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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 4 季與 2022 年第 3 季比較

持有 W. P. Carey Inc. 的機構從 2022 年第 3 季到 2022 年第 4 季的變化。

2022 年第 4 季全部持有人2022 年第 3 季全部持有人

WPC 的 13F 持有人:2022 年第 3 季與 2022 年第 4 季比較
項目2022 年第 3 季其中尚未申報 2022 年第 4 季2022 年第 4 季變化
持有家數79814855+71
股數1.34 億28.1 萬1.36 億+273.1 萬 (+2.0%)
市值$93.6 億$1,962 萬$106.0 億+$12.7 億 (+13.6%)

14 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(127 家)

2022 年第 4 季季末持有 W. P. Carey Inc.、2022 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 127 家。

2022 年第 4 季新進 WPC 的機構
機構股數市值佔組合 %
WealthPLAN Partners, LLC277,347$2,324 萬1.62%
Verdence Capital Advisors LLC117,080$915.0 萬1.13%
Aew Capital Management L P82,360$643.6 萬0.25%
Cyndeo Wealth Partners, LLC44,285$346.1 萬0.41%
Agf Management Ltd43,846$342.7 萬0.02%
CI Private Wealth, LLC43,390$339.1 萬0.01%
Hilltop Partners LLC36,465$285.0 萬1.52%
Weiss Asset Management LP30,000$234.4 萬0.11%
Pathway Financial Advisers, LLC27,323$213.5 萬0.87%
Robertson Stephens Wealth Management, LLC26,612$210.8 萬0.21%
Sowell Financial Services LLC17,744$140.5 萬0.09%
Maryland State Retirement & Pension System16,211$126.7 萬0.04%
LGT Financial Advisors LLC14,432$112.8 萬1.33%
CIC Wealth, LLC14,355$112.2 萬0.46%
Laraway Financial Inc13,701$107.1 萬1.12%
Ted Buchan & Co13,177$103.0 萬0.95%
Allstate Investment Management Co12,957$101.3 萬0.03%
Heirloom Wealth Management12,841$100.3 萬0.63%
Berger Financial Group, Inc11,640$91.0 萬0.12%
Clear Creek Financial Management, LLC11,541$90.2 萬0.20%
Erste Asset Management GmbH11,300$88.8 萬0.02%
Per Stirling Capital Management, LLC.10,547$82.4 萬0.15%
International Assets Investment Management, LLC10,184$79.6 萬0.08%
DoubleLine ETF Adviser LP9,235$72.2 萬0.37%
McGlone Suttner Wealth Management, Inc.9,131$71.4 萬0.23%
Quantamental Technologies LLC8,804$68.8 萬0.31%
Dudley Capital Management, LLC8,600$67.2 萬0.49%
Bleakley Financial Group, LLC8,539$66.7 萬0.02%
Syntegra Private Wealth Group, LLC8,360$65.3 萬0.13%
Investment Management Corp of Ontario7,883$61.6 萬0.03%
Daymark Wealth Partners, LLC7,777$60.8 萬0.11%
Triumph Capital Management7,252$56.7 萬0.30%
Virtue Capital Management, LLC7,118$55.6 萬0.08%
Bridgewealth Advisory Group, LLC6,591$51.5 萬1.01%
Cannon Global Investment Management, LLC6,000$46.9 萬0.70%
Avidian Wealth Solutions, LLC5,633$44.0 萬0.03%
Gallacher Capital Management LLC5,505$43.0 萬0.26%
Caisse de Depot Et Placement du Quebec5,471$42.8 萬0.00%
SageView Advisory Group, LLC5,398$42.2 萬0.03%
Boothbay Fund Management, LLC5,058$39.5 萬0.01%
Chapin Davis, Inc.4,872$38.1 萬0.22%
XTX Topco Ltd4,800$37.5 萬0.08%
BOS Asset Management, LLC4,325$33.8 萬0.30%
Simplex Trading, LLC4,172$32.6 萬0.02%
Samalin Investment Counsel, LLC4,166$32.6 萬0.21%
Coppell Advisory Solutions LLC4,055$31.7 萬0.11%
Coppell Advisory Solutions Corp.4,055$31.7 萬0.11%
CTC Capital Management, LLC4,000$31.3 萬0.38%
Cambria Investment Management, L.P.3,906$30.5 萬0.03%
LVW Advisors, LLC3,905$30.5 萬0.06%
Adams Asset Advisors, LLC3,864$30.2 萬0.04%
Cresset Asset Management, LLC4,136$28.9 萬0.00%
Beverly Hills Private Wealth, LLC3,400$26.6 萬0.12%
Armstrong Advisory Group, Inc3,300$25.8 萬0.03%
Beacon Bridge Wealth Partners, LLC3,280$25.6 萬0.19%
Eaton Financial Holdings Company, LLC3,219$25.2 萬0.22%
Meeder Advisory Services, Inc.3,215$25.1 萬0.03%
Checchi Capital Advisers, LLC3,207$25.1 萬0.03%
Fundamentun, LLC3,197$25.0 萬0.04%
Intelligence Driven Advisers, LLC3,000$24.2 萬0.04%
Glass Jacobson Investment Advisors llc3,050$23.8 萬0.12%
Canandaigua National Corp2,979$23.3 萬0.04%
Brighton Jones LLC2,926$22.9 萬0.01%
AXA S.A.2,915$22.8 萬0.00%
Castle Rock Wealth Management, LLC2,655$22.6 萬0.10%
Register Financial Advisors LLC2,889$22.6 萬0.14%
Dominguez Wealth Management Solutions, Inc.2,875$22.5 萬0.22%
EPG Wealth Management LLC2,873$22.5 萬0.09%
Unionview, LLC2,853$22.3 萬0.22%
Conestoga Capital Advisors, LLC2,850$22.3 萬0.00%
Concord Asset Management, LLC2,830$22.1 萬0.15%
Mission Wealth Management, LP2,814$22.0 萬0.01%
Allie Family Office LLC2,800$21.9 萬0.18%
Sunbelt Securities, Inc.2,799$21.9 萬0.04%
Prism Advisors, Inc.2,791$21.8 萬0.08%
Welch & Forbes LLC2,760$21.6 萬0.00%
Duality Advisers, LP2,741$21.4 萬0.02%
Long Run Wealth Advisors, LLC2,734$21.4 萬0.08%
Annex Advisory Services, LLC2,733$21.4 萬0.01%
Gator Capital Management, LLC2,660$20.8 萬0.15%
Kestra Advisory Services, LLC2,647$20.7 萬0.00%
Valmark Advisers, Inc.2,646$20.7 萬0.00%
BCS Wealth Management2,639$20.6 萬0.09%
Ameraudi Asset Management, Inc.2,620$20.5 萬0.09%
Fiduciary Trust Co2,594$20.3 萬0.00%
Sightline Wealth Advisors, LLC2,588$20.2 萬0.22%
SignalPoint Asset Management, LLC2,581$20.2 萬0.07%
Touchstone Capital, Inc.2,584$20.2 萬0.24%
U.S. Capital Wealth Advisors, LLC2,267$17.7 萬0.01%
BI Asset Management Fondsmaeglerselskab A/S2,162$16.9 萬0.00%
MinichMacGregor Wealth Management, LLC1,526$11.9 萬0.04%
WJ Interests, LLC1,316$10.3 萬0.09%
Richard W. Paul & Associates, LLC1,262$9.86 萬0.05%
Mark Sheptoff Financial Planning, LLC1,238$9.68 萬0.06%
CoreCap Advisors, LLC1,121$8.76 萬0.01%
Glassy Mountain Advisors, Inc.1,000$7.82 萬0.04%
Prestige Wealth Management Group LLC789$6.25 萬0.02%
Farther Finance Advisors, LLC632$4.94 萬0.02%
New England Capital Financial Advisors LLC583$4.89 萬0.03%
Resurgent Financial Advisors LLC615$4.81 萬0.03%

清倉機構(56 家)

2022 年第 3 季季末持有 W. P. Carey Inc.、2022 年第 4 季有申報但已經沒有持有的機構。

2022 年第 4 季清倉 WPC 的機構
機構2022 年第 3 季股數2022 年第 3 季市值
Natixis259,094$1,808 萬
Point72 Asset Management, L.P.70,400$491.4 萬
Nkcfo LLC50,900$355.3 萬
AlphaCrest Capital Management LLC50,517$352.6 萬
RPg Family Wealth Advisory, LLC39,912$335.4 萬
PEAK6 Investments LLC33,484$233.7 萬
HRT Financial LP32,549$227.1 萬
Wolverine Trading, LLC19,642$135.1 萬
Brinker Capital Investments, LLC17,987$125.5 萬
OPSEU Pension Plan Trust Fund17,596$125.5 萬
Virtu Financial LLC14,240$99.4 萬
Impax Asset Management Group plc12,704$88.7 萬
Verition Fund Management LLC10,798$75.4 萬
GraniteShares Advisors LLC9,659$67.4 萬
Orion Portfolio Solutions, LLC7,747$54.1 萬
Dynamic Technology Lab Private Ltd7,660$53.5 萬
Allen Capital Group, LLC7,050$49.2 萬
GPS Wealth Strategies Group, LLC6,610$46.1 萬
Oakworth Capital, Inc.6,500$45.4 萬
Harrell Investment Partners, LLC6,430$44.9 萬
Alps Advisors Inc6,051$42.2 萬
NorthRock Partners, LLC6,037$42.1 萬
Jackson Wealth Management, LLC5,633$39.3 萬
Presidio Capital Management, LLC4,883$34.1 萬
Venture Visionary Partners LLC4,844$33.8 萬
Eqis Capital Management, Inc.4,757$33.2 萬
Investment Partners, Ltd.4,067$28.4 萬
High Falls Advisors, Inc3,797$26.5 萬
O'Shaughnessy Asset Management, LLC3,762$26.3 萬
Certified Advisory Corp3,464$24.2 萬
Savant Capital, LLC3,327$23.2 萬
KC Investment Advisors, LLC3,189$22.3 萬
Woodstock Corp3,176$22.2 萬
OneAscent Financial Services LLC3,138$22.2 萬
Good Life Advisors, LLC3,092$21.6 萬
Crumly & Associates Inc.3,079$21.5 萬
Paloma Partners Management Co3,028$21.1 萬
Affinity Wealth Management LLC2,921$20.4 萬
Ellis Investment Partners, LLC2,483$17.3 萬
Neo Ivy Capital Management1,144$8.00 萬
Meeder Asset Management Inc1,044$7.30 萬
EdgeRock Capital LLC849$5.90 萬
Castle Wealth Management LLC800$5.70 萬
McMillion Capital Management Inc653$4.60 萬
Trust Co of Vermont600$4.20 萬
MUFG Americas Holdings Corp500$3.50 萬
AlphaMark Advisors, LLC280$2.00 萬
Hudock, Inc.300$2.00 萬
Paragon Wealth Strategies, LLC205$1.40 萬
Sage Private Wealth Group, LLC193$1.30 萬
Anchor Investment Management, LLC93$6,491
Asset Dedication, LLC62$4,000
BDO Wealth Advisors, LLC57$4,000
Standard Family Office LLC25$2,000
Dark Forest Capital Management LP2$0
Sofos Investments, Inc.1,260–

尚未申報 2022 年第 4 季的機構(14 家)

2022 年第 3 季季末持有 W. P. Carey Inc.、還沒有申報 2022 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 3 季持有 WPC、尚未申報 2022 年第 4 季的機構
機構2022 年第 3 季股數2022 年第 3 季市值
Eaton Vance Management106,834$745.7 萬
Surevest, LLC66,978$467.5 萬
Strategic Wealth Advisors Group, LLC27,998$195.4 萬
AGF Investments LLC19,647$137.1 萬
Redpoint Investment Management Pty Ltd17,420$121.6 萬
Cornerstone Wealth Management, LLC15,343$107.1 萬
American Portfolios Advisors11,673$81.5 萬
Covington Capital Management5,794$40.4 萬
Doyle Wealth Management4,298$30.0 萬
FourThought Financial, LLC1,650$11.5 萬
USA Financial Portformulas Corp1,629$11.4 萬
NuWave Investment Management, LLC912$6.40 萬
Wipfli Financial Advisors LLC,779$5.50 萬
Siena Capital LLC175$1.20 萬