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 |
|---|---|---|---|---|---|
| Sawtooth Solutions, LLC | 7,498 | $58.1 萬 | 0.02% | +774+11.5% | 加碼 |
| Resources Investment Advisors, LLC. | 7,514 | $58.2 萬 | 0.01% | +621+9.0% | 加碼 |
| We Are One Seven, LLC | 7,606 | $58.9 萬 | 0.04% | −29−0.4% | 減碼 |
| Columbia Asset Management | 7,655 | $59.3 萬 | 0.13% | −575−7.0% | 減碼 |
| Insight 2811, Inc. | 7,701 | $59.6 萬 | 0.37% | −250−3.1% | 減碼 |
| Archer Investment Corp | 7,553 | $60.0 萬 | 0.22% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 7,777 | $60.2 萬 | 0.08% | 00.0% | 不變 |
| Campbell Wealth Management | 7,856 | $60.8 萬 | 0.08% | 00.0% | 不變 |
| Credential Qtrade Securities Inc. | 7,888 | $61.1 萬 | 0.04% | +195+2.5% | 加碼 |
| Optimum Investment Advisors | 7,907 | $61.2 萬 | 0.32% | 00.0% | 不變 |
| 360 Financial, Inc. | 7,927 | $61.4 萬 | 0.32% | +2,845+56.0% | 加碼 |
| Granite Bay Wealth Management, LLC | 7,939 | $61.5 萬 | 0.43% | −266−3.2% | 減碼 |
| Ayrshire Capital Management LLC | 8,148 | $63.1 萬 | 0.43% | −171−2.1% | 減碼 |
| Berger Financial Group, Inc | 8,204 | $63.5 萬 | 0.08% | −3,436−29.5% | 減碼 |
| Wealthspan Partners, LLC | 8,225 | $63.7 萬 | 0.54% | +65+0.8% | 加碼 |
| Landmark Financial Advisors, LLC | 8,253 | $63.9 萬 | 0.28% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 8,265 | $64.0 萬 | 0.03% | +37+0.4% | 加碼 |
| Assetmark, Inc | 8,311 | $64.4 萬 | 0.00% | +365+4.6% | 加碼 |
| Family Legacy, Inc. | 8,339 | $64.6 萬 | 0.28% | +434+5.5% | 加碼 |
| Evergreen Capital Management LLC | 8,280 | $64.9 萬 | 0.03% | +10.0% | 加碼 |
| Axxcess Wealth Management, LLC | 8,378 | $64.9 萬 | 0.05% | −11−0.1% | 減碼 |
| Kovack Advisors, Inc. | 8,397 | $65.0 萬 | 0.09% | −694−7.6% | 減碼 |
| RFG Advisory, LLC | 8,544 | $66.2 萬 | 0.03% | −680−7.4% | 減碼 |
| Dudley Capital Management, LLC | 8,600 | $66.6 萬 | 0.47% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 8,669 | $67.1 萬 | 0.06% | +8,669 | 新進 |
| Per Stirling Capital Management, LLC. | 8,682 | $67.2 萬 | 0.15% | −1,865−17.7% | 減碼 |
| First Manhattan Co | 8,700 | $67.4 萬 | 0.00% | −44−0.5% | 減碼 |
| Bank of Nova Scotia | 8,766 | $67.9 萬 | 0.00% | −1,134−11.5% | 減碼 |
| Capital Investment Advisory Services, LLC | 8,848 | $68.5 萬 | 0.08% | −1,017−10.3% | 減碼 |
| Guyasuta Investment Advisors Inc | 8,848 | $68.5 萬 | 0.05% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 8,854 | $68.6 萬 | 0.22% | +8,854 | 新進 |
| E. Ohman J:or Asset Management AB | 9,000 | $69.7 萬 | 0.03% | 00.0% | 不變 |
| McGlone Suttner Wealth Management, Inc. | 9,002 | $69.7 萬 | 0.18% | −129−1.4% | 減碼 |
| Boston Financial Mangement LLC | 9,030 | $69.9 萬 | 0.03% | +810+9.9% | 加碼 |
| Arbor Capital Management Inc | 9,465 | $70.6 萬 | 0.57% | +143+1.5% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,181 | $71.1 萬 | 0.03% | +552+6.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 9,234 | $71.5 萬 | 0.00% | +703+8.2% | 加碼 |
| Insight Wealth Partners, LLC | 9,242 | $71.6 萬 | 0.65% | −590−6.0% | 減碼 |
| Naviter Wealth, LLC | 9,233 | $72.5 萬 | 0.25% | +2,463+36.4% | 加碼 |
| First National Trust Co | 9,628 | $74.6 萬 | 0.04% | 00.0% | 不變 |
| Virtu Financial LLC | 9,670 | $74.9 萬 | 0.08% | +9,670 | 新進 |
| JustInvest LLC | 9,738 | $75.4 萬 | 0.03% | +399+4.3% | 加碼 |
| First City Capital Management, Inc. | 10,182 | $75.6 萬 | 0.44% | +340+3.5% | 加碼 |
| Eldridge Investment Advisors, Inc. | 9,800 | $75.9 萬 | 0.26% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 9,850 | $76.3 萬 | 0.02% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 9,857 | $76.3 萬 | 0.08% | +145+1.5% | 加碼 |
| Rainsberger Wealth Advisors, Inc. | 9,990 | $77.4 萬 | 0.46% | +1,423+16.6% | 加碼 |
| Little House Capital LLC | 10,074 | $78.0 萬 | 0.37% | −5,340−34.6% | 減碼 |
| Thoroughbred Financial Services, LLC | 10,101 | $78.2 萬 | 0.12% | +731+7.8% | 加碼 |
| Norinchukin Bank, The | 10,127 | $78.4 萬 | 0.02% | +2,154+27.0% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 10,228 | $79.2 萬 | 0.03% | −116−1.1% | 減碼 |
| Sawyer & Company, Inc | 10,710 | $79.9 萬 | 0.43% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,350 | $80.2 萬 | 0.01% | 00.0% | 不變 |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $80.5 萬 | 0.24% | 00.0% | 不變 |
| DoubleLine ETF Adviser LP | 10,448 | $80.9 萬 | 0.34% | +1,213+13.1% | 加碼 |
| Old Port Advisors | 10,982 | $80.9 萬 | 0.29% | −37−0.3% | 減碼 |
| Yousif Capital Management, LLC | 10,467 | $81.1 萬 | 0.01% | +70+0.7% | 加碼 |
| Liberty One Investment Management, LLC | 10,487 | $81.2 萬 | 0.11% | −102−1.0% | 減碼 |
| Wolverine Trading, LLC | 10,543 | $81.3 萬 | 0.02% | +10,543 | 新進 |
| Prudent Man Advisors, LLC | 10,515 | $81.4 萬 | 0.32% | −162−1.5% | 減碼 |
| Money Concepts Capital Corp | 10,482 | $81.7 萬 | 0.05% | −2,977−22.1% | 減碼 |
| Hudson Portfolio Management LLC | 10,607 | $82.2 萬 | 0.92% | −170−1.6% | 減碼 |
| Clear Creek Financial Management, LLC | 10,645 | $82.4 萬 | 0.16% | −896−7.8% | 減碼 |
| Adams Wealth Management | 10,882 | $84.3 萬 | 0.27% | +1,284+13.4% | 加碼 |
| Wambolt & Associates, LLC | 11,066 | $84.4 萬 | 0.30% | −114−1.0% | 減碼 |
| Peddock Capital Advisors, LLC | 11,018 | $85.3 萬 | 0.30% | +1,235+12.6% | 加碼 |
| Versor Investments LP | 11,287 | $87.4 萬 | 0.11% | +6,600+140.8% | 加碼 |
| Bessemer Group Inc | 11,295 | $87.5 萬 | 0.00% | −3,940−25.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 11,430 | $88.5 萬 | 0.00% | +3,642+46.8% | 加碼 |
| Cooper Financial Group | 11,461 | $88.8 萬 | 0.24% | +173+1.5% | 加碼 |
| Prudential PLC | 11,496 | $89.0 萬 | 0.01% | −101−0.9% | 減碼 |
| Herbst Group, LLC | 11,600 | $89.8 萬 | 0.63% | +100+0.9% | 加碼 |
| Fiera Capital Corp | 11,631 | $90.1 萬 | 0.00% | −2,575−18.1% | 減碼 |
| MKT Advisors LLC | 12,130 | $90.3 萬 | 0.67% | +14+0.1% | 加碼 |
| Royal Fund Management, LLC | 11,893 | $92.1 萬 | 0.14% | +448+3.9% | 加碼 |
| Howe & Rusling Inc | 11,899 | $92.2 萬 | 0.11% | −11,884−50.0% | 減碼 |
| Vista Investment Management | 11,967 | $92.7 萬 | 0.49% | −658−5.2% | 減碼 |
| Nordea Investment Management AB | 12,025 | $92.9 萬 | 0.00% | +524+4.6% | 加碼 |
| Client 1st Advisory Group, LLC | 12,006 | $93.0 萬 | 0.50% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 11,909 | $93.5 萬 | 0.06% | +513+4.5% | 加碼 |
| Lincoln National Corp | 12,304 | $95.3 萬 | 0.02% | −7,504−37.9% | 減碼 |
| Cerity Partners LLC | 12,468 | $96.6 萬 | 0.00% | −246−1.9% | 減碼 |
| Stephens Inc | 12,499 | $96.8 萬 | 0.02% | −993−7.4% | 減碼 |
| Heirloom Wealth Management | 12,631 | $97.8 萬 | 0.47% | −210−1.6% | 減碼 |
| D.A. Davidson & Co. | 12,679 | $98.2 萬 | 0.01% | −110−0.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 12,862 | $99.6 萬 | 0.02% | +157+1.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 12,896 | $99.9 萬 | 0.03% | +5,020+63.7% | 加碼 |
| Jeppson Wealth Management, LLC | 12,942 | $100.2 萬 | 0.44% | +1,506+13.2% | 加碼 |
| Quantinno Capital Management LP | 12,992 | $100.6 萬 | 0.07% | +7,200+124.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 13,042 | $101.0 萬 | 0.03% | −2,773−17.5% | 減碼 |
| Cornerstone Wealth Management, LLC | 13,065 | $101.2 萬 | 0.10% | +13,065 | 新進 |
| J.W. Cole Advisors, Inc. | 13,156 | $101.9 萬 | 0.07% | −141−1.1% | 減碼 |
| Advisory Services Network, LLC | 13,166 | $102.0 萬 | 0.03% | −1,188−8.3% | 減碼 |
| Horizon Kinetics Asset Management LLC | 13,200 | $102.2 萬 | 0.02% | 00.0% | 不變 |
| Aurora Private Wealth, Inc. | 13,262 | $102.7 萬 | 1.09% | −1,520−10.3% | 減碼 |
| GWM Advisors LLC | 13,531 | $103.3 萬 | 0.01% | −840−5.8% | 減碼 |
| NEIRG Wealth Management, LLC | 13,381 | $103.6 萬 | 0.18% | 00.0% | 不變 |
| Lockheed Martin Investment Management Co | 13,475 | $104.4 萬 | 0.06% | 00.0% | 不變 |
| Ted Buchan & Co | 13,487 | $104.5 萬 | 0.87% | +310+2.4% | 加碼 |
| C2C Wealth Management, LLC | 14,613 | $106.1 萬 | 0.17% | 00.0% | 不變 |