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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。

2023 年第 1 季與 2022 年第 4 季比較

持有 W. P. Carey Inc. 的機構從 2022 年第 4 季到 2023 年第 1 季的變化。

2023 年第 1 季全部持有人2022 年第 4 季全部持有人

WPC 的 13F 持有人:2022 年第 4 季與 2023 年第 1 季比較
項目2022 年第 4 季其中尚未申報 2023 年第 1 季2023 年第 1 季變化
持有家數85519838+2
股數1.36 億13.4 萬1.39 億+277.7 萬 (+2.0%)
市值$106.0 億$1,049 萬$106.4 億+$4,340 萬 (+0.4%)

19 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(64 家)

2023 年第 1 季季末持有 W. P. Carey Inc.、2022 年第 4 季季末沒有持有的機構。

2023 年第 1 季新進 WPC 的機構
機構股數市值佔組合 %
Point72 Asset Management, L.P.189,500$1,468 萬0.05%
Jump Financial, LLC73,754$571.2 萬0.23%
Squarepoint Ops LLC68,237$528.5 萬0.04%
Worldquant Millennium Advisors LLC48,884$378.6 萬0.07%
Wealth Enhancement Advisory Services, LLC45,751$354.3 萬0.04%
FORA Capital, LLC26,072$201.9 萬0.20%
Oversea-Chinese Banking CORP Ltd22,892$177.3 萬0.09%
Dynamic Advisor Solutions LLC19,145$148.3 萬0.09%
PEAK6 Investments LLC14,080$109.0 萬0.07%
Ostrum Asset Management13,862$107.4 萬0.09%
Cornerstone Wealth Management, LLC13,065$101.2 萬0.10%
Wolverine Trading, LLC10,543$81.3 萬0.02%
Virtu Financial LLC9,670$74.9 萬0.08%
Fox Run Management, L.L.C.8,854$68.6 萬0.22%
Dynamic Technology Lab Private Ltd8,669$67.1 萬0.06%
Bridgewater Associates, LP7,417$57.4 萬0.00%
Empower Advisory Group, LLC7,331$55.9 萬0.00%
Allen Capital Group, LLC6,998$54.2 萬0.10%
Nvest Financial, LLC6,936$53.7 萬0.56%
GPS Wealth Strategies Group, LLC6,872$53.2 萬0.11%
Tudor Investment Corp Et Al6,725$52.1 萬0.01%
Atomi Financial Group, Inc.6,158$47.7 萬0.27%
Matisse Capital6,063$47.0 萬0.30%
True North Advisors, LLC5,939$46.0 萬0.14%
Alberta Investment Management Corp5,700$44.1 萬0.00%
Jackson Wealth Management, LLC5,633$43.6 萬0.33%
Walleye Trading LLC5,478$42.4 萬0.02%
Y-Intercept (Hong Kong) Ltd5,416$41.9 萬0.05%
HBK Sorce Advisory LLC4,840$37.5 萬0.02%
PFG Investments, LLC4,833$37.4 萬0.08%
Evanson Asset Management, LLC3,867$30.0 萬0.03%
BFT Financial Group, LLC3,814$29.5 萬0.04%
Metis Global Partners, LLC3,685$28.5 萬0.02%
Level Four Advisory Services, LLC3,385$26.2 萬0.02%
Legacy Capital Wealth Partners, LLC3,350$25.9 萬0.07%
Oak Thistle LLC3,275$25.4 萬0.15%
BFSG, LLC3,036$23.5 萬0.04%
Machina Capital S.A.S.3,029$23.5 萬0.21%
Kapitalo Investimentos Ltda2,989$22.7 萬0.07%
BCJ Capital Management, LLC2,858$22.1 萬0.02%
Morris Retirement Advisors, LLC2,794$21.6 萬0.16%
Crossmark Global Holdings, Inc.2,787$21.6 萬0.01%
RSM US Wealth Management LLC2,599$20.1 萬0.01%
Certified Advisory Corp1,662$12.9 萬0.02%
Chilton Capital Management LLC939$7.27 萬0.00%
Ahrens Investment Partners LLC900$6.97 萬0.03%
Ridgewood Investments LLC750$5.81 萬0.04%
Buck Wealth Strategies, LLC677$5.24 萬0.03%
Paladin Advisory Group, LLC598$4.63 萬0.04%
HBC Financial Services, PLLC440$3.10 萬0.02%
Thompson Investment Management, Inc.349$2.70 萬0.00%
Robbins Farley LLC345$2.67 萬0.02%
First Horizon Advisors, Inc.265$2.05 萬0.00%
Financial Synergies Wealth Advisors, Inc.255$1.97 萬0.00%
Headlands Technologies LLC241$1.87 萬0.01%
Kalos Management, Inc.233$1.80 萬0.04%
Beacon Capital Management, Inc.224$1.74 萬0.00%
Quintet Private Bank (Europe) S.A.125$9,6490.00%
AlphaMark Advisors, LLC120$9,0000.00%
Quarry LP78$6,0410.00%
Cape Investment Advisory, Inc.75$5,8090.00%
Bokf, NA47$3,6400.00%
Syverson Strege & Co31$2,4010.00%
Rain Capital Management, LLC30$2,3240.00%

清倉機構(62 家)

2022 年第 4 季季末持有 W. P. Carey Inc.、2023 年第 1 季有申報但已經沒有持有的機構。

2023 年第 1 季清倉 WPC 的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Millennium Management LLC360,669$2,819 萬
Pinkerton Retirement Specialists, LLC32,379$253.0 萬
Weiss Asset Management LP30,000$234.4 萬
Employees Provident Fund Board27,054$211.4 萬
ProShare Advisors LLC26,501$207.1 萬
Merit Financial Group, LLC17,632$137.8 萬
Allstate Corp12,957$101.3 萬
Quantamental Technologies LLC8,804$68.8 萬
Investment Management Corp of Ontario7,883$61.6 萬
Triumph Capital Management7,252$56.7 萬
Cannon Global Investment Management, LLC6,000$46.9 萬
Kercheville Advisors, LLC6,000$46.9 萬
Caisse de Depot Et Placement du Quebec5,471$42.8 萬
Boothbay Fund Management, LLC5,058$39.5 萬
MQS Management LLC4,708$36.8 萬
Simplex Trading, LLC4,172$32.6 萬
Park Avenue Securities LLC4,149$32.4 萬
Warther Private Wealth, LLC3,809$29.8 萬
Provence Wealth Management Group3,730$29.2 萬
Buckingham Strategic Partners3,561$27.8 萬
MA Private Wealth3,545$27.7 萬
Longfellow Investment Management Co LLC3,390$26.5 萬
Meeder Advisory Services, Inc.3,215$25.1 萬
Banque Pictet & Cie SA3,073$24.0 萬
Walker Asset Management, LLC2,980$23.3 萬
Brighton Jones LLC2,926$22.9 萬
Castle Rock Wealth Management, LLC2,655$22.6 萬
Advisor Resource Council2,876$22.5 萬
Duality Advisers, LP2,741$21.4 萬
Profund Advisors LLC2,694$21.1 萬
Kestra Advisory Services, LLC2,647$20.7 萬
Ameraudi Asset Management, Inc.2,620$20.5 萬
Fiduciary Trust Co2,594$20.3 萬
Sightline Wealth Advisors, LLC2,588$20.2 萬
Trustmark National Bank Trust Department2,564$20.0 萬
U.S. Capital Wealth Advisors, LLC2,267$17.7 萬
MinichMacGregor Wealth Management, LLC1,526$11.9 萬
WJ Interests, LLC1,316$10.3 萬
Avondale Wealth Management1,189$9.29 萬
Glassy Mountain Advisors, Inc.1,000$7.82 萬
Prestige Wealth Management Group LLC789$6.25 萬
High Net Worth Advisory Group LLC747$5.84 萬
McElhenny Sheffield Capital Management, LLC601$4.70 萬
Roble, Belko & Company, Inc559$4.40 萬
Retirement Financial Solutions, LLC361$2.82 萬
Leonteq Securities AG337$2.63 萬
One Wealth Advisors, LLC319$2.49 萬
Cambridge Trust Co260$2.00 萬
VitalStone Financial, LLC259$2.00 萬
Horizon Bancorp Inc200$1.60 萬
Goodman Advisory Group, LLC200$1.60 萬
Emfo, LLC200$1.56 萬
Arcus Capital Partners, LLC197$1.54 萬
Stephenson National Bank & Trust185$1.40 萬
Rocky Mountain Advisers, LLC150$1.20 萬
Sugarloaf Wealth Management, LLC152$1.18 萬
Affiance Financial, LLC123$9,612
Comerica Securities,inc.83$6,577
City Holding Co43$3,360
Whittier Trust Co of Nevada Inc31$2,422
Level Financial Advisors, Inc.12$1,000
Lee Financial Co2$156

尚未申報 2023 年第 1 季的機構(19 家)

2022 年第 4 季季末持有 W. P. Carey Inc.、還沒有申報 2023 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 4 季持有 WPC、尚未申報 2023 年第 1 季的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Gibson Wealth Advisors LLC27,909$214.0 萬
Bennicas & Associates, Inc.19,195$150.0 萬
Seeyond15,584$121.8 萬
Alaska Permanent Fund Corp15,500$121.1 萬
Allstate Investment Management Co12,957$101.3 萬
Comerica Bank8,414$70.6 萬
Laurel Wealth Advisors, Inc.8,488$66.3 萬
Personal Capital Advisors Corp7,284$56.9 萬
ARGI Investment Services, LLC4,629$36.2 萬
Glass Jacobson Investment Advisors llc3,050$23.8 萬
Titleist Asset Management, Ltd.2,990$23.4 萬
Canandaigua National Corp2,979$23.3 萬
Tyler-Stone Wealth Management1,200$9.40 萬
CoreCap Advisors, LLC1,121$8.76 萬
Trustcore Financial Services, LLC916$7.16 萬
Sargent Bickham Lagudis LLC769$6.01 萬
Cornerstone Planning Group LLC524$4.33 萬
Semmax Financial Advisors Inc.316$2.70 萬
Heritage Wealth Management, LLC226$1.77 萬