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 |
|---|---|---|---|---|---|
| Burney Co | 4,510 | $29.0 萬 | 0.01% | −185−3.9% | 減碼 |
| Fifth Third Bancorp | 4,626 | $29.8 萬 | 0.00% | +469+11.3% | 加碼 |
| Jefferies Financial Group Inc. | 4,633 | $29.8 萬 | 0.00% | +4,633 | 新進 |
| Per Stirling Capital Management, LLC. | 4,670 | $30.1 萬 | 0.03% | −2,829−37.7% | 減碼 |
| Profund Advisors LLC | 4,684 | $30.1 萬 | 0.01% | −203−4.2% | 減碼 |
| Tiaa Trust, National Association | 4,709 | $30.3 萬 | 0.00% | −618−11.6% | 減碼 |
| Kestra Investment Management, LLC | 4,713 | $30.3 萬 | 0.01% | −375−7.4% | 減碼 |
| Sagewood Asset Management LP | 4,758 | $30.6 萬 | 0.11% | +4,758 | 新進 |
| Daymark Wealth Partners, LLC | 4,762 | $30.6 萬 | 0.01% | 00.0% | 不變 |
| Root Financial Partners, LLC | 4,773 | $30.7 萬 | 0.02% | +11+0.2% | 加碼 |
| Claris Financial LLC | 4,784 | $30.8 萬 | 0.16% | −19−0.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 4,797 | $30.9 萬 | 0.00% | −6,021−55.7% | 減碼 |
| Advisortrust Partners, LLC | 4,809 | $31.0 萬 | 0.14% | +4,809 | 新進 |
| Miracle Mile Advisors, LLC | 4,815 | $31.0 萬 | 0.00% | +1,172+32.2% | 加碼 |
| Park Avenue Securities LLC | 4,837 | $31.1 萬 | 0.00% | −1,460−23.2% | 減碼 |
| Chicago Partners Investment Group LLC | 4,496 | $31.2 萬 | 0.01% | +200+4.7% | 加碼 |
| Credit Agricole S A | 4,861 | $31.3 萬 | 0.00% | −2,024−29.4% | 減碼 |
| Seeds Investor LLC | 4,862 | $31.3 萬 | 0.06% | −111−2.2% | 減碼 |
| Jacobs Equity LLC | 4,868 | $31.3 萬 | 0.30% | +4,868 | 新進 |
| Plato Investment Management Ltd | 4,853 | $31.4 萬 | 0.02% | +3,976+453.4% | 加碼 |
| Resources Investment Advisors, LLC. | 4,885 | $31.4 萬 | 0.00% | −86−1.7% | 減碼 |
| KPP Advisory Services LLC | 4,892 | $31.5 萬 | 0.05% | −3−0.1% | 減碼 |
| Apollon Financial, LLC | 4,910 | $31.6 萬 | 0.05% | −54−1.1% | 減碼 |
| Accurate Wealth Management, LLC | 4,788 | $31.8 萬 | 0.04% | +379+8.6% | 加碼 |
| Widmann Financial Services, Inc. | 4,985 | $32.1 萬 | 0.20% | +367+7.9% | 加碼 |
| Summit Wealth Group, LLC | 4,996 | $32.2 萬 | 0.08% | +13+0.3% | 加碼 |
| Benjamin Edwards Inc | 4,996 | $32.2 萬 | 0.00% | −145−2.8% | 減碼 |
| Brevan Howard Capital Management LP | 5,022 | $32.3 萬 | 0.01% | +1,034+25.9% | 加碼 |
| Family Legacy, Inc. | 5,063 | $32.6 萬 | 0.10% | +31+0.6% | 加碼 |
| Western Wealth Management, LLC | 5,094 | $32.8 萬 | 0.02% | −313−5.8% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 5,098 | $32.8 萬 | 0.09% | +8+0.2% | 加碼 |
| VestGen Advisors, LLC | 5,159 | $33.2 萬 | 0.01% | +1,789+53.1% | 加碼 |
| Flagship Private Wealth, LLC | 5,183 | $33.4 萬 | 0.13% | 00.0% | 不變 |
| STRS Ohio | 5,192 | $33.4 萬 | 0.00% | −75,691−93.6% | 減碼 |
| Jackson Wealth Management, LLC | 5,233 | $33.7 萬 | 0.03% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 5,243 | $33.7 萬 | 0.15% | +198+3.9% | 加碼 |
| Fisher Asset Management, LLC | 5,262 | $33.9 萬 | 0.00% | −1,782−25.3% | 減碼 |
| NWF Advisory Services Inc. | 5,271 | $33.9 萬 | 0.04% | 00.0% | 不變 |
| Perennial Investment Advisors, LLC | 5,326 | $34.3 萬 | 0.03% | +37+0.7% | 加碼 |
| United Capital Financial Advisers, LLC | 5,342 | $34.4 萬 | 0.00% | +1,391+35.2% | 加碼 |
| Herold Advisors, Inc. | 5,373 | $34.6 萬 | 0.08% | +16+0.3% | 加碼 |
| International Assets Investment Management, LLC | 5,391 | $34.7 萬 | 0.02% | −1,275−19.1% | 減碼 |
| Savant Capital, LLC | 5,393 | $34.7 萬 | 0.00% | −22−0.4% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 5,419 | $34.9 萬 | 0.17% | +29+0.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 5,446 | $35.0 萬 | 0.00% | −129−2.3% | 減碼 |
| DF Dent & Co Inc | 5,464 | $35.2 萬 | 0.01% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 5,469 | $35.2 萬 | 0.04% | −77−1.4% | 減碼 |
| Mission Creek Capital Partners, Inc. | 5,500 | $35.4 萬 | 0.07% | −69−1.2% | 減碼 |
| Canada Pension Plan Investment Board | 5,500 | $35.4 萬 | 0.00% | +5,500 | 新進 |
| True North Advisors, LLC | 5,528 | $35.6 萬 | 0.05% | −132−2.3% | 減碼 |
| Gutierrez Wealth Advisory, LLC | 5,606 | $36.1 萬 | 0.23% | +30+0.5% | 加碼 |
| Centaurus Financial, Inc. | 5,612 | $36.1 萬 | 0.02% | −162−2.8% | 減碼 |
| Kingswood Wealth Advisors, LLC | 5,635 | $36.3 萬 | 0.02% | −855−13.2% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 5,645 | $36.3 萬 | 0.00% | 00.0% | 不變 |
| Allen Capital Group, LLC | 5,693 | $36.6 萬 | 0.03% | −7−0.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 5,704 | $36.7 萬 | 0.02% | 00.0% | 不變 |
| Stronghold Wealth Management L.L.C. | 5,739 | $36.9 萬 | 0.55% | +5,739 | 新進 |
| Ethos Financial Group, LLC | 5,751 | $37.0 萬 | 0.03% | −387−6.3% | 減碼 |
| Integrated Wealth Concepts LLC | 5,764 | $37.1 萬 | 0.00% | −10,447−64.4% | 減碼 |
| Retirement Planning Co of New England, Inc. | 5,809 | $37.4 萬 | 0.15% | −584−9.1% | 減碼 |
| Sigma Planning Corp | 5,806 | $37.4 萬 | 0.01% | +13+0.2% | 加碼 |
| Jacobi Capital Management LLC | 5,886 | $37.9 萬 | 0.02% | +145+2.5% | 加碼 |
| Valeo Financial Advisors, LLC | 5,939 | $38.2 萬 | 0.01% | +281+5.0% | 加碼 |
| Evergreen Capital Management LLC | 5,901 | $38.2 萬 | 0.01% | −2,765−31.9% | 減碼 |
| Axq Capital, LP | 5,945 | $38.3 萬 | 0.09% | +5,945 | 新進 |
| Vise Technologies, Inc. | 5,961 | $38.4 萬 | 0.01% | +5,961 | 新進 |
| Krane Funds Advisors LLC | 5,974 | $38.4 萬 | 0.01% | +5,974 | 新進 |
| Occidental Asset Management, LLC | 6,002 | $38.6 萬 | 0.05% | +6,002 | 新進 |
| Equitable Holdings, Inc. | 6,058 | $39.0 萬 | 0.00% | −25−0.4% | 減碼 |
| Gilbert & Cook, Inc. | 6,060 | $39.0 萬 | 0.05% | +81+1.4% | 加碼 |
| Ameritas Advisory Services, LLC | 6,068 | $39.1 萬 | 0.01% | +1,703+39.0% | 加碼 |
| Machina Capital S.A.S. | 6,102 | $39.3 萬 | 0.07% | −3,574−36.9% | 減碼 |
| Virtus ETF Advisers LLC | 6,103 | $39.3 萬 | 0.19% | +103+1.7% | 加碼 |
| D.A. Davidson & Co. | 6,197 | $39.9 萬 | 0.00% | −494−7.4% | 減碼 |
| RFG Advisory, LLC | 6,258 | $40.3 萬 | 0.01% | −186−2.9% | 減碼 |
| Rockport Wealth LLC | 6,271 | $40.4 萬 | 0.08% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 6,281 | $40.4 萬 | 0.01% | −906−12.6% | 減碼 |
| Austin Private Wealth, LLC | 6,287 | $40.5 萬 | 0.03% | −1,367−17.9% | 減碼 |
| Peddock Capital Advisors, LLC | 6,356 | $40.9 萬 | 0.09% | −350−5.2% | 減碼 |
| Kovack Advisors, Inc. | 6,379 | $41.1 萬 | 0.02% | +2,843+80.4% | 加碼 |
| Avion Wealth | 6,426 | $41.3 萬 | 0.09% | +8+0.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 6,474 | $41.7 萬 | 0.00% | +1,490+29.9% | 加碼 |
| MKT Advisors LLC | 6,665 | $42.7 萬 | 0.15% | −79−1.2% | 減碼 |
| Silver Oak Securities, Inc | 6,661 | $43.5 萬 | 0.03% | −275−4.0% | 減碼 |
| GeoWealth Management, LLC | 6,947 | $44.7 萬 | 0.02% | −396−5.4% | 減碼 |
| Teamwork Financial Advisors, LLC | 6,949 | $44.7 萬 | 0.05% | −403−5.5% | 減碼 |
| Orion Capital Management LLC | 7,000 | $45.1 萬 | 0.15% | −3,680−34.5% | 減碼 |
| Axis Wealth Partners, LLC | 7,030 | $45.2 萬 | 0.25% | −376−5.1% | 減碼 |
| FJ Capital Management LLC | 7,091 | $45.6 萬 | 0.05% | −11,164−61.2% | 減碼 |
| WealthPLAN Partners, LLC | 7,169 | $46.1 萬 | 0.07% | +194+2.8% | 加碼 |
| Ignite Planners, LLC | 6,630 | $46.2 萬 | 0.07% | +20+0.3% | 加碼 |
| Eldridge Investment Advisors, Inc. | 7,188 | $46.3 萬 | 0.10% | 00.0% | 不變 |
| Kerntke Otto McGlone Wealth Management Group | 7,204 | $46.4 萬 | 0.33% | +93+1.3% | 加碼 |
| EFG International AG | 7,231 | $46.5 萬 | 0.01% | +7,231 | 新進 |
| Skopos Labs, Inc. | 7,197 | $46.6 萬 | 0.02% | +7,197 | 新進 |
| Diligent Investors, LLC | 7,250 | $46.7 萬 | 0.11% | −3,614−33.3% | 減碼 |
| Armstrong, Fleming & Moore, Inc | 7,327 | $47.2 萬 | 0.22% | −80−1.1% | 減碼 |
| FLC Capital Advisors | 7,362 | $47.4 萬 | 0.09% | 00.0% | 不變 |
| Shelton Capital Management | 7,410 | $47.7 萬 | 0.01% | −430−5.5% | 減碼 |
| Glenmede Trust Co NA | 7,476 | $48.1 萬 | 0.00% | +7,476 | 新進 |