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 |
|---|---|---|---|---|---|
| Essex Savings Bank | 3,564 | $24.1 萬 | 0.08% | +164+4.8% | 加碼 |
| Ritholtz Wealth Management | 3,565 | $24.1 萬 | 0.01% | +960+36.9% | 加碼 |
| Banque Cantonale Vaudoise | 3,600 | $24.3 萬 | 0.01% | 00.0% | 不變 |
| New York Life Investment Management LLC | 3,603 | $24.3 萬 | 0.00% | −137−3.7% | 減碼 |
| Beacon Bridge Wealth Partners, LLC | 3,613 | $24.4 萬 | 0.12% | +328+10.0% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 3,640 | $24.6 萬 | 0.02% | +617+20.4% | 加碼 |
| Silverlake Wealth Management LLC | 3,660 | $24.7 萬 | 0.14% | +2+0.1% | 加碼 |
| TTP Investments, Inc. | 3,678 | $24.8 萬 | 0.17% | −79−2.1% | 減碼 |
| Proequities, Inc. | 3,620 | $24.9 萬 | 0.02% | −514−12.4% | 減碼 |
| BFT Financial Group, LLC | 3,697 | $25.0 萬 | 0.03% | −117−3.1% | 減碼 |
| Arkadios Wealth Advisors | 3,698 | $25.0 萬 | 0.03% | −1,013−21.5% | 減碼 |
| Fundamentun, LLC | 3,701 | $25.0 萬 | 0.04% | −286−7.2% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 3,714 | $25.1 萬 | 0.01% | +3,714 | 新進 |
| Capital Planning Advisors, LLC | 3,746 | $25.3 萬 | 0.05% | +50+1.4% | 加碼 |
| Teamwork Financial Advisors, LLC | 3,779 | $25.5 萬 | 0.04% | −1,772−31.9% | 減碼 |
| Plancorp, LLC | 3,797 | $25.7 萬 | 0.01% | +2+0.1% | 加碼 |
| Snowden Capital Advisors LLC | 3,809 | $25.7 萬 | 0.01% | −27−0.7% | 減碼 |
| PFG Investments, LLC | 3,817 | $25.8 萬 | 0.05% | −1,016−21.0% | 減碼 |
| Van Hulzen Asset Management, LLC | 3,849 | $26.0 萬 | 0.02% | −162−4.0% | 減碼 |
| Larson Financial Group LLC | 3,850 | $26.0 萬 | 0.03% | +130+3.5% | 加碼 |
| Detalus Advisors, LLC | 3,889 | $26.3 萬 | 0.12% | −694−15.1% | 減碼 |
| Inspire Advisors, LLC | 3,890 | $26.3 萬 | 0.05% | −780−16.7% | 減碼 |
| Thrive Wealth Management, LLC | 3,893 | $26.3 萬 | 0.07% | −718−15.6% | 減碼 |
| LVW Advisors, LLC | 3,905 | $26.4 萬 | 0.05% | 00.0% | 不變 |
| Viawealth, LLC | 3,928 | $26.5 萬 | 0.20% | +3,928 | 新進 |
| Coppell Advisory Solutions LLC | 3,940 | $26.6 萬 | 0.08% | +104+2.7% | 加碼 |
| Evanson Asset Management, LLC | 3,942 | $26.6 萬 | 0.03% | +75+1.9% | 加碼 |
| Herbst Group, LLC | 3,950 | $26.7 萬 | 0.18% | −7,650−65.9% | 減碼 |
| Aspire Wealth Management Corp | 3,971 | $26.8 萬 | 0.20% | +32+0.8% | 加碼 |
| Monterey Private Wealth, Inc. | 3,983 | $26.9 萬 | 0.13% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 3,877 | $27.1 萬 | 0.00% | +673+21.0% | 加碼 |
| Ameritas Advisory Services, LLC | 4,054 | $27.4 萬 | 0.04% | −3,175−43.9% | 減碼 |
| San Luis Wealth Advisors LLC | 4,086 | $27.6 萬 | 0.10% | 00.0% | 不變 |
| HM Payson & Co | 4,086 | $27.6 萬 | 0.01% | +700+20.7% | 加碼 |
| Parsons Capital Management Inc | 4,100 | $27.7 萬 | 0.02% | −200−4.7% | 減碼 |
| Cambria Investment Management, L.P. | 4,123 | $27.9 萬 | 0.02% | −434−9.5% | 減碼 |
| Avantax Planning Partners, Inc. | 4,139 | $28.0 萬 | 0.01% | +312+8.2% | 加碼 |
| Perennial Investment Advisors, LLC | 4,143 | $28.0 萬 | 0.05% | +400+10.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 4,164 | $28.1 萬 | 0.00% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 4,182 | $28.3 萬 | 0.29% | −65−1.5% | 減碼 |
| MetLife Investment Management | 4,199 | $28.4 萬 | 0.00% | −125−2.9% | 減碼 |
| Concord Asset Management, LLC | 4,220 | $28.5 萬 | 0.10% | −214−4.8% | 減碼 |
| Vishria Bird Financial Group, LLC | 4,240 | $28.6 萬 | 0.17% | 00.0% | 不變 |
| Bridgewealth Advisory Group, LLC | 4,238 | $28.6 萬 | 0.47% | −260−5.8% | 減碼 |
| Garrison Asset Management, LLC | 4,243 | $28.7 萬 | 0.17% | +3+0.1% | 加碼 |
| Round Rock Advisors, LLC | 4,272 | $28.9 萬 | 0.10% | −2,107−33.0% | 減碼 |
| Alpha Cubed Investments, LLC | 4,300 | $29.1 萬 | 0.02% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 4,328 | $29.2 萬 | 0.03% | +1,401+47.9% | 加碼 |
| Ancora Advisors, LLC | 4,329 | $29.2 萬 | 0.01% | +210+5.1% | 加碼 |
| Kingsview Wealth Management, LLC | 4,385 | $29.6 萬 | 0.01% | −1,003−18.6% | 減碼 |
| Verition Fund Management LLC | 4,387 | $29.6 萬 | 0.00% | +4,387 | 新進 |
| Ossiam | 4,391 | $29.7 萬 | 0.01% | +2,521+134.8% | 加碼 |
| Regions Financial Corp | 4,457 | $30.1 萬 | 0.00% | −686−13.3% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 4,479 | $30.3 萬 | 0.02% | +1,226+37.7% | 加碼 |
| Mach-1 Financial Group, Inc. | 4,480 | $30.3 萬 | 0.12% | −420−8.6% | 減碼 |
| BTC Capital Management, Inc. | 4,480 | $30.3 萬 | 0.03% | +181+4.2% | 加碼 |
| Patton Albertson Miller Group, LLC | 4,492 | $30.3 萬 | 0.06% | −1,872−29.4% | 減碼 |
| KC Investment Advisors, LLC | 4,493 | $30.4 萬 | 0.21% | +4,493 | 新進 |
| Dividend Assets Capital, LLC | 4,500 | $30.4 萬 | 0.06% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 4,523 | $30.6 萬 | 0.03% | −703−13.5% | 減碼 |
| First Heartland Consultants, Inc. | 4,546 | $30.7 萬 | 0.04% | −767−14.4% | 減碼 |
| Wedbush Securities Inc | 4,564 | $30.8 萬 | 0.01% | +56+1.2% | 加碼 |
| DuPont Capital Management Corp | 4,596 | $31.1 萬 | 0.02% | −1,475−24.3% | 減碼 |
| Clear Street Markets LLC | 4,600 | $31.1 萬 | 0.13% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 4,625 | $31.2 萬 | 0.09% | −125−2.6% | 減碼 |
| Evergreen Capital Management LLC | 4,617 | $31.3 萬 | 0.01% | −3,663−44.2% | 減碼 |
| Keudell/Morrison Wealth Management | 4,657 | $31.5 萬 | 0.09% | +263+6.0% | 加碼 |
| Retirement Planning Co of New England, Inc. | 4,660 | $31.5 萬 | 0.18% | +98+2.1% | 加碼 |
| BancorpSouth Bank | 4,701 | $31.8 萬 | 0.03% | +4,701 | 新進 |
| Vestcor Inc | 4,745 | $32.1 萬 | 0.01% | −26,395−84.8% | 減碼 |
| Diligent Investors, LLC | 4,791 | $32.4 萬 | 0.10% | +12+0.3% | 加碼 |
| Main Street Financial Solutions, LLC | 4,834 | $32.7 萬 | 0.04% | +24+0.5% | 加碼 |
| Raleigh Capital Management Inc. | 4,862 | $32.8 萬 | 0.16% | −192−3.8% | 減碼 |
| Joel Isaacson & Co., LLC | 4,885 | $33.0 萬 | 0.02% | +150+3.2% | 加碼 |
| Kathmere Capital Management, LLC | 4,907 | $33.2 萬 | 0.05% | −1,286−20.8% | 減碼 |
| Octavia Wealth Advisors, LLC | 4,836 | $33.2 萬 | 0.07% | +4,836 | 新進 |
| Chase Investment Counsel Corp | 4,958 | $33.4 萬 | 0.17% | +1,845+59.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 4,955 | $33.5 萬 | 0.00% | +3,352+209.1% | 加碼 |
| Chesley Taft & Associates LLC | 5,017 | $33.9 萬 | 0.02% | −50−1.0% | 減碼 |
| Cornerstone Wealth Group, LLC | 5,029 | $34.0 萬 | 0.06% | 00.0% | 不變 |
| Adams Asset Advisors, LLC | 5,045 | $34.1 萬 | 0.05% | +1,181+30.6% | 加碼 |
| Summit Wealth Group, LLC | 5,047 | $34.1 萬 | 0.14% | −378,563−98.7% | 減碼 |
| Brookstone Capital Management | 5,053 | $34.2 萬 | 0.01% | −1,673−24.9% | 減碼 |
| Huntington National Bank | 5,075 | $34.3 萬 | 0.00% | +3,411+205.0% | 加碼 |
| MV Capital Management, Inc. | 5,083 | $34.3 萬 | 0.05% | 00.0% | 不變 |
| Basepoint Wealth LLC | 5,084 | $34.3 萬 | 0.28% | +73+1.5% | 加碼 |
| Kowal Investment Group, LLC | 5,104 | $34.5 萬 | 0.09% | +4+0.1% | 加碼 |
| Colony Group LLC | 5,113 | $34.5 萬 | 0.00% | −180−3.4% | 減碼 |
| Fifth Third Bancorp | 5,131 | $34.7 萬 | 0.00% | +403+8.5% | 加碼 |
| Advisor Partners II, LLC | 5,152 | $34.8 萬 | 0.02% | +1,084+26.6% | 加碼 |
| International Assets Investment Management, LLC | 5,160 | $34.9 萬 | 0.05% | −899−14.8% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 5,183 | $35.0 萬 | 0.01% | +3,102+149.1% | 加碼 |
| Cherry Tree Wealth Management, LLC | 5,187 | $35.0 萬 | 0.10% | +5,187 | 新進 |
| Gilbert & Cook, Inc. | 5,224 | $35.3 萬 | 0.06% | +341+7.0% | 加碼 |
| Woodward Diversified Capital, LLC | 5,279 | $35.7 萬 | 0.27% | −78−1.5% | 減碼 |
| David R. Rahn & Associates Inc. | 5,289 | $35.7 萬 | 0.17% | +66+1.3% | 加碼 |
| Buckingham Strategic Wealth, LLC | 5,314 | $35.9 萬 | 0.01% | −611−10.3% | 減碼 |
| Carret Asset Management, LLC | 5,324 | $36.0 萬 | 0.05% | −500−8.6% | 減碼 |
| PEAK6 Investments LLC | 5,337 | $36.1 萬 | 0.03% | −8,743−62.1% | 減碼 |
| Lido Advisors, LLC | 5,343 | $36.1 萬 | 0.00% | +51+1.0% | 加碼 |