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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 20,165 | $129.8 萬 | 0.06% | +340+1.7% | 加碼 |
| New York Life Investment Management LLC | 19,791 | $127.4 萬 | 0.01% | −2,697−12.0% | 減碼 |
| Campbell & CO Investment Adviser LLC | 19,780 | $127.3 萬 | 0.06% | +19,780 | 新進 |
| Voya Investment Management LLC | 19,676 | $126.6 萬 | 0.00% | −6,752−25.5% | 減碼 |
| Clarion Wealth Managment Partners, LLC | 19,512 | $125.6 萬 | 1.16% | −1,701−8.0% | 減碼 |
| Avanza Fonder AB | 19,199 | $123.6 萬 | 0.03% | 00.0% | 不變 |
| Hancock Whitney Corp | 19,145 | $123.2 萬 | 0.02% | +41+0.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 18,647 | $120.0 萬 | 0.01% | −5,516−22.8% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,608 | $119.8 萬 | 0.00% | +737+4.1% | 加碼 |
| Intech Investment Management LLC | 18,500 | $119.1 萬 | 0.01% | +3,945+27.1% | 加碼 |
| Quadrant Capital Group LLC | 18,384 | $118.3 萬 | 0.04% | +10,254+126.1% | 加碼 |
| Sienna Gestion | 18,182 | $118.1 萬 | 0.07% | +18,182 | 新進 |
| J.W. Cole Advisors, Inc. | 19,393 | $117.4 萬 | 0.03% | +467+2.5% | 加碼 |
| Susquehanna International Group, LLP | 18,022 | $116.0 萬 | 0.00% | +4,071+29.2% | 加碼 |
| HORAN Wealth, LLC | 17,811 | $114.6 萬 | 0.18% | +587+3.4% | 加碼 |
| Colonial Trust Advisors | 17,666 | $113.7 萬 | 0.09% | +1,645+10.3% | 加碼 |
| Harbor Investment Advisory, LLC | 17,154 | $110.4 萬 | 0.08% | +70.0% | 加碼 |
| Arete Wealth Advisors, LLC | 17,074 | $109.9 萬 | 0.08% | −334−1.9% | 減碼 |
| Jones Financial Companies LLLP | 16,925 | $108.9 萬 | 0.00% | +2,827+20.1% | 加碼 |
| Associated Banc-Corp | 16,725 | $107.6 萬 | 0.03% | −2,641−13.6% | 減碼 |
| Allstate Corp | 16,522 | $106.3 萬 | 0.01% | +8,723+111.8% | 加碼 |
| Siemens Fonds Invest GmbH | 16,232 | $106.0 萬 | 0.06% | +13,156+427.7% | 加碼 |
| Naviter Wealth, LLC | 16,215 | $105.9 萬 | 0.14% | −1,448−8.2% | 減碼 |
| Oppenheimer & Co Inc | 16,391 | $105.5 萬 | 0.01% | −212−1.3% | 減碼 |
| Carnegie Lake Advisors LLC | 16,386 | $105.5 萬 | 0.40% | −140−0.8% | 減碼 |
| RMB Capital Management, LLC | 16,055 | $104.7 萬 | 0.02% | +796+5.2% | 加碼 |
| FineMark National Bank & Trust | 16,196 | $104.2 萬 | 0.03% | 00.0% | 不變 |
| Independent Financial Group, LLC | 16,161 | $104.0 萬 | 0.02% | +1,903+13.3% | 加碼 |
| Blair William & Co | 16,108 | $103.7 萬 | 0.00% | −93−0.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 16,012 | $103.1 萬 | 0.01% | +831+5.5% | 加碼 |
| Securian Asset Management, Inc | 15,970 | $102.8 萬 | 0.04% | −431−2.6% | 減碼 |
| Summit Trail Advisors, LLC | 15,604 | $101.9 萬 | 0.02% | +5,079+48.3% | 加碼 |
| Samalin Investment Counsel, LLC | 15,662 | $100.8 萬 | 0.36% | −34−0.2% | 減碼 |
| NewEdge Wealth, LLC | 15,612 | $100.5 萬 | 0.01% | +1,642+11.8% | 加碼 |
| Bank of Nova Scotia | 15,514 | $99.8 萬 | 0.00% | +3,782+32.2% | 加碼 |
| Wealthstar Advisors, LLC | 15,393 | $99.1 萬 | 0.54% | +36+0.2% | 加碼 |
| SRS Capital Advisors, Inc. | 15,042 | $96.8 萬 | 0.03% | −3,454−18.7% | 減碼 |
| Entropy Technologies, LP | 14,952 | $96.2 萬 | 0.05% | −2,317−13.4% | 減碼 |
| Investment Management Corp of Ontario | 14,818 | $95.4 萬 | 0.01% | +4,576+44.7% | 加碼 |
| Vanderbilt University | 14,806 | $95.3 萬 | 0.16% | −270−1.8% | 減碼 |
| Farther Finance Advisors, LLC | 14,516 | $93.4 萬 | 0.01% | +8,295+133.3% | 加碼 |
| Friedenthal Financial | 14,504 | $93.3 萬 | 0.48% | +14,504 | 新進 |
| Swiss Life Asset Management Ltd | 14,268 | $91.8 萬 | 0.00% | −16,322−53.4% | 減碼 |
| DoubleLine ETF Adviser LP | 14,154 | $91.1 萬 | 0.27% | +496+3.6% | 加碼 |
| Applied Capital LLC | 14,149 | $91.1 萬 | 0.62% | +3,350+31.0% | 加碼 |
| LRI Investments, LLC | 14,132 | $91.0 萬 | 0.07% | −177−1.2% | 減碼 |
| Concurrent Investment Advisors, LLC | 13,967 | $89.9 萬 | 0.01% | −805−5.4% | 減碼 |
| Roof Eidam & Maycock | 13,883 | $89.4 萬 | 0.20% | +5,138+58.8% | 加碼 |
| Cullen Capital Management LLC | 13,847 | $89.1 萬 | 0.01% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 13,843 | $89.1 萬 | 0.00% | 00.0% | 不變 |
| AIA Group Ltd | 13,834 | $89.0 萬 | 0.01% | +9,342+208.0% | 加碼 |
| Texas Yale Capital Corp. | 13,806 | $88.9 萬 | 0.03% | −220−1.6% | 減碼 |
| Atria Investments LLC | 13,779 | $88.7 萬 | 0.01% | −30−0.2% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 13,670 | $88.0 萬 | 0.02% | −367−2.6% | 減碼 |
| Kentucky Retirement Systems | 13,608 | $87.6 萬 | 0.02% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 13,565 | $87.3 萬 | 0.02% | +4,743+53.8% | 加碼 |
| Warren Averett Asset Management, LLC | 13,462 | $86.6 萬 | 0.01% | +2,241+20.0% | 加碼 |
| PFG Investments, LLC | 13,436 | $86.5 萬 | 0.04% | −908−6.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 13,235 | $85.2 萬 | 0.01% | −271−2.0% | 減碼 |
| Vista Investment Management | 13,201 | $85.0 萬 | 0.28% | −500−3.6% | 減碼 |
| Abn Amro Investment Solutions | 13,188 | $84.9 萬 | 0.01% | +7,574+134.9% | 加碼 |
| Howe & Rusling Inc | 13,153 | $84.7 萬 | 0.06% | −149−1.1% | 減碼 |
| EP Wealth Advisors, LLC | 13,149 | $84.6 萬 | 0.00% | +13,149 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 13,108 | $84.4 萬 | 0.00% | +4,398+50.5% | 加碼 |
| Pasadena Private Wealth, LLC | 12,885 | $82.9 萬 | 0.11% | +12,885 | 新進 |
| Sterling Capital Management LLC | 12,850 | $82.7 萬 | 0.01% | −551−4.1% | 減碼 |
| Everstar Asset Management, LLC | 12,735 | $82.0 萬 | 0.44% | +437+3.6% | 加碼 |
| Perigon Wealth Management, LLC | 12,723 | $81.9 萬 | 0.01% | −299−2.3% | 減碼 |
| RB Capital Management, LLC | 12,513 | $80.5 萬 | 0.16% | −559−4.3% | 減碼 |
| Graham Capital Management, L.P. | 12,490 | $80.4 萬 | 0.03% | +12,490 | 新進 |
| Pensionmark Financial Group, LLC | 12,469 | $80.2 萬 | 0.01% | +4,314+52.9% | 加碼 |
| Vident Advisory, LLC | 12,419 | $79.9 萬 | 0.01% | −712−5.4% | 減碼 |
| Signal Advisors Wealth, LLC | 12,379 | $79.7 萬 | 0.06% | +2,935+31.1% | 加碼 |
| Merit Financial Group, LLC | 12,335 | $79.4 萬 | 0.01% | +36+0.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 12,291 | $79.1 萬 | 0.02% | −4,875−28.4% | 減碼 |
| Sofos Investments, Inc. | 12,271 | $79.0 萬 | 0.15% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 12,134 | $78.1 萬 | 0.01% | −601−4.7% | 減碼 |
| Wealthspire Advisors, LLC | 12,058 | $77.6 萬 | 0.01% | +333+2.8% | 加碼 |
| Advisory Services Network, LLC | 11,943 | $76.9 萬 | 0.01% | +544+4.8% | 加碼 |
| Independent Advisor Alliance | 11,926 | $76.8 萬 | 0.02% | −2,176−15.4% | 減碼 |
| Founders Financial Alliance, LLC | 11,819 | $76.1 萬 | 0.14% | −722−5.8% | 減碼 |
| Cooper Financial Group | 11,709 | $75.4 萬 | 0.08% | −79−0.7% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 11,692 | $75.2 萬 | 0.10% | +708+6.4% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 11,669 | $75.1 萬 | 0.01% | +11,669 | 新進 |
| Stephens Inc | 11,454 | $73.7 萬 | 0.01% | −1,061−8.5% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 11,367 | $73.2 萬 | 0.16% | +273+2.5% | 加碼 |
| Client 1st Advisory Group, LLC | 11,208 | $72.1 萬 | 0.23% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 11,131 | $71.6 萬 | 0.35% | −152−1.3% | 減碼 |
| BLB&B Advisors, LLC | 11,048 | $71.1 萬 | 0.03% | +10.0% | 加碼 |
| AE Wealth Management LLC | 11,044 | $71.1 萬 | 0.00% | +495+4.7% | 加碼 |
| DRW Securities, LLC | 10,835 | $69.7 萬 | 0.05% | +3,306+43.9% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 10,596 | $68.2 萬 | 0.01% | −378−3.4% | 減碼 |
| Toroso Investments, LLC | 10,561 | $68.0 萬 | 0.00% | +793+8.1% | 加碼 |
| Atomi Financial Group, Inc. | 10,527 | $67.8 萬 | 0.02% | +292+2.9% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,756 | $67.5 萬 | 0.01% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 10,390 | $66.9 萬 | 0.02% | 00.0% | 不變 |
| Invst, LLC | 10,379 | $66.8 萬 | 0.07% | −704−6.4% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,300 | $66.3 萬 | 0.14% | 00.0% | 不變 |
| Dudley Capital Management, LLC | 10,175 | $65.5 萬 | 0.29% | 00.0% | 不變 |
| Buckingham Strategic Partners | 10,157 | $65.4 萬 | 0.01% | −14,055−58.0% | 減碼 |