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 |
|---|---|---|---|---|---|
| Argent Trust Co | 16,838 | $130.4 萬 | 0.08% | −64−0.4% | 減碼 |
| Harbor Investment Advisory, LLC | 16,837 | $130.4 萬 | 0.19% | +104+0.6% | 加碼 |
| Elo Mutual Pension Insurance Co | 16,687 | $129.2 萬 | 0.04% | +1,822+12.3% | 加碼 |
| Apollon Wealth Management, LLC | 16,571 | $128.3 萬 | 0.08% | +5,806+53.9% | 加碼 |
| Erste Asset Management GmbH | 16,300 | $127.5 萬 | 0.02% | +5,000+44.2% | 加碼 |
| Natixis Advisors, L.P. | 16,409 | $127.1 萬 | 0.00% | +3,374+25.9% | 加碼 |
| United Capital Financial Advisers, LLC | 16,334 | $126.5 萬 | 0.01% | −4,649−22.2% | 減碼 |
| Panagora Asset Management Inc | 16,274 | $126.0 萬 | 0.01% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 16,211 | $125.6 萬 | 0.03% | 00.0% | 不變 |
| Richard P Slaughter Associates Inc | 16,167 | $125.2 萬 | 0.41% | −270−1.6% | 減碼 |
| IHT Wealth Management, LLC | 16,150 | $125.1 萬 | 0.07% | +221+1.4% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 16,067 | $124.4 萬 | 0.06% | +748+4.9% | 加碼 |
| Global Retirement Partners, LLC | 16,838 | $120.6 萬 | 0.06% | +2,813+20.1% | 加碼 |
| Founders Financial Alliance, LLC | 16,271 | $120.0 萬 | 0.60% | −358−2.2% | 減碼 |
| Texas Yale Capital Corp. | 15,481 | $119.9 萬 | 0.06% | +60.0% | 加碼 |
| GoalVest Advisory LLC | 15,469 | $119.8 萬 | 0.70% | +1,239+8.7% | 加碼 |
| Group One Trading, L.P. | 15,328 | $118.7 萬 | 0.06% | +2,261+17.3% | 加碼 |
| PFG Advisors | 15,145 | $117.3 萬 | 0.10% | −463−3.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 15,119 | $117.1 萬 | 0.02% | +5,764+61.6% | 加碼 |
| Wellington Shields & Co., LLC | 15,031 | $116.4 萬 | 0.26% | −602−3.9% | 減碼 |
| Centaurus Financial, Inc. | 14,976 | $116.0 萬 | 0.09% | −125−0.8% | 減碼 |
| Monument Capital Management | 14,632 | $113.3 萬 | 0.38% | −963−6.2% | 減碼 |
| Rockefeller Capital Management L.P. | 14,598 | $113.0 萬 | 0.00% | +635+4.5% | 加碼 |
| LGT Financial Advisors LLC | 14,512 | $112.4 萬 | 2.09% | +80+0.6% | 加碼 |
| Flagship Private Wealth, LLC | 14,496 | $112.3 萬 | 1.00% | −1,452−9.1% | 減碼 |
| Austin Private Wealth, LLC | 14,477 | $112.1 萬 | 0.18% | −801−5.2% | 減碼 |
| RMB Capital Management, LLC | 14,363 | $111.2 萬 | 0.04% | 00.0% | 不變 |
| AXA S.A. | 14,342 | $111.1 萬 | 0.00% | +11,427+392.0% | 加碼 |
| Perigon Wealth Management, LLC | 14,234 | $110.2 萬 | 0.06% | −279−1.9% | 減碼 |
| Private Trust Co NA | 14,146 | $109.6 萬 | 0.15% | −1,481−9.5% | 減碼 |
| Shell Asset Management Co | 14,139 | $109.5 萬 | 0.05% | +1,728+13.9% | 加碼 |
| CIC Wealth, LLC | 14,086 | $109.1 萬 | 0.41% | −269−1.9% | 減碼 |
| PEAK6 Investments LLC | 14,080 | $109.0 萬 | 0.07% | +14,080 | 新進 |
| Madison Wealth Management | 14,000 | $108.4 萬 | 0.23% | 00.0% | 不變 |
| XTX Topco Ltd | 13,930 | $107.9 萬 | 0.23% | +9,130+190.2% | 加碼 |
| Raymond James Trust N.A. | 13,858 | $107.4 萬 | 0.03% | +1,269+10.1% | 加碼 |
| Ostrum Asset Management | 13,862 | $107.4 萬 | 0.09% | +13,862 | 新進 |
| Laraway Financial Inc | 13,717 | $106.2 萬 | 1.08% | +16+0.1% | 加碼 |
| C2C Wealth Management, LLC | 14,613 | $106.1 萬 | 0.17% | 00.0% | 不變 |
| Ted Buchan & Co | 13,487 | $104.5 萬 | 0.87% | +310+2.4% | 加碼 |
| Lockheed Martin Investment Management Co | 13,475 | $104.4 萬 | 0.06% | 00.0% | 不變 |
| NEIRG Wealth Management, LLC | 13,381 | $103.6 萬 | 0.18% | 00.0% | 不變 |
| GWM Advisors LLC | 13,531 | $103.3 萬 | 0.01% | −840−5.8% | 減碼 |
| Aurora Private Wealth, Inc. | 13,262 | $102.7 萬 | 1.09% | −1,520−10.3% | 減碼 |
| Horizon Kinetics Asset Management LLC | 13,200 | $102.2 萬 | 0.02% | 00.0% | 不變 |
| Advisory Services Network, LLC | 13,166 | $102.0 萬 | 0.03% | −1,188−8.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 13,156 | $101.9 萬 | 0.07% | −141−1.1% | 減碼 |
| Cornerstone Wealth Management, LLC | 13,065 | $101.2 萬 | 0.10% | +13,065 | 新進 |
| Stratos Wealth Partners, LTD. | 13,042 | $101.0 萬 | 0.03% | −2,773−17.5% | 減碼 |
| Quantinno Capital Management LP | 12,992 | $100.6 萬 | 0.07% | +7,200+124.3% | 加碼 |
| Jeppson Wealth Management, LLC | 12,942 | $100.2 萬 | 0.44% | +1,506+13.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 12,896 | $99.9 萬 | 0.03% | +5,020+63.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 12,862 | $99.6 萬 | 0.02% | +157+1.2% | 加碼 |
| D.A. Davidson & Co. | 12,679 | $98.2 萬 | 0.01% | −110−0.9% | 減碼 |
| Heirloom Wealth Management | 12,631 | $97.8 萬 | 0.47% | −210−1.6% | 減碼 |
| Stephens Inc | 12,499 | $96.8 萬 | 0.02% | −993−7.4% | 減碼 |
| Cerity Partners LLC | 12,468 | $96.6 萬 | 0.00% | −246−1.9% | 減碼 |
| Lincoln National Corp | 12,304 | $95.3 萬 | 0.02% | −7,504−37.9% | 減碼 |
| Focus Financial Network, Inc. | 11,909 | $93.5 萬 | 0.06% | +513+4.5% | 加碼 |
| Client 1st Advisory Group, LLC | 12,006 | $93.0 萬 | 0.50% | 00.0% | 不變 |
| Nordea Investment Management AB | 12,025 | $92.9 萬 | 0.00% | +524+4.6% | 加碼 |
| Vista Investment Management | 11,967 | $92.7 萬 | 0.49% | −658−5.2% | 減碼 |
| Howe & Rusling Inc | 11,899 | $92.2 萬 | 0.11% | −11,884−50.0% | 減碼 |
| Royal Fund Management, LLC | 11,893 | $92.1 萬 | 0.14% | +448+3.9% | 加碼 |
| MKT Advisors LLC | 12,130 | $90.3 萬 | 0.67% | +14+0.1% | 加碼 |
| Fiera Capital Corp | 11,631 | $90.1 萬 | 0.00% | −2,575−18.1% | 減碼 |
| Herbst Group, LLC | 11,600 | $89.8 萬 | 0.63% | +100+0.9% | 加碼 |
| Prudential PLC | 11,496 | $89.0 萬 | 0.01% | −101−0.9% | 減碼 |
| Cooper Financial Group | 11,461 | $88.8 萬 | 0.24% | +173+1.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 11,430 | $88.5 萬 | 0.00% | +3,642+46.8% | 加碼 |
| Bessemer Group Inc | 11,295 | $87.5 萬 | 0.00% | −3,940−25.9% | 減碼 |
| Versor Investments LP | 11,287 | $87.4 萬 | 0.11% | +6,600+140.8% | 加碼 |
| Peddock Capital Advisors, LLC | 11,018 | $85.3 萬 | 0.30% | +1,235+12.6% | 加碼 |
| Wambolt & Associates, LLC | 11,066 | $84.4 萬 | 0.30% | −114−1.0% | 減碼 |
| Adams Wealth Management | 10,882 | $84.3 萬 | 0.27% | +1,284+13.4% | 加碼 |
| Clear Creek Financial Management, LLC | 10,645 | $82.4 萬 | 0.16% | −896−7.8% | 減碼 |
| Hudson Portfolio Management LLC | 10,607 | $82.2 萬 | 0.92% | −170−1.6% | 減碼 |
| Money Concepts Capital Corp | 10,482 | $81.7 萬 | 0.05% | −2,977−22.1% | 減碼 |
| Prudent Man Advisors, LLC | 10,515 | $81.4 萬 | 0.32% | −162−1.5% | 減碼 |
| Wolverine Trading, LLC | 10,543 | $81.3 萬 | 0.02% | +10,543 | 新進 |
| Liberty One Investment Management, LLC | 10,487 | $81.2 萬 | 0.11% | −102−1.0% | 減碼 |
| Yousif Capital Management, LLC | 10,467 | $81.1 萬 | 0.01% | +70+0.7% | 加碼 |
| Old Port Advisors | 10,982 | $80.9 萬 | 0.29% | −37−0.3% | 減碼 |
| DoubleLine ETF Adviser LP | 10,448 | $80.9 萬 | 0.34% | +1,213+13.1% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $80.5 萬 | 0.24% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,350 | $80.2 萬 | 0.01% | 00.0% | 不變 |
| Sawyer & Company, Inc | 10,710 | $79.9 萬 | 0.43% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 10,228 | $79.2 萬 | 0.03% | −116−1.1% | 減碼 |
| Norinchukin Bank, The | 10,127 | $78.4 萬 | 0.02% | +2,154+27.0% | 加碼 |
| Thoroughbred Financial Services, LLC | 10,101 | $78.2 萬 | 0.12% | +731+7.8% | 加碼 |
| Little House Capital LLC | 10,074 | $78.0 萬 | 0.37% | −5,340−34.6% | 減碼 |
| Rainsberger Wealth Advisors, Inc. | 9,990 | $77.4 萬 | 0.46% | +1,423+16.6% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 9,857 | $76.3 萬 | 0.08% | +145+1.5% | 加碼 |
| Pinnacle Financial Partners Inc | 9,850 | $76.3 萬 | 0.02% | 00.0% | 不變 |
| Eldridge Investment Advisors, Inc. | 9,800 | $75.9 萬 | 0.26% | 00.0% | 不變 |
| First City Capital Management, Inc. | 10,182 | $75.6 萬 | 0.44% | +340+3.5% | 加碼 |
| JustInvest LLC | 9,738 | $75.4 萬 | 0.03% | +399+4.3% | 加碼 |
| Virtu Financial LLC | 9,670 | $74.9 萬 | 0.08% | +9,670 | 新進 |
| First National Trust Co | 9,628 | $74.6 萬 | 0.04% | 00.0% | 不變 |
| Naviter Wealth, LLC | 9,233 | $72.5 萬 | 0.25% | +2,463+36.4% | 加碼 |