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 |
|---|---|---|---|---|---|
| KBC Group NV | 7,568 | $62.7 萬 | 0.00% | −2,842−27.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 7,578 | $62.7 萬 | 0.00% | +733+10.7% | 加碼 |
| Virtu Financial LLC | 7,637 | $63.3 萬 | 0.05% | +1,256+19.7% | 加碼 |
| Insight 2811, Inc. | 7,658 | $63.5 萬 | 0.42% | +232+3.1% | 加碼 |
| Cerity Partners LLC | 7,712 | $63.9 萬 | 0.01% | +4,024+109.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,813 | $64.7 萬 | 0.03% | −97−1.2% | 減碼 |
| Wealthspan Partners, LLC | 7,814 | $64.7 萬 | 0.67% | +91+1.2% | 加碼 |
| IFP Advisors, Inc | 11,032 | $65.0 萬 | 0.02% | −2,576−18.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 7,875 | $65.3 萬 | 0.00% | +350+4.7% | 加碼 |
| Wetherby Asset Management Inc | 7,917 | $65.6 萬 | 0.04% | +5,380+212.1% | 加碼 |
| Granite Bay Wealth Management, LLC | 7,935 | $65.7 萬 | 0.51% | +79+1.0% | 加碼 |
| IHT Wealth Management, LLC | 7,979 | $66.1 萬 | 0.06% | +1,067+15.4% | 加碼 |
| Quantinno Capital Management LP | 7,998 | $66.3 萬 | 0.10% | +1,277+19.0% | 加碼 |
| CIBC Asset Management Inc | 8,067 | $66.8 萬 | 0.00% | −132−1.6% | 減碼 |
| Kovack Advisors, Inc. | 8,108 | $67.2 萬 | 0.09% | +766+10.4% | 加碼 |
| Glenmede Trust Co NA | 8,202 | $67.9 萬 | 0.00% | +785+10.6% | 加碼 |
| Landmark Financial Advisors, LLC | 8,253 | $68.4 萬 | 0.34% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 8,294 | $68.7 萬 | 0.03% | +49+0.6% | 加碼 |
| Optimum Investment Advisors | 8,364 | $69.3 萬 | 0.35% | +57+0.7% | 加碼 |
| L.M. Kohn & Company | 8,466 | $70.2 萬 | 0.33% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 8,478 | $70.2 萬 | 0.07% | 00.0% | 不變 |
| All Season Financial Advisors, Inc. | 8,468 | $70.2 萬 | 0.60% | +68+0.8% | 加碼 |
| Crestwood Advisors Group LLC | 8,475 | $70.2 萬 | 0.02% | +500+6.3% | 加碼 |
| Old National Bancorp | 8,494 | $70.4 萬 | 0.02% | +8,494 | 新進 |
| Concord Wealth Partners | 8,548 | $70.8 萬 | 0.19% | −24−0.3% | 減碼 |
| Metropolitan Life Insurance Co | 8,551 | $70.9 萬 | 0.03% | −2,617−23.4% | 減碼 |
| Axxcess Wealth Management, LLC | 8,566 | $71.0 萬 | 0.07% | −121−1.4% | 減碼 |
| E. Ohman J:or Asset Management AB | 8,600 | $71.3 萬 | 0.03% | 00.0% | 不變 |
| GoalVest Advisory LLC | 8,721 | $71.6 萬 | 0.45% | +8,721 | 新進 |
| Private Trust Co NA | 8,720 | $72.3 萬 | 0.11% | +528+6.4% | 加碼 |
| Lazard Asset Management LLC | 8,864 | $73.3 萬 | 0.00% | −643−6.8% | 減碼 |
| Guyasuta Investment Advisors Inc | 8,848 | $73.3 萬 | 0.06% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 8,905 | $73.8 萬 | 0.03% | +33+0.4% | 加碼 |
| AlphaCrest Capital Management LLC | 8,969 | $74.3 萬 | 0.04% | −4,901−35.3% | 減碼 |
| Prudent Man Advisors, LLC | 9,086 | $75.3 萬 | 0.35% | +9,086 | 新進 |
| Arbor Capital Management Inc | 9,182 | $76.1 萬 | 0.73% | +212+2.4% | 加碼 |
| Royal Fund Management, LLC | 9,194 | $76.1 萬 | 0.13% | +2,669+40.9% | 加碼 |
| Independent Financial Group, LLC | 9,202 | $76.2 萬 | 0.08% | +1,722+23.0% | 加碼 |
| Adams Wealth Management | 9,228 | $76.5 萬 | 0.29% | −264−2.8% | 減碼 |
| Patton Albertson Miller Group, LLC | 9,265 | $76.8 萬 | 0.16% | −271−2.8% | 減碼 |
| Western Wealth Management, LLC | 9,289 | $77.0 萬 | 0.04% | +7+0.1% | 加碼 |
| Prudential Financial Inc | 9,278 | $77.8 萬 | 0.00% | +105+1.1% | 加碼 |
| Thoroughbred Financial Services, LLC | 9,479 | $78.5 萬 | 0.14% | +5,549+141.2% | 加碼 |
| Columbia Asset Management | 9,470 | $78.5 萬 | 0.20% | +9,470 | 新進 |
| Stratos Wealth Partners, LTD. | 9,527 | $78.9 萬 | 0.02% | +304+3.3% | 加碼 |
| Fisher Asset Management, LLC | 9,573 | $79.3 萬 | 0.00% | +3,830+66.7% | 加碼 |
| Wolverine Trading, LLC | 9,479 | $79.6 萬 | 0.02% | −3,251−25.5% | 減碼 |
| First National Trust Co | 9,695 | $80.3 萬 | 0.05% | 00.0% | 不變 |
| GraniteShares Advisors LLC | 9,774 | $80.9 萬 | 0.59% | +284+3.0% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 9,776 | $81.0 萬 | 0.09% | +190+2.0% | 加碼 |
| Insight Wealth Partners, LLC | 9,832 | $81.5 萬 | 0.64% | −182−1.8% | 減碼 |
| DuPont Capital Management Corp | 9,873 | $81.8 萬 | 0.04% | −10,958−52.6% | 減碼 |
| Yousif Capital Management, LLC | 9,877 | $81.8 萬 | 0.01% | −1,880−16.0% | 減碼 |
| PFG Advisors | 9,976 | $82.7 萬 | 0.09% | −92−0.9% | 減碼 |
| First Manhattan Co | 10,000 | $82.8 萬 | 0.00% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 10,048 | $83.3 萬 | 0.10% | +175+1.8% | 加碼 |
| Eldridge Investment Advisors, Inc. | 10,100 | $83.7 萬 | 0.32% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 10,133 | $83.8 萬 | 0.00% | +392+4.0% | 加碼 |
| American Portfolios Advisors | 10,152 | $84.1 萬 | 0.03% | +636+6.7% | 加碼 |
| Apollon Wealth Management, LLC | 10,336 | $85.6 萬 | 0.07% | +14+0.1% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,350 | $85.8 萬 | 0.01% | +350+3.5% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $86.2 萬 | 0.30% | 00.0% | 不變 |
| First City Capital Management, Inc. | 10,417 | $86.3 萬 | 0.53% | 00.0% | 不變 |
| Herbst Group, LLC | 10,400 | $86.7 萬 | 0.69% | +900+9.5% | 加碼 |
| Advisory Services Network, LLC | 10,566 | $87.6 萬 | 0.03% | +10+0.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 10,590 | $87.7 萬 | 0.05% | +413+4.1% | 加碼 |
| Nordea Investment Management AB | 10,562 | $88.6 萬 | 0.00% | −620,635−98.3% | 減碼 |
| Hudson Portfolio Management LLC | 10,818 | $89.6 萬 | 0.93% | −27−0.2% | 減碼 |
| Sawyer & Company, Inc | 10,895 | $90.3 萬 | 0.46% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 11,056 | $91.6 萬 | 0.39% | +11,056 | 新進 |
| Old Port Advisors | 11,173 | $91.7 萬 | 0.35% | −263−2.3% | 減碼 |
| Wambolt & Associates, LLC | 11,307 | $93.7 萬 | 0.38% | +30.0% | 加碼 |
| Pinnacle Financial Partners Inc | 11,300 | $93.7 萬 | 0.03% | +1,450+14.7% | 加碼 |
| AGF Investments LLC | 11,379 | $94.3 萬 | 0.09% | +219+2.0% | 加碼 |
| Focus Financial Network, Inc. | 11,292 | $94.8 萬 | 0.08% | +461+4.3% | 加碼 |
| Argent Trust Co | 11,543 | $95.7 萬 | 0.07% | +2,912+33.7% | 加碼 |
| Vista Investment Management | 11,790 | $97.7 萬 | 0.59% | −129−1.1% | 減碼 |
| Cooper Financial Group | 11,794 | $97.7 萬 | 0.35% | +106+0.9% | 加碼 |
| Client 1st Advisory Group, LLC | 11,837 | $98.1 萬 | 0.58% | −257−2.1% | 減碼 |
| Integrated Wealth Concepts LLC | 11,880 | $98.4 萬 | 0.03% | −5,584−32.0% | 減碼 |
| Knott David M Jr | 12,000 | $99.4 萬 | 0.46% | 00.0% | 不變 |
| MKT Advisors LLC | 12,113 | $99.7 萬 | 0.78% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 12,162 | $100.8 萬 | 0.08% | +12+0.1% | 加碼 |
| Natixis Advisors, L.P. | 12,179 | $100.9 萬 | 0.00% | −392−3.1% | 減碼 |
| Impax Asset Management Group plc | 12,205 | $101.1 萬 | 0.00% | −447−3.5% | 減碼 |
| D.A. Davidson & Co. | 12,283 | $101.8 萬 | 0.01% | +330+2.8% | 加碼 |
| Sigma Planning Corp | 12,429 | $103.0 萬 | 0.04% | +491+4.1% | 加碼 |
| Horizon Kinetics Asset Management LLC | 12,525 | $103.8 萬 | 0.02% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 12,551 | $104.0 萬 | 0.17% | −30−0.2% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 12,705 | $105.3 萬 | 0.02% | −80,000−86.3% | 減碼 |
| NEIRG Wealth Management, LLC | 12,786 | $105.9 萬 | 0.23% | 00.0% | 不變 |
| Allstate Corp | 13,039 | $108.0 萬 | 0.03% | 00.0% | 不變 |
| Raymond James Trust N.A. | 13,098 | $108.5 萬 | 0.04% | +438+3.5% | 加碼 |
| Bradley Foster & Sargent Inc | 13,190 | $109.3 萬 | 0.03% | +285+2.2% | 加碼 |
| Alaska Permanent Fund Corp | 13,421 | $111.2 萬 | 0.02% | +13,421 | 新進 |
| GWM Advisors LLC | 13,562 | $112.4 萬 | 0.02% | +13,562 | 新進 |
| Lockheed Martin Investment Management Co | 13,875 | $114.9 萬 | 0.08% | −4,930−26.2% | 減碼 |
| Little House Capital LLC | 13,920 | $115.3 萬 | 0.62% | +5,020+56.4% | 加碼 |
| C2C Wealth Management, LLC | 13,838 | $115.5 萬 | 0.21% | +1,970+16.6% | 加碼 |
| Aurora Private Wealth, Inc. | 13,978 | $115.8 萬 | 0.52% | −11−0.1% | 減碼 |