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 |
|---|---|---|---|---|---|
| OneAscent Financial Services LLC | 2,928 | $24.6 萬 | 0.11% | +2,928 | 新進 |
| Paradigm Financial Partners, LLC | 3,057 | $24.8 萬 | 0.07% | −2,170−41.5% | 減碼 |
| Creative Financial Designs Inc | 2,991 | $24.8 萬 | 0.04% | −40−1.3% | 減碼 |
| Van Hulzen Asset Management, LLC | 3,004 | $24.9 萬 | 0.03% | +249+9.0% | 加碼 |
| Ahrens Investment Partners LLC | 3,012 | $25.0 萬 | 0.11% | −519−14.7% | 減碼 |
| Allied Investment Advisors, LLC | 3,020 | $25.0 萬 | 0.09% | 00.0% | 不變 |
| Park Avenue Securities LLC | 3,022 | $25.0 萬 | 0.00% | +182+6.4% | 加碼 |
| Delphia (USA) Inc. | 3,022 | $25.0 萬 | 0.17% | +3,022 | 新進 |
| D. E. Shaw & Co., Inc. | 3,024 | $25.1 萬 | 0.00% | −8,356−73.4% | 減碼 |
| B. Riley Wealth Management, Inc. | 3,026 | $25.1 萬 | 0.02% | −3,324−52.3% | 減碼 |
| Avantax Planning Partners, Inc. | 3,024 | $25.1 萬 | 0.01% | +49+1.6% | 加碼 |
| HB Wealth Management, LLC | 3,072 | $25.5 萬 | 0.01% | −686−18.3% | 減碼 |
| Keybank National Association | 3,096 | $25.7 萬 | 0.00% | −12−0.4% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 3,407 | $25.9 萬 | 0.15% | +250+7.9% | 加碼 |
| Advisor Resource Council | 3,145 | $26.0 萬 | 0.02% | +3,145 | 新進 |
| Unionview, LLC | 3,156 | $26.2 萬 | 0.29% | 00.0% | 不變 |
| Woodstock Corp | 3,176 | $26.3 萬 | 0.04% | 00.0% | 不變 |
| Profund Advisors LLC | 3,205 | $26.6 萬 | 0.02% | −178−5.3% | 減碼 |
| Pure Financial Advisors, Inc. | 3,209 | $26.6 萬 | 0.02% | 00.0% | 不變 |
| Long Run Wealth Advisors, LLC | 3,210 | $26.6 萬 | 0.10% | +354+12.4% | 加碼 |
| Krane Funds Advisors LLC | 3,245 | $26.9 萬 | 0.01% | −1,615−33.2% | 減碼 |
| Horizon Wealth Management, LLC | 3,256 | $27.0 萬 | 0.11% | +16+0.5% | 加碼 |
| Squarepoint Ops LLC | 3,270 | $27.1 萬 | 0.00% | −27,278−89.3% | 減碼 |
| Ausdal Financial Partners, Inc. | 3,288 | $27.2 萬 | 0.04% | +3,288 | 新進 |
| Rehmann Capital Advisory Group | 3,290 | $27.3 萬 | 0.03% | +3,290 | 新進 |
| Visionary Wealth Advisors | 3,295 | $27.3 萬 | 0.02% | −191−5.5% | 減碼 |
| Archetype Wealth Partners | 3,320 | $27.5 萬 | 0.08% | +44+1.3% | 加碼 |
| Essex Savings Bank | 3,339 | $27.7 萬 | 0.11% | −23−0.7% | 減碼 |
| Guardian Wealth Advisors, LLC | 3,332 | $28.0 萬 | 0.05% | −29−0.9% | 減碼 |
| Basepoint Wealth LLC | 3,381 | $28.0 萬 | 0.29% | +43+1.3% | 加碼 |
| Longfellow Investment Management Co LLC | 3,390 | $28.1 萬 | 0.06% | 00.0% | 不變 |
| 360 Financial, Inc. | 3,395 | $28.3 萬 | 0.17% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 3,421 | $28.3 萬 | 0.09% | +1,303+61.5% | 加碼 |
| Main Street Financial Solutions, LLC | 3,425 | $28.4 萬 | 0.04% | −334−8.9% | 減碼 |
| Advisor Partners LLC | 3,448 | $28.6 萬 | 0.02% | −206−5.6% | 減碼 |
| Thrive Wealth Management, LLC | 3,467 | $28.7 萬 | 0.10% | −160−4.4% | 減碼 |
| MA Private Wealth | 3,545 | $29.1 萬 | 0.07% | +18+0.5% | 加碼 |
| Veritable, L.P. | 3,530 | $29.2 萬 | 0.01% | +239+7.3% | 加碼 |
| Inspire Advisors, LLC | 3,539 | $29.3 萬 | 0.08% | −194−5.2% | 減碼 |
| Glassman Wealth Services | 3,575 | $29.6 萬 | 0.06% | 00.0% | 不變 |
| Xponance, Inc. | 3,576 | $29.6 萬 | 0.01% | +3,576 | 新進 |
| Orion Portfolio Solutions, LLC | 3,596 | $29.8 萬 | 0.01% | +276+8.3% | 加碼 |
| Banque Cantonale Vaudoise | 3,600 | $29.9 萬 | 0.02% | 00.0% | 不變 |
| Kowal Investment Group, LLC | 3,617 | $30.0 萬 | 0.10% | +3,617 | 新進 |
| StoneX Group Inc. | 3,606 | $30.0 萬 | 0.04% | −317−8.1% | 減碼 |
| Raub Brock Capital Management LP | 3,640 | $30.2 萬 | 0.06% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 3,643 | $30.3 萬 | 0.00% | −113−3.0% | 減碼 |
| Mitchell Sinkler & Starr | 3,655 | $30.3 萬 | 0.11% | 00.0% | 不變 |
| Campbell Wealth Management | 3,654 | $30.3 萬 | 0.04% | 00.0% | 不變 |
| Larson Financial Group LLC | 3,722 | $30.8 萬 | 0.05% | +19+0.5% | 加碼 |
| SMH Capital Advisors Inc | 3,751 | $31.1 萬 | 0.42% | +3,751 | 新進 |
| Clarity Financial LLC | 3,762 | $31.2 萬 | 0.07% | −163−4.2% | 減碼 |
| Capital Planning Advisors, LLC | 3,780 | $31.3 萬 | 0.08% | +121+3.3% | 加碼 |
| Brookstone Capital Management | 3,835 | $31.3 萬 | 0.01% | +307+8.7% | 加碼 |
| Round Rock Advisors, LLC | 3,772 | $31.3 萬 | 0.14% | +398+11.8% | 加碼 |
| HM Payson & Co | 3,796 | $31.5 萬 | 0.01% | 00.0% | 不變 |
| High Falls Advisors, Inc | 3,797 | $31.5 萬 | 0.10% | 00.0% | 不變 |
| TTP Investments, Inc. | 3,805 | $31.5 萬 | 0.38% | +99+2.7% | 加碼 |
| Plancorp, LLC | 3,813 | $31.6 萬 | 0.02% | −7−0.2% | 減碼 |
| New York Life Investment Management LLC | 3,805 | $31.6 萬 | 0.00% | +3,805 | 新進 |
| Aptus Capital Advisors, LLC | 3,791 | $31.8 萬 | 0.01% | −25−0.7% | 減碼 |
| Warther Private Wealth, LLC | 3,809 | $31.8 萬 | 0.23% | 00.0% | 不變 |
| Aspire Wealth Management Corp | 3,854 | $31.9 萬 | 0.29% | +27+0.7% | 加碼 |
| Silverlake Wealth Management LLC | 3,852 | $31.9 萬 | 0.21% | +2+0.1% | 加碼 |
| Snowden Capital Advisors LLC | 3,863 | $32.0 萬 | 0.01% | +1,042+36.9% | 加碼 |
| Monterey Private Wealth, Inc. | 3,870 | $32.1 萬 | 0.18% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 3,904 | $32.3 萬 | 0.30% | −333−7.9% | 減碼 |
| Intrua Financial, LLC | 3,901 | $32.3 萬 | 0.07% | −154−3.8% | 減碼 |
| LVW Advisors, LLC | 3,905 | $32.4 萬 | 0.07% | 00.0% | 不變 |
| Provence Wealth Management Group | 3,962 | $32.8 萬 | 0.43% | +154+4.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 3,975 | $32.9 萬 | 0.01% | 00.0% | 不變 |
| MetLife Investment Management | 3,982 | $33.0 萬 | 0.00% | +204+5.4% | 加碼 |
| GPS Wealth Strategies Group, LLC | 4,021 | $33.3 萬 | 0.09% | +27+0.7% | 加碼 |
| Ancora Advisors, LLC | 4,036 | $33.4 萬 | 0.01% | +202+5.3% | 加碼 |
| Two Sigma Securities, LLC | 4,048 | $33.5 萬 | 0.06% | +1,559+62.6% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 4,082 | $33.8 萬 | 0.11% | +538+15.2% | 加碼 |
| San Luis Wealth Advisors LLC | 4,086 | $33.9 萬 | 0.39% | 00.0% | 不變 |
| Good Life Advisors, LLC | 4,102 | $34.0 萬 | 0.05% | −149−3.5% | 減碼 |
| Personal Capital Advisors Corp | 4,133 | $34.2 萬 | 0.00% | +35+0.9% | 加碼 |
| Integrated Advisors Network LLC | 4,136 | $34.3 萬 | 0.02% | +1,276+44.6% | 加碼 |
| Cornerstone Wealth Group, LLC | 4,149 | $34.4 萬 | 0.07% | −427−9.3% | 減碼 |
| Prudential PLC | 4,162 | $34.5 萬 | 0.01% | +235+6.0% | 加碼 |
| Arete Wealth Advisors, LLC | 4,177 | $34.6 萬 | 0.04% | −17,906−81.1% | 減碼 |
| Kingsview Wealth Management, LLC | 4,171 | $34.6 萬 | 0.02% | +697+20.1% | 加碼 |
| Doyle Wealth Management | 4,184 | $34.7 萬 | 0.03% | +20.0% | 加碼 |
| Vishria Bird Financial Group, LLC | 4,240 | $35.1 萬 | 0.23% | 00.0% | 不變 |
| Garrison Asset Management, LLC | 4,232 | $35.1 萬 | 0.24% | +20.0% | 加碼 |
| Signaturefd, LLC | 4,235 | $35.1 萬 | 0.01% | +431+11.3% | 加碼 |
| AlphaStar Capital Management, LLC | 4,276 | $35.4 萬 | 0.03% | +1,045+32.3% | 加碼 |
| Joel Isaacson & Co., LLC | 4,284 | $35.5 萬 | 0.03% | 00.0% | 不變 |
| Claraphi Advisory Network, LLC | 4,287 | $35.5 萬 | 0.12% | +4,287 | 新進 |
| Wedbush Securities Inc | 4,292 | $35.6 萬 | 0.02% | −1,730−28.7% | 減碼 |
| Retirement Planning Co of New England, Inc. | 4,312 | $35.7 萬 | 0.24% | +9+0.2% | 加碼 |
| Beck Capital Management, LLC | 4,345 | $36.0 萬 | 0.16% | −166−3.7% | 減碼 |
| PEAK6 Investments LLC | 5,337 | $36.1 萬 | 0.01% | +5,337 | 新進 |
| Balentine LLC | 4,364 | $36.2 萬 | 0.01% | +4,364 | 新進 |
| Procyon Private Wealth Partners, LLC | 4,397 | $36.4 萬 | 0.08% | +4,397 | 新進 |
| Schnieders Capital Management LLC | 4,407 | $36.5 萬 | 0.11% | +600+15.8% | 加碼 |
| Austin Private Wealth, LLC | 4,427 | $36.7 萬 | 0.08% | +39+0.9% | 加碼 |
| Keudell/Morrison Wealth Management | 4,444 | $36.8 萬 | 0.13% | −2,832−38.9% | 減碼 |