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 |
|---|---|---|---|---|---|
| Redpoint Investment Management Pty Ltd | 17,420 | $121.6 萬 | 0.18% | −705−3.9% | 減碼 |
| Mission Creek Capital Partners, Inc. | 17,184 | $119.9 萬 | 0.45% | +280+1.7% | 加碼 |
| CWM, LLC | 17,171 | $119.9 萬 | 0.01% | +3,073+21.8% | 加碼 |
| SRS Capital Advisors, Inc. | 16,654 | $116.2 萬 | 0.18% | +699+4.4% | 加碼 |
| Flagship Private Wealth, LLC | 16,516 | $115.3 萬 | 1.19% | +1,741+11.8% | 加碼 |
| Panagora Asset Management Inc | 16,445 | $114.8 萬 | 0.01% | −105−0.6% | 減碼 |
| Advisory Services Network, LLC | 16,452 | $114.8 萬 | 0.04% | +5,886+55.7% | 加碼 |
| Centaurus Financial, Inc. | 16,353 | $114.1 萬 | 0.11% | −1,403−7.9% | 減碼 |
| Founders Financial Alliance, LLC | 16,330 | $114.0 萬 | 0.58% | +11,604+245.5% | 加碼 |
| Richard P Slaughter Associates Inc | 15,745 | $109.9 萬 | 0.47% | −877−5.3% | 減碼 |
| Intech Investment Management LLC | 15,689 | $109.5 萬 | 0.01% | +60.0% | 加碼 |
| Aurora Private Wealth, Inc. | 15,676 | $109.4 萬 | 0.51% | +1,698+12.1% | 加碼 |
| Westpac Banking Corp | 15,582 | $108.8 萬 | 0.02% | 00.0% | 不變 |
| Shell Asset Management Co | 15,557 | $108.6 萬 | 0.04% | −4,621−22.9% | 減碼 |
| Texas Yale Capital Corp. | 15,566 | $108.6 萬 | 0.07% | +118+0.8% | 加碼 |
| Alaska Permanent Fund Corp | 15,450 | $107.8 萬 | 0.02% | +2,029+15.1% | 加碼 |
| Cornerstone Wealth Management, LLC | 15,343 | $107.1 萬 | 0.12% | +1,170+8.3% | 加碼 |
| Bessemer Group Inc | 15,235 | $106.3 萬 | 0.00% | −41,377−73.1% | 減碼 |
| HBW Advisory Services LLC | 15,233 | $106.3 萬 | 0.30% | +594+4.1% | 加碼 |
| Glenmede Trust Co NA | 15,244 | $106.3 萬 | 0.01% | +7,042+85.9% | 加碼 |
| Independent Financial Group, LLC | 15,226 | $106.3 萬 | 0.10% | +6,024+65.5% | 加碼 |
| Arete Wealth Advisors, LLC | 15,205 | $106.1 萬 | 0.10% | +11,028+264.0% | 加碼 |
| Little House Capital LLC | 15,165 | $105.9 萬 | 0.56% | +1,245+8.9% | 加碼 |
| Argent Trust Co | 15,160 | $105.7 萬 | 0.08% | +3,617+31.3% | 加碼 |
| Public Sector Pension Investment Board | 14,900 | $104.0 萬 | 0.01% | +14,900 | 新進 |
| Beacon Investment Advisory Services, Inc. | 14,838 | $103.6 萬 | 0.06% | −32−0.2% | 減碼 |
| C2C Wealth Management, LLC | 13,938 | $102.6 萬 | 0.20% | +100+0.7% | 加碼 |
| Elo Mutual Pension Insurance Co | 14,486 | $101.1 萬 | 0.04% | −539−3.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 14,299 | $99.8 萬 | 0.03% | +4,772+50.1% | 加碼 |
| Stephens Inc | 14,288 | $99.7 萬 | 0.02% | +16+0.1% | 加碼 |
| Virtu Financial LLC | 14,240 | $99.4 萬 | 0.09% | +6,603+86.5% | 加碼 |
| RMB Capital Management, LLC | 14,166 | $98.9 萬 | 0.04% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 14,068 | $98.2 萬 | 0.02% | −166−1.2% | 減碼 |
| Madison Wealth Management | 14,000 | $97.7 萬 | 0.24% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 13,957 | $97.4 萬 | 0.16% | +1,406+11.2% | 加碼 |
| D.A. Davidson & Co. | 13,622 | $95.1 萬 | 0.01% | +1,339+10.9% | 加碼 |
| Bank of Nova Scotia | 13,497 | $94.2 萬 | 0.00% | −967−6.7% | 減碼 |
| NEIRG Wealth Management, LLC | 13,381 | $93.4 萬 | 0.19% | +595+4.7% | 加碼 |
| DuPont Capital Management Corp | 13,374 | $93.4 萬 | 0.06% | +3,501+35.5% | 加碼 |
| Axxcess Wealth Management, LLC | 13,357 | $93.3 萬 | 0.09% | +4,791+55.9% | 加碼 |
| MQS Management LLC | 13,262 | $92.6 萬 | 0.60% | +13,262 | 新進 |
| Fiera Capital Corp | 13,206 | $92.2 萬 | 0.00% | −1,950−12.9% | 減碼 |
| Allstate Corp | 13,039 | $91.0 萬 | 0.03% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 12,878 | $89.9 萬 | 0.02% | −2,190−14.5% | 減碼 |
| Raymond James Trust N.A. | 12,741 | $89.0 萬 | 0.03% | −357−2.7% | 減碼 |
| GoalVest Advisory LLC | 12,735 | $88.9 萬 | 0.62% | +4,014+46.0% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 12,705 | $88.7 萬 | 0.02% | 00.0% | 不變 |
| Impax Asset Management Group plc | 12,704 | $88.7 萬 | 0.00% | +499+4.1% | 加碼 |
| Natixis Advisors, L.P. | 12,698 | $88.6 萬 | 0.00% | +519+4.3% | 加碼 |
| Cooper Financial Group | 12,542 | $87.5 萬 | 0.31% | +748+6.3% | 加碼 |
| Horizon Kinetics Asset Management LLC | 12,500 | $87.2 萬 | 0.02% | −25−0.2% | 減碼 |
| Colony Group LLC | 12,384 | $86.4 萬 | 0.02% | −5,719−31.6% | 減碼 |
| Global Retirement Partners, LLC | 11,304 | $86.3 萬 | 0.07% | +6,180+120.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 12,253 | $85.5 萬 | 0.07% | +91+0.7% | 加碼 |
| Rockefeller Capital Management L.P. | 12,246 | $85.4 萬 | 0.00% | +2,113+20.9% | 加碼 |
| IHT Wealth Management, LLC | 12,123 | $84.6 萬 | 0.06% | +4,144+51.9% | 加碼 |
| MKT Advisors LLC | 12,100 | $84.5 萬 | 0.73% | −13−0.1% | 減碼 |
| Knott David M Jr | 12,000 | $83.8 萬 | 0.39% | 00.0% | 不變 |
| Lockheed Martin Investment Management Co | 11,975 | $83.5 萬 | 0.07% | −1,900−13.7% | 減碼 |
| Client 1st Advisory Group, LLC | 11,837 | $82.6 萬 | 0.51% | 00.0% | 不變 |
| Vista Investment Management | 11,819 | $82.5 萬 | 0.51% | +29+0.2% | 加碼 |
| IFP Advisors, Inc | 14,032 | $82.2 萬 | 0.02% | +3,000+27.2% | 加碼 |
| Old Port Advisors | 11,139 | $81.9 萬 | 0.33% | −34−0.3% | 減碼 |
| American Portfolios Advisors | 11,673 | $81.5 萬 | 0.03% | +1,521+15.0% | 加碼 |
| Focus Financial Network, Inc. | 11,493 | $81.4 萬 | 0.07% | +201+1.8% | 加碼 |
| SG Americas Securities, LLC | 11,458 | $80.0 萬 | 0.01% | −7,401−39.2% | 減碼 |
| Wambolt & Associates, LLC | 11,245 | $78.5 萬 | 0.33% | −62−0.5% | 減碼 |
| Marshall Wace, LLP | 11,200 | $78.2 萬 | 0.00% | +11,200 | 新進 |
| Money Concepts Capital Corp | 11,180 | $78.0 萬 | 0.05% | +11,180 | 新進 |
| Liberty One Investment Management, LLC | 11,059 | $77.2 萬 | 0.13% | +11,059 | 新進 |
| Kathmere Capital Management, LLC | 11,050 | $77.1 萬 | 0.15% | +5,502+99.2% | 加碼 |
| Royal Fund Management, LLC | 11,028 | $76.9 萬 | 0.14% | +1,834+19.9% | 加碼 |
| Jeppson Wealth Management, LLC | 11,006 | $76.8 萬 | 0.35% | −50−0.5% | 減碼 |
| Nordea Investment Management AB | 11,012 | $76.6 萬 | 0.00% | +450+4.3% | 加碼 |
| Sawyer & Company, Inc | 10,895 | $76.0 萬 | 0.41% | 00.0% | 不變 |
| Herbst Group, LLC | 10,800 | $75.4 萬 | 0.62% | +400+3.8% | 加碼 |
| Verition Fund Management LLC | 10,798 | $75.4 萬 | 0.01% | +10,798 | 新進 |
| Hudson Portfolio Management LLC | 10,777 | $75.2 萬 | 0.89% | −41−0.4% | 減碼 |
| Apollon Wealth Management, LLC | 10,656 | $74.4 萬 | 0.06% | +320+3.1% | 加碼 |
| Group One Trading, L.P. | 10,552 | $73.7 萬 | 0.02% | −6,800−39.2% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $72.6 萬 | 0.26% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 10,372 | $72.4 萬 | 0.04% | −218−2.1% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,350 | $72.2 萬 | 0.01% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 10,348 | $72.2 萬 | 0.14% | +869+9.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 10,278 | $71.7 萬 | 0.00% | +2,700+35.6% | 加碼 |
| Prudent Man Advisors, LLC | 10,253 | $71.6 萬 | 0.34% | +1,167+12.8% | 加碼 |
| First City Capital Management, Inc. | 10,117 | $70.6 萬 | 0.47% | −300−2.9% | 減碼 |
| Eldridge Investment Advisors, Inc. | 10,100 | $70.5 萬 | 0.27% | 00.0% | 不變 |
| PFG Advisors | 10,069 | $70.3 萬 | 0.08% | +93+0.9% | 加碼 |
| First Manhattan Co | 10,000 | $69.8 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 9,850 | $68.8 萬 | 0.02% | −1,450−12.8% | 減碼 |
| Insight Wealth Partners, LLC | 9,832 | $68.6 萬 | 0.68% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 9,814 | $68.5 萬 | 0.23% | +6,393+186.9% | 加碼 |
| Arbor Capital Management Inc | 9,217 | $67.8 萬 | 0.61% | +35+0.4% | 加碼 |
| Capital Investment Advisory Services, LLC | 9,693 | $67.7 萬 | 0.09% | −355−3.5% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 9,668 | $67.5 萬 | 0.08% | −108−1.1% | 減碼 |
| GraniteShares Advisors LLC | 9,659 | $67.4 萬 | 0.55% | −115−1.2% | 減碼 |
| First National Trust Co | 9,628 | $67.2 萬 | 0.04% | −67−0.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 9,567 | $66.8 萬 | 0.01% | +4,233+79.4% | 加碼 |
| Arkadios Wealth Advisors | 9,560 | $66.7 萬 | 0.10% | +9,560 | 新進 |