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 13F 持有人
W. P. Carey Inc. 在 2023/3/31 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
- 838
- 較 2022 年第 4 季 +2 家
- 持有股數
- 1.39 億
- 較 2022 年第 4 季 +277.7 萬 (+2.0%)
- 總市值
- $106.4 億
- 較 2022 年第 4 季 +$4,340 萬 (+0.4%)
- 新進機構
- 64
- 另有 347 家加碼
- 清倉機構
- 62
- 另有 272 家減碼
另有 19 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | 5,029 | $38.9 萬 | 0.07% | −30−0.6% | 減碼 |
| Raleigh Capital Management Inc. | 5,054 | $39.1 萬 | 0.19% | +20.0% | 加碼 |
| Argent Advisors, Inc. | 5,058 | $39.2 萬 | 0.19% | 00.0% | 不變 |
| Chesley Taft & Associates LLC | 5,067 | $39.2 萬 | 0.03% | 00.0% | 不變 |
| Colony Family Offices, LLC | 5,000 | $39.3 萬 | 0.15% | 00.0% | 不變 |
| MV Capital Management, Inc. | 5,083 | $39.4 萬 | 0.06% | 00.0% | 不變 |
| H&H Retirement Design & Management INC | 5,454 | $39.5 萬 | 0.25% | −176−3.1% | 減碼 |
| Kowal Investment Group, LLC | 5,100 | $39.5 萬 | 0.11% | +537+11.8% | 加碼 |
| Regions Financial Corp | 5,143 | $39.9 萬 | 0.00% | −828−13.9% | 減碼 |
| David R. Rahn & Associates Inc. | 5,223 | $40.5 萬 | 0.21% | +56+1.1% | 加碼 |
| Flagship Harbor Advisors, LLC | 5,226 | $40.5 萬 | 0.04% | −143−2.7% | 減碼 |
| Lido Advisors, LLC | 5,292 | $41.0 萬 | 0.01% | +166+3.2% | 加碼 |
| Colony Group LLC | 5,293 | $41.0 萬 | 0.01% | +24+0.5% | 加碼 |
| First Heartland Consultants, Inc. | 5,313 | $41.1 萬 | 0.06% | −828−13.5% | 減碼 |
| Woodward Diversified Capital, LLC | 5,357 | $41.5 萬 | 0.33% | −23−0.4% | 減碼 |
| Valeo Financial Advisors, LLC | 5,386 | $41.7 萬 | 0.02% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 5,388 | $41.7 萬 | 0.02% | +1,712+46.6% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 5,416 | $41.9 萬 | 0.05% | +5,416 | 新進 |
| NewEdge Wealth, LLC | 5,458 | $42.3 萬 | 0.02% | +56+1.0% | 加碼 |
| L.M. Kohn & Company | 5,461 | $42.3 萬 | 0.18% | 00.0% | 不變 |
| Walleye Trading LLC | 5,478 | $42.4 萬 | 0.02% | +5,478 | 新進 |
| DF Dent & Co Inc | 5,534 | $42.9 萬 | 0.01% | −730−11.7% | 減碼 |
| New England Research & Management, Inc. | 5,537 | $42.9 萬 | 0.25% | −400−6.7% | 減碼 |
| Teamwork Financial Advisors, LLC | 5,551 | $43.0 萬 | 0.08% | −846−13.2% | 減碼 |
| Jackson Wealth Management, LLC | 5,633 | $43.6 萬 | 0.33% | +5,633 | 新進 |
| All Season Financial Advisors, Inc. | 5,651 | $43.8 萬 | 0.40% | −3,306−36.9% | 減碼 |
| Alberta Investment Management Corp | 5,700 | $44.1 萬 | 0.00% | +5,700 | 新進 |
| Widmann Financial Services, Inc. | 5,718 | $44.3 萬 | 0.45% | +334+6.2% | 加碼 |
| Old National Bancorp | 5,782 | $44.8 萬 | 0.01% | −1,902−24.8% | 減碼 |
| Carret Asset Management, LLC | 5,824 | $45.1 萬 | 0.06% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 5,750 | $45.1 萬 | 0.06% | +175+3.1% | 加碼 |
| MAI Capital Management | 5,848 | $45.3 萬 | 0.01% | −1,555−21.0% | 減碼 |
| Samalin Investment Counsel, LLC | 5,920 | $45.9 萬 | 0.28% | +1,754+42.1% | 加碼 |
| True North Advisors, LLC | 5,939 | $46.0 萬 | 0.14% | +5,939 | 新進 |
| Jacobi Capital Management LLC | 5,973 | $46.3 萬 | 0.05% | −139−2.3% | 減碼 |
| Buckingham Strategic Wealth, LLC | 5,925 | $46.3 萬 | 0.01% | 00.0% | 不變 |
| Knott David M Jr | 6,000 | $46.5 萬 | 0.20% | 00.0% | 不變 |
| Benedetti & Gucer, Inc. | 6,024 | $46.7 萬 | 0.27% | −1,278−17.5% | 減碼 |
| International Assets Investment Management, LLC | 6,059 | $46.9 萬 | 0.07% | −4,125−40.5% | 減碼 |
| Ignite Planners, LLC | 6,290 | $46.9 萬 | 0.19% | +235+3.9% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 6,060 | $46.9 萬 | 0.14% | +312+5.4% | 加碼 |
| Matisse Capital | 6,063 | $47.0 萬 | 0.30% | +6,063 | 新進 |
| DuPont Capital Management Corp | 6,071 | $47.0 萬 | 0.02% | −12,223−66.8% | 減碼 |
| APG Asset Management N.V. | 6,657 | $47.5 萬 | 0.00% | −11,731−63.8% | 減碼 |
| Atomi Financial Group, Inc. | 6,158 | $47.7 萬 | 0.27% | +6,158 | 新進 |
| Kathmere Capital Management, LLC | 6,193 | $48.0 萬 | 0.08% | −2,890−31.8% | 減碼 |
| Transatlantique Private Wealth LLC | 6,208 | $48.1 萬 | 0.27% | +175+2.9% | 加碼 |
| SageView Advisory Group, LLC | 6,230 | $48.3 萬 | 0.03% | +832+15.4% | 加碼 |
| Brookstone Capital Management | 6,726 | $48.8 萬 | 0.01% | +1,118+19.9% | 加碼 |
| Kerntke Otto McGlone Wealth Management Group | 6,345 | $49.1 萬 | 0.51% | +80+1.3% | 加碼 |
| Lazard Asset Management LLC | 6,363 | $49.2 萬 | 0.00% | +299+4.9% | 加碼 |
| Patton Albertson Miller Group, LLC | 6,364 | $49.3 萬 | 0.09% | −375−5.6% | 減碼 |
| Round Rock Advisors, LLC | 6,379 | $49.4 萬 | 0.19% | 00.0% | 不變 |
| Kaizen Financial Strategies | 6,381 | $49.4 萬 | 0.49% | +80+1.3% | 加碼 |
| Avion Wealth | 6,370 | $49.7 萬 | 0.14% | +6+0.1% | 加碼 |
| Redwood Financial Network Corp | 6,424 | $49.8 萬 | 0.51% | +764+13.5% | 加碼 |
| Fisher Asset Management, LLC | 6,474 | $50.1 萬 | 0.00% | +395+6.5% | 加碼 |
| Quantbot Technologies LP | 6,480 | $50.2 萬 | 0.04% | −19,594−75.1% | 減碼 |
| Metropolitan Life Insurance Co | 6,494 | $50.3 萬 | 0.03% | +53+0.8% | 加碼 |
| Gallacher Capital Management LLC | 6,517 | $50.5 萬 | 0.30% | +1,012+18.4% | 加碼 |
| AlphaStar Capital Management, LLC | 6,578 | $51.2 萬 | 0.04% | +2,899+78.8% | 加碼 |
| Procyon Private Wealth Partners, LLC | 6,619 | $51.3 萬 | 0.09% | −99−1.5% | 減碼 |
| Mirador Capital Partners LP | 6,635 | $51.4 萬 | 0.12% | −269−3.9% | 減碼 |
| Ethic Inc. | 6,656 | $51.6 萬 | 0.02% | −758−10.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 6,665 | $51.6 萬 | 0.00% | −476−6.7% | 減碼 |
| Bridgefront Capital, LLC | 6,676 | $51.7 萬 | 0.32% | +1,880+39.2% | 加碼 |
| LexAurum Advisors, LLC | 6,706 | $51.9 萬 | 0.17% | −30.0% | 減碼 |
| Sovereign Financial Group, Inc. | 6,707 | $51.9 萬 | 0.19% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 6,725 | $52.1 萬 | 0.26% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 6,725 | $52.1 萬 | 0.01% | +6,725 | 新進 |
| Virtue Capital Management, LLC | 7,280 | $52.4 萬 | 0.09% | +162+2.3% | 加碼 |
| Capital Investment Advisors, LLC | 6,759 | $52.4 萬 | 0.02% | +967+16.7% | 加碼 |
| Cullen Capital Management LLC | 6,815 | $52.8 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 6,872 | $53.2 萬 | 0.11% | +6,872 | 新進 |
| Achmea Investment Management B.V. | 6,891 | $53.3 萬 | 0.02% | 00.0% | 不變 |
| Nvest Financial, LLC | 6,936 | $53.7 萬 | 0.56% | +6,936 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 6,964 | $53.9 萬 | 0.02% | −801−10.3% | 減碼 |
| Crestwood Advisors Group LLC | 6,985 | $54.1 萬 | 0.02% | −500−6.7% | 減碼 |
| Allen Capital Group, LLC | 6,998 | $54.2 萬 | 0.10% | +6,998 | 新進 |
| Philadelphia Trust Co | 7,000 | $54.2 萬 | 0.06% | 00.0% | 不變 |
| Madden Securities Corp | 7,000 | $54.2 萬 | 0.29% | −100−1.4% | 減碼 |
| Symphony Financial, Ltd. Co. | 7,038 | $54.3 萬 | 0.14% | +17+0.2% | 加碼 |
| Concord Wealth Partners | 7,045 | $54.6 萬 | 0.15% | −1,503−17.6% | 減碼 |
| Resources Management Corp | 17,800 | $54.6 萬 | 0.11% | +17,780+88,900.0% | 加碼 |
| Syntegra Private Wealth Group, LLC | 7,072 | $54.8 萬 | 0.10% | −1,288−15.4% | 減碼 |
| Western Wealth Management, LLC | 7,078 | $54.8 萬 | 0.05% | −2,187−23.6% | 減碼 |
| Glenmede Trust Co NA | 7,123 | $55.2 萬 | 0.00% | +493+7.4% | 加碼 |
| Ameritas Advisory Services, LLC | 7,229 | $55.7 萬 | 0.03% | −4,955−40.7% | 減碼 |
| Lumature Wealth Partners, LLC | 7,200 | $55.8 萬 | 0.31% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 7,331 | $55.9 萬 | 0.00% | +7,331 | 新進 |
| Avidian Wealth Solutions, LLC | 7,228 | $56.0 萬 | 0.03% | +1,595+28.3% | 加碼 |
| CIBC Asset Management Inc | 7,267 | $56.3 萬 | 0.00% | +922+14.5% | 加碼 |
| Boston Private Wealth LLC | 7,297 | $56.5 萬 | 0.01% | −1,334−15.5% | 減碼 |
| Xponance, Inc. | 7,370 | $57.1 萬 | 0.01% | +134+1.9% | 加碼 |
| Bridgewater Associates, LP | 7,417 | $57.4 萬 | 0.00% | +7,417 | 新進 |
| CarsonAllaria Wealth Management, Ltd. | 7,426 | $57.5 萬 | 0.48% | +10+0.1% | 加碼 |
| UMA Financial Services, Inc. | 7,977 | $57.8 萬 | 0.15% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 7,467 | $57.8 萬 | 0.03% | +1,671+28.8% | 加碼 |
| Penserra Capital Management LLC | 7,496 | $57.9 萬 | 0.01% | +1,218+19.4% | 加碼 |
| Bleakley Financial Group, LLC | 7,498 | $58.1 萬 | 0.02% | −1,041−12.2% | 減碼 |