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 13F 持有人
W. P. Carey Inc. 在 2022/12/31 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
- 855
- 較 2022 年第 3 季 +71 家
- 持有股數
- 1.36 億
- 較 2022 年第 3 季 +273.1 萬 (+2.0%)
- 總市值
- $106.0 億
- 較 2022 年第 3 季 +$12.7 億 (+13.6%)
- 新進機構
- 127
- 另有 333 家加碼
- 清倉機構
- 56
- 另有 253 家減碼
另有 14 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| 360 Financial, Inc. | 5,082 | $35.5 萬 | 0.23% | 00.0% | 不變 |
| Kowal Investment Group, LLC | 4,563 | $35.7 萬 | 0.11% | +337+8.0% | 加碼 |
| ARGI Investment Services, LLC | 4,629 | $36.2 萬 | 0.01% | +25+0.5% | 加碼 |
| Inspire Advisors, LLC | 4,647 | $36.3 萬 | 0.09% | −17−0.4% | 減碼 |
| Campbell & CO Investment Adviser LLC | 4,686 | $36.6 萬 | 0.09% | −4,203−47.3% | 減碼 |
| Versor Investments LP | 4,687 | $36.6 萬 | 0.03% | −16,199−77.6% | 減碼 |
| MQS Management LLC | 4,708 | $36.8 萬 | 0.25% | −8,554−64.5% | 減碼 |
| Joel Isaacson & Co., LLC | 4,735 | $37.0 萬 | 0.03% | +50+1.1% | 加碼 |
| Proequities, Inc. | 4,703 | $37.3 萬 | 0.03% | +108+2.4% | 加碼 |
| Diligent Investors, LLC | 4,770 | $37.3 萬 | 0.12% | +11+0.2% | 加碼 |
| Bridgefront Capital, LLC | 4,796 | $37.5 萬 | 0.26% | +257+5.7% | 加碼 |
| Clear Street Markets LLC | 4,800 | $37.5 萬 | 0.08% | +200+4.3% | 加碼 |
| XTX Topco Ltd | 4,800 | $37.5 萬 | 0.08% | +4,800 | 新進 |
| Prime Capital Investment Advisors, LLC | 4,811 | $37.6 萬 | 0.01% | +730+17.9% | 加碼 |
| Gilbert & Cook, Inc. | 4,825 | $37.7 萬 | 0.07% | +82+1.7% | 加碼 |
| Harbour Investments, Inc. | 4,848 | $37.9 萬 | 0.02% | +2,101+76.5% | 加碼 |
| Chapin Davis, Inc. | 4,872 | $38.1 萬 | 0.22% | +4,872 | 新進 |
| Main Street Financial Solutions, LLC | 4,899 | $38.3 萬 | 0.06% | +141+3.0% | 加碼 |
| Basepoint Wealth LLC | 4,947 | $38.7 萬 | 0.34% | −221−4.3% | 減碼 |
| Summit Wealth Group, LLC | 4,953 | $38.7 萬 | 0.41% | 00.0% | 不變 |
| Intrua Financial, LLC | 4,742 | $39.1 萬 | 0.09% | −468−9.0% | 減碼 |
| BTC Capital Management, Inc. | 5,044 | $39.4 萬 | 0.05% | +388+8.3% | 加碼 |
| Raleigh Capital Management Inc. | 5,052 | $39.5 萬 | 0.21% | +73+1.5% | 加碼 |
| Argent Advisors, Inc. | 5,058 | $39.5 萬 | 0.20% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 5,058 | $39.5 萬 | 0.01% | +5,058 | 新進 |
| Cornerstone Wealth Group, LLC | 5,059 | $39.5 萬 | 0.07% | −391−7.2% | 減碼 |
| Chesley Taft & Associates LLC | 5,067 | $39.6 萬 | 0.03% | 00.0% | 不變 |
| Colony Family Offices, LLC | 5,000 | $39.6 萬 | 0.16% | 00.0% | 不變 |
| MV Capital Management, Inc. | 5,083 | $39.7 萬 | 0.06% | 00.0% | 不變 |
| Lido Advisors, LLC | 5,126 | $40.1 萬 | 0.01% | +34+0.7% | 加碼 |
| Mach-1 Financial Group, Inc. | 5,143 | $40.2 萬 | 0.19% | +10.0% | 加碼 |
| David R. Rahn & Associates Inc. | 5,167 | $40.4 萬 | 0.20% | +435+9.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 5,219 | $40.8 萬 | 0.01% | +522+11.1% | 加碼 |
| Colony Group LLC | 5,269 | $41.2 萬 | 0.01% | −7,115−57.5% | 減碼 |
| Detalus Advisors, LLC | 5,297 | $41.4 萬 | 0.20% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 7,069 | $41.9 萬 | 0.01% | +3,093+77.8% | 加碼 |
| Flagship Harbor Advisors, LLC | 5,369 | $42.0 萬 | 0.04% | +19+0.4% | 加碼 |
| Woodward Diversified Capital, LLC | 5,380 | $42.0 萬 | 0.34% | −897−14.3% | 減碼 |
| Widmann Financial Services, Inc. | 5,384 | $42.1 萬 | 0.44% | +10.0% | 加碼 |
| Valeo Financial Advisors, LLC | 5,386 | $42.1 萬 | 0.02% | −107−1.9% | 減碼 |
| SageView Advisory Group, LLC | 5,398 | $42.2 萬 | 0.03% | +5,398 | 新進 |
| NewEdge Wealth, LLC | 5,402 | $42.2 萬 | 0.02% | +1,981+57.9% | 加碼 |
| L.M. Kohn & Company | 5,461 | $42.7 萬 | 0.20% | −3,005−35.5% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 5,471 | $42.8 萬 | 0.00% | +5,471 | 新進 |
| Gallacher Capital Management LLC | 5,505 | $43.0 萬 | 0.26% | +5,505 | 新進 |
| Allspring Global Investments Holdings, LLC | 5,509 | $43.1 萬 | 0.00% | −224−3.9% | 減碼 |
| Avidian Wealth Solutions, LLC | 5,633 | $44.0 萬 | 0.03% | +5,633 | 新進 |
| Naples Global Advisors, LLC | 5,575 | $44.2 萬 | 0.06% | −235−4.0% | 減碼 |
| Redwood Financial Network Corp | 5,660 | $44.2 萬 | 0.50% | +617+12.2% | 加碼 |
| Avion Wealth | 6,364 | $44.4 萬 | 0.14% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 5,748 | $44.9 萬 | 0.15% | +1,323+29.9% | 加碼 |
| Brookstone Capital Management | 5,608 | $45.2 萬 | 0.01% | +412+7.9% | 加碼 |
| Wetherby Asset Management Inc | 5,796 | $45.3 萬 | 0.03% | −2,163−27.2% | 減碼 |
| Quantinno Capital Management LP | 5,792 | $45.3 萬 | 0.03% | −2,030−26.0% | 減碼 |
| Capital Investment Advisors, LLC | 5,792 | $45.3 萬 | 0.01% | +148+2.6% | 加碼 |
| Carret Asset Management, LLC | 5,824 | $45.5 萬 | 0.06% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 5,925 | $46.3 萬 | 0.01% | −1,107−15.7% | 減碼 |
| New England Research & Management, Inc. | 5,937 | $46.4 萬 | 0.27% | +225+3.9% | 加碼 |
| Regions Financial Corp | 5,971 | $46.7 萬 | 0.00% | −1,268−17.5% | 減碼 |
| H&H Retirement Design & Management INC | 5,630 | $46.8 萬 | 0.40% | +69+1.2% | 加碼 |
| Kercheville Advisors, LLC | 6,000 | $46.9 萬 | 0.32% | −50−0.8% | 減碼 |
| Knott David M Jr | 6,000 | $46.9 萬 | 0.20% | −6,000−50.0% | 減碼 |
| Cannon Global Investment Management, LLC | 6,000 | $46.9 萬 | 0.70% | +6,000 | 新進 |
| Transatlantique Private Wealth LLC | 6,033 | $47.1 萬 | 0.28% | +468+8.4% | 加碼 |
| Lazard Asset Management LLC | 6,064 | $47.2 萬 | 0.00% | −39,220−86.6% | 減碼 |
| Clearview Wealth Advisors LLC | 6,077 | $47.5 萬 | 0.37% | −23−0.4% | 減碼 |
| Fisher Asset Management, LLC | 6,079 | $47.5 萬 | 0.00% | −1,994−24.7% | 減碼 |
| Jacobi Capital Management LLC | 6,112 | $47.8 萬 | 0.06% | +20.0% | 加碼 |
| First Heartland Consultants, Inc. | 6,141 | $48.0 萬 | 0.08% | +35+0.6% | 加碼 |
| Penserra Capital Management LLC | 6,278 | $48.8 萬 | 0.01% | +489+8.4% | 加碼 |
| DF Dent & Co Inc | 6,264 | $49.0 萬 | 0.01% | +1,108+21.5% | 加碼 |
| Kerntke Otto McGlone Wealth Management Group | 6,265 | $49.0 萬 | 0.56% | +32+0.5% | 加碼 |
| CIBC Asset Management Inc | 6,345 | $49.6 萬 | 0.00% | −1,744−21.6% | 減碼 |
| Round Rock Advisors, LLC | 6,379 | $49.9 萬 | 0.20% | 00.0% | 不變 |
| Teamwork Financial Advisors, LLC | 6,397 | $50.0 萬 | 0.10% | +490+8.3% | 加碼 |
| Metropolitan Life Insurance Co | 6,441 | $50.3 萬 | 0.02% | −15−0.2% | 減碼 |
| Achmea Investment Management B.V. | 6,891 | $50.5 萬 | 0.02% | 00.0% | 不變 |
| Bridgewealth Advisory Group, LLC | 6,591 | $51.5 萬 | 1.01% | +6,591 | 新進 |
| Glenmede Trust Co NA | 6,630 | $51.8 萬 | 0.00% | −8,614−56.5% | 減碼 |
| Ignite Planners, LLC | 6,055 | $51.9 萬 | 0.22% | +1,273+26.6% | 加碼 |
| Kaizen Financial Strategies | 6,301 | $52.4 萬 | 0.52% | −794−11.2% | 減碼 |
| Sovereign Financial Group, Inc. | 6,707 | $52.4 萬 | 0.21% | −99−1.5% | 減碼 |
| LexAurum Advisors, LLC | 6,709 | $52.4 萬 | 0.19% | +10.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 6,718 | $52.5 萬 | 0.10% | +2,328+53.0% | 加碼 |
| Sawtooth Solutions, LLC | 6,724 | $52.5 萬 | 0.07% | +72+1.1% | 加碼 |
| Highlander Capital Management, LLC | 6,725 | $52.6 萬 | 0.28% | 00.0% | 不變 |
| Patton Albertson Miller Group, LLC | 6,739 | $52.7 萬 | 0.10% | −2,091−23.7% | 減碼 |
| Cullen Capital Management LLC | 6,815 | $53.3 萬 | 0.01% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 6,893 | $53.9 萬 | 0.02% | −1,289−15.8% | 減碼 |
| Mirador Capital Partners LP | 6,904 | $54.0 萬 | 0.13% | +50+0.7% | 加碼 |
| Philadelphia Trust Co | 7,000 | $54.7 萬 | 0.06% | 00.0% | 不變 |
| Madden Securities Corp | 7,100 | $55.5 萬 | 0.29% | 00.0% | 不變 |
| Symphony Financial, Ltd. Co. | 7,021 | $55.6 萬 | 0.15% | +19+0.3% | 加碼 |
| Virtue Capital Management, LLC | 7,118 | $55.6 萬 | 0.08% | +7,118 | 新進 |
| Cubist Systematic Strategies, LLC | 7,141 | $55.8 萬 | 0.00% | −93,138−92.9% | 減碼 |
| Lumature Wealth Partners, LLC | 7,200 | $56.3 萬 | 0.31% | 00.0% | 不變 |
| Xponance, Inc. | 7,236 | $56.5 萬 | 0.01% | +3,505+93.9% | 加碼 |
| Triumph Capital Management | 7,252 | $56.7 萬 | 0.30% | +7,252 | 新進 |
| Personal Capital Advisors Corp | 7,284 | $56.9 萬 | 0.00% | +559+8.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 7,298 | $57.0 萬 | 0.09% | +6,602+948.6% | 加碼 |