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 3 季 13F 持有人
W. P. Carey Inc. 在 2021/9/30 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
- 717
- 較 2021 年第 2 季 +28 家
- 持有股數
- 1.11 億
- 較 2021 年第 2 季 +323.5 萬 (+3.0%)
- 總市值
- $81.5 億
- 較 2021 年第 2 季 +$7,856 萬 (+1.0%)
- 新進機構
- 80
- 另有 326 家加碼
- 清倉機構
- 52
- 另有 167 家減碼
另有 10 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| American Portfolios Advisors | 6,662 | $48.7 萬 | 0.02% | +1,842+38.2% | 加碼 |
| Natixis | 6,635 | $48.5 萬 | 0.00% | +6,635 | 新進 |
| Kaizen Financial Strategies | 6,590 | $48.1 萬 | 0.39% | +6,590 | 新進 |
| Los Angeles Capital Management LLC | 6,576 | $48.0 萬 | 0.00% | +315+5.0% | 加碼 |
| Allen Capital Group, LLC | 6,547 | $47.8 萬 | 0.10% | −82−1.2% | 減碼 |
| International Assets Investment Management, LLC | 6,545 | $47.8 萬 | 0.09% | +72+1.1% | 加碼 |
| Regions Financial Corp | 6,522 | $47.7 萬 | 0.00% | +6,522 | 新進 |
| Kalos Management, Inc. | 6,129 | $47.6 萬 | 0.13% | +317+5.5% | 加碼 |
| Harrell Investment Partners, LLC | 6,430 | $47.0 萬 | 0.15% | 00.0% | 不變 |
| B. Riley Wealth Management, Inc. | 6,362 | $46.5 萬 | 0.04% | +85+1.4% | 加碼 |
| Mid Atlantic Financial Management Inc | 6,333 | $46.3 萬 | 0.03% | −2,044−24.4% | 減碼 |
| Yorktown Management & Research Co Inc | 6,300 | $46.0 萬 | 0.35% | +6,300 | 新進 |
| Fisher Asset Management, LLC | 6,288 | $45.9 萬 | 0.00% | +568+9.9% | 加碼 |
| Morse Asset Management, Inc | 6,200 | $45.3 萬 | 0.11% | +500+8.8% | 加碼 |
| First Quadrant L P | 6,191 | $45.2 萬 | 0.05% | 00.0% | 不變 |
| Mirador Capital Partners LP | 6,172 | $45.1 萬 | 0.10% | −602−8.9% | 減碼 |
| TD Private Client Wealth LLC | 6,162 | $45.0 萬 | 0.02% | +1,231+25.0% | 加碼 |
| Detalus Advisors, LLC | 6,118 | $44.7 萬 | 0.23% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 6,034 | $44.7 萬 | 0.05% | +174+3.0% | 加碼 |
| Legg Mason Asset Management (Japan) Co., Ltd. | 6,071 | $44.3 萬 | 0.51% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 6,053 | $44.2 萬 | 0.02% | +1,789+42.0% | 加碼 |
| Insight 2811, Inc. | 6,019 | $44.0 萬 | 0.26% | −902−13.0% | 減碼 |
| Simplex Trading, LLC | 5,892 | $44.0 萬 | 0.02% | +1,689+40.2% | 加碼 |
| D.B. Root & Company, LLC | 6,020 | $43.9 萬 | 0.17% | 00.0% | 不變 |
| HBW Advisory Services LLC | 6,021 | $43.9 萬 | 0.11% | +2,775+85.5% | 加碼 |
| Knott David M | 6,000 | $43.8 萬 | 0.18% | 00.0% | 不變 |
| Argent Trust Co | 5,982 | $43.7 萬 | 0.03% | +1,242+26.2% | 加碼 |
| Jefferies Group LLC | 5,974 | $43.6 萬 | 0.01% | +5,974 | 新進 |
| Ahrens Investment Partners LLC | 5,895 | $43.1 萬 | 0.21% | −731−11.0% | 減碼 |
| Fiera Capital Corp | 5,906 | $43.1 萬 | 0.00% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 5,907 | $43.1 萬 | 0.05% | +200+3.5% | 加碼 |
| Laurel Wealth Advisors, Inc. | 5,874 | $42.9 萬 | 0.08% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 5,849 | $42.7 萬 | 0.08% | −400−6.4% | 減碼 |
| Benedetti & Gucer, Inc. | 5,835 | $42.6 萬 | 0.32% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 5,811 | $42.4 萬 | 0.01% | +314+5.7% | 加碼 |
| Swiss Life Asset Management Ltd | 5,809 | $42.4 萬 | 0.01% | +5,809 | 新進 |
| Carret Asset Management, LLC | 5,782 | $42.2 萬 | 0.05% | 00.0% | 不變 |
| Covington Capital Management | 5,754 | $42.0 萬 | 0.02% | +4+0.1% | 加碼 |
| Capital Investment Advisors, LLC | 5,719 | $41.8 萬 | 0.01% | −795−12.2% | 減碼 |
| Diligent Investors, LLC | 5,464 | $40.8 萬 | 0.14% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 5,542 | $40.5 萬 | 0.07% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 5,532 | $40.4 萬 | 0.12% | 00.0% | 不變 |
| DF Dent & Co Inc | 5,515 | $40.3 萬 | 0.00% | −110−2.0% | 減碼 |
| Boston Financial Mangement LLC | 5,500 | $40.2 萬 | 0.02% | 00.0% | 不變 |
| Assetmark, Inc | 5,477 | $40.0 萬 | 0.00% | −2,114−27.8% | 減碼 |
| Wealthfront Advisers LLC | 5,482 | $40.0 萬 | 0.00% | +5,482 | 新進 |
| Royal Fund Management, LLC | 5,389 | $39.3 萬 | 0.06% | +305+6.0% | 加碼 |
| Venture Visionary Partners LLC | 5,344 | $39.0 萬 | 0.03% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 5,290 | $38.6 萬 | 0.05% | +210+4.1% | 加碼 |
| Chesley Taft & Associates LLC | 5,245 | $38.3 萬 | 0.02% | −100−1.9% | 減碼 |
| GPS Wealth Strategies Group, LLC | 5,186 | $37.9 萬 | 0.09% | +39+0.8% | 加碼 |
| Independent Financial Group, LLC | 5,170 | $37.8 萬 | 0.04% | +641+14.2% | 加碼 |
| H&H Retirement Design & Management INC | 5,059 | $37.7 萬 | 0.23% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 4,831 | $37.2 萬 | 0.10% | 00.0% | 不變 |
| Gyon Technologies Capital Management, LP | 5,073 | $37.1 萬 | 0.10% | −1,236−19.6% | 減碼 |
| MV Capital Management, Inc. | 5,083 | $37.1 萬 | 0.06% | 00.0% | 不變 |
| Concord Wealth Partners | 4,919 | $35.9 萬 | 0.15% | −3,898−44.2% | 減碼 |
| IBM Retirement Fund | 4,916 | $35.9 萬 | 0.03% | +53+1.1% | 加碼 |
| Oakworth Capital, Inc. | 4,900 | $35.8 萬 | 0.03% | −501−9.3% | 減碼 |
| Woodward Diversified Capital, LLC | 4,896 | $35.8 萬 | 0.22% | +412+9.2% | 加碼 |
| Clearview Wealth Advisors LLC | 4,881 | $35.7 萬 | 0.23% | +207+4.4% | 加碼 |
| Procyon Private Wealth Partners, LLC | 4,875 | $35.6 萬 | 0.09% | +575+13.4% | 加碼 |
| Intrua Financial, LLC | 4,506 | $35.3 萬 | 0.07% | +4,506 | 新進 |
| Verdence Capital Advisors LLC | 4,784 | $34.9 萬 | 0.05% | −260−5.2% | 減碼 |
| Vanderbilt University | 4,767 | $34.8 萬 | 0.08% | +4,767 | 新進 |
| World Asset Management Inc | 4,767 | $34.8 萬 | 0.03% | −46−1.0% | 減碼 |
| Parsons Capital Management Inc | 4,750 | $34.7 萬 | 0.03% | 00.0% | 不變 |
| Keybank National Association | 4,723 | $34.5 萬 | 0.00% | +121+2.6% | 加碼 |
| We Are One Seven, LLC | 4,459 | $34.4 萬 | 0.04% | +28+0.6% | 加碼 |
| Meeder Asset Management Inc | 4,695 | $34.3 萬 | 0.02% | +351+8.1% | 加碼 |
| Austin Private Wealth, LLC | 4,616 | $33.7 萬 | 0.07% | +70+1.5% | 加碼 |
| Paradigm Financial Partners, LLC | 4,498 | $33.7 萬 | 0.08% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 4,561 | $33.3 萬 | 0.18% | +200+4.6% | 加碼 |
| Kercheville Advisors, LLC | 4,550 | $33.2 萬 | 0.16% | 00.0% | 不變 |
| Lincoln National Corp | 4,537 | $33.1 萬 | 0.01% | −357−7.3% | 減碼 |
| Virtue Capital Management, LLC | 4,526 | $33.1 萬 | 0.06% | −296−6.1% | 減碼 |
| Regentatlantic Capital LLC | 4,518 | $33.0 萬 | 0.01% | +4,518 | 新進 |
| Dividend Assets Capital, LLC | 4,500 | $32.9 萬 | 0.07% | +4,500 | 新進 |
| David R. Rahn & Associates Inc. | 4,482 | $32.7 萬 | 0.18% | +1,486+49.6% | 加碼 |
| Fifth Third Bancorp | 4,442 | $32.4 萬 | 0.00% | −3,168−41.6% | 減碼 |
| Headinvest, LLC | 4,441 | $32.4 萬 | 0.06% | +599+15.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,413 | $32.2 萬 | 0.02% | −177−3.9% | 減碼 |
| Alpha Cubed Investments, LLC | 4,400 | $32.1 萬 | 0.02% | +1,000+29.4% | 加碼 |
| Lido Advisors, LLC | 4,315 | $31.5 萬 | 0.01% | +1,660+62.5% | 加碼 |
| Ontario Teachers Pension Plan Board | 4,314 | $31.5 萬 | 0.00% | +4,314 | 新進 |
| Joel Isaacson & Co., LLC | 4,284 | $31.3 萬 | 0.02% | +26+0.6% | 加碼 |
| ARGI Investment Services, LLC | 4,253 | $31.1 萬 | 0.01% | +21+0.5% | 加碼 |
| Vishria Bird Financial Group, LLC | 4,240 | $31.0 萬 | 0.16% | 00.0% | 不變 |
| Garrison Asset Management, LLC | 4,225 | $30.9 萬 | 0.19% | +20.0% | 加碼 |
| Doyle Wealth Management | 4,220 | $30.8 萬 | 0.02% | +42+1.0% | 加碼 |
| Proequities, Inc. | 4,142 | $30.7 萬 | 0.02% | +105+2.6% | 加碼 |
| Wedbush Securities Inc | 4,201 | $30.7 萬 | 0.01% | +768+22.4% | 加碼 |
| Personal Capital Advisors Corp | 4,181 | $30.5 萬 | 0.00% | −476−10.2% | 減碼 |
| Gilbert & Cook, Inc. | 4,154 | $30.3 萬 | 0.05% | +186+4.7% | 加碼 |
| Symphony Financial, Ltd. Co. | 4,057 | $30.0 萬 | 0.11% | 00.0% | 不變 |
| Teza Capital Management LLC | 4,099 | $29.9 萬 | 0.14% | −8,850−68.3% | 減碼 |
| San Luis Wealth Advisors LLC | 4,086 | $29.8 萬 | 0.17% | +4,086 | 新進 |
| Arrow Investment Advisors, LLC | 3,995 | $29.2 萬 | 0.19% | +215+5.7% | 加碼 |
| Norinchukin Bank, The | 3,960 | $28.9 萬 | 0.00% | +814+25.9% | 加碼 |
| Monterey Private Wealth, Inc. | 3,870 | $28.8 萬 | 0.16% | 00.0% | 不變 |