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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 16,979 | $132.7 萬 | 0.01% | −2,031−10.7% | 減碼 |
| Argent Trust Co | 16,902 | $132.1 萬 | 0.09% | +1,742+11.5% | 加碼 |
| Harbor Investment Advisory, LLC | 16,733 | $130.8 萬 | 0.20% | +2,776+19.9% | 加碼 |
| Founders Financial Alliance, LLC | 16,629 | $130.0 萬 | 0.60% | +299+1.8% | 加碼 |
| Richard P Slaughter Associates Inc | 16,437 | $128.5 萬 | 0.41% | +692+4.4% | 加碼 |
| Panagora Asset Management Inc | 16,274 | $127.2 萬 | 0.01% | −171−1.0% | 減碼 |
| Westpac Banking Corp | 16,244 | $126.9 萬 | 0.02% | +662+4.2% | 加碼 |
| Maryland State Retirement & Pension System | 16,211 | $126.7 萬 | 0.04% | +16,211 | 新進 |
| Flagship Private Wealth, LLC | 15,948 | $124.6 萬 | 1.16% | −568−3.4% | 減碼 |
| IHT Wealth Management, LLC | 15,929 | $124.5 萬 | 0.08% | +3,806+31.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 15,815 | $123.6 萬 | 0.03% | +1,516+10.6% | 加碼 |
| Wellington Shields & Co., LLC | 15,633 | $122.2 萬 | 0.28% | −1,996−11.3% | 減碼 |
| Private Trust Co NA | 15,627 | $122.1 萬 | 0.18% | +7,651+95.9% | 加碼 |
| PFG Advisors | 15,608 | $122.0 萬 | 0.12% | +5,539+55.0% | 加碼 |
| Monument Capital Management | 15,595 | $121.9 萬 | 0.42% | −6,069−28.0% | 減碼 |
| Seeyond | 15,584 | $121.8 萬 | 0.12% | −30,193−66.0% | 減碼 |
| Intech Investment Management LLC | 15,522 | $121.3 萬 | 0.01% | −167−1.1% | 減碼 |
| C2C Wealth Management, LLC | 14,613 | $121.2 萬 | 0.21% | +675+4.8% | 加碼 |
| Alaska Permanent Fund Corp | 15,500 | $121.1 萬 | 0.02% | +50+0.3% | 加碼 |
| Texas Yale Capital Corp. | 15,475 | $120.9 萬 | 0.07% | −91−0.6% | 減碼 |
| Little House Capital LLC | 15,414 | $120.5 萬 | 0.60% | +249+1.6% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 15,319 | $119.7 萬 | 0.06% | +481+3.2% | 加碼 |
| Austin Private Wealth, LLC | 15,278 | $119.4 萬 | 0.21% | −5,515−26.5% | 減碼 |
| Bessemer Group Inc | 15,235 | $119.1 萬 | 0.00% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 15,101 | $118.0 萬 | 0.11% | −1,252−7.7% | 減碼 |
| Elo Mutual Pension Insurance Co | 14,865 | $116.2 萬 | 0.04% | +379+2.6% | 加碼 |
| Aurora Private Wealth, Inc. | 14,782 | $115.5 萬 | 1.32% | −894−5.7% | 減碼 |
| HBW Advisory Services LLC | 14,734 | $115.2 萬 | 0.31% | −499−3.3% | 減碼 |
| Perigon Wealth Management, LLC | 14,513 | $113.4 萬 | 0.07% | +5,851+67.5% | 加碼 |
| LGT Financial Advisors LLC | 14,432 | $112.8 萬 | 1.33% | +14,432 | 新進 |
| RMB Capital Management, LLC | 14,363 | $112.2 萬 | 0.04% | +197+1.4% | 加碼 |
| CIC Wealth, LLC | 14,355 | $112.2 萬 | 0.46% | +14,355 | 新進 |
| Advisory Services Network, LLC | 14,354 | $112.2 萬 | 0.03% | −2,098−12.8% | 減碼 |
| GoalVest Advisory LLC | 14,230 | $111.2 萬 | 0.72% | +1,495+11.7% | 加碼 |
| Fiera Capital Corp | 14,206 | $111.0 萬 | 0.00% | +1,000+7.6% | 加碼 |
| Global Retirement Partners, LLC | 14,025 | $109.6 萬 | 0.08% | +2,721+24.1% | 加碼 |
| Madison Wealth Management | 14,000 | $109.4 萬 | 0.25% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 13,963 | $109.0 萬 | 0.01% | +1,717+14.0% | 加碼 |
| Laraway Financial Inc | 13,701 | $107.1 萬 | 1.12% | +13,701 | 新進 |
| Stephens Inc | 13,492 | $105.4 萬 | 0.02% | −796−5.6% | 減碼 |
| Lockheed Martin Investment Management Co | 13,475 | $105.3 萬 | 0.07% | +1,500+12.5% | 加碼 |
| Money Concepts Capital Corp | 13,459 | $105.2 萬 | 0.05% | +2,279+20.4% | 加碼 |
| NEIRG Wealth Management, LLC | 13,381 | $104.6 萬 | 0.20% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 13,297 | $103.9 萬 | 0.08% | +1,044+8.5% | 加碼 |
| Horizon Kinetics Asset Management LLC | 13,200 | $103.2 萬 | 0.02% | +700+5.6% | 加碼 |
| Ted Buchan & Co | 13,177 | $103.0 萬 | 0.95% | +13,177 | 新進 |
| Group One Trading, L.P. | 13,067 | $102.1 萬 | 0.03% | +2,515+23.8% | 加碼 |
| Natixis Advisors, L.P. | 13,035 | $101.9 萬 | 0.00% | +337+2.7% | 加碼 |
| Allstate Corp | 12,957 | $101.3 萬 | 0.03% | −82−0.6% | 減碼 |
| Allstate Investment Management Co | 12,957 | $101.3 萬 | 0.03% | +12,957 | 新進 |
| Heirloom Wealth Management | 12,841 | $100.3 萬 | 0.63% | +12,841 | 新進 |
| MKT Advisors LLC | 12,116 | $100.3 萬 | 0.76% | +16+0.1% | 加碼 |
| D.A. Davidson & Co. | 12,789 | $100.0 萬 | 0.01% | −833−6.1% | 減碼 |
| Cerity Partners LLC | 12,714 | $99.4 萬 | 0.01% | +3,720+41.4% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 12,705 | $99.3 萬 | 0.02% | 00.0% | 不變 |
| Vista Investment Management | 12,625 | $98.7 萬 | 0.56% | +806+6.8% | 加碼 |
| Raymond James Trust N.A. | 12,589 | $98.4 萬 | 0.03% | −152−1.2% | 減碼 |
| Shell Asset Management Co | 12,411 | $97.0 萬 | 0.04% | −3,146−20.2% | 減碼 |
| Ameritas Advisory Services, LLC | 12,184 | $95.2 萬 | 0.04% | +6,413+111.1% | 加碼 |
| DFPG Investments, LLC | 11,393 | $94.3 萬 | 0.16% | +6,507+133.2% | 加碼 |
| Client 1st Advisory Group, LLC | 12,006 | $93.8 萬 | 0.55% | +169+1.4% | 加碼 |
| Berger Financial Group, Inc | 11,640 | $91.0 萬 | 0.12% | +11,640 | 新進 |
| Prudential PLC | 11,597 | $90.6 萬 | 0.01% | +6,953+149.7% | 加碼 |
| Focus Financial Network, Inc. | 11,396 | $90.3 萬 | 0.07% | −97−0.8% | 減碼 |
| Clear Creek Financial Management, LLC | 11,541 | $90.2 萬 | 0.20% | +11,541 | 新進 |
| Herbst Group, LLC | 11,500 | $89.9 萬 | 0.73% | +700+6.5% | 加碼 |
| Nordea Investment Management AB | 11,501 | $89.7 萬 | 0.00% | +489+4.4% | 加碼 |
| Royal Fund Management, LLC | 11,445 | $89.4 萬 | 0.15% | +417+3.8% | 加碼 |
| Jeppson Wealth Management, LLC | 11,436 | $89.4 萬 | 0.38% | +430+3.9% | 加碼 |
| Erste Asset Management GmbH | 11,300 | $88.8 萬 | 0.02% | +11,300 | 新進 |
| Cooper Financial Group | 11,288 | $88.2 萬 | 0.27% | −1,254−10.0% | 減碼 |
| EP Wealth Advisors, LLC | 11,250 | $87.9 萬 | 0.02% | −1,628−12.6% | 減碼 |
| Wambolt & Associates, LLC | 11,180 | $87.4 萬 | 0.34% | −65−0.6% | 減碼 |
| Old Port Advisors | 11,019 | $86.1 萬 | 0.32% | −120−1.1% | 減碼 |
| Prudential Financial Inc | 10,916 | $85.3 萬 | 0.00% | +1,624+17.5% | 加碼 |
| Hudson Portfolio Management LLC | 10,777 | $84.2 萬 | 0.93% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 10,765 | $84.1 萬 | 0.06% | +109+1.0% | 加碼 |
| Sawyer & Company, Inc | 10,710 | $83.7 萬 | 0.41% | −185−1.7% | 減碼 |
| Prudent Man Advisors, LLC | 10,677 | $83.4 萬 | 0.34% | +424+4.1% | 加碼 |
| Liberty One Investment Management, LLC | 10,589 | $82.8 萬 | 0.12% | −470−4.2% | 減碼 |
| Per Stirling Capital Management, LLC. | 10,547 | $82.4 萬 | 0.15% | +10,547 | 新進 |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $81.3 萬 | 0.27% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 10,397 | $81.3 萬 | 0.01% | +1,130+12.2% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,350 | $80.9 萬 | 0.01% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 10,344 | $80.8 萬 | 0.04% | −28−0.3% | 減碼 |
| International Assets Investment Management, LLC | 10,184 | $79.6 萬 | 0.08% | +10,184 | 新進 |
| Bank of Nova Scotia | 9,900 | $77.4 萬 | 0.00% | −3,597−26.7% | 減碼 |
| RFG Advisory, LLC | 9,224 | $77.3 萬 | 0.04% | −9,171−49.9% | 減碼 |
| Capital Investment Advisory Services, LLC | 9,865 | $77.1 萬 | 0.09% | +172+1.8% | 加碼 |
| Pinnacle Financial Partners Inc | 9,850 | $77.0 萬 | 0.02% | 00.0% | 不變 |
| First City Capital Management, Inc. | 9,842 | $76.9 萬 | 0.46% | −275−2.7% | 減碼 |
| Insight Wealth Partners, LLC | 9,832 | $76.8 萬 | 0.72% | 00.0% | 不變 |
| Eldridge Investment Advisors, Inc. | 9,800 | $76.6 萬 | 0.27% | −300−3.0% | 減碼 |
| Peddock Capital Advisors, LLC | 9,783 | $76.5 萬 | 0.30% | +1,642+20.2% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 9,712 | $75.9 萬 | 0.08% | +44+0.5% | 加碼 |
| First National Trust Co | 9,628 | $75.2 萬 | 0.04% | 00.0% | 不變 |
| Adams Wealth Management | 9,598 | $75.0 萬 | 0.26% | +1,050+12.3% | 加碼 |
| IFP Advisors, Inc | 12,560 | $73.8 萬 | 0.02% | −1,472−10.5% | 減碼 |
| Thoroughbred Financial Services, LLC | 9,370 | $73.2 萬 | 0.12% | −978−9.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 9,355 | $73.1 萬 | 0.01% | −4,713−33.5% | 減碼 |