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。
2021 年第 2 季 13F 持有人
W. P. Carey Inc. 在 2021/6/30 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
- 699
- 較 2021 年第 1 季 +52 家
- 持有股數
- 1.08 億
- 較 2021 年第 1 季 +633.3 萬 (+6.2%)
- 總市值
- $80.9 億
- 較 2021 年第 1 季 +$8.57 億 (+11.8%)
- 新進機構
- 91
- 另有 283 家加碼
- 清倉機構
- 39
- 另有 193 家減碼
另有 6 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 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 |
2021 年第 2 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 3,797 | $28.3 萬 | 0.05% | 00.0% | 不變 |
| Headinvest, LLC | 3,842 | $28.6 萬 | 0.05% | +107+2.9% | 加碼 |
| Monterey Private Wealth, Inc. | 3,870 | $28.9 萬 | 0.17% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 3,925 | $29.3 萬 | 0.03% | +899+29.7% | 加碼 |
| Virtu Financial LLC | 3,962 | $29.6 萬 | 0.03% | −8,485−68.2% | 減碼 |
| Gilbert & Cook, Inc. | 3,968 | $29.6 萬 | 0.05% | +96+2.5% | 加碼 |
| Symphony Financial, Ltd. Co. | 4,057 | $30.5 萬 | 0.10% | −237−5.5% | 減碼 |
| Proequities, Inc. | 4,037 | $30.5 萬 | 0.02% | +178+4.6% | 加碼 |
| Doyle Wealth Management | 4,178 | $31.2 萬 | 0.03% | +4,178 | 新進 |
| Simplex Trading, LLC | 4,203 | $31.3 萬 | 0.01% | −4,623−52.4% | 減碼 |
| Garrison Asset Management, LLC | 4,223 | $31.5 萬 | 0.19% | +3+0.1% | 加碼 |
| Vishria Bird Financial Group, LLC | 4,240 | $31.6 萬 | 0.16% | −198−4.5% | 減碼 |
| ARGI Investment Services, LLC | 4,232 | $31.6 萬 | 0.01% | +23+0.5% | 加碼 |
| Ritholtz Wealth Management | 4,232 | $31.6 萬 | 0.02% | +4,232 | 新進 |
| Resources Investment Advisors, LLC. | 4,264 | $31.8 萬 | 0.01% | −406−8.7% | 減碼 |
| Joel Isaacson & Co., LLC | 4,258 | $31.8 萬 | 0.02% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 4,288 | $32.0 萬 | 0.29% | +4,288 | 新進 |
| Northstar Investment Advisors LLC | 3,980 | $32.1 萬 | 0.04% | +102+2.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 4,300 | $32.1 萬 | 0.09% | +4,300 | 新進 |
| Meeder Asset Management Inc | 4,344 | $32.4 萬 | 0.02% | −429−9.0% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 4,361 | $32.5 萬 | 0.17% | 00.0% | 不變 |
| Tectonic Advisors LLC | 4,386 | $32.7 萬 | 0.07% | +669+18.0% | 加碼 |
| We Are One Seven, LLC | 4,431 | $33.1 萬 | 0.05% | +1,374+44.9% | 加碼 |
| Fca Corp | 4,470 | $33.4 萬 | 0.09% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 4,484 | $33.5 萬 | 0.19% | +381+9.3% | 加碼 |
| Paradigm Financial Partners, LLC | 4,498 | $33.6 萬 | 0.08% | −9,170−67.1% | 減碼 |
| Independent Financial Group, LLC | 4,529 | $33.8 萬 | 0.04% | +455+11.2% | 加碼 |
| Austin Private Wealth, LLC | 4,546 | $33.9 萬 | 0.08% | +33+0.7% | 加碼 |
| Kercheville Advisors, LLC | 4,550 | $34.0 萬 | 0.16% | −100−2.2% | 減碼 |
| Apollon Wealth Management, LLC | 4,580 | $34.2 萬 | 0.06% | −198−4.1% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,590 | $34.3 萬 | 0.02% | −400−8.0% | 減碼 |
| Keybank National Association | 4,602 | $34.3 萬 | 0.00% | +4,602 | 新進 |
| Personal Capital Advisors Corp | 4,657 | $34.8 萬 | 0.00% | +543+13.2% | 加碼 |
| Clearview Wealth Advisors LLC | 4,674 | $34.9 萬 | 0.22% | −7−0.1% | 減碼 |
| Quantitative Systematic Strategies LLC | 4,686 | $35.0 萬 | 0.12% | +4,686 | 新進 |
| Argent Trust Co | 4,740 | $35.3 萬 | 0.02% | +4,740 | 新進 |
| Summit Wealth Group, LLC | 4,741 | $35.4 萬 | 0.53% | −599−11.2% | 減碼 |
| Parsons Capital Management Inc | 4,750 | $35.4 萬 | 0.03% | +200+4.4% | 加碼 |
| World Asset Management Inc | 4,813 | $35.9 萬 | 0.03% | −198−4.0% | 減碼 |
| American Portfolios Advisors | 4,820 | $36.0 萬 | 0.01% | +1,033+27.3% | 加碼 |
| Virtue Capital Management, LLC | 4,822 | $36.0 萬 | 0.07% | −1,910−28.4% | 減碼 |
| IBM Retirement Fund | 4,863 | $36.3 萬 | 0.03% | −888−15.4% | 減碼 |
| Lincoln National Corp | 4,894 | $36.6 萬 | 0.01% | +895+22.4% | 加碼 |
| TD Private Client Wealth LLC | 4,931 | $36.8 萬 | 0.02% | +2,464+99.9% | 加碼 |
| Verdence Capital Advisors LLC | 5,044 | $37.6 萬 | 0.05% | +5,044 | 新進 |
| Naples Global Advisors, LLC | 5,080 | $37.9 萬 | 0.05% | 00.0% | 不變 |
| Royal Fund Management, LLC | 5,084 | $37.9 萬 | 0.06% | +10.0% | 加碼 |
| MV Capital Management, Inc. | 5,083 | $37.9 萬 | 0.06% | +3,784+291.3% | 加碼 |
| UMA Financial Services, Inc. | 4,831 | $38.0 萬 | 0.11% | +100+2.1% | 加碼 |
| GPS Wealth Strategies Group, LLC | 5,147 | $38.4 萬 | 0.10% | +3+0.1% | 加碼 |
| NEXT Financial Group, Inc | 5,156 | $38.5 萬 | 0.03% | +144+2.9% | 加碼 |
| Pearl River Capital, LLC | 5,201 | $38.8 萬 | 0.11% | +5,201 | 新進 |
| XTX Topco Ltd | 5,220 | $39.0 萬 | 0.13% | +5,220 | 新進 |
| All Season Financial Advisors, Inc. | 5,287 | $39.4 萬 | 0.28% | +5,287 | 新進 |
| Venture Visionary Partners LLC | 5,344 | $39.8 萬 | 0.03% | +5,344 | 新進 |
| Chesley Taft & Associates LLC | 5,345 | $39.9 萬 | 0.02% | 00.0% | 不變 |
| H&H Retirement Design & Management INC | 5,059 | $39.9 萬 | 0.24% | +66+1.3% | 加碼 |
| Oakworth Capital, Inc. | 5,401 | $40.3 萬 | 0.04% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 5,411 | $40.4 萬 | 0.02% | −4,178−43.6% | 減碼 |
| Diligent Investors, LLC | 5,464 | $40.8 萬 | 0.14% | +10+0.2% | 加碼 |
| Buckingham Strategic Wealth, LLC | 5,497 | $41.0 萬 | 0.01% | −536−8.9% | 減碼 |
| Boston Financial Mangement LLC | 5,500 | $41.0 萬 | 0.02% | 00.0% | 不變 |
| Fairfield, Bush & Co. | 5,500 | $41.0 萬 | 0.11% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 5,519 | $41.1 萬 | 0.05% | +583+11.8% | 加碼 |
| Jump Financial, LLC | 5,527 | $41.2 萬 | 0.04% | +5,527 | 新進 |
| LexAurum Advisors, LLC | 5,532 | $41.3 萬 | 0.12% | −839−13.2% | 減碼 |
| Kathmere Capital Management, LLC | 5,542 | $41.4 萬 | 0.08% | −252−4.3% | 減碼 |
| DF Dent & Co Inc | 5,625 | $42.0 萬 | 0.00% | 00.0% | 不變 |
| Jackson Wealth Management, LLC | 5,656 | $42.2 萬 | 0.05% | 00.0% | 不變 |
| Morse Asset Management, Inc | 5,700 | $42.5 萬 | 0.10% | +1,000+21.3% | 加碼 |
| Jacobi Capital Management LLC | 5,707 | $42.6 萬 | 0.06% | +3,437+151.4% | 加碼 |
| Fisher Asset Management, LLC | 5,720 | $42.7 萬 | 0.00% | −168−2.9% | 減碼 |
| Raymond James Trust N.A. | 5,730 | $42.8 萬 | 0.01% | −19−0.3% | 減碼 |
| Covington Capital Management | 5,750 | $42.9 萬 | 0.02% | 00.0% | 不變 |
| Carret Asset Management, LLC | 5,782 | $43.1 萬 | 0.05% | −400−6.5% | 減碼 |
| Boston Private Wealth LLC | 5,787 | $43.2 萬 | 0.01% | +5,787 | 新進 |
| Benedetti & Gucer, Inc. | 5,835 | $43.5 萬 | 0.39% | −30−0.5% | 減碼 |
| First Midwest Bank Trust Division | 5,860 | $43.7 萬 | 0.06% | +397+7.3% | 加碼 |
| Laurel Wealth Advisors, Inc. | 5,874 | $43.8 萬 | 0.06% | 00.0% | 不變 |
| Fiera Capital Corp | 5,906 | $44.1 萬 | 0.00% | +75+1.3% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 5,913 | $44.1 萬 | 0.03% | +1,164+24.5% | 加碼 |
| Capital Asset Advisory Services LLC | 5,860 | $44.3 萬 | 0.05% | +628+12.0% | 加碼 |
| Knott David M | 6,000 | $44.8 萬 | 0.17% | 00.0% | 不變 |
| D.B. Root & Company, LLC | 6,020 | $44.9 萬 | 0.17% | −1,433−19.2% | 減碼 |
| Demars Financial Group, LLC | 6,048 | $45.1 萬 | 0.27% | +220+3.8% | 加碼 |
| Legg Mason Asset Management (Japan) Co., Ltd. | 6,071 | $45.3 萬 | 0.50% | −691−10.2% | 減碼 |
| Detalus Advisors, LLC | 6,118 | $45.7 萬 | 0.24% | +20+0.3% | 加碼 |
| First Quadrant L P | 6,191 | $46.2 萬 | 0.05% | 00.0% | 不變 |
| Kalos Management, Inc. | 5,812 | $46.5 萬 | 0.19% | −433−6.9% | 減碼 |
| Los Angeles Capital Management LLC | 6,261 | $46.7 萬 | 0.00% | −9,894−61.2% | 減碼 |
| Profund Advisors LLC | 6,267 | $46.7 萬 | 0.02% | +2,555+68.8% | 加碼 |
| B. Riley Wealth Management, Inc. | 6,277 | $46.8 萬 | 0.05% | +671+12.0% | 加碼 |
| Archer Investment Corp | 6,300 | $47.0 萬 | 0.19% | −233−3.6% | 減碼 |
| Gyon Technologies Capital Management, LP | 6,309 | $47.1 萬 | 0.15% | −325−4.9% | 減碼 |
| FORA Capital, LLC | 6,399 | $47.7 萬 | 0.09% | −893−12.2% | 減碼 |
| Glenmede Trust Co NA | 6,412 | $47.8 萬 | 0.00% | +6,412 | 新進 |
| Harrell Investment Partners, LLC | 6,430 | $48.0 萬 | 0.16% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 6,473 | $48.3 萬 | 0.09% | −5,629−46.5% | 減碼 |
| Achmea Investment Management B.V. | 6,480 | $48.4 萬 | 0.02% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 6,514 | $48.6 萬 | 0.02% | +6,514 | 新進 |