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 |
|---|---|---|---|---|---|
| Strategic Blueprint, LLC | 3,173 | $25.6 萬 | 0.03% | +310+10.8% | 加碼 |
| Woodstock Corp | 3,176 | $25.7 萬 | 0.03% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 3,209 | $25.9 萬 | 0.01% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 3,231 | $26.1 萬 | 0.02% | 00.0% | 不變 |
| Buckingham Strategic Partners | 3,215 | $26.1 萬 | 0.03% | +676+26.6% | 加碼 |
| Horizon Wealth Management, LLC | 3,240 | $26.2 萬 | 0.08% | −774−19.3% | 減碼 |
| Archetype Wealth Partners | 3,276 | $26.5 萬 | 0.07% | +3,276 | 新進 |
| Veritable, L.P. | 3,291 | $26.6 萬 | 0.00% | +151+4.8% | 加碼 |
| People's United Financial, Inc. | 3,300 | $26.7 萬 | 0.01% | −1,210−26.8% | 減碼 |
| Arrow Investment Advisors, LLC | 3,299 | $26.7 萬 | 0.20% | −362−9.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 3,320 | $26.8 萬 | 0.01% | −181−5.2% | 減碼 |
| Basepoint Wealth LLC | 3,338 | $27.0 萬 | 0.25% | +43+1.3% | 加碼 |
| Essex Savings Bank | 3,362 | $27.2 萬 | 0.09% | −30−0.9% | 減碼 |
| Profund Advisors LLC | 3,383 | $27.3 萬 | 0.01% | −2,372−41.2% | 減碼 |
| Round Rock Advisors, LLC | 3,374 | $27.3 萬 | 0.11% | +3,374 | 新進 |
| Guardian Wealth Advisors, LLC | 3,361 | $27.5 萬 | 0.12% | −408−10.8% | 減碼 |
| Longfellow Investment Management Co LLC | 3,390 | $27.5 萬 | 0.04% | 00.0% | 不變 |
| Bailard, Inc. | 3,397 | $27.5 萬 | 0.01% | +3,397 | 新進 |
| 360 Financial, Inc. | 3,395 | $27.5 萬 | 0.13% | +3,395 | 新進 |
| Kingsview Wealth Management, LLC | 3,474 | $28.1 萬 | 0.01% | +429+14.1% | 加碼 |
| Change Path, LLC | 3,477 | $28.1 萬 | 0.01% | +3,477 | 新進 |
| Visionary Wealth Advisors | 3,486 | $28.2 萬 | 0.02% | +3,486 | 新進 |
| Ahrens Investment Partners LLC | 3,531 | $28.5 萬 | 0.09% | −1,881−34.8% | 減碼 |
| MA Private Wealth | 3,527 | $28.5 萬 | 0.05% | +18+0.5% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 3,544 | $28.6 萬 | 0.09% | +532+17.7% | 加碼 |
| Brookstone Capital Management | 3,528 | $28.8 萬 | 0.01% | −447−11.2% | 減碼 |
| Glassman Wealth Services | 3,575 | $28.9 萬 | 0.05% | −83−2.3% | 減碼 |
| Banque Cantonale Vaudoise | 3,600 | $29.1 萬 | 0.01% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 3,627 | $29.3 萬 | 0.09% | −180−4.7% | 減碼 |
| Raub Brock Capital Management LP | 3,640 | $29.4 萬 | 0.05% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 3,655 | $29.5 萬 | 0.09% | 00.0% | 不變 |
| Campbell Wealth Management | 3,654 | $29.5 萬 | 0.04% | 00.0% | 不變 |
| Advisor Partners LLC | 3,654 | $29.5 萬 | 0.02% | +25+0.7% | 加碼 |
| Capital Planning Advisors, LLC | 3,659 | $29.6 萬 | 0.06% | −29−0.8% | 減碼 |
| Cerity Partners LLC | 3,688 | $29.8 萬 | 0.00% | −1,220−24.9% | 減碼 |
| Larson Financial Group LLC | 3,703 | $29.9 萬 | 0.05% | +20+0.5% | 加碼 |
| TTP Investments, Inc. | 3,706 | $30.0 萬 | 0.30% | −131−3.4% | 減碼 |
| Inspire Advisors, LLC | 3,733 | $30.2 萬 | 0.08% | +64+1.7% | 加碼 |
| Swiss Life Asset Management Ltd | 3,756 | $30.2 萬 | 0.00% | −16,609−81.6% | 減碼 |
| Main Street Financial Solutions, LLC | 3,759 | $30.4 萬 | 0.04% | −1,028−21.5% | 減碼 |
| HB Wealth Management, LLC | 3,758 | $30.4 萬 | 0.01% | +3,758 | 新進 |
| MetLife Investment Management | 3,778 | $30.5 萬 | 0.00% | +3,778 | 新進 |
| High Falls Advisors, Inc | 3,797 | $30.7 萬 | 0.08% | 00.0% | 不變 |
| HM Payson & Co | 3,796 | $30.7 萬 | 0.01% | 00.0% | 不變 |
| Provence Wealth Management Group | 3,808 | $30.8 萬 | 0.35% | +94+2.5% | 加碼 |
| Signaturefd, LLC | 3,804 | $30.8 萬 | 0.01% | +475+14.3% | 加碼 |
| Schnieders Capital Management LLC | 3,807 | $30.8 萬 | 0.07% | +1,100+40.6% | 加碼 |
| Aspire Wealth Management Corp | 3,827 | $30.9 萬 | 0.24% | +27+0.7% | 加碼 |
| Plancorp, LLC | 3,820 | $30.9 萬 | 0.02% | +37+1.0% | 加碼 |
| Ancora Advisors, LLC | 3,834 | $31.0 萬 | 0.01% | −49−1.3% | 減碼 |
| Silverlake Wealth Management LLC | 3,850 | $31.1 萬 | 0.18% | +3+0.1% | 加碼 |
| Illinois Municipal Retirement Fund | 3,858 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| Warther Private Wealth, LLC | 3,809 | $31.2 萬 | 0.20% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 3,816 | $31.3 萬 | 0.01% | +3,816 | 新進 |
| First Foundation Advisors | 3,886 | $31.4 萬 | 0.01% | +144+3.8% | 加碼 |
| LVW Advisors, LLC | 3,905 | $31.6 萬 | 0.06% | 00.0% | 不變 |
| Clarity Financial LLC | 3,925 | $31.7 萬 | 0.06% | 00.0% | 不變 |
| Prudential PLC | 3,927 | $31.7 萬 | 0.00% | +3,927 | 新進 |
| Thoroughbred Financial Services, LLC | 3,930 | $31.7 萬 | 0.05% | +3,930 | 新進 |
| Monterey Private Wealth, Inc. | 3,870 | $31.8 萬 | 0.15% | 00.0% | 不變 |
| StoneX Group Inc. | 3,923 | $31.9 萬 | 0.03% | +3,923 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 3,975 | $32.1 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 3,994 | $32.3 萬 | 0.07% | −851−17.6% | 減碼 |
| Ethic Inc. | 4,036 | $32.6 萬 | 0.02% | −1,064−20.9% | 減碼 |
| XTX Topco Ltd | 4,034 | $32.6 萬 | 0.14% | +4,034 | 新進 |
| Intrua Financial, LLC | 4,055 | $32.8 萬 | 0.06% | −177−4.2% | 減碼 |
| Personal Capital Advisors Corp | 4,098 | $33.1 萬 | 0.00% | −115−2.7% | 減碼 |
| San Luis Wealth Advisors LLC | 4,086 | $33.5 萬 | 0.16% | 00.0% | 不變 |
| Doyle Wealth Management | 4,182 | $33.8 萬 | 0.02% | −39−0.9% | 減碼 |
| Resources Investment Advisors, LLC. | 4,205 | $34.0 萬 | 0.01% | −41−1.0% | 減碼 |
| Garrison Asset Management, LLC | 4,230 | $34.2 萬 | 0.19% | +3+0.1% | 加碼 |
| Fortitude Advisory Group L.L.C. | 4,237 | $34.2 萬 | 0.18% | +750+21.5% | 加碼 |
| BTC Capital Management, Inc. | 4,253 | $34.3 萬 | 0.03% | −232−5.2% | 減碼 |
| Vishria Bird Financial Group, LLC | 4,240 | $34.3 萬 | 0.19% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 4,260 | $34.4 萬 | 0.01% | −501−10.5% | 減碼 |
| Good Life Advisors, LLC | 4,251 | $34.4 萬 | 0.04% | +322+8.2% | 加碼 |
| Meeder Asset Management Inc | 4,293 | $34.7 萬 | 0.02% | −550−11.4% | 減碼 |
| Retirement Planning Co of New England, Inc. | 4,303 | $34.7 萬 | 0.20% | +11+0.3% | 加碼 |
| Austin Private Wealth, LLC | 4,388 | $35.5 萬 | 0.07% | −228−4.9% | 減碼 |
| Ameritas Advisory Services, LLC | 4,399 | $35.6 萬 | 0.01% | +601+15.8% | 加碼 |
| Joel Isaacson & Co., LLC | 4,284 | $35.8 萬 | 0.03% | 00.0% | 不變 |
| Walleye Trading LLC | 4,437 | $35.9 萬 | 0.01% | +4,437 | 新進 |
| Alpha Cubed Investments, LLC | 4,450 | $36.0 萬 | 0.02% | 00.0% | 不變 |
| Lido Advisors, LLC | 4,458 | $36.0 萬 | 0.01% | +551+14.1% | 加碼 |
| Fca Corp | 4,470 | $36.1 萬 | 0.13% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 4,472 | $36.2 萬 | 0.00% | −4,198−48.4% | 減碼 |
| Gilbert & Cook, Inc. | 4,473 | $36.2 萬 | 0.06% | +155+3.6% | 加碼 |
| Dividend Assets Capital, LLC | 4,500 | $36.4 萬 | 0.07% | 00.0% | 不變 |
| Meiji Yasuda Life Insurance Co | 4,513 | $36.5 萬 | 0.01% | −1,788−28.4% | 減碼 |
| Beck Capital Management, LLC | 4,511 | $36.5 萬 | 0.11% | +4,511 | 新進 |
| Quantbot Technologies LP | 4,529 | $36.6 萬 | 0.03% | +4,529 | 新進 |
| Parsons Capital Management Inc | 4,550 | $36.8 萬 | 0.03% | −200−4.2% | 減碼 |
| Cornerstone Wealth Group, LLC | 4,576 | $37.0 萬 | 0.07% | −272−5.6% | 減碼 |
| Proequities, Inc. | 4,561 | $37.4 萬 | 0.03% | −508−10.0% | 減碼 |
| ARGI Investment Services, LLC | 4,645 | $37.5 萬 | 0.01% | +22+0.5% | 加碼 |
| David R. Rahn & Associates Inc. | 4,648 | $37.5 萬 | 0.14% | +110+2.4% | 加碼 |
| Fifth Third Bancorp | 4,671 | $37.8 萬 | 0.00% | +229+5.2% | 加碼 |
| Raleigh Capital Management Inc. | 4,673 | $37.8 萬 | 0.20% | +582+14.2% | 加碼 |
| Summit Wealth Group, LLC | 4,741 | $38.3 萬 | 0.40% | 00.0% | 不變 |
| Norinchukin Bank, The | 4,754 | $38.4 萬 | 0.01% | +438+10.1% | 加碼 |