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 |
|---|---|---|---|---|---|
| Oakworth Capital, Inc. | 4,900 | $40.2 萬 | 0.03% | 00.0% | 不變 |
| Widmann Financial Services, Inc. | 4,995 | $40.9 萬 | 0.34% | +4,995 | 新進 |
| G2 Capital Management, LLC | 5,000 | $41.0 萬 | 0.15% | +5,000 | 新進 |
| MV Capital Management, Inc. | 5,083 | $41.7 萬 | 0.06% | 00.0% | 不變 |
| Ethic Inc. | 5,100 | $41.8 萬 | 0.03% | +1,510+42.1% | 加碼 |
| Proequities, Inc. | 5,069 | $42.1 萬 | 0.02% | +927+22.4% | 加碼 |
| Hancock Whitney Investment Services Inc. | 5,193 | $42.1 萬 | 0.07% | +5,193 | 新進 |
| HBW Advisory Services LLC | 5,158 | $42.3 萬 | 0.10% | −863−14.3% | 減碼 |
| Clearview Wealth Advisors LLC | 5,183 | $42.5 萬 | 0.26% | +302+6.2% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,221 | $42.8 萬 | 0.03% | +808+18.3% | 加碼 |
| Chesley Taft & Associates LLC | 5,245 | $43.0 萬 | 0.02% | 00.0% | 不變 |
| Assetmark, Inc | 5,252 | $43.1 萬 | 0.00% | −225−4.1% | 減碼 |
| Naples Global Advisors, LLC | 5,290 | $43.4 萬 | 0.05% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 5,344 | $43.8 萬 | 0.03% | 00.0% | 不變 |
| Mach-1 Financial Group, Inc. | 5,373 | $44.0 萬 | 0.30% | +5,373 | 新進 |
| Ahrens Investment Partners LLC | 5,412 | $44.4 萬 | 0.20% | −483−8.2% | 減碼 |
| Diligent Investors, LLC | 5,482 | $45.0 萬 | 0.13% | +18+0.3% | 加碼 |
| Woodward Diversified Capital, LLC | 5,503 | $45.2 萬 | 0.27% | +607+12.4% | 加碼 |
| Sawtooth Solutions, LLC | 5,508 | $45.2 萬 | 0.05% | +5,508 | 新進 |
| Valeo Financial Advisors, LLC | 5,513 | $45.2 萬 | 0.02% | +5,513 | 新進 |
| Capital Investment Advisors, LLC | 5,525 | $45.3 萬 | 0.01% | −194−3.4% | 減碼 |
| DF Dent & Co Inc | 5,525 | $45.3 萬 | 0.00% | +10+0.2% | 加碼 |
| Fisher Asset Management, LLC | 5,549 | $45.5 萬 | 0.00% | −739−11.8% | 減碼 |
| Kathmere Capital Management, LLC | 5,542 | $45.5 萬 | 0.08% | 00.0% | 不變 |
| Jackson Wealth Management, LLC | 5,633 | $46.2 萬 | 0.06% | +5,633 | 新進 |
| Profund Advisors LLC | 5,755 | $47.2 萬 | 0.02% | −12,374−68.3% | 減碼 |
| Covington Capital Management | 5,754 | $47.2 萬 | 0.02% | 00.0% | 不變 |
| Carret Asset Management, LLC | 5,782 | $47.4 萬 | 0.05% | 00.0% | 不變 |
| Benedetti & Gucer, Inc. | 5,835 | $47.8 萬 | 0.32% | 00.0% | 不變 |
| Paradigm Financial Partners, LLC | 5,854 | $48.0 萬 | 0.10% | +1,356+30.1% | 加碼 |
| Fiera Capital Corp | 5,906 | $48.4 萬 | 0.00% | 00.0% | 不變 |
| Royal Fund Management, LLC | 5,906 | $48.4 萬 | 0.07% | +517+9.6% | 加碼 |
| Kalos Management, Inc. | 6,251 | $48.5 萬 | 0.13% | +122+2.0% | 加碼 |
| Flagship Harbor Advisors, LLC | 5,944 | $48.8 萬 | 0.05% | −3,581−37.6% | 減碼 |
| Legg Mason Asset Management (Japan) Co., Ltd. | 5,971 | $49.0 萬 | 0.54% | −100−1.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 5,996 | $49.2 萬 | 0.01% | +5,996 | 新進 |
| Knott David M Jr | 6,000 | $49.2 萬 | 0.19% | +6,000 | 新進 |
| Detalus Advisors, LLC | 6,133 | $50.3 萬 | 0.24% | +15+0.2% | 加碼 |
| Jacobi Capital Management LLC | 6,158 | $50.5 萬 | 0.06% | +251+4.2% | 加碼 |
| First Quadrant L P | 6,191 | $50.8 萬 | 0.05% | 00.0% | 不變 |
| Lincoln National Corp | 6,195 | $50.8 萬 | 0.01% | +1,658+36.5% | 加碼 |
| Morse Asset Management, Inc | 6,200 | $50.9 萬 | 0.11% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 6,151 | $51.1 萬 | 0.05% | +117+1.9% | 加碼 |
| Insight 2811, Inc. | 6,234 | $51.1 萬 | 0.29% | +215+3.6% | 加碼 |
| Pearl River Capital, LLC | 6,252 | $51.3 萬 | 0.14% | −6,693−51.7% | 減碼 |
| D.B. Root & Company, LLC | 6,282 | $51.5 萬 | 0.19% | +262+4.4% | 加碼 |
| Yorktown Management & Research Co Inc | 6,300 | $51.7 萬 | 0.35% | 00.0% | 不變 |
| Meiji Yasuda Life Insurance Co | 6,301 | $51.7 萬 | 0.01% | +6,301 | 新進 |
| IHT Wealth Management, LLC | 6,356 | $52.1 萬 | 0.04% | −629−9.0% | 減碼 |
| B. Riley Wealth Management, Inc. | 6,374 | $52.3 萬 | 0.04% | +12+0.2% | 加碼 |
| Mirador Capital Partners LP | 6,373 | $52.3 萬 | 0.11% | +201+3.3% | 加碼 |
| Los Angeles Capital Management LLC | 6,426 | $52.7 萬 | 0.00% | −150−2.3% | 減碼 |
| Harrell Investment Partners, LLC | 6,430 | $52.8 萬 | 0.16% | 00.0% | 不變 |
| Prairiewood Capital, LLC | 6,455 | $53.0 萬 | 0.42% | +3,168+96.4% | 加碼 |
| Allen Capital Group, LLC | 6,547 | $53.7 萬 | 0.08% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 6,632 | $54.4 萬 | 0.18% | +1,100+19.9% | 加碼 |
| Kaizen Financial Strategies | 6,680 | $54.8 萬 | 0.41% | +90+1.4% | 加碼 |
| Wexford Capital LP | 6,699 | $55.0 萬 | 0.06% | +6,699 | 新進 |
| Argent Trust Co | 6,719 | $55.1 萬 | 0.03% | +737+12.3% | 加碼 |
| International Assets Investment Management, LLC | 6,744 | $55.3 萬 | 0.10% | +199+3.0% | 加碼 |
| Boston Financial Mangement LLC | 6,770 | $55.5 萬 | 0.02% | +1,270+23.1% | 加碼 |
| Verition Fund Management LLC | 6,816 | $55.9 萬 | 0.01% | −6,010−46.9% | 減碼 |
| Regions Financial Corp | 6,807 | $55.9 萬 | 0.00% | +285+4.4% | 加碼 |
| Brown Advisory Securities, LLC | 6,846 | $56.2 萬 | 0.24% | −1,496−17.9% | 減碼 |
| Cullen Capital Management LLC | 6,885 | $56.5 萬 | 0.01% | 00.0% | 不變 |
| FORA Capital, LLC | 6,901 | $56.6 萬 | 0.22% | +6,901 | 新進 |
| Philadelphia Trust Co | 7,000 | $57.4 萬 | 0.04% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 7,025 | $57.6 萬 | 0.27% | 00.0% | 不變 |
| Madden Securities Corp | 7,100 | $58.3 萬 | 0.27% | 00.0% | 不變 |
| Kerntke Otto McGlone Wealth Management Group | 7,121 | $58.4 萬 | 0.71% | −1,850−20.6% | 減碼 |
| Sunbelt Securities, Inc. | 7,826 | $58.4 萬 | 0.09% | +599+8.3% | 加碼 |
| Private Trust Co NA | 7,116 | $58.4 萬 | 0.08% | +170+2.4% | 加碼 |
| Kovack Advisors, Inc. | 7,182 | $58.9 萬 | 0.06% | −1,181−14.1% | 減碼 |
| All Season Financial Advisors, Inc. | 7,199 | $59.1 萬 | 0.41% | −933−11.5% | 減碼 |
| Lumature Wealth Partners, LLC | 7,200 | $59.1 萬 | 0.23% | 00.0% | 不變 |
| CarsonAllaria Wealth Management, Ltd. | 7,208 | $59.1 萬 | 0.52% | +7,208 | 新進 |
| Comerica Bank | 7,798 | $59.2 萬 | 0.00% | −11,033−58.6% | 減碼 |
| Community Capital Management, Inc. | 15,700 | $60.0 萬 | 0.64% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 7,340 | $60.2 萬 | 0.03% | 00.0% | 不變 |
| APG Asset Management N.V. | 8,357 | $60.3 萬 | 0.00% | −3,400−28.9% | 減碼 |
| Glenmede Trust Co NA | 7,412 | $60.8 萬 | 0.00% | +500+7.2% | 加碼 |
| Independent Financial Group, LLC | 7,432 | $61.0 萬 | 0.05% | +2,262+43.8% | 加碼 |
| Archer Investment Corp | 7,553 | $62.0 萬 | 0.21% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 7,594 | $62.3 萬 | 0.01% | −13,945−64.7% | 減碼 |
| Bluefin Capital Management, LLC | 7,600 | $62.4 萬 | 0.05% | +7,600 | 新進 |
| Wealthspan Partners, LLC | 7,759 | $63.7 萬 | 0.56% | +7,759 | 新進 |
| Granite Bay Wealth Management, LLC | 7,773 | $63.8 萬 | 0.63% | +7,773 | 新進 |
| TD Private Client Wealth LLC | 7,831 | $64.3 萬 | 0.03% | +1,669+27.1% | 加碼 |
| NEXT Financial Group, Inc | 7,853 | $64.4 萬 | 0.04% | +1,047+15.4% | 加碼 |
| Cerity Partners LLC | 4,908 | $64.6 萬 | 0.01% | +1,940+65.4% | 加碼 |
| Coldstream Capital Management Inc | 7,897 | $64.8 萬 | 0.02% | −13,690−63.4% | 減碼 |
| Ayrshire Capital Management LLC | 7,998 | $65.6 萬 | 0.33% | +110+1.4% | 加碼 |
| Crestwood Advisors Group LLC | 8,005 | $65.7 萬 | 0.02% | 00.0% | 不變 |
| CIBC Asset Management Inc | 8,155 | $66.9 萬 | 0.00% | +961+13.4% | 加碼 |
| Axxcess Wealth Management, LLC | 8,221 | $67.5 萬 | 0.05% | +8,221 | 新進 |
| American Portfolios Advisors | 8,231 | $67.5 萬 | 0.02% | +1,569+23.6% | 加碼 |
| Landmark Financial Advisors, LLC | 8,253 | $67.7 萬 | 0.30% | 00.0% | 不變 |
| Optimum Investment Advisors | 8,307 | $68.2 萬 | 0.27% | +1,000+13.7% | 加碼 |
| First Heartland Consultants, Inc. | 8,339 | $68.4 萬 | 0.09% | −102−1.2% | 減碼 |
| Laurel Wealth Advisors, Inc. | 8,438 | $69.2 萬 | 0.05% | +2,564+43.6% | 加碼 |