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 13F 持有人
W. P. Carey Inc. 在 2022/9/30 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
- 798
- 較 2022 年第 2 季 −6 家
- 持有股數
- 1.34 億
- 較 2022 年第 2 季 +795.5 萬 (+6.3%)
- 總市值
- $93.6 億
- 較 2022 年第 2 季 −$10.8 億 (−10.4%)
- 新進機構
- 81
- 另有 383 家加碼
- 清倉機構
- 87
- 另有 205 家減碼
另有 9 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| National Bank of Canada | 820 | $5.80 萬 | 0.00% | −15−1.8% | 減碼 |
| EdgeRock Capital LLC | 849 | $5.90 萬 | 0.03% | +849 | 新進 |
| Princeton Global Asset Management LLC | 869 | $6.10 萬 | 0.02% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 751 | $6.20 萬 | 0.00% | +56+8.1% | 加碼 |
| NuWave Investment Management, LLC | 912 | $6.40 萬 | 0.07% | −1,639−64.2% | 減碼 |
| Stonebridge Capital Advisors LLC | 920 | $6.40 萬 | 0.01% | −180−16.4% | 減碼 |
| Trustcore Financial Services, LLC | 916 | $6.40 萬 | 0.01% | +916 | 新進 |
| Quantbot Technologies LP | 946 | $6.60 萬 | 0.00% | −6,558−87.4% | 減碼 |
| Kistler-Tiffany Companies, LLC | 974 | $6.80 萬 | 0.02% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 979 | $6.80 萬 | 0.01% | +183+23.0% | 加碼 |
| Central Trust Co | 990 | $6.90 萬 | 0.00% | +230+30.3% | 加碼 |
| Beacon Capital Management, LLC | 857 | $7.10 萬 | 0.02% | +226+35.8% | 加碼 |
| Gradient Investments LLC | 1,034 | $7.20 萬 | 0.00% | +834+417.0% | 加碼 |
| Meeder Asset Management Inc | 1,044 | $7.30 萬 | 0.00% | +172+19.7% | 加碼 |
| Whittier Trust Co | 1,100 | $7.70 萬 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 1,118 | $7.80 萬 | 0.06% | 00.0% | 不變 |
| JJJ Advisors Inc. | 1,104 | $7.80 萬 | 0.03% | +599+118.6% | 加碼 |
| TCI Wealth Advisors, Inc. | 1,144 | $8.00 萬 | 0.01% | +285+33.2% | 加碼 |
| Bank of New Hampshire | 1,145 | $8.00 萬 | 0.03% | +300+35.5% | 加碼 |
| Neo Ivy Capital Management | 1,144 | $8.00 萬 | 0.21% | +1,144 | 新進 |
| Caldwell Trust Co | 1,198 | $8.36 萬 | 0.01% | +48+4.2% | 加碼 |
| Tyler-Stone Wealth Management | 1,200 | $8.40 萬 | 0.06% | 00.0% | 不變 |
| Key Financial Inc | 1,227 | $8.60 萬 | 0.04% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 1,245 | $8.60 萬 | 0.04% | +1,245 | 新進 |
| MBM Wealth Consultants, LLC | 1,219 | $8.80 萬 | 0.04% | +312+34.4% | 加碼 |
| Institutional & Family Asset Management, LLC | 1,319 | $9.20 萬 | 0.02% | 00.0% | 不變 |
| MCF Advisors LLC | 1,428 | $10.1 萬 | 0.01% | +537+60.3% | 加碼 |
| Tradition Wealth Management, LLC | 1,480 | $10.3 萬 | 0.02% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 1,483 | $10.4 萬 | 0.02% | 00.0% | 不變 |
| PSI Advisors, LLC | 1,510 | $10.5 萬 | 0.06% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,499 | $10.5 萬 | 0.00% | +312+26.3% | 加碼 |
| Huntington National Bank | 1,517 | $10.6 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,616 | $11.3 萬 | 0.02% | −13−0.8% | 減碼 |
| USA Financial Portformulas Corp | 1,629 | $11.4 萬 | 0.18% | +1,629 | 新進 |
| FourThought Financial, LLC | 1,650 | $11.5 萬 | 0.02% | 00.0% | 不變 |
| Ossiam | 1,658 | $11.6 萬 | 0.00% | +1,658 | 新進 |
| Kelly Financial Services LLC | 1,784 | $12.5 萬 | 0.07% | 00.0% | 不變 |
| South State Corp. | 1,807 | $12.6 萬 | 0.01% | −82−4.3% | 減碼 |
| Logan Capital Management Inc | 1,800 | $12.6 萬 | 0.01% | +200+12.5% | 加碼 |
| Newbridge Financial Services Group, Inc. | 1,829 | $12.8 萬 | 0.08% | +1,345+277.9% | 加碼 |
| Hanson & Doremus Investment Management | 1,902 | $13.3 萬 | 0.03% | −369−16.2% | 減碼 |
| Horan Securities, Inc. | 1,922 | $13.4 萬 | 0.08% | +105+5.8% | 加碼 |
| Ci Investments Inc. | 1,918 | $13.4 萬 | 0.00% | +168+9.6% | 加碼 |
| Salem Investment Counselors Inc | 1,935 | $13.7 萬 | 0.01% | 00.0% | 不變 |
| American International Group, Inc. | 2,006 | $14.0 萬 | 0.00% | +28+1.4% | 加碼 |
| Ellevest, Inc. | 2,021 | $14.1 萬 | 0.01% | +865+74.8% | 加碼 |
| Focused Wealth Management, Inc | 2,056 | $14.4 萬 | 0.03% | +14+0.7% | 加碼 |
| Benjamin Edwards Inc | 2,088 | $14.6 萬 | 0.04% | +175+9.1% | 加碼 |
| Pin Oak Investment Advisors Inc | 2,100 | $14.7 萬 | 0.18% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 2,106 | $14.7 萬 | 0.02% | +10.0% | 加碼 |
| Quadrant Capital Group LLC | 2,136 | $14.9 萬 | 0.02% | +644+43.2% | 加碼 |
| North Star Investment Management Corp. | 2,133 | $14.9 萬 | 0.01% | +683+47.1% | 加碼 |
| Sandy Spring Bank | 2,315 | $16.1 萬 | 0.01% | 00.0% | 不變 |
| Bangor Savings Bank | 2,300 | $16.1 萬 | 0.02% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 2,300 | $16.1 萬 | 0.12% | 00.0% | 不變 |
| Accel Wealth Management | 2,212 | $16.3 萬 | 0.09% | +1,045+89.5% | 加碼 |
| Addison Advisors LLC | 2,415 | $16.9 萬 | 0.10% | −107−4.2% | 減碼 |
| Ellis Investment Partners, LLC | 2,483 | $17.3 萬 | 0.05% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,643 | $18.5 萬 | 0.01% | +598+29.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,722 | $19.0 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 2,788 | $19.5 萬 | 0.02% | 00.0% | 不變 |
| Profund Advisors LLC | 2,869 | $20.0 萬 | 0.01% | −336−10.5% | 減碼 |
| Advisor Resource Council | 2,876 | $20.1 萬 | 0.14% | −269−8.6% | 減碼 |
| Washington Trust Co | 2,888 | $20.1 萬 | 0.01% | +1,830+173.0% | 加碼 |
| Headinvest, LLC | 2,922 | $20.4 萬 | 0.05% | +108+3.8% | 加碼 |
| Affinity Wealth Management LLC | 2,921 | $20.4 萬 | 0.05% | +2,921 | 新進 |
| Allied Investment Advisors, LLC | 2,945 | $20.6 萬 | 0.08% | −75−2.5% | 減碼 |
| Walker Asset Management, LLC | 2,963 | $20.7 萬 | 0.19% | +14+0.5% | 加碼 |
| Motco | 2,983 | $20.8 萬 | 0.02% | +300+11.2% | 加碼 |
| Titleist Asset Management, Ltd. | 2,977 | $20.8 萬 | 0.05% | +529+21.6% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 2,976 | $20.8 萬 | 0.02% | +2,976 | 新進 |
| Guardian Wealth Advisors, LLC | 2,960 | $21.0 萬 | 0.04% | −372−11.2% | 減碼 |
| Creative Financial Designs Inc | 3,010 | $21.0 萬 | 0.03% | +19+0.6% | 加碼 |
| Paloma Partners Management Co | 3,028 | $21.1 萬 | 0.04% | +3,028 | 新進 |
| M. Kulyk & Associates, LLC | 3,026 | $21.1 萬 | 0.07% | +3,026 | 新進 |
| Keybank National Association | 3,051 | $21.3 萬 | 0.00% | −45−1.5% | 減碼 |
| Crumly & Associates Inc. | 3,079 | $21.5 萬 | 0.09% | +3,079 | 新進 |
| Good Life Advisors, LLC | 3,092 | $21.6 萬 | 0.03% | −1,010−24.6% | 減碼 |
| Avantax Planning Partners, Inc. | 3,126 | $21.8 萬 | 0.01% | +102+3.4% | 加碼 |
| Perennial Investment Advisors, LLC | 3,165 | $22.1 萬 | 0.10% | +3,165 | 新進 |
| Banque Pictet & Cie SA | 3,180 | $22.2 萬 | 0.00% | +3,180 | 新進 |
| Woodstock Corp | 3,176 | $22.2 萬 | 0.03% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 3,138 | $22.2 萬 | 0.09% | +210+7.2% | 加碼 |
| KC Investment Advisors, LLC | 3,189 | $22.3 萬 | 0.19% | +3,189 | 新進 |
| Pure Financial Advisors, Inc. | 3,209 | $22.4 萬 | 0.01% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 3,224 | $22.5 萬 | 0.03% | +475+17.3% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,221 | $22.5 萬 | 0.05% | +2,449+317.2% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 3,257 | $22.7 萬 | 0.16% | −150−4.4% | 減碼 |
| Harbour Investments, Inc. | 2,747 | $22.8 萬 | 0.02% | 00.0% | 不變 |
| Archetype Wealth Partners | 3,276 | $22.9 萬 | 0.07% | −44−1.3% | 減碼 |
| Savant Capital, LLC | 3,327 | $23.2 萬 | 0.01% | +3,327 | 新進 |
| Change Path, LLC | 3,359 | $23.4 萬 | 0.01% | −1,169−25.8% | 減碼 |
| Longfellow Investment Management Co LLC | 3,390 | $23.7 萬 | 0.05% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 3,395 | $23.7 萬 | 0.01% | +3,395 | 新進 |
| NewEdge Wealth, LLC | 3,421 | $23.9 萬 | 0.01% | +3,421 | 新進 |
| Advisor Partners II, LLC | 3,430 | $23.9 萬 | 0.02% | +3,430 | 新進 |
| Essex Savings Bank | 3,437 | $24.0 萬 | 0.10% | +98+2.9% | 加碼 |
| Certified Advisory Corp | 3,464 | $24.2 萬 | 0.06% | +3,442+15,645.5% | 加碼 |
| Veritable, L.P. | 3,509 | $24.5 萬 | 0.00% | −21−0.6% | 減碼 |
| Accurate Wealth Management, LLC | 3,460 | $24.6 萬 | 0.10% | +3,460 | 新進 |