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 |
|---|---|---|---|---|---|
| Gen-Wealth Partners Inc | 7,572 | $48.7 萬 | 0.16% | +146+2.0% | 加碼 |
| Apella Capital, LLC | 7,603 | $48.9 萬 | 0.01% | +271+3.7% | 加碼 |
| North Dakota State Investment Board | 7,616 | $49.0 萬 | 0.02% | +7,616 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 7,624 | $49.1 萬 | 0.02% | +140+1.9% | 加碼 |
| Round Rock Advisors, LLC | 7,634 | $49.1 萬 | 0.07% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 7,780 | $50.1 萬 | 0.02% | +10.0% | 加碼 |
| Fifth Third Wealth Advisors LLC | 7,826 | $50.4 萬 | 0.02% | −1,541−16.5% | 減碼 |
| Omers Administration Corp | 7,836 | $50.4 萬 | 0.00% | 00.0% | 不變 |
| Hudson Portfolio Management LLC | 7,867 | $50.6 萬 | 0.44% | −300−3.7% | 減碼 |
| RSM US Wealth Management LLC | 7,952 | $51.9 萬 | 0.01% | −285−3.5% | 減碼 |
| Colonial Trust Co | 8,072 | $52.0 萬 | 0.07% | +1,643+25.6% | 加碼 |
| NBC Securities, Inc. | 8,103 | $52.2 萬 | 0.04% | −107−1.3% | 減碼 |
| Archer Investment Corp | 8,168 | $52.6 萬 | 0.12% | 00.0% | 不變 |
| Ballentine Partners, LLC | 8,201 | $52.8 萬 | 0.01% | +628+8.3% | 加碼 |
| Commerzbank Aktiengesellschaft | 8,280 | $53.3 萬 | 0.01% | 00.0% | 不變 |
| Intrua Financial, LLC | 8,286 | $53.3 萬 | 0.06% | −899−9.8% | 減碼 |
| 1832 Asset Management L.P. | 8,452 | $54.4 萬 | 0.00% | −13,399−61.3% | 減碼 |
| Commerce Bank | 8,522 | $54.8 萬 | 0.00% | +425+5.2% | 加碼 |
| Family Wealth Partners, LLC | 8,539 | $55.0 萬 | 0.20% | −208−2.4% | 減碼 |
| Ossiam | 8,593 | $55.3 萬 | 0.01% | −6,918−44.6% | 減碼 |
| WealthPlan Investment Management, LLC | 8,600 | $55.4 萬 | 0.04% | −2,229−20.6% | 減碼 |
| We Are One Seven, LLC | 8,615 | $55.4 萬 | 0.01% | −107−1.2% | 減碼 |
| Liberty One Investment Management, LLC | 8,647 | $55.7 萬 | 0.07% | −3,682−29.9% | 減碼 |
| Canada Post Corp Registered Pension Plan | 8,653 | $55.7 萬 | 0.02% | +8,653 | 新進 |
| Wellington Shields & Co., LLC | 8,660 | $55.7 萬 | 0.14% | −230−2.6% | 減碼 |
| Bradley Foster & Sargent Inc | 8,682 | $55.9 萬 | 0.01% | +472+5.7% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 8,725 | $56.2 萬 | 0.02% | +509+6.2% | 加碼 |
| Boothbay Fund Management, LLC | 8,754 | $56.3 萬 | 0.01% | +8,754 | 新進 |
| ProShare Advisors LLC | 8,787 | $56.6 萬 | 0.00% | −528−5.7% | 減碼 |
| Capital Investment Advisory Services, LLC | 8,829 | $56.8 萬 | 0.04% | +193+2.2% | 加碼 |
| Cambria Investment Management, L.P. | 8,875 | $57.1 萬 | 0.03% | +8,875 | 新進 |
| Brookwood Investment Group LLC | 8,936 | $57.5 萬 | 0.07% | +149+1.7% | 加碼 |
| GWM Advisors LLC | 9,072 | $58.4 萬 | 0.00% | +1,298+16.7% | 加碼 |
| National Pension Service | 9,096 | $58.5 萬 | 0.00% | +3,013+49.5% | 加碼 |
| Prosperity Consulting Group, LLC | 9,184 | $59.1 萬 | 0.03% | +29+0.3% | 加碼 |
| Spirit of America Management Corp | 9,200 | $59.2 萬 | 0.13% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 9,201 | $59.2 萬 | 0.04% | −186−2.0% | 減碼 |
| Laraway Financial Inc | 9,251 | $59.5 萬 | 0.39% | +3,195+52.8% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 9,318 | $60.0 萬 | 0.00% | −293−3.0% | 減碼 |
| Gallacher Capital Management LLC | 9,329 | $60.0 萬 | 0.23% | −1,553−14.3% | 減碼 |
| Old Port Advisors | 9,336 | $60.1 萬 | 0.15% | −141−1.5% | 減碼 |
| Rakuten Investment Management, Inc. | 9,277 | $60.1 萬 | 0.00% | −203,168−95.6% | 減碼 |
| C2C Wealth Management, LLC | 9,570 | $61.6 萬 | 0.52% | −150−1.5% | 減碼 |
| E. Ohman J:or Asset Management AB | 9,600 | $61.8 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 9,837 | $63.3 萬 | 0.00% | −2,383−19.5% | 減碼 |
| Liberty Square Wealth Partners LLC | 9,901 | $63.7 萬 | 0.18% | −301−3.0% | 減碼 |
| Accel Wealth Management | 9,921 | $63.9 萬 | 0.17% | −322−3.1% | 減碼 |
| Demars Financial Group, LLC | 9,935 | $63.9 萬 | 0.21% | −16−0.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 9,957 | $64.1 萬 | 0.00% | +92+0.9% | 加碼 |
| Global Retirement Partners, LLC | 9,981 | $64.2 萬 | 0.01% | −93−0.9% | 減碼 |
| Ticino Wealth | 10,000 | $64.4 萬 | 0.24% | +10,000 | 新進 |
| IHT Wealth Management, LLC | 10,004 | $64.4 萬 | 0.02% | +124+1.3% | 加碼 |
| Pinnacle Financial Partners, Inc. | 10,026 | $64.5 萬 | 0.00% | +10,026 | 新進 |
| Maryland State Retirement & Pension System | 10,127 | $65.2 萬 | 0.01% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 9,968 | $65.3 萬 | 0.02% | +9,968 | 新進 |
| MAI Capital Management | 10,144 | $65.3 萬 | 0.00% | −749−6.9% | 減碼 |
| Norinchukin Bank, The | 10,152 | $65.3 萬 | 0.01% | −300−2.9% | 減碼 |
| Buckingham Strategic Partners | 10,157 | $65.4 萬 | 0.01% | −14,055−58.0% | 減碼 |
| Dudley Capital Management, LLC | 10,175 | $65.5 萬 | 0.29% | 00.0% | 不變 |
| First National Bank of Mount Dora, Trust Investment Services | 10,300 | $66.3 萬 | 0.14% | 00.0% | 不變 |
| Invst, LLC | 10,379 | $66.8 萬 | 0.07% | −704−6.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 10,390 | $66.9 萬 | 0.02% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,756 | $67.5 萬 | 0.01% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 10,527 | $67.8 萬 | 0.02% | +292+2.9% | 加碼 |
| Toroso Investments, LLC | 10,561 | $68.0 萬 | 0.00% | +793+8.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 10,596 | $68.2 萬 | 0.01% | −378−3.4% | 減碼 |
| DRW Securities, LLC | 10,835 | $69.7 萬 | 0.05% | +3,306+43.9% | 加碼 |
| AE Wealth Management LLC | 11,044 | $71.1 萬 | 0.00% | +495+4.7% | 加碼 |
| BLB&B Advisors, LLC | 11,048 | $71.1 萬 | 0.03% | +10.0% | 加碼 |
| Cornercap Investment Counsel Inc | 11,131 | $71.6 萬 | 0.35% | −152−1.3% | 減碼 |
| Client 1st Advisory Group, LLC | 11,208 | $72.1 萬 | 0.23% | 00.0% | 不變 |
| Legacy Capital Wealth Partners, LLC | 11,367 | $73.2 萬 | 0.16% | +273+2.5% | 加碼 |
| Stephens Inc | 11,454 | $73.7 萬 | 0.01% | −1,061−8.5% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 11,669 | $75.1 萬 | 0.01% | +11,669 | 新進 |
| McGlone Suttner Wealth Management, Inc. | 11,692 | $75.2 萬 | 0.10% | +708+6.4% | 加碼 |
| Cooper Financial Group | 11,709 | $75.4 萬 | 0.08% | −79−0.7% | 減碼 |
| Founders Financial Alliance, LLC | 11,819 | $76.1 萬 | 0.14% | −722−5.8% | 減碼 |
| Independent Advisor Alliance | 11,926 | $76.8 萬 | 0.02% | −2,176−15.4% | 減碼 |
| Advisory Services Network, LLC | 11,943 | $76.9 萬 | 0.01% | +544+4.8% | 加碼 |
| Wealthspire Advisors, LLC | 12,058 | $77.6 萬 | 0.01% | +333+2.8% | 加碼 |
| Picton Mahoney Asset Management | 12,134 | $78.1 萬 | 0.01% | −601−4.7% | 減碼 |
| Sofos Investments, Inc. | 12,271 | $79.0 萬 | 0.15% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 12,291 | $79.1 萬 | 0.02% | −4,875−28.4% | 減碼 |
| Merit Financial Group, LLC | 12,335 | $79.4 萬 | 0.01% | +36+0.3% | 加碼 |
| Signal Advisors Wealth, LLC | 12,379 | $79.7 萬 | 0.06% | +2,935+31.1% | 加碼 |
| Vident Advisory, LLC | 12,419 | $79.9 萬 | 0.01% | −712−5.4% | 減碼 |
| Pensionmark Financial Group, LLC | 12,469 | $80.2 萬 | 0.01% | +4,314+52.9% | 加碼 |
| Graham Capital Management, L.P. | 12,490 | $80.4 萬 | 0.03% | +12,490 | 新進 |
| RB Capital Management, LLC | 12,513 | $80.5 萬 | 0.16% | −559−4.3% | 減碼 |
| Perigon Wealth Management, LLC | 12,723 | $81.9 萬 | 0.01% | −299−2.3% | 減碼 |
| Everstar Asset Management, LLC | 12,735 | $82.0 萬 | 0.44% | +437+3.6% | 加碼 |
| Sterling Capital Management LLC | 12,850 | $82.7 萬 | 0.01% | −551−4.1% | 減碼 |
| Pasadena Private Wealth, LLC | 12,885 | $82.9 萬 | 0.11% | +12,885 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 13,108 | $84.4 萬 | 0.00% | +4,398+50.5% | 加碼 |
| EP Wealth Advisors, LLC | 13,149 | $84.6 萬 | 0.00% | +13,149 | 新進 |
| Howe & Rusling Inc | 13,153 | $84.7 萬 | 0.06% | −149−1.1% | 減碼 |
| Abn Amro Investment Solutions | 13,188 | $84.9 萬 | 0.01% | +7,574+134.9% | 加碼 |
| Vista Investment Management | 13,201 | $85.0 萬 | 0.28% | −500−3.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 13,235 | $85.2 萬 | 0.01% | −271−2.0% | 減碼 |
| PFG Investments, LLC | 13,436 | $86.5 萬 | 0.04% | −908−6.3% | 減碼 |