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 13F 持有人
W. P. Carey Inc. 在 2023/6/30 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
- 820
- 較 2023 年第 1 季 −12 家
- 持有股數
- 1.36 億
- 較 2023 年第 1 季 −238.0 萬 (−1.7%)
- 總市值
- $92.1 億
- 較 2023 年第 1 季 −$14.3 億 (−13.4%)
- 新進機構
- 75
- 另有 314 家加碼
- 清倉機構
- 87
- 另有 294 家減碼
另有 6 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cassady Schiller Wealth Management, LLC | 740 | $5.00 萬 | 0.03% | +740 | 新進 |
| Umb Bank N A | 740 | $5.00 萬 | 0.00% | 00.0% | 不變 |
| Ridgewood Investments LLC | 750 | $5.07 萬 | 0.03% | 00.0% | 不變 |
| Heritage Wealth Advisors | 752 | $5.08 萬 | 0.00% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 788 | $5.30 萬 | 0.00% | −11−1.4% | 減碼 |
| Quent Capital, LLC | 796 | $5.38 萬 | 0.01% | 00.0% | 不變 |
| Baldwin Brothers Inc | 800 | $5.40 萬 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 839 | $5.70 萬 | 0.00% | −8−0.9% | 減碼 |
| Certified Advisory Corp | 869 | $5.87 萬 | 0.01% | −793−47.7% | 減碼 |
| Princeton Global Asset Management LLC | 869 | $5.87 萬 | 0.02% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 756 | $5.90 萬 | 0.00% | −121−13.8% | 減碼 |
| Capital Analysts, LLC | 910 | $6.20 萬 | 0.00% | +6+0.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 921 | $6.22 萬 | 0.01% | −51−5.2% | 減碼 |
| Chilton Capital Management LLC | 939 | $6.34 萬 | 0.00% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 940 | $6.35 萬 | 0.01% | −34−3.5% | 減碼 |
| Key Financial Inc | 962 | $6.50 萬 | 0.02% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 983 | $6.60 萬 | 0.01% | −474−32.5% | 減碼 |
| Independence Bank of Kentucky | 980 | $6.62 萬 | 0.03% | +980 | 新進 |
| St Germain D J Co Inc | 992 | $6.70 萬 | 0.00% | +992 | 新進 |
| Quadrant Capital Group LLC | 1,084 | $7.32 萬 | 0.01% | +328+43.4% | 加碼 |
| Whittier Trust Co | 1,100 | $7.43 萬 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,126 | $7.61 萬 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 1,135 | $7.72 萬 | 0.01% | 00.0% | 不變 |
| Caldwell Trust Co | 1,150 | $7.77 萬 | 0.01% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 1,200 | $8.10 萬 | 0.05% | +1,200 | 新進 |
| Stonebridge Capital Advisors LLC | 1,208 | $8.16 萬 | 0.01% | +313+35.0% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 1,238 | $8.37 萬 | 0.05% | 00.0% | 不變 |
| South State Corp. | 1,244 | $8.40 萬 | 0.01% | −320−20.5% | 減碼 |
| Richard W. Paul & Associates, LLC | 1,262 | $8.53 萬 | 0.04% | 00.0% | 不變 |
| Logan Capital Management Inc | 1,300 | $8.78 萬 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 1,308 | $8.84 萬 | 0.07% | +2+0.2% | 加碼 |
| Institutional & Family Asset Management, LLC | 1,319 | $8.91 萬 | 0.01% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 1,353 | $9.26 萬 | 0.00% | +753+125.5% | 加碼 |
| Bank of New Hampshire | 1,376 | $9.30 萬 | 0.03% | +231+20.2% | 加碼 |
| Addison Advisors LLC | 1,412 | $9.54 萬 | 0.05% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 1,483 | $10.0 萬 | 0.02% | 00.0% | 不變 |
| Cedar Wealth Management, LLC | 1,500 | $10.1 萬 | 0.04% | +700+87.5% | 加碼 |
| NewSquare Capital LLC | 1,600 | $10.8 萬 | 0.01% | −80,464−98.1% | 減碼 |
| Baystate Wealth Management LLC | 1,776 | $12.0 萬 | 0.01% | −414−18.9% | 減碼 |
| Westpac Banking Corp | 1,781 | $12.0 萬 | 0.01% | −19,782−91.7% | 減碼 |
| Kelly Financial Services LLC | 1,784 | $12.1 萬 | 0.06% | 00.0% | 不變 |
| American International Group, Inc. | 1,889 | $12.8 萬 | 0.00% | −212−10.1% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,939 | $13.1 萬 | 0.01% | +432+28.7% | 加碼 |
| Salem Investment Counselors Inc | 1,926 | $13.2 萬 | 0.00% | 00.0% | 不變 |
| Bangor Savings Bank | 2,000 | $13.5 萬 | 0.02% | 00.0% | 不變 |
| Horan Securities, Inc. | 2,045 | $13.8 萬 | 0.06% | +57+2.9% | 加碼 |
| Spire Wealth Management | 2,124 | $14.4 萬 | 0.01% | +10.0% | 加碼 |
| Pin Oak Investment Advisors Inc | 2,100 | $14.4 萬 | 0.16% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,132 | $14.4 萬 | 0.00% | +257+13.7% | 加碼 |
| Sandy Spring Bank | 2,140 | $14.5 萬 | 0.01% | −100−4.5% | 減碼 |
| Lindbrook Capital, LLC | 2,146 | $14.5 萬 | 0.02% | −22−1.0% | 減碼 |
| North Star Investment Management Corp. | 2,158 | $14.6 萬 | 0.01% | +310+16.8% | 加碼 |
| Glass Jacobson Investment Advisors llc | 2,283 | $15.4 萬 | 0.07% | +2,283 | 新進 |
| IFP Advisors, Inc | 2,770 | $16.0 萬 | 0.01% | −447−13.9% | 減碼 |
| Tradition Wealth Management, LLC | 2,408 | $16.3 萬 | 0.02% | −74−3.0% | 減碼 |
| Creative Financial Designs Inc | 2,466 | $16.7 萬 | 0.02% | −29−1.2% | 減碼 |
| AllSquare Wealth Management LLC | 2,540 | $17.4 萬 | 0.11% | 00.0% | 不變 |
| Central Trust Co | 2,609 | $17.6 萬 | 0.00% | +1,060+68.4% | 加碼 |
| PSI Advisors, LLC | 2,707 | $18.3 萬 | 0.08% | +1,081+66.5% | 加碼 |
| Sunbelt Securities, Inc. | 2,709 | $18.3 萬 | 0.03% | −133−4.7% | 減碼 |
| Signaturefd, LLC | 2,781 | $18.8 萬 | 0.00% | −441−13.7% | 減碼 |
| Bourgeon Capital Management LLC | 2,796 | $18.9 萬 | 0.04% | +2,796 | 新進 |
| Missouri Trust & Investment Co | 2,800 | $18.9 萬 | 0.11% | +2,800 | 新進 |
| Motco | 2,805 | $19.0 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,818 | $19.0 萬 | 0.01% | −1,993−41.4% | 減碼 |
| Benjamin Edwards Inc | 2,827 | $19.1 萬 | 0.04% | +8+0.3% | 加碼 |
| Washington Trust Co | 2,888 | $19.5 萬 | 0.01% | 00.0% | 不變 |
| Register Financial Advisors LLC | 2,911 | $19.7 萬 | 0.14% | +3+0.1% | 加碼 |
| Focused Wealth Management, Inc | 2,944 | $19.9 萬 | 0.04% | +17+0.6% | 加碼 |
| Savant Capital, LLC | 2,961 | $20.0 萬 | 0.00% | +2,961 | 新進 |
| Glassman Wealth Services | 2,962 | $20.0 萬 | 0.03% | −689−18.9% | 減碼 |
| IAG Wealth Partners, LLC | 2,964 | $20.0 萬 | 0.05% | −132−4.3% | 減碼 |
| M. Kulyk & Associates, LLC | 2,995 | $20.2 萬 | 0.06% | 00.0% | 不變 |
| Roof Eidam & Maycock | 3,000 | $20.3 萬 | 0.07% | 00.0% | 不變 |
| Intelligence Driven Advisers, LLC | 3,000 | $20.4 萬 | 0.04% | 00.0% | 不變 |
| Buckingham Strategic Partners | 3,024 | $20.4 萬 | 0.01% | +3,024 | 新進 |
| Tobam | 3,062 | $20.7 萬 | 0.02% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 3,082 | $20.8 萬 | 0.04% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 3,105 | $21.0 萬 | 0.01% | −4,123−57.0% | 減碼 |
| Valmark Advisers, Inc. | 3,135 | $21.2 萬 | 0.00% | 00.0% | 不變 |
| Maven Securities LTD | 3,154 | $21.3 萬 | 0.03% | +3,154 | 新進 |
| Old National Bancorp | 3,162 | $21.4 萬 | 0.01% | −2,620−45.3% | 減碼 |
| Strategic Blueprint, LLC | 3,163 | $21.4 萬 | 0.02% | +80+2.6% | 加碼 |
| Morris Retirement Advisors, LLC | 3,182 | $21.5 萬 | 0.15% | +388+13.9% | 加碼 |
| Eaton Financial Holdings Company, LLC | 3,192 | $21.6 萬 | 0.16% | +41+1.3% | 加碼 |
| BOS Asset Management, LLC | 3,200 | $21.6 萬 | 0.17% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 3,209 | $21.7 萬 | 0.01% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 3,251 | $22.0 萬 | 0.04% | +26+0.8% | 加碼 |
| Veritable, L.P. | 3,261 | $22.0 萬 | 0.00% | −10.0% | 減碼 |
| Archetype Wealth Partners | 3,276 | $22.1 萬 | 0.04% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 3,281 | $22.2 萬 | 0.01% | −368−10.1% | 減碼 |
| ORG Partners LLC | 3,262 | $22.3 萬 | 0.04% | +3,262 | 新進 |
| Moneta Group Investment Advisors LLC | 3,417 | $23.1 萬 | 0.01% | −813−19.2% | 減碼 |
| Level Four Advisory Services, LLC | 3,450 | $23.3 萬 | 0.01% | +65+1.9% | 加碼 |
| L.M. Kohn & Company | 3,461 | $23.4 萬 | 0.09% | −2,000−36.6% | 減碼 |
| Accurate Wealth Management, LLC | 3,397 | $23.5 萬 | 0.07% | +162+5.0% | 加碼 |
| Armstrong Advisory Group, Inc | 3,539 | $23.9 萬 | 0.03% | +1,000+39.4% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 3,544 | $23.9 萬 | 0.01% | −24,604−87.4% | 減碼 |
| Churchill Management Corp | 3,557 | $24.0 萬 | 0.00% | +3,557 | 新進 |
| Fortitude Advisory Group L.L.C. | 3,560 | $24.1 萬 | 0.18% | −117−3.2% | 減碼 |