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 13F 持有人
W. P. Carey Inc. 在 2021/12/31 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
- 768
- 較 2021 年第 3 季 +64 家
- 持有股數
- 1.13 億
- 較 2021 年第 3 季 +207.4 萬 (+1.9%)
- 總市值
- $93.1 億
- 較 2021 年第 3 季 +$11.7 億 (+14.3%)
- 新進機構
- 137
- 另有 286 家加碼
- 清倉機構
- 73
- 另有 197 家減碼
另有 13 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 3,089 | $25.3 萬 | 0.00% | −8,555−73.5% | 減碼 |
| Sovereign Financial Group, Inc. | 3,078 | $25.3 萬 | 0.10% | −357−10.4% | 減碼 |
| Ci Investments Inc. | 3,098 | $25.4 萬 | 0.00% | +3,088+30,880.0% | 加碼 |
| AlphaStar Capital Management, LLC | 3,231 | $25.6 萬 | 0.02% | +250+8.4% | 加碼 |
| IndexIQ Advisors LLC | 3,141 | $25.8 萬 | 0.01% | −49−1.5% | 減碼 |
| Veritable, L.P. | 3,140 | $25.8 萬 | 0.00% | +14+0.4% | 加碼 |
| Unionview, LLC | 3,156 | $25.9 萬 | 0.24% | +3,156 | 新進 |
| Woodstock Corp | 3,176 | $26.1 萬 | 0.03% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 3,209 | $26.3 萬 | 0.01% | 00.0% | 不變 |
| Raub Brock Capital Management LP | 3,640 | $26.6 萬 | 0.04% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 3,292 | $27.0 萬 | 0.00% | −110−3.2% | 減碼 |
| Basepoint Wealth LLC | 3,295 | $27.0 萬 | 0.26% | +3,295 | 新進 |
| Signaturefd, LLC | 3,329 | $27.3 萬 | 0.01% | +607+22.3% | 加碼 |
| Essex Savings Bank | 3,392 | $27.8 萬 | 0.09% | +3,392 | 新進 |
| Manufacturers Life Insurance Company, The | 3,402 | $27.9 萬 | 0.00% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 3,390 | $27.9 萬 | 0.05% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 3,450 | $28.3 萬 | 0.11% | +328+10.5% | 加碼 |
| Colonial River Wealth Management, LLC | 3,455 | $28.3 萬 | 0.15% | +3,455 | 新進 |
| Guardian Capital LP | 3,502 | $28.7 萬 | 0.01% | +3,502 | 新進 |
| Orion Portfolio Solutions, LLC | 3,501 | $28.7 萬 | 0.01% | +3,501 | 新進 |
| Fortitude Advisory Group L.L.C. | 3,487 | $28.7 萬 | 0.15% | +3,487 | 新進 |
| MA Private Wealth | 3,509 | $28.8 萬 | 0.05% | +18+0.5% | 加碼 |
| Teamwork Financial Advisors, LLC | 3,552 | $29.1 萬 | 0.05% | −254−6.7% | 減碼 |
| Flower City Capital | 3,550 | $29.5 萬 | 0.29% | +3,550 | 新進 |
| Banque Cantonale Vaudoise | 3,600 | $29.6 萬 | 0.01% | 00.0% | 不變 |
| Advisor Partners LLC | 3,629 | $29.8 萬 | 0.02% | −26−0.7% | 減碼 |
| Arrow Investment Advisors, LLC | 3,661 | $30.0 萬 | 0.21% | −334−8.4% | 減碼 |
| Campbell Wealth Management | 3,654 | $30.0 萬 | 0.03% | 00.0% | 不變 |
| Glassman Wealth Services | 3,658 | $30.0 萬 | 0.06% | +94+2.6% | 加碼 |
| Mitchell Sinkler & Starr | 3,655 | $30.0 萬 | 0.09% | +225+6.6% | 加碼 |
| Inspire Advisors, LLC | 3,669 | $30.1 萬 | 0.09% | +207+6.0% | 加碼 |
| Larson Financial Group LLC | 3,683 | $30.2 萬 | 0.05% | +3,683 | 新進 |
| Capital Planning Advisors, LLC | 3,688 | $30.3 萬 | 0.06% | +59+1.6% | 加碼 |
| Provence Wealth Management Group | 3,714 | $30.5 萬 | 0.34% | +3,714 | 新進 |
| First Foundation Advisors | 3,742 | $30.7 萬 | 0.01% | −11−0.3% | 減碼 |
| Guardian Wealth Advisors, LLC | 3,769 | $30.9 萬 | 0.13% | +3,769 | 新進 |
| Warther Private Wealth, LLC | 3,809 | $31.0 萬 | 0.23% | 00.0% | 不變 |
| Plancorp, LLC | 3,783 | $31.0 萬 | 0.02% | +39+1.0% | 加碼 |
| HM Payson & Co | 3,796 | $31.1 萬 | 0.01% | +1,096+40.6% | 加碼 |
| High Falls Advisors, Inc | 3,797 | $31.2 萬 | 0.08% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 3,807 | $31.2 萬 | 0.11% | +3,807 | 新進 |
| Ameritas Advisory Services, LLC | 3,798 | $31.2 萬 | 0.01% | +3,798 | 新進 |
| Aspire Wealth Management Corp | 3,800 | $31.2 萬 | 0.25% | +3,800 | 新進 |
| TTP Investments, Inc. | 3,837 | $31.5 萬 | 0.23% | +3,837 | 新進 |
| Silverlake Wealth Management LLC | 3,847 | $31.6 萬 | 0.17% | +3,847 | 新進 |
| Illinois Municipal Retirement Fund | 3,858 | $31.7 萬 | 0.01% | 00.0% | 不變 |
| Creative Financial Designs Inc | 3,858 | $31.7 萬 | 0.05% | +78+2.1% | 加碼 |
| Monterey Private Wealth, Inc. | 3,870 | $31.8 萬 | 0.16% | 00.0% | 不變 |
| Ancora Advisors, LLC | 3,883 | $31.9 萬 | 0.01% | −10.0% | 減碼 |
| Lido Advisors, LLC | 3,907 | $32.0 萬 | 0.01% | −408−9.5% | 減碼 |
| LVW Advisors, LLC | 3,905 | $32.0 萬 | 0.05% | +108+2.8% | 加碼 |
| Brookstone Capital Management | 3,975 | $32.1 萬 | 0.01% | +520+15.1% | 加碼 |
| Clarity Financial LLC | 3,925 | $32.2 萬 | 0.05% | 00.0% | 不變 |
| Good Life Advisors, LLC | 3,929 | $32.2 萬 | 0.04% | +532+15.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 3,975 | $32.6 萬 | 0.00% | +3,975 | 新進 |
| Hilltop Holdings Inc. | 3,993 | $32.8 萬 | 0.03% | +3,993 | 新進 |
| Horizon Wealth Management, LLC | 4,014 | $32.9 萬 | 0.10% | +4,014 | 新進 |
| Symphony Financial, Ltd. Co. | 4,057 | $33.0 萬 | 0.09% | 00.0% | 不變 |
| San Luis Wealth Advisors LLC | 4,086 | $33.5 萬 | 0.34% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 4,091 | $33.5 萬 | 0.34% | +4,091 | 新進 |
| Ignite Planners, LLC | 4,369 | $34.4 萬 | 0.22% | +4,369 | 新進 |
| Doyle Wealth Management | 4,221 | $34.6 萬 | 0.02% | +10.0% | 加碼 |
| Personal Capital Advisors Corp | 4,213 | $34.6 萬 | 0.00% | +32+0.8% | 加碼 |
| Intrua Financial, LLC | 4,232 | $34.7 萬 | 0.06% | −274−6.1% | 減碼 |
| Ontario Teachers Pension Plan Board | 4,226 | $34.7 萬 | 0.00% | −88−2.0% | 減碼 |
| Garrison Asset Management, LLC | 4,227 | $34.7 萬 | 0.19% | +20.0% | 加碼 |
| Resources Investment Advisors, LLC. | 4,246 | $34.8 萬 | 0.01% | −1,807−29.9% | 減碼 |
| Vishria Bird Financial Group, LLC | 4,240 | $34.8 萬 | 0.16% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 4,246 | $34.8 萬 | 0.05% | +623+17.2% | 加碼 |
| Joel Isaacson & Co., LLC | 4,284 | $35.2 萬 | 0.02% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 4,292 | $35.2 萬 | 0.17% | +4,292 | 新進 |
| Gilbert & Cook, Inc. | 4,318 | $35.4 萬 | 0.06% | +164+3.9% | 加碼 |
| Norinchukin Bank, The | 4,316 | $35.4 萬 | 0.00% | +356+9.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 4,424 | $36.3 萬 | 0.08% | −451−9.3% | 減碼 |
| Fifth Third Bancorp | 4,442 | $36.4 萬 | 0.00% | 00.0% | 不變 |
| Alpha Cubed Investments, LLC | 4,450 | $36.5 萬 | 0.02% | +50+1.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 4,445 | $36.5 萬 | 0.00% | +4,445 | 新進 |
| Penserra Capital Management LLC | 4,482 | $36.7 萬 | 0.01% | +2,441+119.6% | 加碼 |
| Fca Corp | 4,470 | $36.7 萬 | 0.12% | +4,470 | 新進 |
| BTC Capital Management, Inc. | 4,485 | $36.8 萬 | 0.04% | +1,162+35.0% | 加碼 |
| Dividend Assets Capital, LLC | 4,500 | $36.9 萬 | 0.07% | 00.0% | 不變 |
| People's United Financial, Inc. | 4,510 | $37.0 萬 | 0.01% | −5,500−54.9% | 減碼 |
| David R. Rahn & Associates Inc. | 4,538 | $37.2 萬 | 0.16% | +56+1.2% | 加碼 |
| Kercheville Advisors, LLC | 4,550 | $37.3 萬 | 0.16% | 00.0% | 不變 |
| Austin Private Wealth, LLC | 4,616 | $37.9 萬 | 0.08% | 00.0% | 不變 |
| ARGI Investment Services, LLC | 4,623 | $37.9 萬 | 0.01% | +370+8.7% | 加碼 |
| Virtue Capital Management, LLC | 4,711 | $38.7 萬 | 0.06% | +185+4.1% | 加碼 |
| Summit Wealth Group, LLC | 4,741 | $38.9 萬 | 0.44% | +4,741 | 新進 |
| UMA Financial Services, Inc. | 4,831 | $39.0 萬 | 0.10% | 00.0% | 不變 |
| Parsons Capital Management Inc | 4,750 | $39.0 萬 | 0.03% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 4,761 | $39.1 萬 | 0.01% | −1,050−18.1% | 減碼 |
| Wedbush Securities Inc | 4,779 | $39.2 萬 | 0.02% | +578+13.8% | 加碼 |
| H&H Retirement Design & Management INC | 5,188 | $39.3 萬 | 0.25% | +129+2.5% | 加碼 |
| Verdence Capital Advisors LLC | 4,784 | $39.3 萬 | 0.05% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 4,787 | $39.3 萬 | 0.06% | +1,379+40.5% | 加碼 |
| We Are One Seven, LLC | 4,839 | $39.7 萬 | 0.04% | +380+8.5% | 加碼 |
| Meeder Asset Management Inc | 4,843 | $39.7 萬 | 0.04% | +148+3.2% | 加碼 |
| Cornerstone Wealth Group, LLC | 4,848 | $39.8 萬 | 0.07% | −1,001−17.1% | 減碼 |
| GPS Wealth Strategies Group, LLC | 4,845 | $39.8 萬 | 0.09% | −341−6.6% | 減碼 |
| RFG Advisory, LLC | 4,859 | $39.9 萬 | 0.03% | −2,637−35.2% | 減碼 |