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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 3 季與 2022 年第 2 季比較

持有 W. P. Carey Inc. 的機構從 2022 年第 2 季到 2022 年第 3 季的變化。

2022 年第 3 季全部持有人2022 年第 2 季全部持有人

WPC 的 13F 持有人:2022 年第 2 季與 2022 年第 3 季比較
項目2022 年第 2 季其中尚未申報 2022 年第 3 季2022 年第 3 季變化
持有家數8139798−6
股數1.26 億6.54 萬1.34 億+795.5 萬 (+6.3%)
市值$104.4 億$535.8 萬$93.6 億−$10.8 億 (−10.4%)

9 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(81 家)

2022 年第 3 季季末持有 W. P. Carey Inc.、2022 年第 2 季季末沒有持有的機構。

2022 年第 3 季新進 WPC 的機構
機構股數市值佔組合 %
PGGM Investments1,218,463$8,505 萬1.50%
Virginia Retirement Systems Et Al707,300$4,937 萬0.56%
Qube Research & Technologies Ltd340,158$2,374 萬0.15%
WealthPlan Investment Management, LLC271,993$2,150 萬1.57%
Point72 Asset Management, L.P.70,400$491.4 萬0.02%
Romano Brothers and Company57,260$399.7 萬0.64%
Pinkerton Retirement Specialists, LLC41,033$286.4 萬1.10%
Paradiem, LLC33,896$236.6 萬0.92%
Holocene Advisors, LP23,273$162.4 萬0.01%
Two Sigma Investments, LP22,100$154.3 萬0.01%
Monument Capital Management21,664$151.2 萬0.57%
Captrust Financial Advisors21,468$149.8 萬0.01%
Versor Investments LP20,886$145.8 萬0.09%
Colonial Trust Co19,024$132.8 萬0.42%
Public Sector Pension Investment Board14,900$104.0 萬0.01%
MQS Management LLC13,262$92.6 萬0.60%
Marshall Wace, LLP11,200$78.2 萬0.00%
Money Concepts Capital Corp11,180$78.0 萬0.05%
Liberty One Investment Management, LLC11,059$77.2 萬0.13%
Verition Fund Management LLC10,798$75.4 萬0.01%
Arkadios Wealth Advisors9,560$66.7 萬0.10%
Perigon Wealth Management, LLC8,662$60.5 萬0.05%
Dynamic Technology Lab Private Ltd7,660$53.5 萬0.05%
Avion Wealth6,364$44.4 萬0.14%
Rainsberger Wealth Advisors, Inc.6,354$44.4 萬0.30%
NorthRock Partners, LLC6,037$42.1 萬0.05%
New England Research & Management, Inc.5,712$39.9 萬0.25%
Ritholtz Wealth Management5,340$37.3 萬0.02%
Naviter Wealth, LLC5,153$36.5 萬0.15%
Gilbert & Cook, Inc.4,743$35.7 萬0.08%
MAI Capital Management5,055$35.3 萬0.01%
Redwood Financial Network Corp5,043$35.2 萬0.40%
DFPG Investments, LLC4,886$34.6 萬0.15%
Presidio Capital Management, LLC4,883$34.1 萬0.37%
Bridgefront Capital, LLC4,539$31.7 萬0.32%
Prime Capital Investment Advisors, LLC4,081$28.5 萬0.02%
Investment Partners, Ltd.4,067$28.4 萬0.08%
Roof Eidam & Maycock3,650$25.5 萬0.10%
Signature Wealth Management Partners, LLC3,647$25.5 萬0.28%
Accurate Wealth Management, LLC3,460$24.6 萬0.10%
NewEdge Wealth, LLC3,421$23.9 萬0.01%
Advisor Partners II, LLC3,430$23.9 萬0.02%
Evergreen Capital Management LLC3,395$23.7 萬0.01%
Savant Capital, LLC3,327$23.2 萬0.01%
KC Investment Advisors, LLC3,189$22.3 萬0.19%
Banque Pictet & Cie SA3,180$22.2 萬0.00%
Perennial Investment Advisors, LLC3,165$22.1 萬0.10%
Crumly & Associates Inc.3,079$21.5 萬0.09%
Paloma Partners Management Co3,028$21.1 萬0.04%
M. Kulyk & Associates, LLC3,026$21.1 萬0.07%
Tokio Marine Asset Management Co Ltd2,976$20.8 萬0.02%
Affinity Wealth Management LLC2,921$20.4 萬0.05%
Ossiam1,658$11.6 萬0.00%
USA Financial Portformulas Corp1,629$11.4 萬0.18%
Householder Group Estate & Retirement Specialist, LLC1,245$8.60 萬0.04%
Neo Ivy Capital Management1,144$8.00 萬0.21%
Trustcore Financial Services, LLC916$6.40 萬0.01%
EdgeRock Capital LLC849$5.90 萬0.03%
Castle Wealth Management LLC800$5.70 萬0.03%
Wipfli Financial Advisors LLC,779$5.50 萬0.00%
Barrett & Company, Inc.702$5.49 萬0.04%
Cary Street Partners Asset Management LLC759$5.30 萬0.01%
EverSource Wealth Advisors, LLC696$4.90 萬0.01%
Roble, Belko & Company, Inc559$3.90 萬0.01%
Avondale Wealth Management489$3.40 萬0.04%
SJS Investment Consulting Inc.470$3.30 萬0.01%
Hudock, Inc.300$2.00 萬0.01%
Blume Capital Management, Inc.268$1.90 萬0.01%
Ameliora Wealth Management Ltd.230$1.60 萬0.01%
Paragon Wealth Strategies, LLC205$1.40 萬0.01%
Sage Private Wealth Group, LLC193$1.30 萬0.02%
Rocky Mountain Advisers, LLC150$1.00 萬0.01%
Massmutual Trust Co FSB125$9,0000.00%
Anchor Investment Management, LLC93$6,4910.00%
Sutton Wealth Advisors Inc.84$5,8630.00%
Asset Dedication, LLC62$4,0000.00%
Howe & Rusling Inc45$3,0000.00%
Riggs Asset Managment Co. Inc.10$1,0000.00%
Bogart Wealth, LLC17$1,0000.00%
Glen Eagle Advisors, LLC6$4190.00%
Dark Forest Capital Management LP2$00.00%

清倉機構(87 家)

2022 年第 2 季季末持有 W. P. Carey Inc.、2022 年第 3 季有申報但已經沒有持有的機構。

2022 年第 3 季清倉 WPC 的機構
機構2022 年第 2 季股數2022 年第 2 季市值
Old Republic International Corporation522,000$4,325 萬
Cipher Capital LP36,381$301.5 萬
Caisse de Depot Et Placement du Quebec34,105$282.6 萬
Evanson Asset Management, LLC32,484$269.2 萬
Capitolis Advisors LLC30,832$255.5 萬
Simplex Trading, LLC26,467$219.3 萬
Balyasny Asset Management LLC26,130$216.5 萬
Natixis Investment Managers International23,903$198.0 萬
Bluefin Capital Management, LLC19,400$162.9 萬
JB Capital LLC16,940$140.4 萬
Ergoteles LLC16,329$135.3 萬
Maryland State Retirement & Pension System14,172$117.4 萬
Bradley Foster & Sargent Inc13,190$109.3 萬
Ontario Teachers Pension Plan Board6,167$51.1 萬
International Assets Investment Management, LLC5,878$48.7 萬
Kempen Capital Management N.V.5,700$47.2 萬
Fox Run Management, L.L.C.5,205$43.1 萬
Worth Venture Partners, LLC5,121$42.8 萬
Brown Advisory Securities, LLC4,541$37.6 萬
Fca Corp4,470$37.0 萬
Balentine LLC4,364$36.2 萬
Claraphi Advisory Network, LLC4,287$35.5 萬
Integrated Advisors Network LLC4,136$34.3 萬
LVW Advisors, LLC3,905$32.4 萬
Clarity Financial LLC3,762$31.2 萬
SMH Capital Advisors Inc3,751$31.1 萬
Swiss Life Asset Management Ltd3,643$30.3 萬
StoneX Group Inc.3,606$30.0 萬
Visionary Wealth Advisors3,295$27.3 萬
Rehmann Capital Advisory Group3,290$27.3 萬
Squarepoint Ops LLC3,270$27.1 萬
Horizon Wealth Management, LLC3,256$27.0 萬
Krane Funds Advisors LLC3,245$26.9 萬
Long Run Wealth Advisors, LLC3,210$26.6 萬
Unionview, LLC3,156$26.2 萬
HB Wealth Management, LLC3,072$25.5 萬
Ahrens Investment Partners LLC3,012$25.0 萬
Delphia (USA) Inc.3,022$25.0 萬
Arrow Investment Advisors, LLC2,938$24.3 萬
Annex Advisory Services, LLC2,926$24.2 萬
Conestoga Capital Advisors, LLC2,850$23.6 萬
Concord Asset Management, LLC2,830$23.4 萬
EPG Wealth Management LLC2,815$23.3 萬
Legacy Wealth Planning, LLC2,799$23.2 萬
Allie Family Office LLC2,800$23.2 萬
Prism Advisors, Inc.2,791$23.1 萬
Pinnacle Wealth Planning Services, Inc.2,769$22.9 萬
Welch & Forbes LLC2,760$22.8 萬
Goepper Burkhardt LLC2,684$22.2 萬
Gator Capital Management, LLC2,660$22.0 萬
Castle Rock Wealth Management, LLC2,715$22.0 萬
Valmark Advisers, Inc.2,646$21.9 萬
BCS Wealth Management2,639$21.9 萬
Ameraudi Asset Management, Inc.2,620$21.7 萬
XR Securities LLC2,606$21.6 萬
Touchstone Capital, Inc.2,610$21.6 萬
Corton Capital Inc.2,596$21.5 萬
Fiduciary Trust Co2,554$21.2 萬
Private Advisory Group LLC2,554$21.2 萬
AXA S.A.2,506$20.8 萬
Checchi Capital Advisers, LLC2,316$20.7 萬
JSF Financial, LLC2,498$20.7 萬
D. Scott Neal, Inc.2,490$20.6 萬
Whalerock Point Partners, LLC2,425$20.1 萬
SignalPoint Asset Management, LLC2,417$20.0 萬
Clearwater Capital Advisors, LLC2,413$20.0 萬
Brandywine Oak Private Wealth LLC2,419$20.0 萬
Chilton Capital Management LLC1,524$12.7 萬
Prospera Financial Services Inc1,318$10.9 萬
Charter Oak Capital Management, LLC1,243$10.3 萬
CoreCap Advisors, LLC1,107$9.20 萬
Farmers & Merchants Trust Co of Chambersburg PA1,000$8.30 萬
SeaCrest Wealth Management, LLC854$7.10 萬
Curi Capital800$6.60 萬
Vectors Research Management, LLC710$5.90 萬
Advisors Asset Management, Inc.606$5.00 萬
Financial Advisory Service, Inc.448$3.70 萬
Chiron Investment Management, LLC425$3.50 萬
Fairfield, Bush & Co.325$2.70 萬
Better Money Decisions, LLC303$2.50 萬
Heritage Financial Services, LLC180$1.40 萬
CX Institutional150$1.20 萬
Darrow Company, Inc.100$8,000
Atlas Capital Advisors LLC84$6,960
Oliver Lagore Vanvalin Investment Group75$6,000
First Horizon Advisors, Inc.60$5,000
Capital Advisors, Ltd. LLC5$0

尚未申報 2022 年第 3 季的機構(9 家)

2022 年第 2 季季末持有 W. P. Carey Inc.、還沒有申報 2022 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 2 季持有 WPC、尚未申報 2022 年第 3 季的機構
機構2022 年第 2 季股數2022 年第 2 季市值
HighPoint Advisor Group LLC43,785$356.7 萬
Coldstream Capital Management Inc8,905$73.8 萬
Advisor Partners LLC3,448$28.6 萬
B. Riley Wealth Management, Inc.3,026$25.1 萬
BFT Financial Group, LLC2,956$24.5 萬
Fieldpoint Private Securities, LLC2,715$22.5 萬
Private Capital Group, LLC388$3.30 萬
Cordasco Financial Network95$8,000
Urban Wealth Management, LLC62$5,000