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 |
|---|---|---|---|---|---|
| Alpha Cubed Investments, LLC | 4,450 | $36.9 萬 | 0.03% | 00.0% | 不變 |
| Fca Corp | 4,470 | $37.0 萬 | 0.15% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 4,500 | $37.3 萬 | 0.08% | 00.0% | 不變 |
| Ignite Planners, LLC | 4,602 | $37.4 萬 | 0.31% | +25+0.5% | 加碼 |
| Change Path, LLC | 4,528 | $37.5 萬 | 0.02% | +1,051+30.2% | 加碼 |
| Brown Advisory Securities, LLC | 4,541 | $37.6 萬 | 0.36% | −1,559−25.6% | 減碼 |
| Parsons Capital Management Inc | 4,550 | $37.7 萬 | 0.03% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 4,556 | $37.8 萬 | 0.05% | +1,383+43.6% | 加碼 |
| Jackson Wealth Management, LLC | 4,583 | $38.0 萬 | 0.18% | −1,050−18.6% | 減碼 |
| Sawtooth Solutions, LLC | 4,592 | $38.0 萬 | 0.05% | +1,480+47.6% | 加碼 |
| BTC Capital Management, Inc. | 4,656 | $38.5 萬 | 0.05% | +403+9.5% | 加碼 |
| Ethic Inc. | 4,670 | $38.7 萬 | 0.03% | +634+15.7% | 加碼 |
| David R. Rahn & Associates Inc. | 4,678 | $38.8 萬 | 0.16% | +30+0.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 4,689 | $38.9 萬 | 0.01% | −810−14.7% | 減碼 |
| ARGI Investment Services, LLC | 4,704 | $39.0 萬 | 0.01% | +59+1.3% | 加碼 |
| Founders Financial Alliance, LLC | 4,726 | $39.2 萬 | 0.20% | −10,327−68.6% | 減碼 |
| Raleigh Capital Management Inc. | 4,719 | $39.2 萬 | 0.22% | +46+1.0% | 加碼 |
| Summit Wealth Group, LLC | 4,741 | $39.3 萬 | 0.46% | 00.0% | 不變 |
| Proequities, Inc. | 4,684 | $39.3 萬 | 0.03% | +123+2.7% | 加碼 |
| Campbell & CO Investment Adviser LLC | 4,774 | $39.6 萬 | 0.11% | +4,774 | 新進 |
| Clear Street Markets LLC | 4,800 | $39.8 萬 | 0.13% | −100−2.0% | 減碼 |
| Diligent Investors, LLC | 4,800 | $39.8 萬 | 0.14% | +9+0.2% | 加碼 |
| Oakworth Capital, Inc. | 4,900 | $40.6 萬 | 0.04% | 00.0% | 不變 |
| Argent Advisors, Inc. | 5,058 | $41.9 萬 | 0.24% | +5,058 | 新進 |
| Chesley Taft & Associates LLC | 5,067 | $42.0 萬 | 0.03% | 00.0% | 不變 |
| Colony Family Offices, LLC | 5,000 | $42.0 萬 | 0.19% | +5,000 | 新進 |
| MV Capital Management, Inc. | 5,083 | $42.1 萬 | 0.07% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 4,831 | $42.3 萬 | 0.12% | 00.0% | 不變 |
| Detalus Advisors, LLC | 5,133 | $42.5 萬 | 0.25% | −1,000−16.3% | 減碼 |
| Global Retirement Partners, LLC | 5,124 | $42.5 萬 | 0.03% | +200+4.1% | 加碼 |
| DF Dent & Co Inc | 5,160 | $42.8 萬 | 0.01% | −809−13.6% | 減碼 |
| Worth Venture Partners, LLC | 5,121 | $42.8 萬 | 0.26% | +5,121 | 新進 |
| Fox Run Management, L.L.C. | 5,205 | $43.1 萬 | 0.22% | +5,205 | 新進 |
| Oppenheimer & Co Inc | 5,212 | $43.2 萬 | 0.01% | −2,843−35.3% | 減碼 |
| Norinchukin Bank, The | 5,224 | $43.3 萬 | 0.01% | +470+9.9% | 加碼 |
| Penserra Capital Management LLC | 5,307 | $43.8 萬 | 0.01% | −263−4.7% | 減碼 |
| Sovereign Financial Group, Inc. | 5,280 | $43.8 萬 | 0.17% | −32−0.6% | 減碼 |
| Fifth Third Bancorp | 5,280 | $43.8 萬 | 0.00% | +609+13.0% | 加碼 |
| Capital Investment Advisors, LLC | 5,338 | $44.2 萬 | 0.01% | +26+0.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,334 | $44.2 萬 | 0.01% | +862+19.3% | 加碼 |
| Venture Visionary Partners LLC | 5,344 | $44.3 萬 | 0.03% | 00.0% | 不變 |
| Mach-1 Financial Group, Inc. | 5,350 | $44.3 萬 | 0.31% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 5,357 | $44.4 萬 | 0.05% | +5,357 | 新進 |
| Widmann Financial Services, Inc. | 5,375 | $44.5 萬 | 0.46% | +300+5.9% | 加碼 |
| Lido Advisors, LLC | 5,406 | $44.7 萬 | 0.01% | +948+21.3% | 加碼 |
| Vident Investment Advisory, LLC | 5,444 | $45.0 萬 | 0.01% | −787−12.6% | 減碼 |
| Boston Private Wealth LLC | 5,471 | $45.3 萬 | 0.01% | +325+6.3% | 加碼 |
| Cutler Group LP | 5,473 | $45.3 萬 | 0.06% | +5,473 | 新進 |
| Symphony Financial, Ltd. Co. | 5,409 | $45.4 萬 | 0.13% | −137−2.5% | 減碼 |
| Boston Financial Mangement LLC | 5,500 | $45.6 萬 | 0.02% | −1,270−18.8% | 減碼 |
| Ameritas Advisory Services, LLC | 5,506 | $45.6 萬 | 0.03% | +1,107+25.2% | 加碼 |
| Kathmere Capital Management, LLC | 5,548 | $46.0 萬 | 0.08% | +6+0.1% | 加碼 |
| Valeo Financial Advisors, LLC | 5,550 | $46.0 萬 | 0.03% | +37+0.7% | 加碼 |
| H&H Retirement Design & Management INC | 5,306 | $46.4 萬 | 0.34% | +118+2.3% | 加碼 |
| Transatlantique Private Wealth LLC | 5,607 | $46.5 萬 | 0.32% | +5,607 | 新進 |
| Vestcor Inc | 5,628 | $46.6 萬 | 0.02% | +2,682+91.0% | 加碼 |
| Resources Investment Advisors, LLC. | 5,636 | $46.7 萬 | 0.02% | +1,431+34.0% | 加碼 |
| Kempen Capital Management N.V. | 5,700 | $47.2 萬 | 0.02% | −216,500−97.4% | 減碼 |
| Covington Capital Management | 5,750 | $47.6 萬 | 0.02% | 00.0% | 不變 |
| We Are One Seven, LLC | 5,771 | $47.8 萬 | 0.07% | +544+10.4% | 加碼 |
| Flagship Harbor Advisors, LLC | 5,796 | $48.0 萬 | 0.05% | −164−2.8% | 減碼 |
| Teamwork Financial Advisors, LLC | 5,810 | $48.1 萬 | 0.11% | −132−2.2% | 減碼 |
| Carret Asset Management, LLC | 5,824 | $48.3 萬 | 0.07% | +42+0.7% | 加碼 |
| International Assets Investment Management, LLC | 5,878 | $48.7 萬 | 0.10% | +79+1.4% | 加碼 |
| APG Asset Management N.V. | 6,157 | $48.8 萬 | 0.00% | −900−12.8% | 減碼 |
| Clearview Wealth Advisors LLC | 5,900 | $48.9 萬 | 0.37% | +235+4.1% | 加碼 |
| Buckingham Strategic Wealth, LLC | 5,907 | $48.9 萬 | 0.01% | +1,647+38.7% | 加碼 |
| Naples Global Advisors, LLC | 5,860 | $49.0 萬 | 0.06% | 00.0% | 不變 |
| Benedetti & Gucer, Inc. | 5,953 | $49.4 萬 | 0.33% | +24+0.4% | 加碼 |
| Lincoln National Corp | 6,039 | $50.0 萬 | 0.01% | −154−2.5% | 減碼 |
| D.B. Root & Company, LLC | 6,046 | $50.1 萬 | 0.21% | −25−0.4% | 減碼 |
| Kercheville Advisors, LLC | 6,050 | $50.1 萬 | 0.33% | +1,250+26.0% | 加碼 |
| Jacobi Capital Management LLC | 6,109 | $50.6 萬 | 0.07% | +10.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 6,107 | $50.6 萬 | 0.02% | +6,107 | 新進 |
| Ontario Teachers Pension Plan Board | 6,167 | $51.1 萬 | 0.01% | −2,351−27.6% | 減碼 |
| Alps Advisors Inc | 6,351 | $52.6 萬 | 0.01% | +6,351 | 新進 |
| Harrell Investment Partners, LLC | 6,430 | $53.3 萬 | 0.22% | 00.0% | 不變 |
| Kerntke Otto McGlone Wealth Management Group | 6,549 | $54.3 萬 | 0.81% | +51+0.8% | 加碼 |
| Woodward Diversified Capital, LLC | 6,551 | $54.3 萬 | 0.42% | +227+3.6% | 加碼 |
| LexAurum Advisors, LLC | 6,635 | $55.0 萬 | 0.21% | +20.0% | 加碼 |
| Capital Asset Advisory Services LLC | 6,615 | $55.5 萬 | 0.06% | +58+0.9% | 加碼 |
| Assetmark, Inc | 6,695 | $55.5 萬 | 0.00% | +823+14.0% | 加碼 |
| First Heartland Consultants, Inc. | 6,730 | $55.7 萬 | 0.09% | −1,653−19.7% | 減碼 |
| Cullen Capital Management LLC | 6,815 | $56.5 萬 | 0.01% | 00.0% | 不變 |
| Regions Financial Corp | 6,858 | $56.8 萬 | 0.01% | 00.0% | 不變 |
| Achmea Investment Management B.V. | 6,891 | $57.1 萬 | 0.02% | 00.0% | 不變 |
| Mirador Capital Partners LP | 6,913 | $57.3 萬 | 0.14% | −756−9.9% | 減碼 |
| Ayrshire Capital Management LLC | 6,985 | $57.9 萬 | 0.41% | −1,154−14.2% | 減碼 |
| Philadelphia Trust Co | 7,000 | $58.0 萬 | 0.06% | 00.0% | 不變 |
| Kaizen Financial Strategies | 7,007 | $58.1 萬 | 0.57% | +88+1.3% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 7,026 | $58.2 萬 | 0.03% | −164−2.3% | 減碼 |
| Highlander Capital Management, LLC | 7,025 | $58.2 萬 | 0.31% | 00.0% | 不變 |
| Allen Capital Group, LLC | 7,050 | $58.4 萬 | 0.12% | +194+2.8% | 加碼 |
| Madden Securities Corp | 7,100 | $58.8 萬 | 0.32% | 00.0% | 不變 |
| Lumature Wealth Partners, LLC | 7,200 | $59.7 萬 | 0.27% | 00.0% | 不變 |
| Comerica Bank | 7,184 | $60.0 萬 | 0.00% | −811−10.1% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 7,354 | $60.9 萬 | 0.57% | +49+0.7% | 加碼 |
| Peddock Capital Advisors, LLC | 7,351 | $60.9 萬 | 0.24% | +298+4.2% | 加碼 |
| Quantbot Technologies LP | 7,504 | $62.1 萬 | 0.06% | +2,975+65.7% | 加碼 |
| Archer Investment Corp | 7,553 | $62.6 萬 | 0.25% | 00.0% | 不變 |