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 |
|---|---|---|---|---|---|
| All Season Financial Advisors, Inc. | 8,400 | $67.9 萬 | 0.48% | +1,201+16.7% | 加碼 |
| Laurel Wealth Advisors, Inc. | 8,478 | $68.5 萬 | 0.06% | +40+0.5% | 加碼 |
| Comerica Bank | 7,995 | $68.5 萬 | 0.00% | +197+2.5% | 加碼 |
| L.M. Kohn & Company | 8,466 | $68.5 萬 | 0.26% | +8,466 | 新進 |
| Ontario Teachers Pension Plan Board | 8,518 | $68.9 萬 | 0.01% | +4,292+101.6% | 加碼 |
| Concord Wealth Partners | 8,572 | $69.3 萬 | 0.18% | −238−2.7% | 減碼 |
| E. Ohman J:or Asset Management AB | 8,600 | $69.5 萬 | 0.02% | 00.0% | 不變 |
| Argent Trust Co | 8,631 | $69.7 萬 | 0.04% | +1,912+28.5% | 加碼 |
| Landmark Financial Advisors, LLC | 8,253 | $69.9 萬 | 0.34% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 8,687 | $70.2 萬 | 0.06% | +466+5.7% | 加碼 |
| Worldquant Millennium Advisors LLC | 8,845 | $71.5 萬 | 0.02% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 8,848 | $71.5 萬 | 0.05% | +65+0.7% | 加碼 |
| Coldstream Capital Management Inc | 8,872 | $71.7 萬 | 0.02% | +975+12.3% | 加碼 |
| Little House Capital LLC | 8,900 | $71.9 萬 | 0.37% | +8,900 | 新進 |
| Arbor Capital Management Inc | 8,970 | $72.7 萬 | 0.56% | +92+1.0% | 加碼 |
| Prudential Financial Inc | 9,173 | $74.2 萬 | 0.00% | −240−2.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 9,223 | $74.6 萬 | 0.02% | +294+3.3% | 加碼 |
| Western Wealth Management, LLC | 9,282 | $75.0 萬 | 0.04% | +9,282 | 新進 |
| Lazard Asset Management LLC | 9,507 | $76.7 萬 | 0.00% | −6,212−39.5% | 減碼 |
| Adams Wealth Management | 9,492 | $76.7 萬 | 0.25% | −311−3.2% | 減碼 |
| GraniteShares Advisors LLC | 9,490 | $76.7 萬 | 0.42% | +839+9.7% | 加碼 |
| Herbst Group, LLC | 9,500 | $76.8 萬 | 0.51% | +9,500 | 新進 |
| American Portfolios Advisors | 9,516 | $76.9 萬 | 0.03% | +1,285+15.6% | 加碼 |
| Patton Albertson Miller Group, LLC | 9,536 | $77.1 萬 | 0.13% | −845−8.1% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 9,586 | $77.5 萬 | 0.07% | +233+2.5% | 加碼 |
| First National Trust Co | 9,695 | $78.4 萬 | 0.04% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 9,741 | $78.7 萬 | 0.00% | −424−4.2% | 減碼 |
| Pinnacle Financial Partners Inc | 9,850 | $79.6 萬 | 0.03% | +200+2.1% | 加碼 |
| Capital Investment Advisory Services, LLC | 9,873 | $79.8 萬 | 0.09% | +1,065+12.1% | 加碼 |
| IFP Advisors, Inc | 13,608 | $79.9 萬 | 0.01% | +11,162+456.3% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $80.8 萬 | 0.01% | 00.0% | 不變 |
| First Manhattan Co | 10,000 | $80.8 萬 | 0.00% | +1,000+11.1% | 加碼 |
| Insight Wealth Partners, LLC | 10,014 | $81.0 萬 | 0.57% | 00.0% | 不變 |
| PFG Advisors | 10,068 | $81.4 萬 | 0.08% | +7,158+246.0% | 加碼 |
| Eldridge Investment Advisors, Inc. | 10,100 | $81.6 萬 | 0.28% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 10,177 | $82.3 萬 | 0.05% | +1,186+13.2% | 加碼 |
| Apollon Wealth Management, LLC | 10,322 | $83.4 萬 | 0.06% | +224+2.2% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $84.1 萬 | 0.25% | 00.0% | 不變 |
| KBC Group NV | 10,410 | $84.2 萬 | 0.00% | 00.0% | 不變 |
| First City Capital Management, Inc. | 10,417 | $84.2 萬 | 0.46% | 00.0% | 不變 |
| Advisory Services Network, LLC | 10,556 | $85.3 萬 | 0.03% | +1,051+11.1% | 加碼 |
| Hudson Portfolio Management LLC | 10,845 | $87.7 萬 | 0.77% | 00.0% | 不變 |
| Sawyer & Company, Inc | 10,895 | $88.1 萬 | 0.40% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 10,831 | $88.7 萬 | 0.06% | +8,050+289.5% | 加碼 |
| AGF Investments LLC | 11,160 | $90.2 萬 | 0.08% | +10,689+2,269.4% | 加碼 |
| Metropolitan Life Insurance Co | 11,168 | $90.3 萬 | 0.03% | −4,801−30.1% | 減碼 |
| Credential Qtrade Securities Inc. | 11,243 | $90.9 萬 | 0.06% | +11,243 | 新進 |
| D. E. Shaw & Co., Inc. | 11,380 | $92.0 萬 | 0.00% | +6,935+156.0% | 加碼 |
| Wambolt & Associates, LLC | 11,304 | $92.6 萬 | 0.34% | −651−5.4% | 減碼 |
| MKT Advisors LLC | 12,113 | $92.8 萬 | 0.70% | +39+0.3% | 加碼 |
| Old Port Advisors | 11,436 | $93.7 萬 | 0.32% | +127+1.1% | 加碼 |
| Cooper Financial Group | 11,688 | $94.5 萬 | 0.36% | −679−5.5% | 減碼 |
| FORA Capital, LLC | 11,515 | $94.7 萬 | 0.17% | +4,614+66.9% | 加碼 |
| Yousif Capital Management, LLC | 11,757 | $95.0 萬 | 0.01% | +679+6.1% | 加碼 |
| Vista Investment Management | 11,919 | $96.4 萬 | 0.53% | +8+0.1% | 加碼 |
| Sigma Planning Corp | 11,938 | $96.5 萬 | 0.03% | +69+0.6% | 加碼 |
| D.A. Davidson & Co. | 11,953 | $96.6 萬 | 0.01% | +859+7.7% | 加碼 |
| Knott David M Jr | 12,000 | $97.0 萬 | 0.33% | +6,000+100.0% | 加碼 |
| Client 1st Advisory Group, LLC | 12,094 | $97.8 萬 | 0.48% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 12,150 | $98.2 萬 | 0.07% | −1,303−9.7% | 減碼 |
| Candriam Luxembourg S.C.A. | 12,411 | $100.3 萬 | 0.01% | −1,417−10.2% | 減碼 |
| Camden Capital, LLC | 12,499 | $101.0 萬 | 0.22% | +8+0.1% | 加碼 |
| Horizon Kinetics Asset Management LLC | 12,525 | $101.3 萬 | 0.02% | +125+1.0% | 加碼 |
| Natixis Advisors, L.P. | 12,571 | $101.6 萬 | 0.00% | +12,571 | 新進 |
| Harbor Investment Advisory, LLC | 12,581 | $101.7 萬 | 0.13% | −375−2.9% | 減碼 |
| C2C Wealth Management, LLC | 11,868 | $102.0 萬 | 0.17% | +140+1.2% | 加碼 |
| Impax Asset Management Group plc | 12,652 | $102.3 萬 | 0.00% | +200+1.6% | 加碼 |
| Raymond James Trust N.A. | 12,660 | $102.3 萬 | 0.03% | +1,336+11.8% | 加碼 |
| NEIRG Wealth Management, LLC | 12,786 | $103.4 萬 | 0.20% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 12,905 | $104.3 萬 | 0.02% | +12,905 | 新進 |
| Wolverine Trading, LLC | 12,730 | $104.7 萬 | 0.03% | −15,858−55.5% | 減碼 |
| Allstate Corp | 13,039 | $105.4 萬 | 0.03% | −38,352−74.6% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 13,540 | $109.4 萬 | 0.05% | +854+6.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 13,846 | $111.9 萬 | 0.02% | −246−1.7% | 減碼 |
| Versor Investments LP | 13,840 | $111.9 萬 | 0.04% | +3,740+37.0% | 加碼 |
| AlphaCrest Capital Management LLC | 13,870 | $112.1 萬 | 0.06% | −552−3.8% | 減碼 |
| CWM, LLC | 13,939 | $112.7 萬 | 0.01% | −650−4.5% | 減碼 |
| Aurora Private Wealth, Inc. | 13,989 | $113.1 萬 | 0.47% | −40−0.3% | 減碼 |
| Madison Wealth Management | 14,000 | $113.2 萬 | 0.24% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 14,172 | $114.6 萬 | 0.03% | 00.0% | 不變 |
| RMB Capital Management, LLC | 14,278 | $115.4 萬 | 0.04% | 00.0% | 不變 |
| Stephens Inc | 14,331 | $115.9 萬 | 0.02% | −210−1.4% | 減碼 |
| Cornerstone Wealth Management, LLC | 14,333 | $115.9 萬 | 0.11% | −18−0.1% | 減碼 |
| EP Wealth Advisors, LLC | 14,651 | $118.4 萬 | 0.03% | −1,417−8.8% | 減碼 |
| Elo Mutual Pension Insurance Co | 14,651 | $118.4 萬 | 0.03% | +1,416+10.7% | 加碼 |
| Flagship Private Wealth, LLC | 14,771 | $119.4 萬 | 0.98% | −3,486−19.1% | 減碼 |
| Westpac Banking Corp | 14,790 | $119.6 萬 | 0.01% | 00.0% | 不變 |
| Bank of Nova Scotia | 14,905 | $120.5 萬 | 0.00% | +14,905 | 新進 |
| Founders Financial Alliance, LLC | 15,053 | $121.7 萬 | 0.54% | −526−3.4% | 減碼 |
| Equitable Holdings, Inc. | 15,430 | $124.7 萬 | 0.02% | +1,135+7.9% | 加碼 |
| Texas Yale Capital Corp. | 15,442 | $124.8 萬 | 0.07% | −1,068−6.5% | 減碼 |
| JB Capital LLC | 15,770 | $127.5 萬 | 0.12% | −3,508−18.2% | 減碼 |
| Jag Capital Management, LLC | 18,061 | $127.8 萬 | 0.13% | −6,896−27.6% | 減碼 |
| SRS Capital Advisors, Inc. | 15,887 | $128.4 萬 | 0.17% | +4,761+42.8% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 15,905 | $128.6 萬 | 0.29% | −3,862−19.5% | 減碼 |
| Richard P Slaughter Associates Inc | 16,235 | $131.2 萬 | 0.49% | +764+4.9% | 加碼 |
| Mission Creek Capital Partners, Inc. | 16,779 | $135.6 萬 | 0.36% | +287+1.7% | 加碼 |
| JustInvest LLC | 16,942 | $137.0 萬 | 0.07% | −4,000−19.1% | 減碼 |
| Mackenzie Financial Corp | 17,321 | $140.0 萬 | 0.00% | +1,301+8.1% | 加碼 |
| Tectonic Advisors LLC | 17,345 | $140.2 萬 | 0.24% | +3,292+23.4% | 加碼 |