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 |
|---|---|---|---|---|---|
| Transatlantique Private Wealth LLC | 5,565 | $38.8 萬 | 0.26% | −42−0.7% | 減碼 |
| Jackson Wealth Management, LLC | 5,633 | $39.3 萬 | 0.08% | +1,050+22.9% | 加碼 |
| Capital Investment Advisors, LLC | 5,644 | $39.4 萬 | 0.01% | +306+5.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 5,733 | $39.9 萬 | 0.00% | +2,775+93.8% | 加碼 |
| New England Research & Management, Inc. | 5,712 | $39.9 萬 | 0.25% | +5,712 | 新進 |
| Ameritas Advisory Services, LLC | 5,771 | $40.3 萬 | 0.02% | +265+4.8% | 加碼 |
| Penserra Capital Management LLC | 5,789 | $40.3 萬 | 0.01% | +482+9.1% | 加碼 |
| Covington Capital Management | 5,794 | $40.4 萬 | 0.02% | +44+0.8% | 加碼 |
| Carret Asset Management, LLC | 5,824 | $40.6 萬 | 0.06% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 5,810 | $41.2 萬 | 0.06% | −50−0.9% | 減碼 |
| Teamwork Financial Advisors, LLC | 5,907 | $41.2 萬 | 0.09% | +97+1.7% | 加碼 |
| Ethic Inc. | 5,938 | $41.4 萬 | 0.03% | +1,268+27.2% | 加碼 |
| NorthRock Partners, LLC | 6,037 | $42.1 萬 | 0.05% | +6,037 | 新進 |
| Alps Advisors Inc | 6,051 | $42.2 萬 | 0.00% | −300−4.7% | 減碼 |
| Kercheville Advisors, LLC | 6,050 | $42.2 萬 | 0.43% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 6,106 | $42.6 萬 | 0.07% | −624−9.3% | 減碼 |
| Clearview Wealth Advisors LLC | 6,100 | $42.6 萬 | 0.34% | +200+3.4% | 加碼 |
| Jacobi Capital Management LLC | 6,110 | $42.7 萬 | 0.06% | +10.0% | 加碼 |
| Kerntke Otto McGlone Wealth Management Group | 6,233 | $43.5 萬 | 0.65% | −316−4.8% | 減碼 |
| Woodward Diversified Capital, LLC | 6,277 | $43.8 萬 | 0.36% | −274−4.2% | 減碼 |
| Avion Wealth | 6,364 | $44.4 萬 | 0.14% | +6,364 | 新進 |
| Rainsberger Wealth Advisors, Inc. | 6,354 | $44.4 萬 | 0.30% | +6,354 | 新進 |
| Round Rock Advisors, LLC | 6,379 | $44.5 萬 | 0.20% | +2,607+69.1% | 加碼 |
| Family Legacy, Inc. | 6,371 | $44.5 萬 | 0.22% | +3,929+160.9% | 加碼 |
| Harrell Investment Partners, LLC | 6,430 | $44.9 萬 | 0.19% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 6,456 | $45.1 萬 | 0.02% | −2,095−24.5% | 減碼 |
| Oakworth Capital, Inc. | 6,500 | $45.4 萬 | 0.05% | +1,600+32.7% | 加碼 |
| TownSquare Capital, LLC | 6,535 | $45.7 萬 | 0.01% | +3,868+145.0% | 加碼 |
| GPS Wealth Strategies Group, LLC | 6,610 | $46.1 萬 | 0.12% | +2,589+64.4% | 加碼 |
| Sawtooth Solutions, LLC | 6,652 | $46.4 萬 | 0.07% | +2,060+44.9% | 加碼 |
| APG Asset Management N.V. | 6,557 | $46.7 萬 | 0.00% | +400+6.5% | 加碼 |
| LexAurum Advisors, LLC | 6,708 | $46.8 萬 | 0.18% | +73+1.1% | 加碼 |
| Highlander Capital Management, LLC | 6,725 | $46.9 萬 | 0.27% | −300−4.3% | 減碼 |
| Personal Capital Advisors Corp | 6,725 | $46.9 萬 | 0.00% | +2,592+62.7% | 加碼 |
| Sovereign Financial Group, Inc. | 6,806 | $47.5 萬 | 0.19% | +1,526+28.9% | 加碼 |
| Cullen Capital Management LLC | 6,815 | $47.6 萬 | 0.01% | 00.0% | 不變 |
| Norinchukin Bank, The | 6,816 | $47.6 萬 | 0.01% | +1,592+30.5% | 加碼 |
| Mirador Capital Partners LP | 6,854 | $47.8 萬 | 0.12% | −59−0.9% | 減碼 |
| We Are One Seven, LLC | 6,874 | $47.9 萬 | 0.05% | +1,103+19.1% | 加碼 |
| Achmea Investment Management B.V. | 6,891 | $48.1 萬 | 0.02% | 00.0% | 不變 |
| Symphony Financial, Ltd. Co. | 7,002 | $48.2 萬 | 0.16% | +1,593+29.5% | 加碼 |
| Philadelphia Trust Co | 7,000 | $48.9 萬 | 0.06% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 7,032 | $49.1 萬 | 0.01% | +1,125+19.0% | 加碼 |
| Allen Capital Group, LLC | 7,050 | $49.2 萬 | 0.11% | 00.0% | 不變 |
| Kaizen Financial Strategies | 7,095 | $49.5 萬 | 0.50% | +88+1.3% | 加碼 |
| Madden Securities Corp | 7,100 | $49.6 萬 | 0.30% | 00.0% | 不變 |
| Boston Private Wealth LLC | 7,134 | $49.8 萬 | 0.01% | +1,663+30.4% | 加碼 |
| Lumature Wealth Partners, LLC | 7,200 | $50.3 萬 | 0.27% | 00.0% | 不變 |
| Regions Financial Corp | 7,239 | $50.5 萬 | 0.01% | +381+5.6% | 加碼 |
| Benedetti & Gucer, Inc. | 7,302 | $51.0 萬 | 0.40% | +1,349+22.7% | 加碼 |
| Campbell Wealth Management | 7,387 | $51.6 萬 | 0.07% | +3,733+102.2% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 7,405 | $51.7 萬 | 0.48% | +51+0.7% | 加碼 |
| Crestwood Advisors Group LLC | 7,485 | $52.2 萬 | 0.02% | −990−11.7% | 減碼 |
| Assetmark, Inc | 7,507 | $52.4 萬 | 0.00% | +812+12.1% | 加碼 |
| Archer Investment Corp | 7,553 | $52.7 萬 | 0.22% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 7,660 | $53.5 萬 | 0.05% | +7,660 | 新進 |
| Wealthspan Partners, LLC | 7,695 | $53.7 萬 | 0.56% | −119−1.5% | 減碼 |
| Orion Portfolio Solutions, LLC | 7,747 | $54.1 萬 | 0.02% | +4,151+115.4% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 7,765 | $54.2 萬 | 0.03% | +739+10.5% | 加碼 |
| Quantinno Capital Management LP | 7,822 | $54.6 萬 | 0.07% | −176−2.2% | 減碼 |
| Insight 2811, Inc. | 7,943 | $55.4 萬 | 0.38% | +285+3.7% | 加碼 |
| Wetherby Asset Management Inc | 7,959 | $55.6 萬 | 0.04% | +42+0.5% | 加碼 |
| Private Trust Co NA | 7,976 | $55.7 萬 | 0.09% | −744−8.5% | 減碼 |
| Old National Bancorp | 7,982 | $55.7 萬 | 0.02% | −512−6.0% | 減碼 |
| Ayrshire Capital Management LLC | 7,993 | $55.8 萬 | 0.42% | +1,008+14.4% | 加碼 |
| Comerica Bank | 7,896 | $56.2 萬 | 0.00% | +712+9.9% | 加碼 |
| Fisher Asset Management, LLC | 8,073 | $56.4 萬 | 0.00% | −1,500−15.7% | 減碼 |
| CIBC Asset Management Inc | 8,089 | $56.5 萬 | 0.00% | +22+0.3% | 加碼 |
| Peddock Capital Advisors, LLC | 8,141 | $56.8 萬 | 0.23% | +790+10.7% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,187 | $57.1 萬 | 0.03% | +374+4.8% | 加碼 |
| Resources Investment Advisors, LLC. | 8,182 | $57.1 萬 | 0.02% | +2,546+45.2% | 加碼 |
| Boston Financial Mangement LLC | 8,220 | $57.4 萬 | 0.02% | +2,720+49.5% | 加碼 |
| Credential Qtrade Securities Inc. | 8,242 | $57.5 萬 | 0.04% | −6,031−42.3% | 減碼 |
| TD Private Client Wealth LLC | 8,242 | $57.5 萬 | 0.03% | −52−0.6% | 減碼 |
| Landmark Financial Advisors, LLC | 8,253 | $57.6 萬 | 0.30% | 00.0% | 不變 |
| Citadel Advisors LLC | 8,302 | $57.9 萬 | 0.00% | −167,061−95.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 8,306 | $58.0 萬 | 0.00% | +431+5.5% | 加碼 |
| Optimum Investment Advisors | 8,307 | $58.0 萬 | 0.31% | −57−0.7% | 減碼 |
| GWM Advisors LLC | 8,360 | $58.3 萬 | 0.01% | −5,202−38.4% | 減碼 |
| UMA Financial Services, Inc. | 7,977 | $58.7 萬 | 0.18% | +3,146+65.1% | 加碼 |
| Granite Bay Wealth Management, LLC | 8,444 | $58.9 萬 | 0.47% | +509+6.4% | 加碼 |
| L.M. Kohn & Company | 8,466 | $59.1 萬 | 0.29% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 8,498 | $59.3 萬 | 0.06% | +20+0.2% | 加碼 |
| Adams Wealth Management | 8,548 | $59.7 萬 | 0.22% | −680−7.4% | 減碼 |
| Concord Wealth Partners | 8,548 | $59.7 萬 | 0.19% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 8,590 | $60.0 萬 | 0.09% | +482+5.9% | 加碼 |
| E. Ohman J:or Asset Management AB | 8,600 | $60.0 萬 | 0.03% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 8,662 | $60.5 萬 | 0.05% | +8,662 | 新進 |
| All Season Financial Advisors, Inc. | 8,788 | $61.3 萬 | 0.67% | +320+3.8% | 加碼 |
| Patton Albertson Miller Group, LLC | 8,830 | $61.6 萬 | 0.13% | −435−4.7% | 減碼 |
| Guyasuta Investment Advisors Inc | 8,848 | $61.8 萬 | 0.05% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 8,889 | $62.0 萬 | 0.14% | +4,115+86.2% | 加碼 |
| Cerity Partners LLC | 8,994 | $62.8 萬 | 0.01% | +1,282+16.6% | 加碼 |
| Prudential Financial Inc | 9,292 | $63.9 萬 | 0.00% | +14+0.2% | 加碼 |
| Columbia Asset Management | 9,255 | $64.6 萬 | 0.17% | −215−2.3% | 減碼 |
| Yousif Capital Management, LLC | 9,267 | $64.7 萬 | 0.01% | −610−6.2% | 減碼 |
| Two Sigma Securities, LLC | 9,367 | $65.4 萬 | 0.09% | +5,319+131.4% | 加碼 |
| Arkadios Wealth Advisors | 9,560 | $66.7 萬 | 0.10% | +9,560 | 新進 |
| Tower Research Capital LLC (TRC) | 9,567 | $66.8 萬 | 0.01% | +4,233+79.4% | 加碼 |
| First National Trust Co | 9,628 | $67.2 萬 | 0.04% | −67−0.7% | 減碼 |