 新進 |
| Woodline Partners LP | 4,035 | $26.0 萬 | 0.00% | +4,035 | 新進 |
| Kathmere Capital Management, LLC | 4,039 | $26.0 萬 | 0.02% | +115+2.9% | 加碼 |
| TritonPoint Partners, LLC | 3,990 | $26.0 萬 | 0.14% | +3,990 | 新進 |
| Regions Financial Corp | 4,067 | $26.2 萬 | 0.00% | −1,250−23.5% | 減碼 |
| MQS Management LLC | 4,110 | $26.5 萬 | 0.16% | +4,110 | 新進 |
| Keudell/Morrison Wealth Management | 4,150 | $26.7 萬 | 0.06% | +4,150 | 新進 |
| Parallel Advisors, LLC | 4,166 | $26.8 萬 | 0.00% | +216+5.5% | 加碼 |
| Coppell Advisory Solutions LLC | 4,136 | $27.0 萬 | 0.03% | −40−1.0% | 減碼 |
| Aaron Wealth Advisors | 4,234 | $27.3 萬 | 0.02% | +889+26.6% | 加碼 |
| Advocate Investing Services LLC | 4,258 | $27.4 萬 | 0.25% | +4,258 | 新進 |
| Pathfinder Wealth Consulting, Inc. | 4,313 | $27.8 萬 | 0.18% | +4,313 | 新進 |
| Strathmore Capital Advisors, Inc. | 4,327 | $27.8 萬 | 0.09% | 00.0% | 不變 |
| Carret Asset Management, LLC | 4,332 | $27.9 萬 | 0.03% | −950−18.0% | 減碼 |
| Sunbelt Securities, Inc. | 4,346 | $28.0 萬 | 0.02% | −1,870−30.1% | 減碼 |
| Barlow Wealth Partners, Inc. | 4,206 | $28.0 萬 | 0.03% | 00.0% | 不變 |
| Signaturefd, LLC | 4,419 | $28.4 萬 | 0.00% | +64+1.5% | 加碼 |
| Mystic Asset Management, Inc. | 4,426 | $28.5 萬 | 0.06% | 00.0% | 不變 |
| AlphaGrep UK Ltd | 4,446 | $28.6 萬 | 0.10% | +4,446 | 新進 |
| Everence Capital Management Inc | 4,480 | $28.8 萬 | 0.02% | 00.0% | 不變 |
| Harbour Investments, Inc. | 4,479 | $28.8 萬 | 0.01% | +1,788+66.4% | 加碼 |
| Dividend Assets Capital, LLC | 4,500 | $29.0 萬 | 0.06% | 00.0% | 不變 |