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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | 6,249 | $48.7 萬 | 0.10% | 00.0% | 不變 |
| Bridgewater Associates, LP | 6,608 | $49.3 萬 | 0.00% | −1,809−21.5% | 減碼 |
| Ahrens Investment Partners LLC | 6,626 | $49.4 萬 | 0.23% | +516+8.4% | 加碼 |
| Allen Capital Group, LLC | 6,629 | $49.5 萬 | 0.10% | −280−4.1% | 減碼 |
| CIBC Asset Management Inc | 6,650 | $49.6 萬 | 0.00% | +11+0.2% | 加碼 |
| Private Trust Co NA | 6,651 | $49.6 萬 | 0.08% | 00.0% | 不變 |
| RFG Advisory, LLC | 6,706 | $50.0 萬 | 0.04% | −2,052−23.4% | 減碼 |
| Mirador Capital Partners LP | 6,774 | $50.5 萬 | 0.11% | +1,961+40.7% | 加碼 |
| Brown Advisory Securities, LLC | 6,794 | $50.7 萬 | 0.08% | −2,597−27.7% | 減碼 |
| Cullen Capital Management LLC | 6,885 | $51.4 萬 | 0.00% | 00.0% | 不變 |
| Insight 2811, Inc. | 6,921 | $51.6 萬 | 0.29% | +200+3.0% | 加碼 |
| Philadelphia Trust Co | 7,000 | $52.2 萬 | 0.04% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 7,025 | $52.4 萬 | 0.26% | +6,125+680.6% | 加碼 |
| Advisory Services Network, LLC | 7,064 | $52.7 萬 | 0.02% | +226+3.3% | 加碼 |
| Madden Securities Corp | 7,100 | $53.0 萬 | 0.28% | 00.0% | 不變 |
| BP PLC | 7,191 | $53.7 萬 | 0.02% | −4,791−40.0% | 減碼 |
| Lumature Wealth Partners, LLC | 7,200 | $53.7 萬 | 0.22% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 7,340 | $54.8 萬 | 0.03% | 00.0% | 不變 |
| Optimum Investment Advisors | 7,507 | $56.0 萬 | 0.17% | +2,337+45.2% | 加碼 |
| Assetmark, Inc | 7,591 | $56.6 萬 | 0.00% | +602+8.6% | 加碼 |
| Fifth Third Bancorp | 7,610 | $56.8 萬 | 0.00% | −678−8.2% | 減碼 |
| Ayrshire Capital Management LLC | 7,651 | $57.1 萬 | 0.32% | +184+2.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 7,653 | $57.1 萬 | 0.01% | +505+7.1% | 加碼 |
| Sunbelt Securities, Inc. | 7,227 | $57.3 萬 | 0.10% | −335−4.4% | 減碼 |
| Coldstream Capital Management Inc | 7,806 | $58.2 萬 | 0.02% | −60−0.8% | 減碼 |
| Capital Investment Advisory Services, LLC | 7,979 | $59.5 萬 | 0.07% | +142+1.8% | 加碼 |
| Crestwood Advisors Group LLC | 8,005 | $59.7 萬 | 0.02% | 00.0% | 不變 |
| Financial Engines Advisors L.L.C. | 8,035 | $60.8 萬 | 0.00% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 8,259 | $61.6 萬 | 0.04% | −391−4.5% | 減碼 |
| Landmark Financial Advisors, LLC | 8,253 | $61.6 萬 | 0.29% | 00.0% | 不變 |
| JustInvest LLC | 8,257 | $61.6 萬 | 0.06% | +8,257 | 新進 |
| ExodusPoint Capital Management, LP | 8,288 | $61.8 萬 | 0.01% | −23,637−74.0% | 減碼 |
| Kovack Advisors, Inc. | 8,363 | $62.4 萬 | 0.07% | +10.0% | 加碼 |
| Mid Atlantic Financial Management Inc | 8,377 | $62.5 萬 | 0.04% | +1,955+30.4% | 加碼 |
| First Heartland Consultants, Inc. | 8,394 | $62.6 萬 | 0.09% | −4,643−35.6% | 減碼 |
| Guyasuta Investment Advisors Inc | 8,693 | $64.9 萬 | 0.05% | +315+3.8% | 加碼 |
| QS Investors, LLC | 8,771 | $65.5 萬 | 0.01% | −2,600−22.9% | 減碼 |
| Point72 Hong Kong Ltd | 8,803 | $65.7 萬 | 0.05% | +8,803 | 新進 |
| Concord Wealth Partners | 8,817 | $65.8 萬 | 0.19% | −618−6.6% | 減碼 |
| Worldquant Millennium Advisors LLC | 8,845 | $66.0 萬 | 0.01% | +8,845 | 新進 |
| Warther Private Wealth, LLC | 8,952 | $66.9 萬 | 0.65% | +8,952 | 新進 |
| First Manhattan Co | 9,000 | $67.1 萬 | 0.00% | −150−1.6% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 9,144 | $68.2 萬 | 0.07% | +98+1.1% | 加碼 |
| Rockefeller Capital Management L.P. | 9,265 | $69.1 萬 | 0.00% | +5,421+141.0% | 加碼 |
| Flagship Harbor Advisors, LLC | 9,525 | $71.1 萬 | 0.08% | +10.0% | 加碼 |
| First National Trust Co | 9,628 | $71.8 萬 | 0.04% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $74.6 萬 | 0.01% | −29−0.3% | 減碼 |
| Insight Wealth Partners, LLC | 10,014 | $74.7 萬 | 0.48% | −672−6.3% | 減碼 |
| New England Investment & Retirement Group, Inc. | 10,070 | $75.1 萬 | 0.16% | −92−0.9% | 減碼 |
| Eldridge Investment Advisors, Inc. | 10,100 | $75.4 萬 | 0.27% | 00.0% | 不變 |
| Sawyer & Company, Inc | 10,145 | $75.7 萬 | 0.35% | 00.0% | 不變 |
| Alps Advisors Inc | 10,177 | $75.9 萬 | 0.01% | −191−1.8% | 減碼 |
| Patton Albertson Miller Group, LLC | 10,371 | $77.4 萬 | 0.18% | −770−6.9% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $77.6 萬 | 0.26% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 10,408 | $77.7 萬 | 0.01% | −66−0.6% | 減碼 |
| Vista Investment Management | 10,819 | $80.7 萬 | 0.48% | +271+2.6% | 加碼 |
| Hudson Portfolio Management LLC | 10,980 | $81.9 萬 | 0.75% | −150−1.3% | 減碼 |
| First City Capital Management, Inc. | 10,477 | $81.9 萬 | 0.45% | +450+4.5% | 加碼 |
| Total Clarity Wealth Management, Inc. | 11,231 | $83.8 萬 | 0.47% | +3,703+49.2% | 加碼 |
| Pinnacle Financial Partners Inc | 11,250 | $83.9 萬 | 0.03% | +1,600+16.6% | 加碼 |
| Pinnacle Wealth Advisors | 11,250 | $83.9 萬 | 0.03% | +11,250 | 新進 |
| D.A. Davidson & Co. | 11,393 | $85.0 萬 | 0.01% | −652−5.4% | 減碼 |
| Horizon Kinetics Asset Management LLC | 11,650 | $86.9 萬 | 0.02% | −950−7.5% | 減碼 |
| Old Port Advisors | 11,081 | $87.0 萬 | 0.31% | −1,638−12.9% | 減碼 |
| Quadrature Capital Ltd | 11,801 | $88.1 萬 | 0.03% | −12,913−52.2% | 減碼 |
| Quantitative Investment Management, LLC | 11,823 | $88.2 萬 | 0.08% | +2,029+20.7% | 加碼 |
| Prudential Financial Inc | 11,865 | $88.5 萬 | 0.00% | −33,364−73.8% | 減碼 |
| Client 1st Advisory Group, LLC | 12,113 | $90.4 萬 | 0.47% | −340−2.7% | 減碼 |
| Adams Wealth Management | 12,121 | $90.4 萬 | 0.39% | −212−1.7% | 減碼 |
| Comerica Bank | 11,759 | $90.7 萬 | 0.01% | −268−2.2% | 減碼 |
| CWM Advisors, LLC | 12,182 | $90.9 萬 | 0.12% | +998+8.9% | 加碼 |
| Wambolt & Associates, LLC | 12,210 | $91.2 萬 | 0.39% | −1,387−10.2% | 減碼 |
| Mariner, LLC | 12,258 | $91.5 萬 | 0.01% | −1,147−8.6% | 減碼 |
| Equitable Holdings, Inc. | 12,265 | $91.5 萬 | 0.02% | +41+0.3% | 加碼 |
| Harbour Investments, Inc. | 12,290 | $91.7 萬 | 0.03% | −1,786−12.7% | 減碼 |
| Elo Mutual Pension Insurance Co | 12,451 | $92.9 萬 | 0.03% | −311−2.4% | 減碼 |
| Camden Capital, LLC | 12,516 | $93.4 萬 | 0.22% | +5,160+70.1% | 加碼 |
| Cipher Capital LP | 12,584 | $93.9 萬 | 0.52% | +12,584 | 新進 |
| J.W. Cole Advisors, Inc. | 12,638 | $94.3 萬 | 0.07% | −681−5.1% | 減碼 |
| Bramshill Investments, LLC | 12,699 | $94.8 萬 | 0.07% | +12,699 | 新進 |
| Cornerstone Wealth Management, LLC | 12,780 | $95.4 萬 | 0.10% | +2,015+18.7% | 加碼 |
| Founders Financial Alliance, LLC | 12,909 | $96.1 萬 | 0.44% | +1,546+13.6% | 加碼 |
| Teza Capital Management LLC | 12,949 | $96.6 萬 | 0.16% | +12,949 | 新進 |
| Caption Management, LLC | 13,000 | $96.9 萬 | 0.09% | +13,000 | 新進 |
| APG Asset Management N.V. | 15,457 | $97.3 萬 | 0.00% | −7,100−31.5% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 13,041 | $97.3 萬 | 0.04% | −477−3.5% | 減碼 |
| Harbor Investment Advisory, LLC | 13,033 | $97.3 萬 | 0.13% | +402+3.2% | 加碼 |
| Mackenzie Financial Corp | 13,110 | $97.8 萬 | 0.00% | +133+1.0% | 加碼 |
| Impax Asset Management Group plc | 13,118 | $97.9 萬 | 0.00% | −1,064−7.5% | 減碼 |
| Cooper Financial Group | 13,232 | $98.7 萬 | 0.20% | +1,263+10.6% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,365 | $99.7 萬 | 0.02% | +13,365 | 新進 |
| Shell Asset Management Co | 13,489 | $100.7 萬 | 0.02% | −1,149−7.8% | 減碼 |
| SRS Capital Advisors, Inc. | 13,641 | $101.8 萬 | 0.14% | +13,641 | 新進 |
| Maryland State Retirement & Pension System | 13,355 | $102.0 萬 | 0.03% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 13,693 | $102.2 萬 | 0.03% | −19,704−59.0% | 減碼 |
| DuPont Capital Management Corp | 13,767 | $102.7 萬 | 0.02% | −7,556−35.4% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 13,839 | $103.3 萬 | 0.01% | +13,839 | 新進 |
| Bridgefront Capital, LLC | 13,898 | $103.7 萬 | 0.39% | +13,898 | 新進 |
| Sigma Planning Corp | 13,977 | $104.3 萬 | 0.03% | +389+2.9% | 加碼 |
| Madison Wealth Management | 14,000 | $104.5 萬 | 0.23% | +14,000 | 新進 |