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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 14,056 | $115.3 萬 | 0.04% | −6,512−31.7% | 減碼 |
| Tectonic Advisors LLC | 14,053 | $115.3 萬 | 0.21% | +6,768+92.9% | 加碼 |
| Aurora Private Wealth, Inc. | 14,029 | $115.1 萬 | 0.50% | +70+0.5% | 加碼 |
| Madison Wealth Management | 14,000 | $114.9 萬 | 0.23% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 13,828 | $113.5 萬 | 0.01% | −1,388−9.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 13,453 | $110.4 萬 | 0.07% | −1,447−9.7% | 減碼 |
| Elo Mutual Pension Insurance Co | 13,235 | $108.6 萬 | 0.03% | +784+6.3% | 加碼 |
| Harbor Investment Advisory, LLC | 12,956 | $106.3 萬 | 0.13% | −132−1.0% | 減碼 |
| NEIRG Wealth Management, LLC | 12,786 | $104.9 萬 | 0.20% | +12,786 | 新進 |
| Beacon Investment Advisory Services, Inc. | 12,686 | $104.1 萬 | 0.04% | +251+2.0% | 加碼 |
| Camden Capital, LLC | 12,491 | $102.5 萬 | 0.22% | 00.0% | 不變 |
| Impax Asset Management Group plc | 12,452 | $102.2 萬 | 0.00% | −994−7.4% | 減碼 |
| Horizon Kinetics Asset Management LLC | 12,400 | $101.7 萬 | 0.02% | +250+2.1% | 加碼 |
| Cooper Financial Group | 12,367 | $101.5 萬 | 0.38% | −1,214−8.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 12,166 | $99.8 萬 | 0.00% | +12,166 | 新進 |
| Client 1st Advisory Group, LLC | 12,094 | $99.2 萬 | 0.48% | −19−0.2% | 減碼 |
| Wambolt & Associates, LLC | 11,955 | $98.1 萬 | 0.35% | −161−1.3% | 減碼 |
| Vista Investment Management | 11,911 | $97.7 萬 | 0.53% | −58−0.5% | 減碼 |
| Sigma Planning Corp | 11,869 | $97.4 萬 | 0.03% | −186−1.5% | 減碼 |
| C2C Wealth Management, LLC | 11,728 | $96.2 萬 | 0.14% | +11,728 | 新進 |
| Raymond James Trust N.A. | 11,324 | $92.9 萬 | 0.03% | −620−5.2% | 減碼 |
| SRS Capital Advisors, Inc. | 11,126 | $91.3 萬 | 0.12% | +134+1.2% | 加碼 |
| MKT Advisors LLC | 12,074 | $91.3 萬 | 0.72% | +12,074 | 新進 |
| Old Port Advisors | 11,309 | $91.2 萬 | 0.31% | +455+4.2% | 加碼 |
| D.A. Davidson & Co. | 11,094 | $91.0 萬 | 0.01% | +130+1.2% | 加碼 |
| Yousif Capital Management, LLC | 11,078 | $90.9 萬 | 0.01% | +11,078 | 新進 |
| Sawyer & Company, Inc | 10,895 | $89.4 萬 | 0.39% | −475−4.2% | 減碼 |
| Hudson Portfolio Management LLC | 10,845 | $88.9 萬 | 0.79% | −75−0.7% | 減碼 |
| Cornercap Investment Counsel Inc | 10,837 | $88.9 萬 | 0.13% | +10,837 | 新進 |
| Columbia Asset Management | 10,505 | $86.2 萬 | 0.18% | −550−5.0% | 減碼 |
| Vident Investment Advisory, LLC | 10,494 | $86.1 萬 | 0.02% | +67+0.6% | 加碼 |
| Natixis | 10,436 | $85.6 萬 | 0.00% | +3,801+57.3% | 加碼 |
| KBC Group NV | 10,410 | $85.4 萬 | 0.00% | −15,441−59.7% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $85.3 萬 | 0.25% | 00.0% | 不變 |
| Patton Albertson Miller Group, LLC | 10,381 | $85.2 萬 | 0.14% | +50.0% | 加碼 |
| Rockefeller Capital Management L.P. | 10,165 | $83.4 萬 | 0.00% | +828+8.9% | 加碼 |
| Versor Investments LP | 10,100 | $82.9 萬 | 0.03% | −3,100−23.5% | 減碼 |
| Eldridge Investment Advisors, Inc. | 10,100 | $82.9 萬 | 0.27% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 10,098 | $82.9 萬 | 0.07% | +2,082+26.0% | 加碼 |
| Insight Wealth Partners, LLC | 10,014 | $82.2 萬 | 0.45% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $82.1 萬 | 0.01% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 9,930 | $81.5 萬 | 0.00% | −1,569−13.6% | 減碼 |
| UBS Oconnor LLC | 9,800 | $80.4 萬 | 0.01% | −14,150−59.1% | 減碼 |
| Adams Wealth Management | 9,803 | $80.4 萬 | 0.26% | −720−6.8% | 減碼 |
| First National Trust Co | 9,695 | $79.5 萬 | 0.04% | +67+0.7% | 加碼 |
| Pinnacle Financial Partners Inc | 9,650 | $79.1 萬 | 0.02% | −950−9.0% | 減碼 |
| First City Capital Management, Inc. | 10,417 | $78.6 萬 | 0.44% | +190+1.9% | 加碼 |
| First Midwest Bank Trust Division | 9,500 | $78.0 萬 | 0.10% | +1,825+23.8% | 加碼 |
| Advisory Services Network, LLC | 9,505 | $78.0 萬 | 0.02% | +2,152+29.3% | 加碼 |
| GWM Advisors LLC | 9,387 | $77.0 萬 | 0.01% | +9,387 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 9,353 | $76.7 萬 | 0.07% | +93+1.0% | 加碼 |
| Alps Advisors Inc | 9,034 | $74.1 萬 | 0.01% | −472−5.0% | 減碼 |
| First Manhattan Co | 9,000 | $73.8 萬 | 0.00% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 8,991 | $73.8 萬 | 0.04% | +2,096+30.4% | 加碼 |
| Prudential Financial Inc | 9,413 | $73.4 萬 | 0.00% | −336−3.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 8,929 | $73.3 萬 | 0.02% | +599+7.2% | 加碼 |
| Arbor Capital Management Inc | 8,878 | $72.8 萬 | 0.52% | +8,878 | 新進 |
| Worldquant Millennium Advisors LLC | 8,845 | $72.6 萬 | 0.01% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 8,808 | $72.3 萬 | 0.09% | +579+7.0% | 加碼 |
| Concord Wealth Partners | 8,810 | $72.3 萬 | 0.18% | +3,891+79.1% | 加碼 |
| Guyasuta Investment Advisors Inc | 8,783 | $72.1 萬 | 0.05% | +65+0.7% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,724 | $71.6 萬 | 0.04% | +8,724 | 新進 |
| Tower Research Capital LLC (TRC) | 8,670 | $71.1 萬 | 0.01% | −408−4.5% | 減碼 |
| DuPont Capital Management Corp | 8,650 | $71.0 萬 | 0.03% | −2,722−23.9% | 減碼 |
| GraniteShares Advisors LLC | 8,651 | $70.9 萬 | 0.33% | +8,651 | 新進 |
| E. Ohman J:or Asset Management AB | 8,600 | $70.6 萬 | 0.02% | +5,600+186.7% | 加碼 |
| Jane Street Group, LLC | 8,563 | $70.3 萬 | 0.00% | −21,974−72.0% | 減碼 |
| Group One Trading, L.P. | 8,521 | $69.9 萬 | 0.01% | +8,521 | 新進 |
| Laurel Wealth Advisors, Inc. | 8,438 | $69.2 萬 | 0.05% | +2,564+43.6% | 加碼 |
| First Heartland Consultants, Inc. | 8,339 | $68.4 萬 | 0.09% | −102−1.2% | 減碼 |
| Optimum Investment Advisors | 8,307 | $68.2 萬 | 0.27% | +1,000+13.7% | 加碼 |
| Landmark Financial Advisors, LLC | 8,253 | $67.7 萬 | 0.30% | 00.0% | 不變 |
| American Portfolios Advisors | 8,231 | $67.5 萬 | 0.02% | +1,569+23.6% | 加碼 |
| Axxcess Wealth Management, LLC | 8,221 | $67.5 萬 | 0.05% | +8,221 | 新進 |
| CIBC Asset Management Inc | 8,155 | $66.9 萬 | 0.00% | +961+13.4% | 加碼 |
| Crestwood Advisors Group LLC | 8,005 | $65.7 萬 | 0.02% | 00.0% | 不變 |
| Ayrshire Capital Management LLC | 7,998 | $65.6 萬 | 0.33% | +110+1.4% | 加碼 |
| Coldstream Capital Management Inc | 7,897 | $64.8 萬 | 0.02% | −13,690−63.4% | 減碼 |
| Cerity Partners LLC | 4,908 | $64.6 萬 | 0.01% | +1,940+65.4% | 加碼 |
| NEXT Financial Group, Inc | 7,853 | $64.4 萬 | 0.04% | +1,047+15.4% | 加碼 |
| TD Private Client Wealth LLC | 7,831 | $64.3 萬 | 0.03% | +1,669+27.1% | 加碼 |
| Granite Bay Wealth Management, LLC | 7,773 | $63.8 萬 | 0.63% | +7,773 | 新進 |
| Wealthspan Partners, LLC | 7,759 | $63.7 萬 | 0.56% | +7,759 | 新進 |
| Bluefin Capital Management, LLC | 7,600 | $62.4 萬 | 0.05% | +7,600 | 新進 |
| Oppenheimer & Co Inc | 7,594 | $62.3 萬 | 0.01% | −13,945−64.7% | 減碼 |
| Archer Investment Corp | 7,553 | $62.0 萬 | 0.21% | 00.0% | 不變 |
| Independent Financial Group, LLC | 7,432 | $61.0 萬 | 0.05% | +2,262+43.8% | 加碼 |
| Glenmede Trust Co NA | 7,412 | $60.8 萬 | 0.00% | +500+7.2% | 加碼 |
| APG Asset Management N.V. | 8,357 | $60.3 萬 | 0.00% | −3,400−28.9% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 7,340 | $60.2 萬 | 0.03% | 00.0% | 不變 |
| Community Capital Management, Inc. | 15,700 | $60.0 萬 | 0.64% | 00.0% | 不變 |
| Comerica Bank | 7,798 | $59.2 萬 | 0.00% | −11,033−58.6% | 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 |
| Kovack Advisors, Inc. | 7,182 | $58.9 萬 | 0.06% | −1,181−14.1% | 減碼 |
| 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 |
| Madden Securities Corp | 7,100 | $58.3 萬 | 0.27% | 00.0% | 不變 |