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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 2 季與 2023 年第 1 季比較

持有 W. P. Carey Inc. 的機構從 2023 年第 1 季到 2023 年第 2 季的變化。

2023 年第 2 季全部持有人2023 年第 1 季全部持有人

WPC 的 13F 持有人:2023 年第 1 季與 2023 年第 2 季比較
項目2023 年第 1 季其中尚未申報 2023 年第 2 季2023 年第 2 季變化
持有家數8386820−12
股數1.39 億4.92 萬1.36 億−238.0 萬 (−1.7%)
市值$106.4 億$376.5 萬$92.1 億−$14.3 億 (−13.4%)

6 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(75 家)

2023 年第 2 季季末持有 W. P. Carey Inc.、2023 年第 1 季季末沒有持有的機構。

2023 年第 2 季新進 WPC 的機構
機構股數市值佔組合 %
Cohen & Steers, Inc.1,479,918$9,998 萬0.21%
Balyasny Asset Management LLC514,137$3,474 萬0.10%
Ranger Global Real Estate Advisors, LLC197,899$1,337 萬2.19%
Oxbow Advisors, LLC71,395$482.3 萬0.76%
Armstrong, Fleming & Moore, Inc64,026$432.6 萬3.98%
UniSuper Management Pty Ltd61,200$413.5 萬0.05%
Westwood Holdings Group Inc.55,000$371.6 萬0.03%
Simplex Trading, LLC47,714$322.3 萬0.14%
HRT Financial LP43,608$294.6 萬0.03%
Cohen Capital Management, Inc.34,300$231.7 萬0.45%
Pictet & Cie (Europe) SA31,158$210.5 萬0.07%
Alaska Permanent Fund Corp25,571$172.8 萬0.03%
Adage Capital Partners GP, L.L.C.25,000$168.9 萬0.00%
Wolverine Asset Management LLC24,067$162.6 萬0.03%
ExodusPoint Capital Management, LP23,473$158.6 萬0.02%
Cipher Capital LP21,025$142.0 萬0.24%
Parallax Volatility Advisers, L.P.19,960$134.8 萬0.05%
Man Group plc13,003$87.8 萬0.00%
HAP Trading, LLC12,438$84.0 萬0.24%
Gsa Capital Partners LLP12,424$83.9 萬0.08%
Dark Forest Capital Management LP12,302$83.1 萬0.09%
Inceptionr LLC12,168$82.2 萬0.44%
Twinbeech Capital LP11,825$79.9 萬0.02%
Walleye Capital LLC11,551$78.0 萬0.01%
Greenland Capital Management LP11,500$77.7 萬0.11%
Twin Tree Management, LP10,003$67.6 萬0.01%
Empowered Funds, LLC9,892$66.8 萬0.02%
EA Series Trust9,892$66.8 萬0.02%
Triumph Capital Management8,247$56.6 萬0.26%
Burney Co8,244$55.7 萬0.03%
Harrell Investment Partners, LLC6,430$43.4 萬0.15%
Elequin Capital LP6,328$42.8 萬0.22%
Desjardins Global Asset Management Inc.6,226$42.1 萬0.05%
Kingswood Wealth Advisors, LLC6,105$41.2 萬0.13%
Cherry Tree Wealth Management, LLC5,187$35.0 萬0.10%
Octavia Wealth Advisors, LLC4,836$33.2 萬0.07%
BancorpSouth Bank4,701$31.8 萬0.03%
KC Investment Advisors, LLC4,493$30.4 萬0.21%
Verition Fund Management LLC4,387$29.6 萬0.00%
Viawealth, LLC3,928$26.5 萬0.20%
U.S. Capital Wealth Advisors, LLC3,714$25.1 萬0.01%
Churchill Management Corp3,557$24.0 萬0.00%
ORG Partners LLC3,262$22.3 萬0.04%
Maven Securities LTD3,154$21.3 萬0.03%
Buckingham Strategic Partners3,024$20.4 萬0.01%
Savant Capital, LLC2,961$20.0 萬0.00%
Missouri Trust & Investment Co2,800$18.9 萬0.11%
Bourgeon Capital Management LLC2,796$18.9 萬0.04%
Glass Jacobson Investment Advisors llc2,283$15.4 萬0.07%
Tyler-Stone Wealth Management1,200$8.10 萬0.05%
St Germain D J Co Inc992$6.70 萬0.00%
Independence Bank of Kentucky980$6.62 萬0.03%
Cassady Schiller Wealth Management, LLC740$5.00 萬0.03%
Alta Advisers Ltd700$4.73 萬0.03%
Moser Wealth Advisors, LLC681$4.60 萬0.03%
McMillion Capital Management Inc653$4.41 萬0.04%
Cornerstone Planning Group LLC574$3.88 萬0.02%
PCA Investment Advisory Services Inc.570$3.85 萬0.02%
Fiduciary Alliance LLC546$3.69 萬0.01%
Perkins Coie Trust Co526$3.55 萬0.01%
Nemes Rush Group LLC331$2.24 萬0.00%
Fairfield, Bush & Co.325$2.20 萬0.01%
VitalStone Financial, LLC259$2.00 萬0.01%
Trust Co of Vermont291$1.97 萬0.00%
GHP Investment Advisors, Inc.285$1.91 萬0.00%
First Command Bank200$1.35 萬0.00%
First Command Financial Services, Inc.200$1.35 萬0.00%
Spotlight Asset Group, Inc.190$1.28 萬0.01%
Red Tortoise LLC132$8,9180.01%
Northwest Capital Management Inc25$1,6890.00%
Baker Avenue Asset Management, LP22$1,4860.00%
Live Oak Investment Partners–$1,3510.00%
TFC Financial Management6$4060.00%
Abound Wealth Management4$2710.00%
Bollard Group LLC5$00.00%

清倉機構(87 家)

2023 年第 1 季季末持有 W. P. Carey Inc.、2023 年第 2 季有申報但已經沒有持有的機構。

2023 年第 2 季清倉 WPC 的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Capital World Investors2,601,691$2.02 億
Resolution Capital Ltd410,199$3,177 萬
Point72 Asset Management, L.P.189,500$1,468 萬
CIBC World Markets Corp68,429$530.0 萬
Guardian Capital LP64,138$496.7 萬
Two Sigma Investments, LP55,523$430.0 萬
Cyndeo Wealth Partners, LLC49,848$386.1 萬
TriaGen Wealth Management LLC40,234$311.6 萬
Ascent Group, LLC31,231$241.9 萬
Morse Asset Management, Inc27,275$211.2 萬
Oversea-Chinese Banking CORP Ltd22,892$177.3 萬
Group One Trading, L.P.15,328$118.7 萬
XTX Topco Ltd13,930$107.9 萬
Quantinno Capital Management LP12,992$100.6 萬
Money Concepts Capital Corp10,482$81.7 萬
DoubleLine ETF Adviser LP10,448$80.9 萬
Little House Capital LLC10,074$78.0 萬
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management9,181$71.1 萬
Dynamic Technology Lab Private Ltd8,669$67.1 萬
Granite Bay Wealth Management, LLC7,939$61.5 萬
Credential Qtrade Securities Inc.7,888$61.1 萬
Nvest Financial, LLC6,936$53.7 萬
Tudor Investment Corp Et Al6,725$52.1 萬
AlphaStar Capital Management, LLC6,578$51.2 萬
Atomi Financial Group, Inc.6,158$47.7 萬
Knott David M Jr6,000$46.5 萬
All Season Financial Advisors, Inc.5,651$43.8 萬
Y-Intercept (Hong Kong) Ltd5,416$41.9 萬
Colony Family Offices, LLC5,000$39.3 萬
Argent Advisors, Inc.5,058$39.2 萬
Chapin Davis, Inc.4,873$37.7 萬
Ausdal Financial Partners, Inc.4,530$35.1 萬
Beck Capital Management, LLC4,403$34.1 萬
Capital Advisory Group Advisory Services, LLC4,082$31.6 萬
Checchi Capital Advisers, LLC4,064$31.5 萬
Hilltop Holdings Inc.3,887$30.1 萬
Cresset Asset Management, LLC3,628$28.5 萬
Signature Wealth Management Partners, LLC3,371$26.1 萬
Legacy Capital Wealth Partners, LLC3,350$25.9 萬
Oak Thistle LLC3,275$25.4 萬
Mission Wealth Management, LP3,214$24.9 萬
Long Run Wealth Advisors, LLC3,039$23.5 萬
Allied Investment Advisors, LLC2,945$22.8 萬
Kapitalo Investimentos Ltda2,989$22.7 萬
Keybank National Association2,920$22.6 萬
Guardian Wealth Advisors, LLC2,860$22.5 萬
Dominguez Wealth Management Solutions, Inc.2,882$22.3 萬
Capital Asset Advisory Services LLC2,875$22.3 萬
Headinvest, LLC2,862$22.2 萬
BCJ Capital Management, LLC2,858$22.1 萬
Unionview, LLC2,853$22.1 萬
Conestoga Capital Advisors, LLC2,850$22.1 萬
Allie Family Office LLC2,800$21.7 萬
Prism Advisors, Inc.2,791$21.6 萬
Crossmark Global Holdings, Inc.2,787$21.6 萬
Welch & Forbes LLC2,760$21.4 萬
Annex Advisory Services, LLC2,733$21.2 萬
SignalPoint Asset Management, LLC2,694$20.9 萬
EPG Wealth Management LLC2,694$20.9 萬
MBM Wealth Consultants, LLC1,761$20.7 萬
Gator Capital Management, LLC2,660$20.6 萬
Triasima Portfolio Management inc.2,635$20.4 萬
BCS Wealth Management2,639$20.4 萬
RSM US Wealth Management LLC2,599$20.1 萬
Touchstone Capital, Inc.2,584$20.0 萬
Ellevest, Inc.2,326$18.0 萬
Accel Wealth Management2,212$17.1 萬
TCI Wealth Advisors, Inc.1,417$11.0 萬
Cary Street Partners Asset Management LLC759$5.88 萬
Jones Financial Companies LLLP489$3.79 萬
SJS Investment Consulting Inc.470$3.64 萬
Cornerstone Management, Inc.437$3.38 萬
HBC Financial Services, PLLC440$3.10 萬
Dougherty Wealth Advisers LLC400$3.10 萬
Robbins Farley LLC345$2.67 萬
First Horizon Advisors, Inc.265$2.05 萬
Headlands Technologies LLC241$1.87 萬
Kalos Management, Inc.233$1.80 萬
Quintet Private Bank (Europe) S.A.125$9,649
Cape Investment Advisory, Inc.75$5,809
Washington Trust Advisors, Inc.39$3,021
CVA Family Office, LLC35$2,711
Syverson Strege & Co31$2,401
Rain Capital Management, LLC30$2,324
Riggs Asset Managment Co. Inc.10$797
Fortis Capital Advisors, LLC3$232
Hallmark Capital Management Inc1$69

尚未申報 2023 年第 2 季的機構(6 家)

2023 年第 1 季季末持有 W. P. Carey Inc.、還沒有申報 2023 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 1 季持有 WPC、尚未申報 2023 年第 2 季的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Pathway Financial Advisers, LLC29,244$226.5 萬
Old Port Advisors10,982$80.9 萬
Coppell Advisory Solutions Corp.3,836$29.6 萬
CTC Capital Management, LLC3,000$23.2 萬
Householder Group Estate & Retirement Specialist, LLC1,207$9.30 萬
Ahrens Investment Partners LLC900$6.97 萬