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 |
|---|---|---|---|---|---|
| Benedetti & Gucer, Inc. | 7,302 | $57.1 萬 | 0.42% | 00.0% | 不變 |
| Naviter Wealth, LLC | 6,770 | $57.4 萬 | 0.16% | +1,617+31.4% | 加碼 |
| MAI Capital Management | 7,403 | $57.9 萬 | 0.01% | +2,348+46.4% | 加碼 |
| Ethic Inc. | 7,414 | $57.9 萬 | 0.03% | +1,476+24.9% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 7,416 | $58.0 萬 | 0.51% | +11+0.1% | 加碼 |
| Crestwood Advisors Group LLC | 7,485 | $58.5 萬 | 0.02% | 00.0% | 不變 |
| Archer Investment Corp | 7,553 | $59.0 萬 | 0.23% | 00.0% | 不變 |
| We Are One Seven, LLC | 7,635 | $59.7 萬 | 0.06% | +761+11.1% | 加碼 |
| Old National Bancorp | 7,684 | $60.1 萬 | 0.02% | −298−3.7% | 減碼 |
| Credential Qtrade Securities Inc. | 7,693 | $60.1 萬 | 0.04% | −549−6.7% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 7,765 | $60.7 萬 | 0.03% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 7,777 | $60.8 萬 | 0.11% | +7,777 | 新進 |
| Northwestern Mutual Wealth Management Co | 7,788 | $60.9 萬 | 0.00% | −2,490−24.2% | 減碼 |
| Campbell Wealth Management | 7,856 | $61.4 萬 | 0.09% | +469+6.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 7,876 | $61.5 萬 | 0.03% | −1,691−17.7% | 減碼 |
| Investment Management Corp of Ontario | 7,883 | $61.6 萬 | 0.03% | +7,883 | 新進 |
| GWM Advisors LLC | 14,371 | $61.8 萬 | 0.02% | +6,011+71.9% | 加碼 |
| Optimum Investment Advisors | 7,907 | $61.8 萬 | 0.33% | −400−4.8% | 減碼 |
| Assetmark, Inc | 7,946 | $62.1 萬 | 0.00% | +439+5.8% | 加碼 |
| Insight 2811, Inc. | 7,951 | $62.1 萬 | 0.38% | +8+0.1% | 加碼 |
| Norinchukin Bank, The | 7,973 | $62.3 萬 | 0.01% | +1,157+17.0% | 加碼 |
| Wealthspan Partners, LLC | 8,160 | $63.8 萬 | 0.58% | +465+6.0% | 加碼 |
| Granite Bay Wealth Management, LLC | 8,205 | $64.1 萬 | 0.42% | −239−2.8% | 減碼 |
| Boston Financial Mangement LLC | 8,220 | $64.2 萬 | 0.03% | 00.0% | 不變 |
| Columbia Asset Management | 8,230 | $64.3 萬 | 0.16% | −1,025−11.1% | 減碼 |
| TD Private Client Wealth LLC | 8,228 | $64.3 萬 | 0.03% | −14−0.2% | 減碼 |
| Landmark Financial Advisors, LLC | 8,253 | $64.5 萬 | 0.30% | 00.0% | 不變 |
| Ayrshire Capital Management LLC | 8,319 | $65.0 萬 | 0.46% | +326+4.1% | 加碼 |
| Syntegra Private Wealth Group, LLC | 8,360 | $65.3 萬 | 0.13% | +8,360 | 新進 |
| Evergreen Capital Management LLC | 8,279 | $65.5 萬 | 0.03% | +4,884+143.9% | 加碼 |
| Axxcess Wealth Management, LLC | 8,389 | $65.6 萬 | 0.05% | −4,968−37.2% | 減碼 |
| Laurel Wealth Advisors, Inc. | 8,488 | $66.3 萬 | 0.07% | −10−0.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 8,531 | $66.7 萬 | 0.00% | +225+2.7% | 加碼 |
| Bleakley Financial Group, LLC | 8,539 | $66.7 萬 | 0.02% | +8,539 | 新進 |
| Concord Wealth Partners | 8,548 | $66.8 萬 | 0.20% | 00.0% | 不變 |
| Family Legacy, Inc. | 7,905 | $66.9 萬 | 0.29% | +1,534+24.1% | 加碼 |
| Rainsberger Wealth Advisors, Inc. | 8,567 | $66.9 萬 | 0.43% | +2,213+34.8% | 加碼 |
| Dudley Capital Management, LLC | 8,600 | $67.2 萬 | 0.49% | +8,600 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,629 | $67.4 萬 | 0.03% | +442+5.4% | 加碼 |
| Boston Private Wealth LLC | 8,631 | $67.4 萬 | 0.01% | +1,497+21.0% | 加碼 |
| UMA Financial Services, Inc. | 7,977 | $67.6 萬 | 0.18% | 00.0% | 不變 |
| First Manhattan Co | 8,744 | $68.3 萬 | 0.00% | −1,256−12.6% | 減碼 |
| Quantamental Technologies LLC | 8,804 | $68.8 萬 | 0.31% | +8,804 | 新進 |
| Guyasuta Investment Advisors Inc | 8,848 | $69.1 萬 | 0.05% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 8,883 | $69.4 萬 | 0.09% | −677−7.1% | 減碼 |
| All Season Financial Advisors, Inc. | 8,957 | $70.0 萬 | 0.62% | +169+1.9% | 加碼 |
| E. Ohman J:or Asset Management AB | 9,000 | $70.3 萬 | 0.03% | +400+4.7% | 加碼 |
| Comerica Bank | 8,414 | $70.6 萬 | 0.01% | +518+6.6% | 加碼 |
| Kathmere Capital Management, LLC | 9,083 | $71.0 萬 | 0.13% | −1,967−17.8% | 減碼 |
| Kovack Advisors, Inc. | 9,091 | $71.0 萬 | 0.10% | +501+5.8% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 9,131 | $71.4 萬 | 0.23% | +9,131 | 新進 |
| DoubleLine ETF Adviser LP | 9,235 | $72.2 萬 | 0.37% | +9,235 | 新進 |
| Western Wealth Management, LLC | 9,265 | $72.4 萬 | 0.07% | −9,926−51.7% | 減碼 |
| Arbor Capital Management Inc | 9,322 | $72.9 萬 | 0.65% | +105+1.1% | 加碼 |
| JustInvest LLC | 9,339 | $73.0 萬 | 0.03% | −9,000−49.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 9,355 | $73.1 萬 | 0.01% | −4,713−33.5% | 減碼 |
| Thoroughbred Financial Services, LLC | 9,370 | $73.2 萬 | 0.12% | −978−9.5% | 減碼 |
| IFP Advisors, Inc | 12,560 | $73.8 萬 | 0.02% | −1,472−10.5% | 減碼 |
| Adams Wealth Management | 9,598 | $75.0 萬 | 0.26% | +1,050+12.3% | 加碼 |
| First National Trust Co | 9,628 | $75.2 萬 | 0.04% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 9,712 | $75.9 萬 | 0.08% | +44+0.5% | 加碼 |
| Peddock Capital Advisors, LLC | 9,783 | $76.5 萬 | 0.30% | +1,642+20.2% | 加碼 |
| Eldridge Investment Advisors, Inc. | 9,800 | $76.6 萬 | 0.27% | −300−3.0% | 減碼 |
| Insight Wealth Partners, LLC | 9,832 | $76.8 萬 | 0.72% | 00.0% | 不變 |
| First City Capital Management, Inc. | 9,842 | $76.9 萬 | 0.46% | −275−2.7% | 減碼 |
| Pinnacle Financial Partners Inc | 9,850 | $77.0 萬 | 0.02% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 9,865 | $77.1 萬 | 0.09% | +172+1.8% | 加碼 |
| RFG Advisory, LLC | 9,224 | $77.3 萬 | 0.04% | −9,171−49.9% | 減碼 |
| Bank of Nova Scotia | 9,900 | $77.4 萬 | 0.00% | −3,597−26.7% | 減碼 |
| International Assets Investment Management, LLC | 10,184 | $79.6 萬 | 0.08% | +10,184 | 新進 |
| Vestmark Advisory Solutions, Inc. | 10,344 | $80.8 萬 | 0.04% | −28−0.3% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,350 | $80.9 萬 | 0.01% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 10,397 | $81.3 萬 | 0.01% | +1,130+12.2% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $81.3 萬 | 0.27% | 00.0% | 不變 |
| Per Stirling Capital Management, LLC. | 10,547 | $82.4 萬 | 0.15% | +10,547 | 新進 |
| Liberty One Investment Management, LLC | 10,589 | $82.8 萬 | 0.12% | −470−4.2% | 減碼 |
| Prudent Man Advisors, LLC | 10,677 | $83.4 萬 | 0.34% | +424+4.1% | 加碼 |
| Sawyer & Company, Inc | 10,710 | $83.7 萬 | 0.41% | −185−1.7% | 減碼 |
| Apollon Wealth Management, LLC | 10,765 | $84.1 萬 | 0.06% | +109+1.0% | 加碼 |
| Hudson Portfolio Management LLC | 10,777 | $84.2 萬 | 0.93% | 00.0% | 不變 |
| Prudential Financial Inc | 10,916 | $85.3 萬 | 0.00% | +1,624+17.5% | 加碼 |
| Old Port Advisors | 11,019 | $86.1 萬 | 0.32% | −120−1.1% | 減碼 |
| Wambolt & Associates, LLC | 11,180 | $87.4 萬 | 0.34% | −65−0.6% | 減碼 |
| EP Wealth Advisors, LLC | 11,250 | $87.9 萬 | 0.02% | −1,628−12.6% | 減碼 |
| Cooper Financial Group | 11,288 | $88.2 萬 | 0.27% | −1,254−10.0% | 減碼 |
| Erste Asset Management GmbH | 11,300 | $88.8 萬 | 0.02% | +11,300 | 新進 |
| Jeppson Wealth Management, LLC | 11,436 | $89.4 萬 | 0.38% | +430+3.9% | 加碼 |
| Royal Fund Management, LLC | 11,445 | $89.4 萬 | 0.15% | +417+3.8% | 加碼 |
| Nordea Investment Management AB | 11,501 | $89.7 萬 | 0.00% | +489+4.4% | 加碼 |
| Herbst Group, LLC | 11,500 | $89.9 萬 | 0.73% | +700+6.5% | 加碼 |
| Clear Creek Financial Management, LLC | 11,541 | $90.2 萬 | 0.20% | +11,541 | 新進 |
| Focus Financial Network, Inc. | 11,396 | $90.3 萬 | 0.07% | −97−0.8% | 減碼 |
| Prudential PLC | 11,597 | $90.6 萬 | 0.01% | +6,953+149.7% | 加碼 |
| Berger Financial Group, Inc | 11,640 | $91.0 萬 | 0.12% | +11,640 | 新進 |
| Client 1st Advisory Group, LLC | 12,006 | $93.8 萬 | 0.55% | +169+1.4% | 加碼 |
| DFPG Investments, LLC | 11,393 | $94.3 萬 | 0.16% | +6,507+133.2% | 加碼 |
| Ameritas Advisory Services, LLC | 12,184 | $95.2 萬 | 0.04% | +6,413+111.1% | 加碼 |
| Shell Asset Management Co | 12,411 | $97.0 萬 | 0.04% | −3,146−20.2% | 減碼 |
| Raymond James Trust N.A. | 12,589 | $98.4 萬 | 0.03% | −152−1.2% | 減碼 |
| Vista Investment Management | 12,625 | $98.7 萬 | 0.56% | +806+6.8% | 加碼 |