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 13F 持有人
W. P. Carey Inc. 在 2022/3/31 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
- 785
- 較 2021 年第 4 季 +26 家
- 持有股數
- 1.16 億
- 較 2021 年第 4 季 +265.3 萬 (+2.3%)
- 總市值
- $93.7 億
- 較 2021 年第 4 季 +$7,807 萬 (+0.8%)
- 新進機構
- 83
- 另有 331 家加碼
- 清倉機構
- 57
- 另有 206 家減碼
另有 9 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 1,000 | $8.10 萬 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 1,000 | $8.10 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Co | 1,058 | $8.60 萬 | 0.00% | +290+37.8% | 加碼 |
| Stonebridge Capital Advisors LLC | 1,100 | $8.90 萬 | 0.01% | 00.0% | 不變 |
| Rise Advisors, LLC | 1,118 | $9.00 萬 | 0.08% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,116 | $9.00 萬 | 0.01% | +112+11.2% | 加碼 |
| Caldwell Trust Co | 1,150 | $9.30 萬 | 0.01% | 00.0% | 不變 |
| Ellevest, Inc. | 1,181 | $9.50 萬 | 0.01% | −301−20.3% | 減碼 |
| Accel Wealth Management | 1,167 | $9.60 萬 | 0.05% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 1,200 | $9.70 萬 | 0.05% | 00.0% | 不變 |
| Kings Point Capital Management | 1,218 | $9.80 萬 | 0.01% | 00.0% | 不變 |
| Key Financial Inc | 1,227 | $9.90 萬 | 0.05% | 00.0% | 不變 |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,220 | $9.90 萬 | 0.03% | +1,220 | 新進 |
| Charter Oak Capital Management, LLC | 1,243 | $10.0 萬 | 0.01% | 00.0% | 不變 |
| Money Concepts Capital Corp | 1,238 | $10.0 萬 | 0.01% | +1,238 | 新進 |
| North Star Investment Management Corp. | 1,250 | $10.1 萬 | 0.01% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 1,297 | $10.4 萬 | 0.02% | +860+196.8% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,303 | $10.5 萬 | 0.00% | +1,303 | 新進 |
| Institutional & Family Asset Management, LLC | 1,319 | $10.7 萬 | 0.02% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,364 | $11.0 萬 | 0.01% | −19−1.4% | 減碼 |
| Financial Management Professionals, Inc. | 1,483 | $12.0 萬 | 0.03% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 1,480 | $12.0 萬 | 0.02% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 1,500 | $12.1 萬 | 0.13% | 00.0% | 不變 |
| PSI Advisors, LLC | 1,510 | $12.2 萬 | 0.05% | 00.0% | 不變 |
| Certified Advisory Corp | 1,514 | $12.3 萬 | 0.03% | +1,514 | 新進 |
| Logan Capital Management Inc | 1,600 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| Benjamin Edwards Inc | 1,594 | $12.9 萬 | 0.04% | +575+56.4% | 加碼 |
| Huntington National Bank | 1,617 | $13.1 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 1,650 | $13.3 萬 | 0.00% | +550+50.0% | 加碼 |
| Horan Securities, Inc. | 1,750 | $14.1 萬 | 0.08% | +191+12.3% | 加碼 |
| Kelly Financial Services LLC | 1,784 | $14.4 萬 | 0.07% | 00.0% | 不變 |
| Prospera Financial Services Inc | 1,884 | $15.2 萬 | 0.01% | +1,884 | 新進 |
| Salem Investment Counselors Inc | 1,935 | $15.6 萬 | 0.01% | −99−4.9% | 減碼 |
| American International Group, Inc. | 1,977 | $16.0 萬 | 0.00% | −7−0.4% | 減碼 |
| FourThought Financial, LLC | 2,024 | $16.4 萬 | 0.02% | −1,024−33.6% | 減碼 |
| Focused Wealth Management, Inc | 2,029 | $16.4 萬 | 0.03% | +15+0.7% | 加碼 |
| Lindbrook Capital, LLC | 2,041 | $16.5 萬 | 0.03% | +1,403+219.9% | 加碼 |
| IAG Wealth Partners, LLC | 2,118 | $17.1 萬 | 0.05% | 00.0% | 不變 |
| NuWave Investment Management, LLC | 2,256 | $18.2 萬 | 0.24% | +1,986+735.6% | 加碼 |
| Ritter Daniher Financial Advisory, LLC | 2,278 | $18.4 萬 | 0.13% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 2,300 | $18.6 萬 | 0.11% | 00.0% | 不變 |
| Sandy Spring Bank | 2,340 | $18.9 萬 | 0.01% | +277+13.4% | 加碼 |
| South State Corp. | 2,345 | $19.0 萬 | 0.02% | +1,006+75.1% | 加碼 |
| Parallel Advisors, LLC | 2,362 | $19.4 萬 | 0.01% | +287+13.8% | 加碼 |
| Ellis Investment Partners, LLC | 2,483 | $20.0 萬 | 0.05% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 2,489 | $20.1 萬 | 0.03% | −16,511−86.9% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,489 | $20.1 萬 | 0.04% | −20−0.8% | 減碼 |
| D. Scott Neal, Inc. | 2,490 | $20.1 萬 | 0.08% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 2,500 | $20.2 萬 | 0.02% | 00.0% | 不變 |
| Ameraudi Asset Management, Inc. | 2,500 | $20.2 萬 | 0.07% | 00.0% | 不變 |
| JSF Financial, LLC | 2,498 | $20.2 萬 | 0.09% | 00.0% | 不變 |
| Concord Asset Management, LLC | 2,506 | $20.3 萬 | 0.14% | +2,506 | 新進 |
| Addison Advisors LLC | 2,520 | $20.4 萬 | 0.11% | +427+20.4% | 加碼 |
| Wetherby Asset Management Inc | 2,537 | $20.5 萬 | 0.01% | −295−10.4% | 減碼 |
| Hanson & Doremus Investment Management | 2,532 | $20.5 萬 | 0.04% | +285+12.7% | 加碼 |
| Private Advisory Group LLC | 2,554 | $20.6 萬 | 0.04% | 00.0% | 不變 |
| Chase Investment Counsel Corp | 2,578 | $20.8 萬 | 0.09% | −115−4.3% | 減碼 |
| TownSquare Capital, LLC | 2,597 | $21.0 萬 | 0.01% | +140+5.7% | 加碼 |
| Astrantus Ltd | 2,600 | $21.0 萬 | 0.35% | +2,600 | 新進 |
| Verdence Capital Advisors LLC | 2,609 | $21.1 萬 | 0.02% | −2,175−45.5% | 減碼 |
| RFG Advisory, LLC | 2,619 | $21.2 萬 | 0.01% | −2,240−46.1% | 減碼 |
| Touchstone Capital, Inc. | 2,622 | $21.2 萬 | 0.18% | −149−5.4% | 減碼 |
| Arkadios Wealth Advisors | 2,643 | $21.4 萬 | 0.03% | −1,603−37.8% | 減碼 |
| Gator Capital Management, LLC | 2,660 | $21.5 萬 | 0.16% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 2,660 | $21.5 萬 | 0.04% | 00.0% | 不變 |
| Goepper Burkhardt LLC | 2,684 | $21.7 萬 | 0.13% | +2,684 | 新進 |
| BCS Wealth Management | 2,739 | $22.1 萬 | 0.09% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 2,755 | $22.3 萬 | 0.02% | 00.0% | 不變 |
| Welch & Forbes LLC | 2,760 | $22.3 萬 | 0.00% | +2,760 | 新進 |
| EPG Wealth Management LLC | 2,786 | $22.5 萬 | 0.08% | +2,786 | 新進 |
| Prism Advisors, Inc. | 2,791 | $22.6 萬 | 0.08% | 00.0% | 不變 |
| Centiva Capital, LP | 2,795 | $22.6 萬 | 0.01% | +2,795 | 新進 |
| Headinvest, LLC | 2,814 | $22.7 萬 | 0.04% | +53+1.9% | 加碼 |
| Valmark Advisers, Inc. | 2,815 | $22.8 萬 | 0.00% | +142+5.3% | 加碼 |
| Snowden Capital Advisors LLC | 2,821 | $22.8 萬 | 0.01% | +1,774+169.4% | 加碼 |
| Walker Asset Management, LLC | 2,836 | $22.9 萬 | 0.18% | +13+0.5% | 加碼 |
| IBM Retirement Fund | 2,847 | $23.0 萬 | 0.03% | −154−5.1% | 減碼 |
| Conestoga Capital Advisors, LLC | 2,850 | $23.0 萬 | 0.00% | 00.0% | 不變 |
| Park Avenue Securities LLC | 2,840 | $23.0 萬 | 0.00% | +2,840 | 新進 |
| Simplex Trading, LLC | 2,868 | $23.1 萬 | 0.01% | −16,474−85.2% | 減碼 |
| Long Run Wealth Advisors, LLC | 2,856 | $23.1 萬 | 0.08% | −144−4.8% | 減碼 |
| Integrated Advisors Network LLC | 2,860 | $23.1 萬 | 0.01% | +2,860 | 新進 |
| MAI Capital Management | 2,910 | $23.5 萬 | 0.00% | +2,910 | 新進 |
| Financial Connections Group, Inc. | 2,935 | $23.7 萬 | 0.24% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 2,926 | $23.7 萬 | 0.02% | +193+7.1% | 加碼 |
| Vestcor Inc | 2,946 | $23.8 萬 | 0.01% | +664+29.1% | 加碼 |
| Avantax Planning Partners, Inc. | 2,975 | $24.0 萬 | 0.01% | +350+13.3% | 加碼 |
| Baldwin Investment Management, LLC | 3,000 | $24.3 萬 | 0.07% | 00.0% | 不變 |
| Allied Investment Advisors, LLC | 3,020 | $24.4 萬 | 0.08% | 00.0% | 不變 |
| Creative Financial Designs Inc | 3,031 | $24.5 萬 | 0.04% | −827−21.4% | 減碼 |
| IndexIQ Advisors LLC | 3,041 | $24.6 萬 | 0.01% | −100−3.2% | 減碼 |
| Spire Wealth Management | 3,061 | $24.8 萬 | 0.01% | −5−0.2% | 減碼 |
| Dynamic Technology Lab Private Ltd | 3,074 | $24.9 萬 | 0.03% | +3,074 | 新進 |
| Ci Investments Inc. | 3,098 | $25.0 萬 | 0.00% | 00.0% | 不變 |
| Keybank National Association | 3,108 | $25.1 萬 | 0.00% | +130+4.4% | 加碼 |
| Quadrature Capital Ltd | 3,111 | $25.1 萬 | 0.01% | +3,111 | 新進 |
| Sawtooth Solutions, LLC | 3,112 | $25.2 萬 | 0.03% | −2,396−43.5% | 減碼 |
| Legacy Wealth Planning, LLC | 3,119 | $25.2 萬 | 0.30% | +3,119 | 新進 |
| Unionview, LLC | 3,156 | $25.5 萬 | 0.24% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 3,157 | $25.5 萬 | 0.12% | +525+19.9% | 加碼 |