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 2 季 13F 持有人
W. P. Carey Inc. 在 2022/6/30 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
- 813
- 較 2022 年第 1 季 +43 家
- 持有股數
- 1.26 億
- 較 2022 年第 1 季 +1,146 萬 (+10.0%)
- 總市值
- $104.4 億
- 較 2022 年第 1 季 +$11.9 億 (+12.8%)
- 新進機構
- 98
- 另有 360 家加碼
- 清倉機構
- 55
- 另有 197 家減碼
另有 15 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 872 | $7.20 萬 | 0.00% | −3,421−79.7% | 減碼 |
| Princeton Global Asset Management LLC | 869 | $7.20 萬 | 0.02% | 00.0% | 不變 |
| MCF Advisors LLC | 891 | $7.40 萬 | 0.01% | 00.0% | 不變 |
| Trust Co of Vermont | 900 | $7.50 萬 | 0.01% | +900 | 新進 |
| MBM Wealth Consultants, LLC | 907 | $7.60 萬 | 0.04% | +28+3.2% | 加碼 |
| Umb Bank N A | 923 | $7.70 萬 | 0.00% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 974 | $8.10 萬 | 0.02% | 00.0% | 不變 |
| Baldwin Brothers Inc | 1,000 | $8.30 萬 | 0.01% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,000 | $8.30 萬 | 0.06% | +1,000 | 新進 |
| Washington Trust Co | 1,058 | $8.80 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 1,100 | $9.10 萬 | 0.00% | −550−33.3% | 減碼 |
| Stonebridge Capital Advisors LLC | 1,100 | $9.10 萬 | 0.01% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,107 | $9.20 萬 | 0.01% | +1,107 | 新進 |
| Rise Advisors, LLC | 1,118 | $9.30 萬 | 0.09% | 00.0% | 不變 |
| Caldwell Trust Co | 1,150 | $9.53 萬 | 0.01% | 00.0% | 不變 |
| Ellevest, Inc. | 1,156 | $9.60 萬 | 0.01% | −25−2.1% | 減碼 |
| Tobam | 1,166 | $9.70 萬 | 0.01% | +828+245.0% | 加碼 |
| Accel Wealth Management | 1,167 | $9.80 萬 | 0.06% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,187 | $9.80 萬 | 0.00% | +187+18.7% | 加碼 |
| Tyler-Stone Wealth Management | 1,200 | $9.90 萬 | 0.07% | 00.0% | 不變 |
| Key Financial Inc | 1,227 | $10.2 萬 | 0.06% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 1,243 | $10.3 萬 | 0.01% | 00.0% | 不變 |
| Prospera Financial Services Inc | 1,318 | $10.9 萬 | 0.01% | −566−30.0% | 減碼 |
| Institutional & Family Asset Management, LLC | 1,319 | $10.9 萬 | 0.02% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,450 | $12.0 萬 | 0.01% | +200+16.0% | 加碼 |
| Financial Management Professionals, Inc. | 1,483 | $12.3 萬 | 0.03% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 1,480 | $12.3 萬 | 0.02% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,492 | $12.4 萬 | 0.02% | +376+33.7% | 加碼 |
| PSI Advisors, LLC | 1,510 | $12.5 萬 | 0.06% | 00.0% | 不變 |
| Huntington National Bank | 1,517 | $12.6 萬 | 0.00% | −100−6.2% | 減碼 |
| Chilton Capital Management LLC | 1,524 | $12.7 萬 | 0.01% | +1,524 | 新進 |
| Spire Wealth Management | 1,553 | $12.9 萬 | 0.01% | −1,508−49.3% | 減碼 |
| Logan Capital Management Inc | 1,600 | $13.3 萬 | 0.01% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,629 | $13.5 萬 | 0.02% | +265+19.4% | 加碼 |
| FourThought Financial, LLC | 1,650 | $13.7 萬 | 0.02% | −374−18.5% | 減碼 |
| Ci Investments Inc. | 1,750 | $14.5 萬 | 0.00% | −1,348−43.5% | 減碼 |
| Kelly Financial Services LLC | 1,784 | $14.8 萬 | 0.08% | 00.0% | 不變 |
| Horan Securities, Inc. | 1,817 | $15.2 萬 | 0.09% | +67+3.8% | 加碼 |
| South State Corp. | 1,889 | $15.7 萬 | 0.01% | −456−19.4% | 減碼 |
| Benjamin Edwards Inc | 1,913 | $15.8 萬 | 0.05% | +319+20.0% | 加碼 |
| Salem Investment Counselors Inc | 1,935 | $16.2 萬 | 0.01% | 00.0% | 不變 |
| American International Group, Inc. | 1,978 | $16.4 萬 | 0.00% | +1+0.1% | 加碼 |
| Parallel Advisors, LLC | 2,045 | $16.9 萬 | 0.01% | −317−13.4% | 減碼 |
| Focused Wealth Management, Inc | 2,042 | $16.9 萬 | 0.03% | +13+0.6% | 加碼 |
| Lindbrook Capital, LLC | 2,105 | $17.4 萬 | 0.03% | +64+3.1% | 加碼 |
| Pin Oak Investment Advisors Inc | 2,100 | $17.4 萬 | 0.21% | +600+40.0% | 加碼 |
| Hanson & Doremus Investment Management | 2,271 | $18.8 萬 | 0.05% | −261−10.3% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 2,278 | $18.9 萬 | 0.13% | +2,278 | 新進 |
| AllSquare Wealth Management LLC | 2,300 | $19.1 萬 | 0.13% | 00.0% | 不變 |
| Bangor Savings Bank | 2,300 | $19.1 萬 | 0.02% | +2,300 | 新進 |
| Sandy Spring Bank | 2,315 | $19.2 萬 | 0.01% | −25−1.1% | 減碼 |
| SignalPoint Asset Management, LLC | 2,417 | $20.0 萬 | 0.07% | +2,417 | 新進 |
| Clearwater Capital Advisors, LLC | 2,413 | $20.0 萬 | 0.03% | +2,413 | 新進 |
| Brandywine Oak Private Wealth LLC | 2,419 | $20.0 萬 | 0.03% | +2,419 | 新進 |
| Whalerock Point Partners, LLC | 2,425 | $20.1 萬 | 0.08% | +2,425 | 新進 |
| Family Legacy, Inc. | 2,442 | $20.1 萬 | 0.10% | +2,442 | 新進 |
| Titleist Asset Management, Ltd. | 2,448 | $20.3 萬 | 0.05% | +2,448 | 新進 |
| Ellis Investment Partners, LLC | 2,483 | $20.5 萬 | 0.06% | 00.0% | 不變 |
| D. Scott Neal, Inc. | 2,490 | $20.6 萬 | 0.09% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 2,500 | $20.7 萬 | 0.02% | 00.0% | 不變 |
| JSF Financial, LLC | 2,498 | $20.7 萬 | 0.09% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 2,316 | $20.7 萬 | 0.02% | +2,316 | 新進 |
| AXA S.A. | 2,506 | $20.8 萬 | 0.00% | +2,506 | 新進 |
| Addison Advisors LLC | 2,522 | $20.9 萬 | 0.13% | +2+0.1% | 加碼 |
| NuWave Investment Management, LLC | 2,551 | $21.1 萬 | 0.28% | +295+13.1% | 加碼 |
| Private Advisory Group LLC | 2,554 | $21.2 萬 | 0.05% | 00.0% | 不變 |
| Fiduciary Trust Co | 2,554 | $21.2 萬 | 0.00% | +2,554 | 新進 |
| Corton Capital Inc. | 2,596 | $21.5 萬 | 0.20% | +2,596 | 新進 |
| Touchstone Capital, Inc. | 2,610 | $21.6 萬 | 0.21% | −12−0.5% | 減碼 |
| XR Securities LLC | 2,606 | $21.6 萬 | 0.10% | +2,606 | 新進 |
| Ameraudi Asset Management, Inc. | 2,620 | $21.7 萬 | 0.09% | +120+4.8% | 加碼 |
| Pathstone Family Office, LLC | 2,636 | $21.9 萬 | 0.00% | +2,636 | 新進 |
| Valmark Advisers, Inc. | 2,646 | $21.9 萬 | 0.00% | −169−6.0% | 減碼 |
| BCS Wealth Management | 2,639 | $21.9 萬 | 0.10% | −100−3.7% | 減碼 |
| Gator Capital Management, LLC | 2,660 | $22.0 萬 | 0.18% | 00.0% | 不變 |
| Castle Rock Wealth Management, LLC | 2,715 | $22.0 萬 | 0.11% | +2,715 | 新進 |
| TownSquare Capital, LLC | 2,667 | $22.1 萬 | 0.01% | +70+2.7% | 加碼 |
| Goepper Burkhardt LLC | 2,684 | $22.2 萬 | 0.16% | 00.0% | 不變 |
| Motco | 2,683 | $22.2 萬 | 0.02% | +2,683 | 新進 |
| Fieldpoint Private Securities, LLC | 2,715 | $22.5 萬 | 0.07% | +55+2.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,722 | $22.6 萬 | 0.00% | +1,835+206.9% | 加碼 |
| Welch & Forbes LLC | 2,760 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,747 | $22.8 萬 | 0.02% | +2,747 | 新進 |
| Hilltop Holdings Inc. | 2,749 | $22.8 萬 | 0.03% | +2,749 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 2,769 | $22.9 萬 | 0.04% | +280+11.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 2,772 | $23.0 萬 | 0.00% | +2,772 | 新進 |
| Prism Advisors, Inc. | 2,791 | $23.1 萬 | 0.09% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 2,788 | $23.1 萬 | 0.02% | +2,788 | 新進 |
| Legacy Wealth Planning, LLC | 2,799 | $23.2 萬 | 0.33% | −320−10.3% | 減碼 |
| Allie Family Office LLC | 2,800 | $23.2 萬 | 0.19% | +2,800 | 新進 |
| Headinvest, LLC | 2,814 | $23.3 萬 | 0.05% | 00.0% | 不變 |
| EPG Wealth Management LLC | 2,815 | $23.3 萬 | 0.10% | +29+1.0% | 加碼 |
| Concord Asset Management, LLC | 2,830 | $23.4 萬 | 0.17% | +324+12.9% | 加碼 |
| Conestoga Capital Advisors, LLC | 2,850 | $23.6 萬 | 0.00% | 00.0% | 不變 |
| Buckingham Strategic Partners | 2,862 | $23.7 萬 | 0.02% | −353−11.0% | 減碼 |
| Annex Advisory Services, LLC | 2,926 | $24.2 萬 | 0.02% | 00.0% | 不變 |
| Arrow Investment Advisors, LLC | 2,938 | $24.3 萬 | 0.19% | −361−10.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 2,958 | $24.4 萬 | 0.00% | −19,481−86.8% | 減碼 |
| Walker Asset Management, LLC | 2,949 | $24.4 萬 | 0.22% | +113+4.0% | 加碼 |
| BFT Financial Group, LLC | 2,956 | $24.5 萬 | 0.07% | +2,956 | 新進 |