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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 10,152 | $65.3 萬 | 0.01% | −300−2.9% | 減碼 |
| MAI Capital Management | 10,144 | $65.3 萬 | 0.00% | −749−6.9% | 減碼 |
| Venture Visionary Partners LLC | 9,968 | $65.3 萬 | 0.02% | +9,968 | 新進 |
| Maryland State Retirement & Pension System | 10,127 | $65.2 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Financial Partners, Inc. | 10,026 | $64.5 萬 | 0.00% | +10,026 | 新進 |
| IHT Wealth Management, LLC | 10,004 | $64.4 萬 | 0.02% | +124+1.3% | 加碼 |
| Ticino Wealth | 10,000 | $64.4 萬 | 0.24% | +10,000 | 新進 |
| Global Retirement Partners, LLC | 9,981 | $64.2 萬 | 0.01% | −93−0.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 9,957 | $64.1 萬 | 0.00% | +92+0.9% | 加碼 |
| Demars Financial Group, LLC | 9,935 | $63.9 萬 | 0.21% | −16−0.2% | 減碼 |
| Accel Wealth Management | 9,921 | $63.9 萬 | 0.17% | −322−3.1% | 減碼 |
| Liberty Square Wealth Partners LLC | 9,901 | $63.7 萬 | 0.18% | −301−3.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 9,837 | $63.3 萬 | 0.00% | −2,383−19.5% | 減碼 |
| E. Ohman J:or Asset Management AB | 9,600 | $61.8 萬 | 0.01% | 00.0% | 不變 |
| C2C Wealth Management, LLC | 9,570 | $61.6 萬 | 0.52% | −150−1.5% | 減碼 |
| Rakuten Investment Management, Inc. | 9,277 | $60.1 萬 | 0.00% | −203,168−95.6% | 減碼 |
| Old Port Advisors | 9,336 | $60.1 萬 | 0.15% | −141−1.5% | 減碼 |
| Gallacher Capital Management LLC | 9,329 | $60.0 萬 | 0.23% | −1,553−14.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 9,318 | $60.0 萬 | 0.00% | −293−3.0% | 減碼 |
| Laraway Financial Inc | 9,251 | $59.5 萬 | 0.39% | +3,195+52.8% | 加碼 |
| Hilltop Holdings Inc. | 9,201 | $59.2 萬 | 0.04% | −186−2.0% | 減碼 |
| Spirit of America Management Corp | 9,200 | $59.2 萬 | 0.13% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 9,184 | $59.1 萬 | 0.03% | +29+0.3% | 加碼 |
| National Pension Service | 9,096 | $58.5 萬 | 0.00% | +3,013+49.5% | 加碼 |
| GWM Advisors LLC | 9,072 | $58.4 萬 | 0.00% | +1,298+16.7% | 加碼 |
| Brookwood Investment Group LLC | 8,936 | $57.5 萬 | 0.07% | +149+1.7% | 加碼 |
| Cambria Investment Management, L.P. | 8,875 | $57.1 萬 | 0.03% | +8,875 | 新進 |
| Capital Investment Advisory Services, LLC | 8,829 | $56.8 萬 | 0.04% | +193+2.2% | 加碼 |
| ProShare Advisors LLC | 8,787 | $56.6 萬 | 0.00% | −528−5.7% | 減碼 |
| Boothbay Fund Management, LLC | 8,754 | $56.3 萬 | 0.01% | +8,754 | 新進 |
| Tokio Marine Asset Management Co Ltd | 8,725 | $56.2 萬 | 0.02% | +509+6.2% | 加碼 |
| Bradley Foster & Sargent Inc | 8,682 | $55.9 萬 | 0.01% | +472+5.7% | 加碼 |
| Wellington Shields & Co., LLC | 8,660 | $55.7 萬 | 0.14% | −230−2.6% | 減碼 |
| Canada Post Corp Registered Pension Plan | 8,653 | $55.7 萬 | 0.02% | +8,653 | 新進 |
| Liberty One Investment Management, LLC | 8,647 | $55.7 萬 | 0.07% | −3,682−29.9% | 減碼 |
| We Are One Seven, LLC | 8,615 | $55.4 萬 | 0.01% | −107−1.2% | 減碼 |
| WealthPlan Investment Management, LLC | 8,600 | $55.4 萬 | 0.04% | −2,229−20.6% | 減碼 |
| Ossiam | 8,593 | $55.3 萬 | 0.01% | −6,918−44.6% | 減碼 |
| Family Wealth Partners, LLC | 8,539 | $55.0 萬 | 0.20% | −208−2.4% | 減碼 |
| Commerce Bank | 8,522 | $54.8 萬 | 0.00% | +425+5.2% | 加碼 |
| 1832 Asset Management L.P. | 8,452 | $54.4 萬 | 0.00% | −13,399−61.3% | 減碼 |
| Intrua Financial, LLC | 8,286 | $53.3 萬 | 0.06% | −899−9.8% | 減碼 |
| Commerzbank Aktiengesellschaft | 8,280 | $53.3 萬 | 0.01% | 00.0% | 不變 |
| Ballentine Partners, LLC | 8,201 | $52.8 萬 | 0.01% | +628+8.3% | 加碼 |
| Archer Investment Corp | 8,168 | $52.6 萬 | 0.12% | 00.0% | 不變 |
| NBC Securities, Inc. | 8,103 | $52.2 萬 | 0.04% | −107−1.3% | 減碼 |
| Colonial Trust Co | 8,072 | $52.0 萬 | 0.07% | +1,643+25.6% | 加碼 |
| RSM US Wealth Management LLC | 7,952 | $51.9 萬 | 0.01% | −285−3.5% | 減碼 |
| Hudson Portfolio Management LLC | 7,867 | $50.6 萬 | 0.44% | −300−3.7% | 減碼 |
| Omers Administration Corp | 7,836 | $50.4 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 7,826 | $50.4 萬 | 0.02% | −1,541−16.5% | 減碼 |
| Focus Financial Network, Inc. | 7,780 | $50.1 萬 | 0.02% | +10.0% | 加碼 |
| Round Rock Advisors, LLC | 7,634 | $49.1 萬 | 0.07% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 7,624 | $49.1 萬 | 0.02% | +140+1.9% | 加碼 |
| North Dakota State Investment Board | 7,616 | $49.0 萬 | 0.02% | +7,616 | 新進 |
| Apella Capital, LLC | 7,603 | $48.9 萬 | 0.01% | +271+3.7% | 加碼 |
| Gen-Wealth Partners Inc | 7,572 | $48.7 萬 | 0.16% | +146+2.0% | 加碼 |
| Glenmede Trust Co NA | 7,476 | $48.1 萬 | 0.00% | +7,476 | 新進 |
| Shelton Capital Management | 7,410 | $47.7 萬 | 0.01% | −430−5.5% | 減碼 |
| FLC Capital Advisors | 7,362 | $47.4 萬 | 0.09% | 00.0% | 不變 |
| Armstrong, Fleming & Moore, Inc | 7,327 | $47.2 萬 | 0.22% | −80−1.1% | 減碼 |
| Diligent Investors, LLC | 7,250 | $46.7 萬 | 0.11% | −3,614−33.3% | 減碼 |
| Skopos Labs, Inc. | 7,197 | $46.6 萬 | 0.02% | +7,197 | 新進 |
| EFG International AG | 7,231 | $46.5 萬 | 0.01% | +7,231 | 新進 |
| Kerntke Otto McGlone Wealth Management Group | 7,204 | $46.4 萬 | 0.33% | +93+1.3% | 加碼 |
| Eldridge Investment Advisors, Inc. | 7,188 | $46.3 萬 | 0.10% | 00.0% | 不變 |
| Ignite Planners, LLC | 6,630 | $46.2 萬 | 0.07% | +20+0.3% | 加碼 |
| WealthPLAN Partners, LLC | 7,169 | $46.1 萬 | 0.07% | +194+2.8% | 加碼 |
| FJ Capital Management LLC | 7,091 | $45.6 萬 | 0.05% | −11,164−61.2% | 減碼 |
| Axis Wealth Partners, LLC | 7,030 | $45.2 萬 | 0.25% | −376−5.1% | 減碼 |
| Orion Capital Management LLC | 7,000 | $45.1 萬 | 0.15% | −3,680−34.5% | 減碼 |
| Teamwork Financial Advisors, LLC | 6,949 | $44.7 萬 | 0.05% | −403−5.5% | 減碼 |
| GeoWealth Management, LLC | 6,947 | $44.7 萬 | 0.02% | −396−5.4% | 減碼 |
| Silver Oak Securities, Inc | 6,661 | $43.5 萬 | 0.03% | −275−4.0% | 減碼 |
| MKT Advisors LLC | 6,665 | $42.7 萬 | 0.15% | −79−1.2% | 減碼 |
| CIBC Private Wealth Group, LLC | 6,474 | $41.7 萬 | 0.00% | +1,490+29.9% | 加碼 |
| Avion Wealth | 6,426 | $41.3 萬 | 0.09% | +8+0.1% | 加碼 |
| Kovack Advisors, Inc. | 6,379 | $41.1 萬 | 0.02% | +2,843+80.4% | 加碼 |
| Peddock Capital Advisors, LLC | 6,356 | $40.9 萬 | 0.09% | −350−5.2% | 減碼 |
| Austin Private Wealth, LLC | 6,287 | $40.5 萬 | 0.03% | −1,367−17.9% | 減碼 |
| Dynamic Advisor Solutions LLC | 6,281 | $40.4 萬 | 0.01% | −906−12.6% | 減碼 |
| Rockport Wealth LLC | 6,271 | $40.4 萬 | 0.08% | 00.0% | 不變 |
| RFG Advisory, LLC | 6,258 | $40.3 萬 | 0.01% | −186−2.9% | 減碼 |
| D.A. Davidson & Co. | 6,197 | $39.9 萬 | 0.00% | −494−7.4% | 減碼 |
| Virtus ETF Advisers LLC | 6,103 | $39.3 萬 | 0.19% | +103+1.7% | 加碼 |
| Machina Capital S.A.S. | 6,102 | $39.3 萬 | 0.07% | −3,574−36.9% | 減碼 |
| Ameritas Advisory Services, LLC | 6,068 | $39.1 萬 | 0.01% | +1,703+39.0% | 加碼 |
| Gilbert & Cook, Inc. | 6,060 | $39.0 萬 | 0.05% | +81+1.4% | 加碼 |
| Equitable Holdings, Inc. | 6,058 | $39.0 萬 | 0.00% | −25−0.4% | 減碼 |
| Occidental Asset Management, LLC | 6,002 | $38.6 萬 | 0.05% | +6,002 | 新進 |
| Krane Funds Advisors LLC | 5,974 | $38.4 萬 | 0.01% | +5,974 | 新進 |
| Vise Technologies, Inc. | 5,961 | $38.4 萬 | 0.01% | +5,961 | 新進 |
| Axq Capital, LP | 5,945 | $38.3 萬 | 0.09% | +5,945 | 新進 |
| Evergreen Capital Management LLC | 5,901 | $38.2 萬 | 0.01% | −2,765−31.9% | 減碼 |
| Valeo Financial Advisors, LLC | 5,939 | $38.2 萬 | 0.01% | +281+5.0% | 加碼 |
| Jacobi Capital Management LLC | 5,886 | $37.9 萬 | 0.02% | +145+2.5% | 加碼 |
| Sigma Planning Corp | 5,806 | $37.4 萬 | 0.01% | +13+0.2% | 加碼 |
| Retirement Planning Co of New England, Inc. | 5,809 | $37.4 萬 | 0.15% | −584−9.1% | 減碼 |
| Integrated Wealth Concepts LLC | 5,764 | $37.1 萬 | 0.00% | −10,447−64.4% | 減碼 |
| Ethos Financial Group, LLC | 5,751 | $37.0 萬 | 0.03% | −387−6.3% | 減碼 |