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 |
|---|---|---|---|---|---|
| Clarity Financial LLC | 3,925 | $28.7 萬 | 0.05% | +400+11.3% | 加碼 |
| Renaissance Technologies LLC | 3,900 | $28.5 萬 | 0.00% | −47,100−92.4% | 減碼 |
| Jump Financial, LLC | 3,888 | $28.4 萬 | 0.02% | −1,639−29.7% | 減碼 |
| Ancora Advisors, LLC | 3,884 | $28.4 萬 | 0.01% | +2,973+326.3% | 加碼 |
| Warther Private Wealth, LLC | 3,809 | $28.2 萬 | 0.25% | −5,143−57.5% | 減碼 |
| Illinois Municipal Retirement Fund | 3,858 | $28.2 萬 | 0.01% | +3,858 | 新進 |
| Teamwork Financial Advisors, LLC | 3,806 | $27.8 萬 | 0.06% | +524+16.0% | 加碼 |
| High Falls Advisors, Inc | 3,797 | $27.7 萬 | 0.08% | 00.0% | 不變 |
| LVW Advisors, LLC | 3,797 | $27.7 萬 | 0.05% | 00.0% | 不變 |
| Cascadia Advisory Services, LLC | 3,784 | $27.6 萬 | 0.06% | +5+0.1% | 加碼 |
| Creative Financial Designs Inc | 3,780 | $27.6 萬 | 0.05% | +161+4.4% | 加碼 |
| First Foundation Advisors | 3,753 | $27.4 萬 | 0.01% | +80+2.2% | 加碼 |
| Plancorp, LLC | 3,744 | $27.3 萬 | 0.02% | 00.0% | 不變 |
| Capula Management Ltd | 3,702 | $27.0 萬 | 0.02% | +3,702 | 新進 |
| Global Retirement Partners, LLC | 3,679 | $26.9 萬 | 0.03% | −246−6.3% | 減碼 |
| West Family Investments, Inc. | 3,688 | $26.9 萬 | 0.07% | +116+3.2% | 加碼 |
| Advisor Partners LLC | 3,655 | $26.7 萬 | 0.02% | 00.0% | 不變 |
| PFG Advisors | 3,655 | $26.7 萬 | 0.03% | +5+0.1% | 加碼 |
| Brookstone Capital Management | 3,455 | $26.7 萬 | 0.00% | +293+9.3% | 加碼 |
| Campbell Wealth Management | 3,654 | $26.7 萬 | 0.04% | +3,654 | 新進 |
| Raub Brock Capital Management LP | 3,640 | $26.6 萬 | 0.04% | +3,640 | 新進 |
| Capital Planning Advisors, LLC | 3,629 | $26.5 萬 | 0.05% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 3,623 | $26.4 萬 | 0.04% | −1,896−34.4% | 減碼 |
| Banque Cantonale Vaudoise | 3,600 | $26.3 萬 | 0.01% | 00.0% | 不變 |
| Ethic Inc. | 3,590 | $26.2 萬 | 0.03% | +3,590 | 新進 |
| Glassman Wealth Services | 3,564 | $26.0 萬 | 0.05% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 3,555 | $26.0 萬 | 0.04% | +100+2.9% | 加碼 |
| Ameritas Investment Company, LLC | 3,562 | $26.0 萬 | 0.01% | +933+35.5% | 加碼 |
| MA Private Wealth | 3,491 | $25.5 萬 | 0.05% | +18+0.5% | 加碼 |
| Spire Wealth Management | 3,467 | $25.3 萬 | 0.01% | −288−7.7% | 減碼 |
| Inspire Advisors, LLC | 3,462 | $25.3 萬 | 0.08% | +667+23.9% | 加碼 |
| AXA S.A. | 3,454 | $25.2 萬 | 0.00% | +73+2.2% | 加碼 |
| Mitchell Sinkler & Starr | 3,430 | $25.1 萬 | 0.23% | 00.0% | 不變 |
| Sovereign Financial Group, Inc. | 3,435 | $25.1 萬 | 0.14% | +10.0% | 加碼 |
| Main Street Financial Solutions, LLC | 3,408 | $24.9 萬 | 0.04% | +84+2.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 3,402 | $24.9 萬 | 0.00% | +438+14.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 3,402 | $24.8 萬 | 0.00% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 3,390 | $24.8 萬 | 0.04% | 00.0% | 不變 |
| Good Life Advisors, LLC | 3,397 | $24.8 萬 | 0.03% | +3,397 | 新進 |
| BTC Capital Management, Inc. | 3,323 | $24.0 萬 | 0.03% | 00.0% | 不變 |
| Prairiewood Capital, LLC | 3,287 | $24.0 萬 | 0.20% | +3,287 | 新進 |
| Brio Consultants, LLC | 3,255 | $23.8 萬 | 0.06% | +24+0.7% | 加碼 |
| Meristem Family Wealth, LLC | 3,216 | $23.5 萬 | 0.02% | +3,216 | 新進 |
| CIBC World Markets Inc. | 3,202 | $23.4 萬 | 0.00% | +3,202 | 新進 |
| Pure Financial Advisors, Inc. | 3,209 | $23.4 萬 | 0.02% | +3,209 | 新進 |
| IndexIQ Advisors LLC | 3,190 | $23.3 萬 | 0.01% | +308+10.7% | 加碼 |
| Woodstock Corp | 3,176 | $23.2 萬 | 0.03% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 3,166 | $23.1 萬 | 0.02% | +3,166 | 新進 |
| Fiduciary Planning LLC | 3,142 | $22.9 萬 | 0.12% | +3,142 | 新進 |
| Keudell/Morrison Wealth Management | 3,122 | $22.8 萬 | 0.10% | +153+5.2% | 加碼 |
| Veritable, L.P. | 3,126 | $22.8 萬 | 0.00% | +411+15.1% | 加碼 |
| TownSquare Capital, LLC | 3,090 | $22.6 萬 | 0.01% | −239−7.2% | 減碼 |
| FourThought Financial, LLC | 3,048 | $22.2 萬 | 0.03% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 2,981 | $22.1 萬 | 0.02% | −125−4.0% | 減碼 |
| E. Ohman J:or Asset Management AB | 3,000 | $21.9 萬 | 0.01% | +3,000 | 新進 |
| Baldwin Investment Management, LLC | 3,000 | $21.9 萬 | 0.04% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 2,968 | $21.7 萬 | 0.01% | −581−16.4% | 減碼 |
| Cerity Partners LLC | 2,968 | $21.7 萬 | 0.00% | +2,968 | 新進 |
| Maple Capital Management, Inc. | 2,950 | $21.5 萬 | 0.03% | −250−7.8% | 減碼 |
| Fox Run Management, L.L.C. | 2,857 | $20.9 萬 | 0.13% | −1,431−33.4% | 減碼 |
| Conestoga Capital Advisors, LLC | 2,850 | $20.8 萬 | 0.00% | 00.0% | 不變 |
| Prism Advisors, Inc. | 2,791 | $20.4 萬 | 0.07% | 00.0% | 不變 |
| Alhambra Investment Partners LLC | 2,795 | $20.4 萬 | 0.16% | +100+3.7% | 加碼 |
| Dynamic Technology Lab Private Ltd | 2,792 | $20.4 萬 | 0.02% | +2,792 | 新進 |
| Touchstone Capital, Inc. | 2,771 | $20.2 萬 | 0.18% | −94−3.3% | 減碼 |
| BCS Wealth Management | 2,739 | $20.0 萬 | 0.08% | +2,739 | 新進 |
| Signaturefd, LLC | 2,722 | $19.9 萬 | 0.01% | +318+13.2% | 加碼 |
| HM Payson & Co | 2,700 | $19.7 萬 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 2,660 | $19.4 萬 | 0.04% | 00.0% | 不變 |
| Vestcor Inc | 2,632 | $19.2 萬 | 0.01% | −32,107−92.4% | 減碼 |
| Ellis Investment Partners, LLC | 2,483 | $18.1 萬 | 0.05% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 2,470 | $18.0 萬 | 0.06% | +552+28.8% | 加碼 |
| IFP Advisors, Inc | 2,440 | $17.9 萬 | 0.00% | 00.0% | 不變 |
| NuWave Investment Management, LLC | 2,435 | $17.8 萬 | 0.20% | +2,435 | 新進 |
| Hanson & Doremus Investment Management | 2,415 | $17.6 萬 | 0.04% | −965−28.6% | 減碼 |
| Sandy Spring Bank | 2,390 | $17.4 萬 | 0.01% | −348−12.7% | 減碼 |
| IAG Wealth Partners, LLC | 2,315 | $17.0 萬 | 0.06% | −130−5.3% | 減碼 |
| Cahill Financial Advisors Inc | 2,307 | $16.9 萬 | 0.03% | +2,307 | 新進 |
| AllSquare Wealth Management LLC | 2,300 | $16.8 萬 | 0.10% | 00.0% | 不變 |
| Ritter Daniher Financial Advisory, LLC | 2,278 | $16.6 萬 | 0.12% | −938−29.2% | 減碼 |
| Parallel Advisors, LLC | 2,131 | $15.6 萬 | 0.01% | +412+24.0% | 加碼 |
| Advisors Asset Management, Inc. | 2,127 | $15.5 萬 | 0.00% | +158+8.0% | 加碼 |
| American International Group, Inc. | 2,036 | $14.9 萬 | 0.00% | −170−7.7% | 減碼 |
| Penserra Capital Management LLC | 2,041 | $14.8 萬 | 0.00% | +1,470+257.4% | 加碼 |
| Focused Wealth Management, Inc | 2,000 | $14.6 萬 | 0.02% | +14+0.7% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 1,940 | $14.4 萬 | 0.00% | +153+8.6% | 加碼 |
| Salem Investment Counselors Inc | 1,926 | $14.1 萬 | 0.01% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 1,851 | $13.5 萬 | 0.02% | −87−4.5% | 減碼 |
| Kelly Financial Services LLC | 1,784 | $13.0 萬 | 0.07% | −131,325−98.7% | 減碼 |
| Tradition Wealth Management, LLC | 1,620 | $11.8 萬 | 0.02% | 00.0% | 不變 |
| Logan Capital Management Inc | 1,600 | $11.7 萬 | 0.01% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 1,500 | $11.0 萬 | 0.12% | 00.0% | 不變 |
| PSI Advisors, LLC | 1,510 | $11.0 萬 | 0.05% | +1,510 | 新進 |
| Financial Management Professionals, Inc. | 1,483 | $10.8 萬 | 0.02% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,434 | $10.5 萬 | 0.01% | +3+0.2% | 加碼 |
| Institutional & Family Asset Management, LLC | 1,319 | $9.60 萬 | 0.02% | 00.0% | 不變 |
| Ellevest, Inc. | 1,312 | $9.60 萬 | 0.01% | +550+72.2% | 加碼 |
| Charter Oak Capital Management, LLC | 1,243 | $9.10 萬 | 0.01% | +97+8.5% | 加碼 |
| South State Corp. | 1,244 | $9.10 萬 | 0.01% | +1,244 | 新進 |
| Key Financial Inc | 1,227 | $9.00 萬 | 0.05% | 00.0% | 不變 |