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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 4 季與 2021 年第 3 季比較

持有 W. P. Carey Inc. 的機構從 2021 年第 3 季到 2021 年第 4 季的變化。

2021 年第 4 季全部持有人2021 年第 3 季全部持有人

WPC 的 13F 持有人:2021 年第 3 季與 2021 年第 4 季比較
項目2021 年第 3 季其中尚未申報 2021 年第 4 季2021 年第 4 季變化
持有家數71713768+64
股數1.11 億11.2 萬1.13 億+207.4 萬 (+1.9%)
市值$81.5 億$819.6 萬$93.1 億+$11.7 億 (+14.3%)

13 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(137 家)

2021 年第 4 季季末持有 W. P. Carey Inc.、2021 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 137 家。

2021 年第 4 季新進 WPC 的機構
機構股數市值佔組合 %
HRT Financial LP83,521$685.2 萬0.04%
Qube Research & Technologies Ltd83,466$684.8 萬0.05%
Capitolis Advisors LLC50,214$412.0 萬0.02%
Sonora Investment Management Group, LLC45,030$369.5 萬0.43%
Brown, Lisle/Cummings, Inc.37,729$309.6 萬1.55%
Bensler, LLC33,685$276.4 萬0.77%
Employees Provident Fund Board25,500$209.2 萬0.03%
Investmark Advisory Group LLC24,968$204.8 萬1.91%
Graham Capital Wealth Management, LLC23,044$184.1 萬1.50%
Phraction Management LLC21,861$179.4 萬1.09%
Lockheed Martin Investment Management Co21,005$172.3 萬0.09%
Y-Intercept (Hong Kong) Ltd19,767$162.2 萬0.38%
Allspring Global Investments Holdings, LLC19,634$161.0 萬0.00%
Two Sigma Securities, LLC19,000$155.9 萬0.30%
Connor, Clark & Lunn Investment Management Ltd.16,870$138.4 萬0.01%
CWM, LLC14,589$119.7 萬0.01%
NEIRG Wealth Management, LLC12,786$104.9 萬0.20%
CIBC Private Wealth Group, LLC12,166$99.8 萬0.00%
C2C Wealth Management, LLC11,728$96.2 萬0.14%
MKT Advisors LLC12,074$91.3 萬0.72%
Yousif Capital Management, LLC11,078$90.9 萬0.01%
Cornercap Investment Counsel Inc10,837$88.9 萬0.13%
GWM Advisors LLC9,387$77.0 萬0.01%
Arbor Capital Management Inc8,878$72.8 萬0.52%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management8,724$71.6 萬0.04%
GraniteShares Advisors LLC8,651$70.9 萬0.33%
Group One Trading, L.P.8,521$69.9 萬0.01%
Axxcess Wealth Management, LLC8,221$67.5 萬0.05%
Granite Bay Wealth Management, LLC7,773$63.8 萬0.63%
Wealthspan Partners, LLC7,759$63.7 萬0.56%
Bluefin Capital Management, LLC7,600$62.4 萬0.05%
CarsonAllaria Wealth Management, Ltd.7,208$59.1 萬0.52%
FORA Capital, LLC6,901$56.6 萬0.22%
Wexford Capital LP6,699$55.0 萬0.06%
Meiji Yasuda Life Insurance Co6,301$51.7 萬0.01%
Sequoia Financial Advisors, LLC5,996$49.2 萬0.01%
Knott David M Jr6,000$49.2 萬0.19%
Jackson Wealth Management, LLC5,633$46.2 萬0.06%
Sawtooth Solutions, LLC5,508$45.2 萬0.05%
Valeo Financial Advisors, LLC5,513$45.2 萬0.02%
Mach-1 Financial Group, Inc.5,373$44.0 萬0.30%
Hancock Whitney Investment Services Inc.5,193$42.1 萬0.07%
G2 Capital Management, LLC5,000$41.0 萬0.15%
Widmann Financial Services, Inc.4,995$40.9 萬0.34%
Summit Wealth Group, LLC4,741$38.9 萬0.44%
Fca Corp4,470$36.7 萬0.12%
D. E. Shaw & Co., Inc.4,445$36.5 萬0.00%
Retirement Planning Co of New England, Inc.4,292$35.2 萬0.17%
Ignite Planners, LLC4,369$34.4 萬0.22%
Raleigh Capital Management Inc.4,091$33.5 萬0.34%
Horizon Wealth Management, LLC4,014$32.9 萬0.10%
Hilltop Holdings Inc.3,993$32.8 萬0.03%
B. Metzler seel. Sohn & Co. AG3,975$32.6 萬0.00%
Silverlake Wealth Management LLC3,847$31.6 萬0.17%
TTP Investments, Inc.3,837$31.5 萬0.23%
Thrive Wealth Management, LLC3,807$31.2 萬0.11%
Ameritas Advisory Services, LLC3,798$31.2 萬0.01%
Aspire Wealth Management Corp3,800$31.2 萬0.25%
Guardian Wealth Advisors, LLC3,769$30.9 萬0.13%
Provence Wealth Management Group3,714$30.5 萬0.34%
Larson Financial Group LLC3,683$30.2 萬0.05%
Flower City Capital3,550$29.5 萬0.29%
Guardian Capital LP3,502$28.7 萬0.01%
Orion Portfolio Solutions, LLC3,501$28.7 萬0.01%
Fortitude Advisory Group L.L.C.3,487$28.7 萬0.15%
Colonial River Wealth Management, LLC3,455$28.3 萬0.15%
Essex Savings Bank3,392$27.8 萬0.09%
Basepoint Wealth LLC3,295$27.0 萬0.26%
Unionview, LLC3,156$25.9 萬0.24%
Allied Investment Advisors, LLC3,020$24.8 萬0.08%
Quantinno Capital Management LP2,993$24.6 萬0.04%
Long Run Wealth Advisors, LLC3,000$24.6 萬0.09%
Financial Connections Group, Inc.2,935$24.0 萬0.24%
Strategic Blueprint, LLC2,863$23.5 萬0.03%
Wetherby Asset Management Inc2,832$23.2 萬0.01%
Walker Asset Management, LLC2,823$23.2 萬0.20%
Focus Financial Network, Inc.2,781$23.1 萬0.03%
Cary Street Partners Asset Management LLC2,759$22.6 萬0.05%
MBB Public Markets I LLC2,753$22.6 萬0.00%
Annex Advisory Services, LLC2,733$22.4 萬0.02%
Schnieders Capital Management LLC2,707$22.2 萬0.05%
Chase Investment Counsel Corp2,693$22.0 萬0.09%
Valmark Advisers, Inc.2,673$21.9 萬0.00%
Gator Capital Management, LLC2,660$21.8 萬0.16%
Avantax Planning Partners, Inc.2,625$21.5 萬0.01%
Telemus Capital, LLC2,568$21.1 萬0.02%
Private Advisory Group LLC2,554$21.0 萬0.04%
Buckingham Strategic Partners2,539$20.9 萬0.04%
Pinnacle Wealth Planning Services, Inc.2,509$20.6 萬0.04%
Trustmark National Bank Trust Department2,500$20.5 萬0.02%
Ameraudi Asset Management, Inc.2,500$20.5 萬0.08%
JSF Financial, LLC2,498$20.5 萬0.10%
D. Scott Neal, Inc.2,490$20.4 萬0.08%
Richwood Investment Advisors, LLC1,703$14.0 萬0.12%
Horan Securities, Inc.1,559$12.8 萬0.08%
Chilton Capital Management LLC1,524$12.5 萬0.01%
Tyler-Stone Wealth Management1,200$9.80 萬0.05%
Rise Advisors, LLC1,118$9.17 萬0.09%
CoreCap Advisors, LLC1,107$9.10 萬0.01%
Cambridge Trust Co1,047$8.60 萬0.00%

清倉機構(73 家)

2021 年第 3 季季末持有 W. P. Carey Inc.、2021 年第 4 季有申報但已經沒有持有的機構。

2021 年第 4 季清倉 WPC 的機構
機構2021 年第 3 季股數2021 年第 3 季市值
Millennium Management LLC623,433$4,554 萬
Blackstone Group Inc.288,000$2,104 萬
Tudor Investment Corp Et Al277,861$2,030 萬
CIBC World Markets Corp106,989$781.4 萬
Two Sigma Investments, LP68,708$501.8 萬
Hudson Bay Capital Management LP62,842$459.0 萬
HGI Capital Management, LLC61,700$450.7 萬
Eii Capital Management, Inc.33,822$247.0 萬
Marshall Wace, LLP32,609$238.1 萬
Bramshill Investments, LLC27,672$202.1 萬
Colony Capital, Inc.23,424$171.1 萬
Twin Tree Management, LP20,002$146.1 萬
Monashee Investment Management LLC20,000$146.1 萬
New York State Teachers Retirement System15,000$109.6 萬
BEAM Asset Management, LLC15,003$109.6 萬
Prelude Capital Management, LLC14,265$104.2 萬
Winton Group Ltd13,743$100.4 萬
Banco Bilbao Vizcaya Argentaria, S.A.13,365$97.6 萬
Blueshift Asset Management, LLC13,252$96.8 萬
Clear Street Markets LLC13,100$95.7 萬
Caption Management, LLC11,700$85.5 萬
ExodusPoint Capital Management, LP10,514$76.8 萬
Financial Engines Advisors L.L.C.8,595$63.6 萬
Jackson Creek Investment Advisors LLC8,514$62.2 萬
Quantitative Investment Management, LLC7,139$52.1 萬
Walleye Capital LLC7,091$51.8 萬
Achmea Investment Management B.V.6,891$50.3 萬
Jefferies Group LLC5,974$43.6 萬
Gyon Technologies Capital Management, LP5,073$37.1 萬
Vanderbilt University4,767$34.8 萬
Mark Sheptoff Financial Planning, LLC4,561$33.3 萬
Teza Capital Management LLC4,099$29.9 萬
Jump Financial, LLC3,888$28.4 萬
Capula Management Ltd3,702$27.0 萬
West Family Investments, Inc.3,688$26.9 萬
Global Retirement Partners, LLC3,679$26.9 萬
AXA S.A.3,454$25.2 萬
Brio Consultants, LLC3,255$23.8 萬
Meristem Family Wealth, LLC3,216$23.5 萬
CIBC World Markets Inc.3,202$23.4 萬
Gsa Capital Partners LLP3,166$23.1 萬
Fiduciary Planning LLC3,142$22.9 萬
Maple Capital Management, Inc.2,950$21.5 萬
Fox Run Management, L.L.C.2,857$20.9 萬
Dynamic Technology Lab Private Ltd2,792$20.4 萬
Alhambra Investment Partners LLC2,795$20.4 萬
Cahill Financial Advisors Inc2,307$16.9 萬
Simon Quick Advisors, LLC1,054$7.60 萬
Ironwood Financial, llc962$7.00 萬
MCF Advisors LLC891$6.50 萬
Meridian Wealth Partners, LLC719$5.30 萬
Plante Moran Financial Advisors, LLC703$5.10 萬
Glen Eagle Advisors, LLC416$3.04 萬
Credit Agricole S A373$2.70 萬
Gerber Kawasaki Wealth & Investment Management378$2.70 萬
Sterling Financial Planning, Inc.374$2.70 萬
O'Shaughnessy Asset Management, LLC325$2.40 萬
Consolidated Planning Corp314$2.30 萬
RPG Investment Advisory, LLC300$2.20 萬
Better Money Decisions, LLC303$2.20 萬
Asset Dedication, LLC272$2.00 萬
D'Orazio & Associates, Inc.258$1.90 萬
Pacitti Group Inc.200$1.50 萬
Hudock, Inc.200$1.40 萬
Kowal Investment Group, LLC197$1.40 萬
Atlas Private Wealth Advisors152$1.10 萬
Joseph P. Lucia & Associates, LLC100$7,000
Avion Wealth100$7,000
Bartlett & Co. LLC40$3,000
Bartlett & Co. Wealth Management LLC40$2,964
Certified Advisory Corp22$2,000
Perkins Coie Trust Co20$1,000
Center for Financial Planning, Inc.15$1,000

尚未申報 2021 年第 4 季的機構(13 家)

2021 年第 3 季季末持有 W. P. Carey Inc.、還沒有申報 2021 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 3 季持有 WPC、尚未申報 2021 年第 4 季的機構
機構2021 年第 3 季股數2021 年第 3 季市值
HighPoint Advisor Group LLC39,838$291.0 萬
Sonora Investment Management, LLC30,046$219.5 萬
New England Investment & Retirement Group, Inc.10,070$73.6 萬
Marshall Wace North America L.P.6,900$50.4 萬
Mid Atlantic Financial Management Inc6,333$46.3 萬
Knott David M6,000$43.8 萬
World Asset Management Inc4,767$34.8 萬
Cascadia Advisory Services, LLC3,784$27.6 萬
Ameritas Investment Company, LLC3,562$26.0 萬
Filbrandt Wealth Management, LLC717$5.20 萬
Berman Capital Advisors, LLC90$6,000
Heritage Wealth Management, LLC80$6,000
Wealth Quarterback LLC21$2,000