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 |
|---|---|---|---|---|---|
| Benedetti & Gucer, Inc. | 6,024 | $46.7 萬 | 0.27% | −1,278−17.5% | 減碼 |
| Knott David M Jr | 6,000 | $46.5 萬 | 0.20% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 5,925 | $46.3 萬 | 0.01% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 5,973 | $46.3 萬 | 0.05% | −139−2.3% | 減碼 |
| True North Advisors, LLC | 5,939 | $46.0 萬 | 0.14% | +5,939 | 新進 |
| Samalin Investment Counsel, LLC | 5,920 | $45.9 萬 | 0.28% | +1,754+42.1% | 加碼 |
| MAI Capital Management | 5,848 | $45.3 萬 | 0.01% | −1,555−21.0% | 減碼 |
| Naples Global Advisors, LLC | 5,750 | $45.1 萬 | 0.06% | +175+3.1% | 加碼 |
| Carret Asset Management, LLC | 5,824 | $45.1 萬 | 0.06% | 00.0% | 不變 |
| Old National Bancorp | 5,782 | $44.8 萬 | 0.01% | −1,902−24.8% | 減碼 |
| Widmann Financial Services, Inc. | 5,718 | $44.3 萬 | 0.45% | +334+6.2% | 加碼 |
| Alberta Investment Management Corp | 5,700 | $44.1 萬 | 0.00% | +5,700 | 新進 |
| All Season Financial Advisors, Inc. | 5,651 | $43.8 萬 | 0.40% | −3,306−36.9% | 減碼 |
| Jackson Wealth Management, LLC | 5,633 | $43.6 萬 | 0.33% | +5,633 | 新進 |
| Teamwork Financial Advisors, LLC | 5,551 | $43.0 萬 | 0.08% | −846−13.2% | 減碼 |
| New England Research & Management, Inc. | 5,537 | $42.9 萬 | 0.25% | −400−6.7% | 減碼 |
| DF Dent & Co Inc | 5,534 | $42.9 萬 | 0.01% | −730−11.7% | 減碼 |
| Walleye Trading LLC | 5,478 | $42.4 萬 | 0.02% | +5,478 | 新進 |
| L.M. Kohn & Company | 5,461 | $42.3 萬 | 0.18% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 5,458 | $42.3 萬 | 0.02% | +56+1.0% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 5,416 | $41.9 萬 | 0.05% | +5,416 | 新進 |
| Kingsview Wealth Management, LLC | 5,388 | $41.7 萬 | 0.02% | +1,712+46.6% | 加碼 |
| Valeo Financial Advisors, LLC | 5,386 | $41.7 萬 | 0.02% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 5,357 | $41.5 萬 | 0.33% | −23−0.4% | 減碼 |
| First Heartland Consultants, Inc. | 5,313 | $41.1 萬 | 0.06% | −828−13.5% | 減碼 |
| Colony Group LLC | 5,293 | $41.0 萬 | 0.01% | +24+0.5% | 加碼 |
| Lido Advisors, LLC | 5,292 | $41.0 萬 | 0.01% | +166+3.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 5,226 | $40.5 萬 | 0.04% | −143−2.7% | 減碼 |
| David R. Rahn & Associates Inc. | 5,223 | $40.5 萬 | 0.21% | +56+1.1% | 加碼 |
| Regions Financial Corp | 5,143 | $39.9 萬 | 0.00% | −828−13.9% | 減碼 |
| Kowal Investment Group, LLC | 5,100 | $39.5 萬 | 0.11% | +537+11.8% | 加碼 |
| H&H Retirement Design & Management INC | 5,454 | $39.5 萬 | 0.25% | −176−3.1% | 減碼 |
| MV Capital Management, Inc. | 5,083 | $39.4 萬 | 0.06% | 00.0% | 不變 |
| Colony Family Offices, LLC | 5,000 | $39.3 萬 | 0.15% | 00.0% | 不變 |
| Chesley Taft & Associates LLC | 5,067 | $39.2 萬 | 0.03% | 00.0% | 不變 |
| Argent Advisors, Inc. | 5,058 | $39.2 萬 | 0.19% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 5,054 | $39.1 萬 | 0.19% | +20.0% | 加碼 |
| Cornerstone Wealth Group, LLC | 5,029 | $38.9 萬 | 0.07% | −30−0.6% | 減碼 |
| Basepoint Wealth LLC | 5,011 | $38.8 萬 | 0.32% | +64+1.3% | 加碼 |
| Gilbert & Cook, Inc. | 4,883 | $37.8 萬 | 0.07% | +58+1.2% | 加碼 |
| Campbell & CO Investment Adviser LLC | 4,882 | $37.8 萬 | 0.07% | +196+4.2% | 加碼 |
| Chapin Davis, Inc. | 4,873 | $37.7 萬 | 0.20% | +10.0% | 加碼 |
| HBK Sorce Advisory LLC | 4,840 | $37.5 萬 | 0.02% | +4,840 | 新進 |
| PFG Investments, LLC | 4,833 | $37.4 萬 | 0.08% | +4,833 | 新進 |
| Harbour Investments, Inc. | 4,811 | $37.3 萬 | 0.02% | −37−0.8% | 減碼 |
| Main Street Financial Solutions, LLC | 4,810 | $37.3 萬 | 0.05% | −89−1.8% | 減碼 |
| Diligent Investors, LLC | 4,779 | $37.0 萬 | 0.11% | +9+0.2% | 加碼 |
| Mitchell Sinkler & Starr | 4,750 | $36.8 萬 | 0.11% | +820+20.9% | 加碼 |
| Joel Isaacson & Co., LLC | 4,735 | $36.7 萬 | 0.03% | 00.0% | 不變 |
| Fifth Third Bancorp | 4,728 | $36.6 萬 | 0.00% | +485+11.4% | 加碼 |
| Arkadios Wealth Advisors | 4,711 | $36.5 萬 | 0.04% | −4,172−47.0% | 減碼 |
| Inspire Advisors, LLC | 4,670 | $36.2 萬 | 0.08% | +23+0.5% | 加碼 |
| Change Path, LLC | 4,653 | $36.0 萬 | 0.02% | +1,090+30.6% | 加碼 |
| Thrive Wealth Management, LLC | 4,611 | $35.7 萬 | 0.09% | +149+3.3% | 加碼 |
| Clear Street Markets LLC | 4,600 | $35.6 萬 | 0.10% | −200−4.2% | 減碼 |
| Detalus Advisors, LLC | 4,583 | $35.5 萬 | 0.17% | −714−13.5% | 減碼 |
| Retirement Planning Co of New England, Inc. | 4,562 | $35.3 萬 | 0.21% | +232+5.4% | 加碼 |
| Cambria Investment Management, L.P. | 4,557 | $35.3 萬 | 0.03% | +651+16.7% | 加碼 |
| Dividend Assets Capital, LLC | 4,500 | $35.2 萬 | 0.07% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 4,530 | $35.1 萬 | 0.05% | +809+21.7% | 加碼 |
| Wedbush Securities Inc | 4,508 | $34.9 萬 | 0.02% | +12+0.3% | 加碼 |
| Bridgewealth Advisory Group, LLC | 4,498 | $34.8 萬 | 0.64% | −2,093−31.8% | 減碼 |
| Concord Asset Management, LLC | 4,434 | $34.3 萬 | 0.14% | +1,604+56.7% | 加碼 |
| Intrua Financial, LLC | 4,776 | $34.2 萬 | 0.07% | +34+0.7% | 加碼 |
| Beck Capital Management, LLC | 4,403 | $34.1 萬 | 0.15% | −32−0.7% | 減碼 |
| Keudell/Morrison Wealth Management | 4,394 | $34.0 萬 | 0.10% | −140−3.1% | 減碼 |
| MetLife Investment Management | 4,324 | $33.5 萬 | 0.00% | +62+1.5% | 加碼 |
| Alpha Cubed Investments, LLC | 4,300 | $33.3 萬 | 0.02% | −150−3.4% | 減碼 |
| Parsons Capital Management Inc | 4,300 | $33.3 萬 | 0.03% | 00.0% | 不變 |
| BTC Capital Management, Inc. | 4,299 | $33.3 萬 | 0.04% | −745−14.8% | 減碼 |
| Clearview Wealth Advisors LLC | 4,247 | $32.9 萬 | 0.33% | −1,830−30.1% | 減碼 |
| Garrison Asset Management, LLC | 4,240 | $32.8 萬 | 0.20% | +3+0.1% | 加碼 |
| Vishria Bird Financial Group, LLC | 4,240 | $32.8 萬 | 0.21% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 4,230 | $32.8 萬 | 0.01% | +363+9.4% | 加碼 |
| Proequities, Inc. | 4,134 | $32.5 萬 | 0.03% | −569−12.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 4,164 | $32.3 萬 | 0.01% | 00.0% | 不變 |
| Ancora Advisors, LLC | 4,119 | $31.9 萬 | 0.01% | +37+0.9% | 加碼 |
| Prime Capital Investment Advisors, LLC | 4,116 | $31.9 萬 | 0.01% | −695−14.4% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 4,082 | $31.6 萬 | 0.19% | +875+27.3% | 加碼 |
| San Luis Wealth Advisors LLC | 4,086 | $31.6 萬 | 0.12% | 00.0% | 不變 |
| Advisor Partners II, LLC | 4,068 | $31.5 萬 | 0.02% | +304+8.1% | 加碼 |
| Checchi Capital Advisers, LLC | 4,064 | $31.5 萬 | 0.03% | +857+26.7% | 加碼 |
| Van Hulzen Asset Management, LLC | 4,011 | $31.1 萬 | 0.03% | −195−4.6% | 減碼 |
| Fundamentun, LLC | 3,987 | $30.9 萬 | 0.05% | +790+24.7% | 加碼 |
| Monterey Private Wealth, Inc. | 3,983 | $30.8 萬 | 0.16% | 00.0% | 不變 |
| Aspire Wealth Management Corp | 3,939 | $30.5 萬 | 0.25% | +27+0.7% | 加碼 |
| LVW Advisors, LLC | 3,905 | $30.2 萬 | 0.06% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 3,887 | $30.1 萬 | 0.04% | +613+18.7% | 加碼 |
| Evanson Asset Management, LLC | 3,867 | $30.0 萬 | 0.03% | +3,867 | 新進 |
| Adams Asset Advisors, LLC | 3,864 | $29.9 萬 | 0.04% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 3,836 | $29.7 萬 | 0.01% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 3,827 | $29.6 萬 | 0.01% | +701+22.4% | 加碼 |
| Coppell Advisory Solutions LLC | 3,836 | $29.6 萬 | 0.10% | −219−5.4% | 減碼 |
| Coppell Advisory Solutions Corp. | 3,836 | $29.6 萬 | 0.10% | −219−5.4% | 減碼 |
| BFT Financial Group, LLC | 3,814 | $29.5 萬 | 0.04% | +3,814 | 新進 |
| Plancorp, LLC | 3,795 | $29.4 萬 | 0.02% | +25+0.7% | 加碼 |
| TTP Investments, Inc. | 3,757 | $29.1 萬 | 0.23% | −15−0.4% | 減碼 |
| Perennial Investment Advisors, LLC | 3,743 | $29.0 萬 | 0.05% | +265+7.6% | 加碼 |
| New York Life Investment Management LLC | 3,740 | $29.0 萬 | 0.00% | +162+4.5% | 加碼 |
| Larson Financial Group LLC | 3,720 | $28.8 萬 | 0.03% | +20+0.5% | 加碼 |