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 |
|---|---|---|---|---|---|
| Laraway Financial Inc | 13,717 | $106.2 萬 | 1.08% | +16+0.1% | 加碼 |
| Ostrum Asset Management | 13,862 | $107.4 萬 | 0.09% | +13,862 | 新進 |
| Raymond James Trust N.A. | 13,858 | $107.4 萬 | 0.03% | +1,269+10.1% | 加碼 |
| XTX Topco Ltd | 13,930 | $107.9 萬 | 0.23% | +9,130+190.2% | 加碼 |
| Madison Wealth Management | 14,000 | $108.4 萬 | 0.23% | 00.0% | 不變 |
| PEAK6 Investments LLC | 14,080 | $109.0 萬 | 0.07% | +14,080 | 新進 |
| CIC Wealth, LLC | 14,086 | $109.1 萬 | 0.41% | −269−1.9% | 減碼 |
| Shell Asset Management Co | 14,139 | $109.5 萬 | 0.05% | +1,728+13.9% | 加碼 |
| Private Trust Co NA | 14,146 | $109.6 萬 | 0.15% | −1,481−9.5% | 減碼 |
| Perigon Wealth Management, LLC | 14,234 | $110.2 萬 | 0.06% | −279−1.9% | 減碼 |
| AXA S.A. | 14,342 | $111.1 萬 | 0.00% | +11,427+392.0% | 加碼 |
| RMB Capital Management, LLC | 14,363 | $111.2 萬 | 0.04% | 00.0% | 不變 |
| Austin Private Wealth, LLC | 14,477 | $112.1 萬 | 0.18% | −801−5.2% | 減碼 |
| Flagship Private Wealth, LLC | 14,496 | $112.3 萬 | 1.00% | −1,452−9.1% | 減碼 |
| LGT Financial Advisors LLC | 14,512 | $112.4 萬 | 2.09% | +80+0.6% | 加碼 |
| Rockefeller Capital Management L.P. | 14,598 | $113.0 萬 | 0.00% | +635+4.5% | 加碼 |
| Monument Capital Management | 14,632 | $113.3 萬 | 0.38% | −963−6.2% | 減碼 |
| Centaurus Financial, Inc. | 14,976 | $116.0 萬 | 0.09% | −125−0.8% | 減碼 |
| Wellington Shields & Co., LLC | 15,031 | $116.4 萬 | 0.26% | −602−3.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 15,119 | $117.1 萬 | 0.02% | +5,764+61.6% | 加碼 |
| PFG Advisors | 15,145 | $117.3 萬 | 0.10% | −463−3.0% | 減碼 |
| Group One Trading, L.P. | 15,328 | $118.7 萬 | 0.06% | +2,261+17.3% | 加碼 |
| GoalVest Advisory LLC | 15,469 | $119.8 萬 | 0.70% | +1,239+8.7% | 加碼 |
| Texas Yale Capital Corp. | 15,481 | $119.9 萬 | 0.06% | +60.0% | 加碼 |
| Founders Financial Alliance, LLC | 16,271 | $120.0 萬 | 0.60% | −358−2.2% | 減碼 |
| Global Retirement Partners, LLC | 16,838 | $120.6 萬 | 0.06% | +2,813+20.1% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 16,067 | $124.4 萬 | 0.06% | +748+4.9% | 加碼 |
| IHT Wealth Management, LLC | 16,150 | $125.1 萬 | 0.07% | +221+1.4% | 加碼 |
| Richard P Slaughter Associates Inc | 16,167 | $125.2 萬 | 0.41% | −270−1.6% | 減碼 |
| Maryland State Retirement & Pension System | 16,211 | $125.6 萬 | 0.03% | 00.0% | 不變 |
| Panagora Asset Management Inc | 16,274 | $126.0 萬 | 0.01% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 16,334 | $126.5 萬 | 0.01% | −4,649−22.2% | 減碼 |
| Natixis Advisors, L.P. | 16,409 | $127.1 萬 | 0.00% | +3,374+25.9% | 加碼 |
| Erste Asset Management GmbH | 16,300 | $127.5 萬 | 0.02% | +5,000+44.2% | 加碼 |
| Apollon Wealth Management, LLC | 16,571 | $128.3 萬 | 0.08% | +5,806+53.9% | 加碼 |
| Elo Mutual Pension Insurance Co | 16,687 | $129.2 萬 | 0.04% | +1,822+12.3% | 加碼 |
| Harbor Investment Advisory, LLC | 16,837 | $130.4 萬 | 0.19% | +104+0.6% | 加碼 |
| Argent Trust Co | 16,838 | $130.4 萬 | 0.08% | −64−0.4% | 減碼 |
| Alpha Omega Wealth Management LLC | 17,215 | $133.3 萬 | 0.23% | −344−2.0% | 減碼 |
| Intech Investment Management LLC | 17,232 | $133.5 萬 | 0.01% | +1,710+11.0% | 加碼 |
| HBW Advisory Services LLC | 17,544 | $135.9 萬 | 0.34% | +2,810+19.1% | 加碼 |
| SRS Capital Advisors, Inc. | 17,822 | $138.0 萬 | 0.18% | +107+0.6% | 加碼 |
| Sigma Planning Corp | 18,298 | $141.7 萬 | 0.05% | −1,083−5.6% | 減碼 |
| CWM, LLC | 18,365 | $142.2 萬 | 0.01% | −897−4.7% | 減碼 |
| British Columbia Investment Management Corp | 18,524 | $143.5 萬 | 0.01% | +1,545+9.1% | 加碼 |
| Brooks, Moore & Associates, Inc. | 18,620 | $144.2 萬 | 1.04% | −350−1.8% | 減碼 |
| Paradigm Financial Partners, LLC | 18,778 | $145.4 萬 | 0.39% | −343−1.8% | 減碼 |
| FLC Capital Advisors | 18,809 | $145.7 萬 | 0.45% | −1,379−6.8% | 減碼 |
| Schroder Investment Management Group | 19,082 | $147.8 萬 | 0.00% | −4,219−18.1% | 減碼 |
| Independent Advisor Alliance | 19,115 | $148.0 萬 | 0.07% | −314−1.6% | 減碼 |
| Dynamic Advisor Solutions LLC | 19,145 | $148.3 萬 | 0.09% | +19,145 | 新進 |
| Gamco Investors, Inc. Et Al | 19,600 | $151.8 萬 | 0.02% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 24,211 | $156.5 萬 | 0.03% | +12,961+115.2% | 加碼 |
| Mission Creek Capital Partners, Inc. | 20,255 | $156.9 萬 | 0.53% | +2,715+15.5% | 加碼 |
| Principal Financial Group Inc | 20,876 | $161.7 萬 | 0.00% | +1,125+5.7% | 加碼 |
| Equitable Holdings, Inc. | 20,917 | $162.0 萬 | 0.03% | +2,696+14.8% | 加碼 |
| Arete Wealth Advisors, LLC | 20,999 | $162.6 萬 | 0.13% | +433+2.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 21,116 | $163.5 萬 | 0.01% | 00.0% | 不變 |
| Amalgamated Bank | 21,157 | $163.9 萬 | 0.01% | +186+0.9% | 加碼 |
| V Wealth Advisors LLC | 21,414 | $165.9 萬 | 0.31% | −3,291−13.3% | 減碼 |
| Colonial Trust Co | 21,474 | $166.3 萬 | 0.42% | +210+1.0% | 加碼 |
| Westpac Banking Corp | 21,563 | $167.0 萬 | 0.02% | +5,319+32.7% | 加碼 |
| D.B. Root & Company, LLC | 21,698 | $168.1 萬 | 0.66% | +27+0.1% | 加碼 |
| Jag Capital Management, LLC | 21,746 | $168.4 萬 | 0.22% | +723+3.4% | 加碼 |
| RB Capital Management, LLC | 21,826 | $169.0 萬 | 0.55% | +314+1.5% | 加碼 |
| M Holdings Securities, Inc. | 22,042 | $170.7 萬 | 0.18% | −10,999−33.3% | 減碼 |
| DFPG Investments, LLC | 22,215 | $172.1 萬 | 0.18% | +10,822+95.0% | 加碼 |
| TownSquare Capital, LLC | 22,493 | $174.2 萬 | 0.04% | −1,245−5.2% | 減碼 |
| Mountain Capital Investment Advisors, Inc | 24,303 | $175.8 萬 | 0.77% | −746−3.0% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 22,892 | $177.3 萬 | 0.09% | +22,892 | 新進 |
| Candriam Luxembourg S.C.A. | 25,081 | $178.8 萬 | 0.01% | −38,838−60.8% | 減碼 |
| Total Clarity Wealth Management, Inc. | 23,180 | $179.5 萬 | 0.97% | +1,735+8.1% | 加碼 |
| Mackenzie Financial Corp | 23,843 | $184.7 萬 | 0.00% | +4,205+21.4% | 加碼 |
| Geneos Wealth Management Inc. | 23,999 | $185.9 萬 | 0.11% | −3,882−13.9% | 減碼 |
| South Dakota Investment Council | 24,234 | $187.7 萬 | 0.04% | 00.0% | 不變 |
| Horan Capital Advisors, LLC. | 24,418 | $189.1 萬 | 0.78% | −160−0.7% | 減碼 |
| Atria Investments LLC | 24,613 | $190.6 萬 | 0.04% | +963+4.1% | 加碼 |
| Community Capital Management, Inc. | 24,650 | $190.9 萬 | 2.51% | 00.0% | 不變 |
| Captrust Financial Advisors | 24,671 | $191.1 萬 | 0.01% | +1,660+7.2% | 加碼 |
| Associated Banc-Corp | 24,800 | $192.1 萬 | 0.08% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 24,854 | $192.5 萬 | 0.01% | +1,767+7.7% | 加碼 |
| Two Sigma Securities, LLC | 24,984 | $193.5 萬 | 0.16% | +21,036+532.8% | 加碼 |
| Wealthstar Advisors, LLC | 25,253 | $195.6 萬 | 0.83% | −45−0.2% | 減碼 |
| Griffin Asset Management, Inc. | 25,279 | $195.8 萬 | 0.27% | +275+1.1% | 加碼 |
| Public Sector Pension Investment Board | 25,511 | $197.6 萬 | 0.01% | +4,817+23.3% | 加碼 |
| FORA Capital, LLC | 26,072 | $201.9 萬 | 0.20% | +26,072 | 新進 |
| Lakeview Capital Partners, LLC | 28,202 | $202.3 萬 | 0.63% | −654−2.3% | 減碼 |
| Independent Financial Group, LLC | 26,290 | $203.6 萬 | 0.16% | +3,618+16.0% | 加碼 |
| Moors & Cabot, Inc. | 26,454 | $204.9 萬 | 0.14% | −80−0.3% | 減碼 |
| Herold Advisors, Inc. | 26,679 | $206.6 萬 | 0.71% | −1,862−6.5% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 26,338 | $206.8 萬 | 0.16% | −274−1.0% | 減碼 |
| Morse Asset Management, Inc | 27,275 | $211.2 萬 | 0.71% | +35+0.1% | 加碼 |
| AQR Capital Management LLC | 27,351 | $211.3 萬 | 0.00% | −22,331−44.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 27,303 | $211.4 萬 | 0.04% | −5,175−15.9% | 減碼 |
| SG Americas Securities, LLC | 27,528 | $213.2 萬 | 0.03% | −7,273−20.9% | 減碼 |
| Excalibur Management Corp | 27,553 | $213.4 萬 | 1.11% | −635−2.3% | 減碼 |
| Integrated Wealth Concepts LLC | 27,969 | $216.6 萬 | 0.04% | +10,699+62.0% | 加碼 |
| Wealthcare Advisory Partners LLC | 28,076 | $217.4 萬 | 0.09% | +4,958+21.4% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 28,148 | $218.0 萬 | 0.08% | +2,386+9.3% | 加碼 |
| Voya Investment Management LLC | 28,626 | $221.7 萬 | 0.00% | +793+2.8% | 加碼 |