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 |
|---|---|---|---|---|---|
| Stronghold Wealth Management L.L.C. | 5,739 | $36.9 萬 | 0.55% | +5,739 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 5,704 | $36.7 萬 | 0.02% | 00.0% | 不變 |
| Allen Capital Group, LLC | 5,693 | $36.6 萬 | 0.03% | −7−0.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 5,645 | $36.3 萬 | 0.00% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 5,635 | $36.3 萬 | 0.02% | −855−13.2% | 減碼 |
| Centaurus Financial, Inc. | 5,612 | $36.1 萬 | 0.02% | −162−2.8% | 減碼 |
| Gutierrez Wealth Advisory, LLC | 5,606 | $36.1 萬 | 0.23% | +30+0.5% | 加碼 |
| True North Advisors, LLC | 5,528 | $35.6 萬 | 0.05% | −132−2.3% | 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 |
| Quadcap Wealth Management, LLC | 5,469 | $35.2 萬 | 0.04% | −77−1.4% | 減碼 |
| DF Dent & Co Inc | 5,464 | $35.2 萬 | 0.01% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 5,446 | $35.0 萬 | 0.00% | −129−2.3% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 5,419 | $34.9 萬 | 0.17% | +29+0.5% | 加碼 |
| Savant Capital, LLC | 5,393 | $34.7 萬 | 0.00% | −22−0.4% | 減碼 |
| International Assets Investment Management, LLC | 5,391 | $34.7 萬 | 0.02% | −1,275−19.1% | 減碼 |
| Herold Advisors, Inc. | 5,373 | $34.6 萬 | 0.08% | +16+0.3% | 加碼 |
| United Capital Financial Advisers, LLC | 5,342 | $34.4 萬 | 0.00% | +1,391+35.2% | 加碼 |
| Perennial Investment Advisors, LLC | 5,326 | $34.3 萬 | 0.03% | +37+0.7% | 加碼 |
| NWF Advisory Services Inc. | 5,271 | $33.9 萬 | 0.04% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 5,262 | $33.9 萬 | 0.00% | −1,782−25.3% | 減碼 |
| Woodward Diversified Capital, LLC | 5,243 | $33.7 萬 | 0.15% | +198+3.9% | 加碼 |
| Jackson Wealth Management, LLC | 5,233 | $33.7 萬 | 0.03% | 00.0% | 不變 |
| STRS Ohio | 5,192 | $33.4 萬 | 0.00% | −75,691−93.6% | 減碼 |
| Flagship Private Wealth, LLC | 5,183 | $33.4 萬 | 0.13% | 00.0% | 不變 |
| VestGen Advisors, LLC | 5,159 | $33.2 萬 | 0.01% | +1,789+53.1% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 5,098 | $32.8 萬 | 0.09% | +8+0.2% | 加碼 |
| Western Wealth Management, LLC | 5,094 | $32.8 萬 | 0.02% | −313−5.8% | 減碼 |
| Family Legacy, Inc. | 5,063 | $32.6 萬 | 0.10% | +31+0.6% | 加碼 |
| Brevan Howard Capital Management LP | 5,022 | $32.3 萬 | 0.01% | +1,034+25.9% | 加碼 |
| Benjamin Edwards Inc | 4,996 | $32.2 萬 | 0.00% | −145−2.8% | 減碼 |
| Summit Wealth Group, LLC | 4,996 | $32.2 萬 | 0.08% | +13+0.3% | 加碼 |
| Widmann Financial Services, Inc. | 4,985 | $32.1 萬 | 0.20% | +367+7.9% | 加碼 |
| Accurate Wealth Management, LLC | 4,788 | $31.8 萬 | 0.04% | +379+8.6% | 加碼 |
| Apollon Financial, LLC | 4,910 | $31.6 萬 | 0.05% | −54−1.1% | 減碼 |
| KPP Advisory Services LLC | 4,892 | $31.5 萬 | 0.05% | −3−0.1% | 減碼 |
| Resources Investment Advisors, LLC. | 4,885 | $31.4 萬 | 0.00% | −86−1.7% | 減碼 |
| Plato Investment Management Ltd | 4,853 | $31.4 萬 | 0.02% | +3,976+453.4% | 加碼 |
| Jacobs Equity LLC | 4,868 | $31.3 萬 | 0.30% | +4,868 | 新進 |
| Seeds Investor LLC | 4,862 | $31.3 萬 | 0.06% | −111−2.2% | 減碼 |
| Credit Agricole S A | 4,861 | $31.3 萬 | 0.00% | −2,024−29.4% | 減碼 |
| Chicago Partners Investment Group LLC | 4,496 | $31.2 萬 | 0.01% | +200+4.7% | 加碼 |
| Park Avenue Securities LLC | 4,837 | $31.1 萬 | 0.00% | −1,460−23.2% | 減碼 |
| Miracle Mile Advisors, LLC | 4,815 | $31.0 萬 | 0.00% | +1,172+32.2% | 加碼 |
| Advisortrust Partners, LLC | 4,809 | $31.0 萬 | 0.14% | +4,809 | 新進 |
| D. E. Shaw & Co., Inc. | 4,797 | $30.9 萬 | 0.00% | −6,021−55.7% | 減碼 |
| Claris Financial LLC | 4,784 | $30.8 萬 | 0.16% | −19−0.4% | 減碼 |
| Root Financial Partners, LLC | 4,773 | $30.7 萬 | 0.02% | +11+0.2% | 加碼 |
| Daymark Wealth Partners, LLC | 4,762 | $30.6 萬 | 0.01% | 00.0% | 不變 |
| Sagewood Asset Management LP | 4,758 | $30.6 萬 | 0.11% | +4,758 | 新進 |
| Kestra Investment Management, LLC | 4,713 | $30.3 萬 | 0.01% | −375−7.4% | 減碼 |
| Tiaa Trust, National Association | 4,709 | $30.3 萬 | 0.00% | −618−11.6% | 減碼 |
| Profund Advisors LLC | 4,684 | $30.1 萬 | 0.01% | −203−4.2% | 減碼 |
| Per Stirling Capital Management, LLC. | 4,670 | $30.1 萬 | 0.03% | −2,829−37.7% | 減碼 |
| Jefferies Financial Group Inc. | 4,633 | $29.8 萬 | 0.00% | +4,633 | 新進 |
| Fifth Third Bancorp | 4,626 | $29.8 萬 | 0.00% | +469+11.3% | 加碼 |
| Burney Co | 4,510 | $29.0 萬 | 0.01% | −185−3.9% | 減碼 |
| Dividend Assets Capital, LLC | 4,500 | $29.0 萬 | 0.06% | 00.0% | 不變 |
| Harbour Investments, Inc. | 4,479 | $28.8 萬 | 0.01% | +1,788+66.4% | 加碼 |
| Everence Capital Management Inc | 4,480 | $28.8 萬 | 0.02% | 00.0% | 不變 |
| AlphaGrep UK Ltd | 4,446 | $28.6 萬 | 0.10% | +4,446 | 新進 |
| Mystic Asset Management, Inc. | 4,426 | $28.5 萬 | 0.06% | 00.0% | 不變 |
| Signaturefd, LLC | 4,419 | $28.4 萬 | 0.00% | +64+1.5% | 加碼 |
| Barlow Wealth Partners, Inc. | 4,206 | $28.0 萬 | 0.03% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 4,346 | $28.0 萬 | 0.02% | −1,870−30.1% | 減碼 |
| Carret Asset Management, LLC | 4,332 | $27.9 萬 | 0.03% | −950−18.0% | 減碼 |
| Strathmore Capital Advisors, Inc. | 4,327 | $27.8 萬 | 0.09% | 00.0% | 不變 |
| Pathfinder Wealth Consulting, Inc. | 4,313 | $27.8 萬 | 0.18% | +4,313 | 新進 |
| Advocate Investing Services LLC | 4,258 | $27.4 萬 | 0.25% | +4,258 | 新進 |
| Aaron Wealth Advisors | 4,234 | $27.3 萬 | 0.02% | +889+26.6% | 加碼 |
| Coppell Advisory Solutions LLC | 4,136 | $27.0 萬 | 0.03% | −40−1.0% | 減碼 |
| Parallel Advisors, LLC | 4,166 | $26.8 萬 | 0.00% | +216+5.5% | 加碼 |
| Keudell/Morrison Wealth Management | 4,150 | $26.7 萬 | 0.06% | +4,150 | 新進 |
| MQS Management LLC | 4,110 | $26.5 萬 | 0.16% | +4,110 | 新進 |
| Regions Financial Corp | 4,067 | $26.2 萬 | 0.00% | −1,250−23.5% | 減碼 |
| TritonPoint Partners, LLC | 3,990 | $26.0 萬 | 0.14% | +3,990 | 新進 |
| Kathmere Capital Management, LLC | 4,039 | $26.0 萬 | 0.02% | +115+2.9% | 加碼 |
| Woodline Partners LP | 4,035 | $26.0 萬 | 0.00% | +4,035 | 新進 |
| Meeder Advisory Services, Inc. | 4,013 | $25.8 萬 | 0.01% | +4,013 | 新進 |
| Octavia Wealth Advisors, LLC | 3,947 | $25.8 萬 | 0.02% | −1,727−30.4% | 減碼 |
| BancorpSouth Bank | 4,001 | $25.8 萬 | 0.02% | 00.0% | 不變 |
| Cherry Tree Wealth Management, LLC | 4,000 | $25.7 萬 | 0.05% | −707−15.0% | 減碼 |
| Philadelphia Trust Co | 4,000 | $25.7 萬 | 0.02% | 00.0% | 不變 |
| Belvedere Trading LLC | 3,972 | $25.6 萬 | 0.05% | +3,972 | 新進 |
| New Wave Wealth Advisors LLC | 3,917 | $25.6 萬 | 0.09% | +208+5.6% | 加碼 |
| Meridian Wealth Management, LLC | 3,939 | $25.4 萬 | 0.01% | +3,939 | 新進 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 3,933 | $25.3 萬 | 0.01% | +3,933 | 新進 |
| Greenleaf Trust | 3,910 | $25.2 萬 | 0.00% | −343−8.1% | 減碼 |
| Basepoint Wealth LLC | 3,900 | $25.1 萬 | 0.15% | −1,734−30.8% | 減碼 |
| Insight Wealth Partners, LLC | 3,870 | $24.9 萬 | 0.10% | +14+0.4% | 加碼 |
| GAMMA Investing LLC | 3,867 | $24.9 萬 | 0.01% | −134−3.3% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 3,864 | $24.9 萬 | 0.11% | −492−11.3% | 減碼 |
| Capital Investment Advisors, LLC | 3,837 | $24.7 萬 | 0.00% | +9+0.2% | 加碼 |
| SageView Advisory Group, LLC | 3,815 | $24.6 萬 | 0.01% | −527−12.1% | 減碼 |
| Wealth Management Strategies, Inc. | 3,793 | $24.4 萬 | 0.11% | −69−1.8% | 減碼 |
| Insigneo Advisory Services, LLC | 3,787 | $24.4 萬 | 0.02% | −9−0.2% | 減碼 |
| Lazard Asset Management LLC | 3,786 | $24.4 萬 | 0.00% | −363−8.7% | 減碼 |
| ORG Partners LLC | 3,771 | $24.3 萬 | 0.04% | +2,244+147.0% | 加碼 |
| High Net Worth Advisory Group LLC | 3,770 | $24.3 萬 | 0.06% | 00.0% | 不變 |
| Summit Wealth Group LLC | 3,751 | $24.1 萬 | 0.03% | +3,751 | 新進 |