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 |
|---|---|---|---|---|---|
| Schnieders Capital Management LLC | 3,582 | $25.0 萬 | 0.07% | −825−18.7% | 減碼 |
| Banque Cantonale Vaudoise | 3,600 | $25.1 萬 | 0.01% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 3,605 | $25.2 萬 | 0.10% | −50−1.4% | 減碼 |
| Glassman Wealth Services | 3,616 | $25.2 萬 | 0.05% | +41+1.1% | 加碼 |
| MA Private Wealth | 3,545 | $25.2 萬 | 0.06% | 00.0% | 不變 |
| Raub Brock Capital Management LP | 3,640 | $25.4 萬 | 0.05% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 3,659 | $25.5 萬 | 0.07% | −121−3.2% | 減碼 |
| Roof Eidam & Maycock | 3,650 | $25.5 萬 | 0.10% | +3,650 | 新進 |
| Signature Wealth Management Partners, LLC | 3,647 | $25.5 萬 | 0.28% | +3,647 | 新進 |
| Silverlake Wealth Management LLC | 3,655 | $25.5 萬 | 0.17% | −197−5.1% | 減碼 |
| Larson Financial Group LLC | 3,677 | $25.7 萬 | 0.04% | −45−1.2% | 減碼 |
| Trustmark National Bank Trust Department | 3,686 | $25.7 萬 | 0.02% | +1,186+47.4% | 加碼 |
| New York Life Investment Management LLC | 3,689 | $25.8 萬 | 0.00% | −116−3.0% | 減碼 |
| Xponance, Inc. | 3,731 | $26.0 萬 | 0.00% | +155+4.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 3,762 | $26.3 萬 | 0.00% | +990+35.7% | 加碼 |
| HM Payson & Co | 3,796 | $26.5 萬 | 0.01% | 00.0% | 不變 |
| High Falls Advisors, Inc | 3,797 | $26.5 萬 | 0.09% | 00.0% | 不變 |
| Monterey Private Wealth, Inc. | 3,870 | $26.6 萬 | 0.16% | 00.0% | 不變 |
| Warther Private Wealth, LLC | 3,809 | $26.6 萬 | 0.21% | 00.0% | 不變 |
| Plancorp, LLC | 3,842 | $26.8 萬 | 0.02% | +29+0.8% | 加碼 |
| TTP Investments, Inc. | 3,857 | $26.9 萬 | 0.32% | +52+1.4% | 加碼 |
| Snowden Capital Advisors LLC | 3,884 | $27.1 萬 | 0.01% | +21+0.5% | 加碼 |
| Aspire Wealth Management Corp | 3,880 | $27.1 萬 | 0.26% | +26+0.7% | 加碼 |
| Signaturefd, LLC | 3,908 | $27.3 萬 | 0.01% | −327−7.7% | 減碼 |
| Fortitude Advisory Group L.L.C. | 3,907 | $27.3 萬 | 0.27% | +3+0.1% | 加碼 |
| MetLife Investment Management | 3,933 | $27.5 萬 | 0.00% | −49−1.2% | 減碼 |
| Aptus Capital Advisors, LLC | 3,872 | $27.5 萬 | 0.01% | +81+2.1% | 加碼 |
| Provence Wealth Management Group | 3,966 | $27.7 萬 | 0.36% | +4+0.1% | 加碼 |
| Thrive Wealth Management, LLC | 3,979 | $27.8 萬 | 0.10% | +512+14.8% | 加碼 |
| AlphaStar Capital Management, LLC | 4,031 | $28.1 萬 | 0.03% | −245−5.7% | 減碼 |
| Ancora Advisors, LLC | 4,038 | $28.2 萬 | 0.01% | +20.0% | 加碼 |
| Investment Partners, Ltd. | 4,067 | $28.4 萬 | 0.08% | +4,067 | 新進 |
| San Luis Wealth Advisors LLC | 4,086 | $28.5 萬 | 0.30% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 4,081 | $28.5 萬 | 0.02% | +4,081 | 新進 |
| Pathstone Family Office, LLC | 3,976 | $28.6 萬 | 0.01% | +1,340+50.8% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 4,164 | $29.1 萬 | 0.01% | +189+4.8% | 加碼 |
| Van Hulzen Asset Management, LLC | 4,206 | $29.4 萬 | 0.04% | +1,202+40.0% | 加碼 |
| Kowal Investment Group, LLC | 4,226 | $29.5 萬 | 0.10% | +609+16.8% | 加碼 |
| Garrison Asset Management, LLC | 4,234 | $29.6 萬 | 0.21% | +20.0% | 加碼 |
| Vishria Bird Financial Group, LLC | 4,240 | $29.6 萬 | 0.20% | 00.0% | 不變 |
| Doyle Wealth Management | 4,298 | $30.0 萬 | 0.03% | +114+2.7% | 加碼 |
| Kingsview Wealth Management, LLC | 4,292 | $30.0 萬 | 0.01% | +121+2.9% | 加碼 |
| Retirement Planning Co of New England, Inc. | 4,319 | $30.1 萬 | 0.22% | +7+0.2% | 加碼 |
| Ausdal Financial Partners, Inc. | 4,310 | $30.1 萬 | 0.05% | +1,022+31.1% | 加碼 |
| Park Avenue Securities LLC | 4,356 | $30.4 萬 | 0.01% | +1,334+44.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 4,390 | $30.6 萬 | 0.07% | −7−0.2% | 減碼 |
| Beck Capital Management, LLC | 4,391 | $30.7 萬 | 0.13% | +46+1.1% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,413 | $30.8 萬 | 0.01% | −1,694−27.7% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 4,425 | $30.9 萬 | 0.11% | +343+8.4% | 加碼 |
| Alpha Cubed Investments, LLC | 4,450 | $31.1 萬 | 0.02% | 00.0% | 不變 |
| Wedbush Securities Inc | 4,487 | $31.3 萬 | 0.02% | +195+4.5% | 加碼 |
| Dividend Assets Capital, LLC | 4,500 | $31.4 萬 | 0.07% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 4,539 | $31.7 萬 | 0.32% | +4,539 | 新進 |
| Clear Street Markets LLC | 4,600 | $32.1 萬 | 0.06% | −200−4.2% | 減碼 |
| ARGI Investment Services, LLC | 4,604 | $32.1 萬 | 0.01% | −100−2.1% | 減碼 |
| Prudential PLC | 4,644 | $32.4 萬 | 0.01% | +482+11.6% | 加碼 |
| BTC Capital Management, Inc. | 4,656 | $32.5 萬 | 0.04% | 00.0% | 不變 |
| Proequities, Inc. | 4,595 | $32.6 萬 | 0.03% | −89−1.9% | 減碼 |
| Inspire Advisors, LLC | 4,664 | $32.6 萬 | 0.09% | +1,125+31.8% | 加碼 |
| Joel Isaacson & Co., LLC | 4,685 | $32.7 萬 | 0.03% | +401+9.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 4,697 | $32.8 萬 | 0.01% | +8+0.2% | 加碼 |
| Parsons Capital Management Inc | 4,700 | $32.8 萬 | 0.03% | +150+3.3% | 加碼 |
| Keudell/Morrison Wealth Management | 4,695 | $32.8 萬 | 0.12% | +251+5.6% | 加碼 |
| David R. Rahn & Associates Inc. | 4,732 | $33.0 萬 | 0.16% | +54+1.2% | 加碼 |
| Diligent Investors, LLC | 4,759 | $33.2 萬 | 0.12% | −41−0.9% | 減碼 |
| Main Street Financial Solutions, LLC | 4,758 | $33.2 萬 | 0.05% | +1,333+38.9% | 加碼 |
| Eqis Capital Management, Inc. | 4,757 | $33.2 萬 | 0.04% | −600−11.2% | 減碼 |
| Venture Visionary Partners LLC | 4,844 | $33.8 萬 | 0.03% | −500−9.4% | 減碼 |
| Presidio Capital Management, LLC | 4,883 | $34.1 萬 | 0.37% | +4,883 | 新進 |
| Strategic Blueprint, LLC | 4,931 | $34.4 萬 | 0.04% | +375+8.2% | 加碼 |
| Ignite Planners, LLC | 4,782 | $34.5 萬 | 0.28% | +180+3.9% | 加碼 |
| Summit Wealth Group, LLC | 4,953 | $34.6 萬 | 0.41% | +212+4.5% | 加碼 |
| DFPG Investments, LLC | 4,886 | $34.6 萬 | 0.15% | +4,886 | 新進 |
| Raleigh Capital Management Inc. | 4,979 | $34.8 萬 | 0.20% | +260+5.5% | 加碼 |
| Fifth Third Bancorp | 5,031 | $35.1 萬 | 0.00% | −249−4.7% | 減碼 |
| Redwood Financial Network Corp | 5,043 | $35.2 萬 | 0.40% | +5,043 | 新進 |
| Argent Advisors, Inc. | 5,058 | $35.3 萬 | 0.21% | 00.0% | 不變 |
| MAI Capital Management | 5,055 | $35.3 萬 | 0.01% | +5,055 | 新進 |
| Chesley Taft & Associates LLC | 5,067 | $35.4 萬 | 0.03% | 00.0% | 不變 |
| Colony Family Offices, LLC | 5,000 | $35.4 萬 | 0.15% | 00.0% | 不變 |
| Buckingham Strategic Partners | 5,075 | $35.4 萬 | 0.02% | +2,213+77.3% | 加碼 |
| Lido Advisors, LLC | 5,092 | $35.5 萬 | 0.01% | −314−5.8% | 減碼 |
| MV Capital Management, Inc. | 5,083 | $35.5 萬 | 0.06% | 00.0% | 不變 |
| 360 Financial, Inc. | 5,082 | $35.5 萬 | 0.23% | +1,687+49.7% | 加碼 |
| Oppenheimer & Co Inc | 5,104 | $35.6 萬 | 0.01% | −108−2.1% | 減碼 |
| Gilbert & Cook, Inc. | 4,743 | $35.7 萬 | 0.08% | +4,743 | 新進 |
| Mach-1 Financial Group, Inc. | 5,142 | $35.8 萬 | 0.38% | −208−3.9% | 減碼 |
| DF Dent & Co Inc | 5,156 | $36.0 萬 | 0.01% | −4−0.1% | 減碼 |
| Basepoint Wealth LLC | 5,168 | $36.1 萬 | 0.38% | +1,787+52.9% | 加碼 |
| Intrua Financial, LLC | 5,210 | $36.4 萬 | 0.10% | +1,309+33.6% | 加碼 |
| Naviter Wealth, LLC | 5,153 | $36.5 萬 | 0.15% | +5,153 | 新進 |
| Capital Asset Advisory Services LLC | 5,245 | $36.6 萬 | 0.05% | −1,370−20.7% | 減碼 |
| Brookstone Capital Management | 5,196 | $36.9 萬 | 0.01% | +1,361+35.5% | 加碼 |
| Detalus Advisors, LLC | 5,297 | $37.0 萬 | 0.22% | +164+3.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 5,350 | $37.3 萬 | 0.04% | −446−7.7% | 減碼 |
| Ritholtz Wealth Management | 5,340 | $37.3 萬 | 0.02% | +5,340 | 新進 |
| Widmann Financial Services, Inc. | 5,383 | $37.6 萬 | 0.42% | +8+0.1% | 加碼 |
| Cornerstone Wealth Group, LLC | 5,450 | $38.0 萬 | 0.08% | +1,301+31.4% | 加碼 |
| H&H Retirement Design & Management INC | 5,561 | $38.1 萬 | 0.36% | +255+4.8% | 加碼 |
| Valeo Financial Advisors, LLC | 5,493 | $38.3 萬 | 0.02% | −57−1.0% | 減碼 |