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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 3,649 | $28.7 萬 | 0.01% | −481−11.6% | 減碼 |
| Capital Planning Advisors, LLC | 3,696 | $28.6 萬 | 0.06% | −25−0.7% | 減碼 |
| Metis Global Partners, LLC | 3,685 | $28.5 萬 | 0.02% | +3,685 | 新進 |
| Cresset Asset Management, LLC | 3,628 | $28.5 萬 | 0.01% | −508−12.3% | 減碼 |
| Fortitude Advisory Group L.L.C. | 3,677 | $28.5 萬 | 0.22% | −221−5.7% | 減碼 |
| Silverlake Wealth Management LLC | 3,658 | $28.3 萬 | 0.17% | +10.0% | 加碼 |
| Glassman Wealth Services | 3,651 | $28.3 萬 | 0.05% | +24+0.7% | 加碼 |
| Raub Brock Capital Management LP | 3,640 | $28.2 萬 | 0.05% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 3,600 | $27.9 萬 | 0.01% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 3,571 | $27.7 萬 | 0.09% | +171+5.0% | 加碼 |
| Pathstone Family Office, LLC | 3,204 | $27.0 萬 | 0.00% | −3,865−54.7% | 減碼 |
| Essex Savings Bank | 3,400 | $26.3 萬 | 0.09% | +129+3.9% | 加碼 |
| Oppenheimer & Co Inc | 3,388 | $26.2 萬 | 0.01% | +3+0.1% | 加碼 |
| HM Payson & Co | 3,386 | $26.2 萬 | 0.01% | −410−10.8% | 減碼 |
| Level Four Advisory Services, LLC | 3,385 | $26.2 萬 | 0.02% | +3,385 | 新進 |
| Signature Wealth Management Partners, LLC | 3,371 | $26.1 萬 | 0.24% | −276−7.6% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 3,350 | $25.9 萬 | 0.07% | +3,350 | 新進 |
| Beacon Bridge Wealth Partners, LLC | 3,285 | $25.4 萬 | 0.15% | +5+0.2% | 加碼 |
| Archetype Wealth Partners | 3,276 | $25.4 萬 | 0.05% | 00.0% | 不變 |
| Oak Thistle LLC | 3,275 | $25.4 萬 | 0.15% | +3,275 | 新進 |
| Veritable, L.P. | 3,262 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 3,253 | $25.2 萬 | 0.02% | +465+16.7% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,225 | $25.0 萬 | 0.05% | +22+0.7% | 加碼 |
| Signaturefd, LLC | 3,222 | $25.0 萬 | 0.01% | +252+8.5% | 加碼 |
| Mission Wealth Management, LP | 3,214 | $24.9 萬 | 0.01% | +400+14.2% | 加碼 |
| Pure Financial Advisors, Inc. | 3,209 | $24.9 萬 | 0.01% | 00.0% | 不變 |
| BOS Asset Management, LLC | 3,200 | $24.8 萬 | 0.21% | −1,125−26.0% | 減碼 |
| Eaton Financial Holdings Company, LLC | 3,151 | $24.4 萬 | 0.19% | −68−2.1% | 減碼 |
| Valmark Advisers, Inc. | 3,135 | $24.3 萬 | 0.01% | +489+18.5% | 加碼 |
| Accurate Wealth Management, LLC | 3,235 | $24.1 萬 | 0.08% | +420+14.9% | 加碼 |
| Chase Investment Counsel Corp | 3,113 | $24.1 萬 | 0.13% | +279+9.8% | 加碼 |
| IAG Wealth Partners, LLC | 3,096 | $24.0 萬 | 0.07% | −570−15.5% | 減碼 |
| Strategic Blueprint, LLC | 3,083 | $23.9 萬 | 0.02% | −225−6.8% | 減碼 |
| Schnieders Capital Management LLC | 3,082 | $23.9 萬 | 0.05% | 00.0% | 不變 |
| Tobam | 3,062 | $23.7 萬 | 0.02% | +1,839+150.4% | 加碼 |
| Long Run Wealth Advisors, LLC | 3,039 | $23.5 萬 | 0.08% | +305+11.2% | 加碼 |
| BFSG, LLC | 3,036 | $23.5 萬 | 0.04% | +3,036 | 新進 |
| Machina Capital S.A.S. | 3,029 | $23.5 萬 | 0.21% | +3,029 | 新進 |
| Tokio Marine Asset Management Co Ltd | 3,023 | $23.4 萬 | 0.02% | 00.0% | 不變 |
| Sowell Financial Services LLC | 3,003 | $23.3 萬 | 0.02% | −14,741−83.1% | 減碼 |
| CTC Capital Management, LLC | 3,000 | $23.2 萬 | 0.49% | −1,000−25.0% | 減碼 |
| Roof Eidam & Maycock | 3,000 | $23.2 萬 | 0.09% | 00.0% | 不變 |
| M. Kulyk & Associates, LLC | 2,995 | $23.2 萬 | 0.07% | −125−4.0% | 減碼 |
| Allied Investment Advisors, LLC | 2,945 | $22.8 萬 | 0.07% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 2,927 | $22.7 萬 | 0.05% | +854+41.2% | 加碼 |
| Sound Income Strategies, LLC | 2,927 | $22.7 萬 | 0.02% | +1,074+58.0% | 加碼 |
| Kapitalo Investimentos Ltda | 2,989 | $22.7 萬 | 0.07% | +2,989 | 新進 |
| Keybank National Association | 2,920 | $22.6 萬 | 0.00% | −46−1.6% | 減碼 |
| Register Financial Advisors LLC | 2,908 | $22.5 萬 | 0.18% | +19+0.7% | 加碼 |
| Guardian Wealth Advisors, LLC | 2,860 | $22.5 萬 | 0.04% | −37−1.3% | 減碼 |
| Washington Trust Co | 2,888 | $22.4 萬 | 0.01% | 00.0% | 不變 |
| Intelligence Driven Advisers, LLC | 3,000 | $22.3 萬 | 0.04% | 00.0% | 不變 |
| Dominguez Wealth Management Solutions, Inc. | 2,882 | $22.3 萬 | 0.20% | +7+0.2% | 加碼 |
| Capital Asset Advisory Services LLC | 2,875 | $22.3 萬 | 0.02% | −632−18.0% | 減碼 |
| Headinvest, LLC | 2,862 | $22.2 萬 | 0.05% | −75−2.6% | 減碼 |
| BCJ Capital Management, LLC | 2,858 | $22.1 萬 | 0.02% | +2,858 | 新進 |
| Unionview, LLC | 2,853 | $22.1 萬 | 0.21% | 00.0% | 不變 |
| Conestoga Capital Advisors, LLC | 2,850 | $22.1 萬 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 2,842 | $21.9 萬 | 0.04% | +43+1.5% | 加碼 |
| Benjamin Edwards Inc | 2,819 | $21.8 萬 | 0.05% | +527+23.0% | 加碼 |
| Motco | 2,805 | $21.7 萬 | 0.01% | +67+2.4% | 加碼 |
| Allie Family Office LLC | 2,800 | $21.7 萬 | 0.16% | 00.0% | 不變 |
| Morris Retirement Advisors, LLC | 2,794 | $21.6 萬 | 0.16% | +2,794 | 新進 |
| Prism Advisors, Inc. | 2,791 | $21.6 萬 | 0.08% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 2,787 | $21.6 萬 | 0.01% | +2,787 | 新進 |
| Welch & Forbes LLC | 2,760 | $21.4 萬 | 0.00% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 2,733 | $21.2 萬 | 0.01% | 00.0% | 不變 |
| SignalPoint Asset Management, LLC | 2,694 | $20.9 萬 | 0.07% | +113+4.4% | 加碼 |
| EPG Wealth Management LLC | 2,694 | $20.9 萬 | 0.07% | −179−6.2% | 減碼 |
| MBM Wealth Consultants, LLC | 1,761 | $20.7 萬 | 0.09% | 00.0% | 不變 |
| Gator Capital Management, LLC | 2,660 | $20.6 萬 | 0.16% | 00.0% | 不變 |
| Triasima Portfolio Management inc. | 2,635 | $20.4 萬 | 0.02% | −17,500−86.9% | 減碼 |
| BCS Wealth Management | 2,639 | $20.4 萬 | 0.09% | 00.0% | 不變 |
| Ritholtz Wealth Management | 2,605 | $20.2 萬 | 0.01% | −610−19.0% | 減碼 |
| RSM US Wealth Management LLC | 2,599 | $20.1 萬 | 0.01% | +2,599 | 新進 |
| Touchstone Capital, Inc. | 2,584 | $20.0 萬 | 0.22% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 2,540 | $19.7 萬 | 0.13% | +240+10.4% | 加碼 |
| Armstrong Advisory Group, Inc | 2,539 | $19.7 萬 | 0.02% | −761−23.1% | 減碼 |
| Creative Financial Designs Inc | 2,495 | $19.3 萬 | 0.03% | −526−17.4% | 減碼 |
| Tradition Wealth Management, LLC | 2,482 | $19.2 萬 | 0.02% | +802+47.7% | 加碼 |
| IFP Advisors, Inc | 3,217 | $18.5 萬 | 0.01% | −9,343−74.4% | 減碼 |
| Ellevest, Inc. | 2,326 | $18.0 萬 | 0.01% | +51+2.2% | 加碼 |
| Sandy Spring Bank | 2,240 | $17.3 萬 | 0.01% | 00.0% | 不變 |
| Accel Wealth Management | 2,212 | $17.1 萬 | 0.07% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 2,190 | $17.0 萬 | 0.01% | +10+0.5% | 加碼 |
| Lindbrook Capital, LLC | 2,168 | $16.8 萬 | 0.02% | +109+5.3% | 加碼 |
| Spire Wealth Management | 2,123 | $16.4 萬 | 0.01% | +1,421+202.4% | 加碼 |
| Pin Oak Investment Advisors Inc | 2,100 | $16.3 萬 | 0.20% | 00.0% | 不變 |
| American International Group, Inc. | 2,101 | $16.3 萬 | 0.00% | −20−0.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 2,081 | $16.1 萬 | 0.00% | −81−3.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 2,023 | $15.7 萬 | 0.00% | −699−25.7% | 減碼 |
| Bangor Savings Bank | 2,000 | $15.5 萬 | 0.02% | −300−13.0% | 減碼 |
| Horan Securities, Inc. | 1,988 | $15.4 萬 | 0.08% | +98+5.2% | 加碼 |
| Salem Investment Counselors Inc | 1,926 | $15.1 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,875 | $14.5 萬 | 0.00% | +89+5.0% | 加碼 |
| Ossiam | 1,870 | $14.5 萬 | 0.00% | +212+12.8% | 加碼 |
| North Star Investment Management Corp. | 1,848 | $14.3 萬 | 0.01% | 00.0% | 不變 |
| Kelly Financial Services LLC | 1,784 | $13.8 萬 | 0.07% | 00.0% | 不變 |
| Huntington National Bank | 1,664 | $12.9 萬 | 0.00% | +147+9.7% | 加碼 |
| Certified Advisory Corp | 1,662 | $12.9 萬 | 0.02% | +1,662 | 新進 |