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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 13,462 | $86.6 萬 | 0.01% | +2,241+20.0% | 加碼 |
| Modern Wealth Management, LLC | 13,565 | $87.3 萬 | 0.02% | +4,743+53.8% | 加碼 |
| Kentucky Retirement Systems | 13,608 | $87.6 萬 | 0.02% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 13,670 | $88.0 萬 | 0.02% | −367−2.6% | 減碼 |
| Atria Investments LLC | 13,779 | $88.7 萬 | 0.01% | −30−0.2% | 減碼 |
| Texas Yale Capital Corp. | 13,806 | $88.9 萬 | 0.03% | −220−1.6% | 減碼 |
| AIA Group Ltd | 13,834 | $89.0 萬 | 0.01% | +9,342+208.0% | 加碼 |
| Bahl & Gaynor Inc | 13,843 | $89.1 萬 | 0.00% | 00.0% | 不變 |
| Cullen Capital Management LLC | 13,847 | $89.1 萬 | 0.01% | 00.0% | 不變 |
| Roof Eidam & Maycock | 13,883 | $89.4 萬 | 0.20% | +5,138+58.8% | 加碼 |
| Concurrent Investment Advisors, LLC | 13,967 | $89.9 萬 | 0.01% | −805−5.4% | 減碼 |
| LRI Investments, LLC | 14,132 | $91.0 萬 | 0.07% | −177−1.2% | 減碼 |
| Applied Capital LLC | 14,149 | $91.1 萬 | 0.62% | +3,350+31.0% | 加碼 |
| DoubleLine ETF Adviser LP | 14,154 | $91.1 萬 | 0.27% | +496+3.6% | 加碼 |
| Swiss Life Asset Management Ltd | 14,268 | $91.8 萬 | 0.00% | −16,322−53.4% | 減碼 |
| Friedenthal Financial | 14,504 | $93.3 萬 | 0.48% | +14,504 | 新進 |
| Farther Finance Advisors, LLC | 14,516 | $93.4 萬 | 0.01% | +8,295+133.3% | 加碼 |
| Vanderbilt University | 14,806 | $95.3 萬 | 0.16% | −270−1.8% | 減碼 |
| Investment Management Corp of Ontario | 14,818 | $95.4 萬 | 0.01% | +4,576+44.7% | 加碼 |
| Entropy Technologies, LP | 14,952 | $96.2 萬 | 0.05% | −2,317−13.4% | 減碼 |
| SRS Capital Advisors, Inc. | 15,042 | $96.8 萬 | 0.03% | −3,454−18.7% | 減碼 |
| Wealthstar Advisors, LLC | 15,393 | $99.1 萬 | 0.54% | +36+0.2% | 加碼 |
| Bank of Nova Scotia | 15,514 | $99.8 萬 | 0.00% | +3,782+32.2% | 加碼 |
| NewEdge Wealth, LLC | 15,612 | $100.5 萬 | 0.01% | +1,642+11.8% | 加碼 |
| Samalin Investment Counsel, LLC | 15,662 | $100.8 萬 | 0.36% | −34−0.2% | 減碼 |
| Summit Trail Advisors, LLC | 15,604 | $101.9 萬 | 0.02% | +5,079+48.3% | 加碼 |
| Securian Asset Management, Inc | 15,970 | $102.8 萬 | 0.04% | −431−2.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 16,012 | $103.1 萬 | 0.01% | +831+5.5% | 加碼 |
| Blair William & Co | 16,108 | $103.7 萬 | 0.00% | −93−0.6% | 減碼 |
| Independent Financial Group, LLC | 16,161 | $104.0 萬 | 0.02% | +1,903+13.3% | 加碼 |
| FineMark National Bank & Trust | 16,196 | $104.2 萬 | 0.03% | 00.0% | 不變 |
| RMB Capital Management, LLC | 16,055 | $104.7 萬 | 0.02% | +796+5.2% | 加碼 |
| Carnegie Lake Advisors LLC | 16,386 | $105.5 萬 | 0.40% | −140−0.8% | 減碼 |
| Oppenheimer & Co Inc | 16,391 | $105.5 萬 | 0.01% | −212−1.3% | 減碼 |
| Naviter Wealth, LLC | 16,215 | $105.9 萬 | 0.14% | −1,448−8.2% | 減碼 |
| Siemens Fonds Invest GmbH | 16,232 | $106.0 萬 | 0.06% | +13,156+427.7% | 加碼 |
| Allstate Corp | 16,522 | $106.3 萬 | 0.01% | +8,723+111.8% | 加碼 |
| Associated Banc-Corp | 16,725 | $107.6 萬 | 0.03% | −2,641−13.6% | 減碼 |
| Jones Financial Companies LLLP | 16,925 | $108.9 萬 | 0.00% | +2,827+20.1% | 加碼 |
| Arete Wealth Advisors, LLC | 17,074 | $109.9 萬 | 0.08% | −334−1.9% | 減碼 |
| Harbor Investment Advisory, LLC | 17,154 | $110.4 萬 | 0.08% | +70.0% | 加碼 |
| Colonial Trust Advisors | 17,666 | $113.7 萬 | 0.09% | +1,645+10.3% | 加碼 |
| HORAN Wealth, LLC | 17,811 | $114.6 萬 | 0.18% | +587+3.4% | 加碼 |
| Susquehanna International Group, LLP | 18,022 | $116.0 萬 | 0.00% | +4,071+29.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 19,393 | $117.4 萬 | 0.03% | +467+2.5% | 加碼 |
| Sienna Gestion | 18,182 | $118.1 萬 | 0.07% | +18,182 | 新進 |
| Quadrant Capital Group LLC | 18,384 | $118.3 萬 | 0.04% | +10,254+126.1% | 加碼 |
| Intech Investment Management LLC | 18,500 | $119.1 萬 | 0.01% | +3,945+27.1% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,608 | $119.8 萬 | 0.00% | +737+4.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 18,647 | $120.0 萬 | 0.01% | −5,516−22.8% | 減碼 |
| Hancock Whitney Corp | 19,145 | $123.2 萬 | 0.02% | +41+0.2% | 加碼 |
| Avanza Fonder AB | 19,199 | $123.6 萬 | 0.03% | 00.0% | 不變 |
| Clarion Wealth Managment Partners, LLC | 19,512 | $125.6 萬 | 1.16% | −1,701−8.0% | 減碼 |
| Voya Investment Management LLC | 19,676 | $126.6 萬 | 0.00% | −6,752−25.5% | 減碼 |
| Campbell & CO Investment Adviser LLC | 19,780 | $127.3 萬 | 0.06% | +19,780 | 新進 |
| New York Life Investment Management LLC | 19,791 | $127.4 萬 | 0.01% | −2,697−12.0% | 減碼 |
| Moors & Cabot, Inc. | 20,165 | $129.8 萬 | 0.06% | +340+1.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 20,336 | $130.9 萬 | 0.00% | 00.0% | 不變 |
| Mackenzie Financial Corp | 20,270 | $132.1 萬 | 0.00% | +12,236+152.3% | 加碼 |
| Janus Henderson Group PLC | 20,691 | $133.2 萬 | 0.00% | +5,300+34.4% | 加碼 |
| Summit Financial, LLC | 20,441 | $133.4 萬 | 0.02% | −838−3.9% | 減碼 |
| HB Wealth Management, LLC | 20,819 | $134.0 萬 | 0.01% | −127−0.6% | 減碼 |
| Penserra Capital Management LLC | 21,285 | $136.9 萬 | 0.02% | −1,515−6.6% | 減碼 |
| Kestra Private Wealth Services, LLC | 21,328 | $137.3 萬 | 0.02% | −941−4.2% | 減碼 |
| Jeppson Wealth Management, LLC | 21,656 | $139.4 萬 | 0.44% | −15−0.1% | 減碼 |
| Horizon Kinetics Asset Management LLC | 22,000 | $141.6 萬 | 0.02% | −1,250−5.4% | 減碼 |
| Belpointe Asset Management LLC | 22,054 | $141.9 萬 | 0.05% | −1,756−7.4% | 減碼 |
| Cornerstone Wealth Management, LLC | 22,140 | $142.5 萬 | 0.07% | −574−2.5% | 減碼 |
| Frank, Rimerman Advisors LLC | 22,376 | $144.0 萬 | 0.09% | −80.0% | 減碼 |
| Erste Asset Management GmbH | 22,400 | $145.1 萬 | 0.01% | +2,200+10.9% | 加碼 |
| Ethic Inc. | 22,653 | $145.8 萬 | 0.02% | +1,545+7.3% | 加碼 |
| Nordea Investment Management AB | 22,747 | $145.9 萬 | 0.00% | +2,635+13.1% | 加碼 |
| Tredje AP-fonden | 22,678 | $146.0 萬 | 0.01% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 20,774 | $146.0 萬 | 0.05% | −4,035−16.3% | 減碼 |
| NorthRock Partners, LLC | 22,897 | $147.3 萬 | 0.02% | +2,868+14.3% | 加碼 |
| Guggenheim Capital LLC | 22,952 | $147.7 萬 | 0.01% | −308−1.3% | 減碼 |
| Pathstone Holdings, LLC | 22,949 | $147.8 萬 | 0.01% | −1,628−6.6% | 減碼 |
| Inspirion Wealth Advisors, LLC | 23,341 | $150.2 萬 | 0.18% | −10,838−31.7% | 減碼 |
| Hilltop Partners LLC | 23,709 | $152.6 萬 | 0.39% | −317−1.3% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 23,986 | $154.4 萬 | 0.09% | −16,054−40.1% | 減碼 |
| Laurel Oak Wealth Management, LLC | 24,026 | $154.6 萬 | 0.26% | +24,026 | 新進 |
| Nisa Investment Advisors, LLC | 23,682 | $155.4 萬 | 0.01% | −9,167−27.9% | 減碼 |
| Federated Hermes, Inc. | 24,436 | $157.3 萬 | 0.00% | −262−1.1% | 減碼 |
| XTX Topco Ltd | 25,086 | $161.5 萬 | 0.04% | +25,086 | 新進 |
| Fiduciary Alliance LLC | 25,330 | $163.0 萬 | 0.11% | −125−0.5% | 減碼 |
| Assetmark, Inc | 25,498 | $164.1 萬 | 0.00% | +12,671+98.8% | 加碼 |
| Cozad Asset Management Inc | 25,525 | $164.3 萬 | 0.13% | −112−0.4% | 減碼 |
| New Insight Wealth Advisors | 25,590 | $164.7 萬 | 0.59% | −4,172−14.0% | 減碼 |
| OP Asset Management Ltd | 25,737 | $165.6 萬 | 0.02% | 00.0% | 不變 |
| Excalibur Management Corp | 25,873 | $166.5 萬 | 0.60% | −668−2.5% | 減碼 |
| Cerity Partners LLC | 26,155 | $168.3 萬 | 0.00% | −8,208−23.9% | 減碼 |
| CWM Advisors, LLC | 26,298 | $169.3 萬 | 0.15% | +1,578+6.4% | 加碼 |
| Flputnam Investment Management Co | 26,534 | $170.8 萬 | 0.02% | +256+1.0% | 加碼 |
| TD Asset Management Inc | 26,862 | $172.9 萬 | 0.00% | +2,077+8.4% | 加碼 |
| Gradient Capital Advisors, LLC | 27,997 | $180.2 萬 | 0.46% | −203−0.7% | 減碼 |
| BridgePort Financial Solutions, LLC | 28,272 | $182.0 萬 | 0.49% | −82−0.3% | 減碼 |
| Quest Partners LLC | 28,339 | $182.4 萬 | 0.10% | +10,982+63.3% | 加碼 |
| Sanctuary Advisors, LLC | 28,431 | $183.0 萬 | 0.01% | −1,766−5.8% | 減碼 |
| Mutual Advisors, LLC | 29,218 | $188.0 萬 | 0.04% | +1,318+4.7% | 加碼 |
| Griffin Asset Management, Inc. | 29,273 | $188.4 萬 | 0.20% | +1,164+4.1% | 加碼 |