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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。

2022 年第 1 季與 2021 年第 4 季比較

持有 W. P. Carey Inc. 的機構從 2021 年第 4 季到 2022 年第 1 季的變化。

2022 年第 1 季全部持有人2021 年第 4 季全部持有人

WPC 的 13F 持有人:2021 年第 4 季與 2022 年第 1 季比較
項目2021 年第 4 季其中尚未申報 2022 年第 1 季2022 年第 1 季變化
持有家數7689785+26
股數1.13 億14.7 萬1.16 億+265.3 萬 (+2.3%)
市值$93.1 億$1,210 萬$93.7 億+$7,807 萬 (+0.8%)

9 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(83 家)

2022 年第 1 季季末持有 W. P. Carey Inc.、2021 年第 4 季季末沒有持有的機構。

2022 年第 1 季新進 WPC 的機構
機構股數市值佔組合 %
Alyeska Investment Group, L.P.525,523$4,248 萬0.47%
WealthPlan Investment Management, LLC214,077$1,729 萬1.20%
CIBC World Markets Corp95,947$775.6 萬0.06%
Evergreen Capital Management LLC83,098$671.8 萬0.27%
Caisse de Depot Et Placement du Quebec83,000$671.0 萬0.02%
Axel Capital Management, LLC80,000$646.7 萬8.20%
Foundry Partners, LLC75,880$613.4 萬0.31%
Atria Wealth Solutions, Inc.37,514$306.4 萬0.05%
M Holdings Securities, Inc.33,150$268.0 萬0.20%
South Dakota Investment Council24,234$195.9 萬0.04%
Gsa Capital Partners LLP23,725$191.8 萬0.26%
Natixis Investment Managers International20,027$161.8 萬0.03%
Susquehanna Fundamental Investments, LLC18,500$149.6 萬0.03%
Amalgamated Financial Corp.18,275$147.7 萬0.01%
Bank of Nova Scotia14,905$120.5 萬0.00%
Bradley Foster & Sargent Inc12,905$104.3 萬0.02%
Natixis Advisors, L.P.12,571$101.6 萬0.00%
Credential Qtrade Securities Inc.11,243$90.9 萬0.06%
Herbst Group, LLC9,500$76.8 萬0.51%
Western Wealth Management, LLC9,282$75.0 萬0.04%
Little House Capital LLC8,900$71.9 萬0.37%
L.M. Kohn & Company8,466$68.5 萬0.26%
Marshall Wace, LLP8,276$66.9 萬0.00%
Family Management Corp7,402$59.8 萬0.17%
Peddock Capital Advisors, LLC7,053$57.0 萬0.18%
Achmea Investment Management B.V.6,891$55.7 萬0.01%
Virtu Financial LLC6,381$51.6 萬0.04%
American Century Companies Inc6,035$48.8 萬0.00%
Jump Financial, LLC5,584$45.1 萬0.02%
Aaron Wealth Advisors34,033$42.1 萬0.01%
Global Retirement Partners, LLC4,924$40.7 萬0.03%
Clear Street Markets LLC4,900$39.6 萬0.12%
Krane Funds Advisors LLC4,860$39.3 萬0.02%
Quantbot Technologies LP4,529$36.6 萬0.03%
Beck Capital Management, LLC4,511$36.5 萬0.11%
Walleye Trading LLC4,437$35.9 萬0.01%
XTX Topco Ltd4,034$32.6 萬0.14%
StoneX Group Inc.3,923$31.9 萬0.03%
Prudential PLC3,927$31.7 萬0.00%
Thoroughbred Financial Services, LLC3,930$31.7 萬0.05%
Aptus Capital Advisors, LLC3,816$31.3 萬0.01%
MetLife Investment Management3,778$30.5 萬0.00%
HB Wealth Management, LLC3,758$30.4 萬0.01%
Visionary Wealth Advisors3,486$28.2 萬0.02%
Change Path, LLC3,477$28.1 萬0.01%
Bailard, Inc.3,397$27.5 萬0.01%
360 Financial, Inc.3,395$27.5 萬0.13%
Round Rock Advisors, LLC3,374$27.3 萬0.11%
Archetype Wealth Partners3,276$26.5 萬0.07%
Legacy Wealth Planning, LLC3,119$25.2 萬0.30%
Quadrature Capital Ltd3,111$25.1 萬0.01%
Dynamic Technology Lab Private Ltd3,074$24.9 萬0.03%
MAI Capital Management2,910$23.5 萬0.00%
Integrated Advisors Network LLC2,860$23.1 萬0.01%
Park Avenue Securities LLC2,840$23.0 萬0.00%
Centiva Capital, LP2,795$22.6 萬0.01%
EPG Wealth Management LLC2,786$22.5 萬0.08%
Welch & Forbes LLC2,760$22.3 萬0.00%
Goepper Burkhardt LLC2,684$21.7 萬0.13%
Astrantus Ltd2,600$21.0 萬0.35%
Concord Asset Management, LLC2,506$20.3 萬0.14%
Prospera Financial Services Inc1,884$15.2 萬0.01%
Certified Advisory Corp1,514$12.3 萬0.03%
Bank Julius Baer & Co. Ltd, Zurich1,303$10.5 萬0.00%
Money Concepts Capital Corp1,238$10.0 萬0.01%
Dixon Hughes Goodman Wealth Advisors LLC1,220$9.90 萬0.03%
MCF Advisors LLC891$7.20 萬0.01%
Beacon Capital Management, LLC631$5.10 萬0.01%
Paladin Advisory Group, LLC598$4.80 萬0.04%
TCWP LLC575$4.60 萬0.01%
Quent Capital, LLC393$3.20 萬0.01%
Acadian Asset Management LLC331$2.60 萬0.00%
Bank of New Hampshire280$2.30 萬0.01%
SJS Investment Consulting Inc.280$2.30 萬0.01%
Alaethes Wealth LLC216$1.70 萬0.01%
Siena Capital LLC175$1.40 萬0.01%
Iron Horse Wealth Management, LLC150$1.20 萬0.01%
Heritage Wealth Management, LLC80$6,0000.00%
NVWM, LLC48$4,0000.00%
Northwest Investment Counselors, LLC38$3,0000.00%
Oliver Lagore Vanvalin Investment Group20$2,0000.00%
Exane Derivatives17$1,3740.00%
Parkside Financial Bank & Trust15$1,0000.00%

清倉機構(57 家)

2021 年第 4 季季末持有 W. P. Carey Inc.、2022 年第 1 季有申報但已經沒有持有的機構。

2022 年第 1 季清倉 WPC 的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Brookfield Asset Management Inc.815,934$6,695 萬
Ranger Global Real Estate Advisors, LLC634,785$5,208 萬
Weiss Multi-Strategy Advisers LLC405,823$3,330 萬
Balyasny Asset Management LLC383,804$3,149 萬
Healthcare of Ontario Pension Plan Trust Fund94,009$771.3 萬
V2 Financial group LLC26,587$218.1 萬
Phraction Management LLC21,861$179.4 萬
Connor, Clark & Lunn Investment Management Ltd.16,870$138.4 萬
Boothbay Fund Management, LLC14,056$115.3 萬
CIBC Private Wealth Group, LLC12,166$99.8 萬
Cornercap Investment Counsel Inc10,837$88.9 萬
Natixis10,436$85.6 萬
Rafferty Asset Management, LLC9,930$81.5 萬
UBS Oconnor LLC9,800$80.4 萬
GWM Advisors LLC9,387$77.0 萬
Alps Advisors Inc9,034$74.1 萬
Bluefin Capital Management, LLC7,600$62.4 萬
Sunbelt Securities, Inc.7,826$58.4 萬
Verition Fund Management LLC6,816$55.9 萬
Wexford Capital LP6,699$55.0 萬
Pearl River Capital, LLC6,252$51.3 萬
First Quadrant L P6,191$50.8 萬
Hancock Whitney Investment Services Inc.5,193$42.1 萬
G2 Capital Management, LLC5,000$41.0 萬
Procyon Private Wealth Partners, LLC4,424$36.3 萬
Hilltop Holdings Inc.3,993$32.8 萬
Flower City Capital3,550$29.5 萬
Colonial River Wealth Management, LLC3,455$28.3 萬
Cary Street Partners Asset Management LLC2,759$22.6 萬
MBB Public Markets I LLC2,753$22.6 萬
Telemus Capital, LLC2,568$21.1 萬
Regentatlantic Capital LLC2,539$20.8 萬
Advisors Asset Management, Inc.2,125$17.4 萬
Clal Insurance Enterprises Holdings Ltd1,940$16.1 萬
Richwood Investment Advisors, LLC1,703$14.0 萬
Chilton Capital Management LLC1,524$12.5 萬
CoreCap Advisors, LLC1,107$9.10 萬
Trust Co of Vermont900$7.40 萬
Mystic Asset Management, Inc.615$5.00 萬
CenterStar Asset Management, LLC–$4.80 萬
CoreFirst Bank & Trust330$2.70 萬
Outfitter Financial LLC300$2.50 萬
Lenox Wealth Advisors, LLC286$2.30 萬
Delta Asset Management LLC260$2.10 萬
Ford Financial Group, LLC232$1.90 萬
Jones Financial Companies LLLP160$1.30 萬
Signet Financial Management, LLC164$1.30 萬
Neo Ivy Capital Management134$1.10 萬
Vectors Research Management, LLC100$8,000
Old North State Trust, LLC90$7,000
Wagner Wealth Management, LLC75$6,000
FSB Premier Wealth Management, Inc.61$5,000
FinTrust Capital Advisors, LLC63$5,000
Massmutual Trust Co FSB22$2,000
Eagle Bay Advisors LLC12$1,000
Capital Advisors, Ltd. LLC2$0
First Command Advisory Services, Inc.146$0

尚未申報 2022 年第 1 季的機構(9 家)

2021 年第 4 季季末持有 W. P. Carey Inc.、還沒有申報 2022 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 4 季持有 WPC、尚未申報 2022 年第 1 季的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Andra AP-fonden109,600$899.3 萬
Columbia Asset Management10,505$86.2 萬
First Midwest Bank Trust Division9,500$78.0 萬
NEXT Financial Group, Inc7,853$64.4 萬
Legg Mason Asset Management (Japan) Co., Ltd.5,971$49.0 萬
Harbour Investments, Inc.2,783$22.8 萬
Reilly Financial Advisors, LLC672$5.50 萬
Carroll Financial Associates, Inc.400$3.20 萬
Bell Investment Advisors, Inc164$1.30 萬