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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 5,386 | $36.4 萬 | 0.02% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 5,390 | $36.4 萬 | 0.01% | +1,274+31.0% | 加碼 |
| Raub Brock Capital Management LP | 5,390 | $36.4 萬 | 0.07% | +1,750+48.1% | 加碼 |
| NewEdge Wealth, LLC | 5,425 | $36.7 萬 | 0.01% | −33−0.6% | 減碼 |
| Change Path, LLC | 5,464 | $36.9 萬 | 0.02% | +811+17.4% | 加碼 |
| H&H Retirement Design & Management INC | 5,312 | $37.0 萬 | 0.25% | −142−2.6% | 減碼 |
| New England Research & Management, Inc. | 5,537 | $37.4 萬 | 0.22% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 5,557 | $37.5 萬 | 0.19% | −17,623−76.0% | 減碼 |
| DF Dent & Co Inc | 5,601 | $37.8 萬 | 0.01% | +67+1.2% | 加碼 |
| Jackson Wealth Management, LLC | 5,633 | $38.1 萬 | 0.06% | 00.0% | 不變 |
| Cullen Capital Management LLC | 5,655 | $38.2 萬 | 0.00% | −1,160−17.0% | 減碼 |
| Naples Global Advisors, LLC | 5,575 | $38.3 萬 | 0.04% | −175−3.0% | 減碼 |
| Alberta Investment Management Corp | 5,700 | $38.5 萬 | 0.00% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 5,780 | $39.0 萬 | 0.07% | +898+18.4% | 加碼 |
| Jacobi Capital Management LLC | 5,826 | $39.4 萬 | 0.04% | −147−2.5% | 減碼 |
| Widmann Financial Services, Inc. | 5,860 | $39.6 萬 | 0.38% | +142+2.5% | 加碼 |
| RFG Advisory, LLC | 5,926 | $40.0 萬 | 0.02% | −2,618−30.6% | 減碼 |
| True North Advisors, LLC | 5,939 | $40.1 萬 | 0.11% | 00.0% | 不變 |
| Ignite Planners, LLC | 5,955 | $40.3 萬 | 0.15% | −335−5.3% | 減碼 |
| APG Asset Management N.V. | 6,557 | $40.6 萬 | 0.00% | −100−1.5% | 減碼 |
| MAI Capital Management | 6,036 | $40.8 萬 | 0.01% | +188+3.2% | 加碼 |
| Syntegra Private Wealth Group, LLC | 6,051 | $40.9 萬 | 0.06% | −1,021−14.4% | 減碼 |
| Matisse Capital | 6,063 | $41.0 萬 | 0.25% | 00.0% | 不變 |
| Bessemer Group Inc | 6,067 | $41.0 萬 | 0.00% | −5,228−46.3% | 減碼 |
| Benedetti & Gucer, Inc. | 6,074 | $41.0 萬 | 0.21% | +50+0.8% | 加碼 |
| Kingswood Wealth Advisors, LLC | 6,105 | $41.2 萬 | 0.13% | +6,105 | 新進 |
| Beverly Hills Private Wealth, LLC | 6,216 | $41.3 萬 | 0.07% | +2,645+74.1% | 加碼 |
| Desjardins Global Asset Management Inc. | 6,226 | $42.1 萬 | 0.05% | +6,226 | 新進 |
| M Holdings Securities, Inc. | 6,242 | $42.2 萬 | 0.09% | −15,800−71.7% | 減碼 |
| Archer Investment Corp | 6,268 | $42.3 萬 | 0.15% | −1,285−17.0% | 減碼 |
| Allen Capital Group, LLC | 6,278 | $42.4 萬 | 0.08% | −720−10.3% | 減碼 |
| Oppenheimer & Co Inc | 6,320 | $42.7 萬 | 0.01% | +2,932+86.5% | 加碼 |
| Elequin Capital LP | 6,328 | $42.8 萬 | 0.22% | +6,328 | 新進 |
| LexAurum Advisors, LLC | 6,358 | $43.0 萬 | 0.13% | −348−5.2% | 減碼 |
| Avion Wealth | 6,371 | $43.0 萬 | 0.11% | +10.0% | 加碼 |
| Redwood Financial Network Corp | 6,403 | $43.3 萬 | 0.41% | −21−0.3% | 減碼 |
| Harrell Investment Partners, LLC | 6,430 | $43.4 萬 | 0.15% | +6,430 | 新進 |
| Transatlantique Private Wealth LLC | 6,497 | $43.9 萬 | 0.23% | +289+4.7% | 加碼 |
| Kerntke Otto McGlone Wealth Management Group | 6,507 | $44.0 萬 | 0.43% | +162+2.6% | 加碼 |
| Metropolitan Life Insurance Co | 6,534 | $44.1 萬 | 0.02% | +40+0.6% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 6,546 | $44.2 萬 | 0.12% | +486+8.0% | 加碼 |
| Monument Capital Management | 6,581 | $44.5 萬 | 0.14% | −8,051−55.0% | 減碼 |
| Intrua Financial, LLC | 6,582 | $44.5 萬 | 0.08% | +1,806+37.8% | 加碼 |
| Wealthspan Partners, LLC | 6,597 | $44.6 萬 | 0.35% | −1,628−19.8% | 減碼 |
| Capital Investment Advisors, LLC | 6,646 | $44.9 萬 | 0.01% | −113−1.7% | 減碼 |
| Walleye Trading LLC | 6,658 | $45.0 萬 | 0.02% | +1,180+21.5% | 加碼 |
| Sovereign Financial Group, Inc. | 6,707 | $45.3 萬 | 0.15% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 6,725 | $45.4 萬 | 0.21% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 614,659 | $45.4 萬 | 0.01% | +590,448+2,438.8% | 加碼 |
| GPS Wealth Strategies Group, LLC | 6,728 | $45.5 萬 | 0.08% | −144−2.1% | 減碼 |
| Mirador Capital Partners LP | 6,746 | $45.6 萬 | 0.11% | +111+1.7% | 加碼 |
| Procyon Private Wealth Partners, LLC | 6,767 | $45.7 萬 | 0.06% | +148+2.2% | 加碼 |
| Symphony Financial, Ltd. Co. | 6,772 | $45.7 萬 | 0.11% | −266−3.8% | 減碼 |
| Daymark Wealth Partners, LLC | 6,777 | $45.8 萬 | 0.03% | −1,000−12.9% | 減碼 |
| Madden Securities Corp | 6,790 | $45.9 萬 | 0.23% | −210−3.0% | 減碼 |
| Kaizen Financial Strategies | 6,651 | $46.0 萬 | 0.39% | +270+4.2% | 加碼 |
| Boston Private Wealth LLC | 6,828 | $46.1 萬 | 0.01% | −469−6.4% | 減碼 |
| Western Wealth Management, LLC | 6,874 | $46.4 萬 | 0.04% | −204−2.9% | 減碼 |
| Achmea Investment Management B.V. | 6,891 | $46.6 萬 | 0.01% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 6,930 | $46.8 萬 | 0.02% | −34−0.5% | 減碼 |
| Crestwood Advisors Group LLC | 6,993 | $47.2 萬 | 0.01% | +8+0.1% | 加碼 |
| Philadelphia Trust Co | 7,000 | $47.3 萬 | 0.04% | 00.0% | 不變 |
| Jump Financial, LLC | 7,018 | $47.4 萬 | 0.02% | −66,736−90.5% | 減碼 |
| Ethic Inc. | 7,097 | $47.9 萬 | 0.02% | +441+6.6% | 加碼 |
| Insight 2811, Inc. | 7,147 | $48.3 萬 | 0.26% | −554−7.2% | 減碼 |
| Gallacher Capital Management LLC | 7,158 | $48.4 萬 | 0.28% | +641+9.8% | 加碼 |
| Renaissance Technologies LLC | 7,200 | $48.6 萬 | 0.00% | −191,900−96.4% | 減碼 |
| Lumature Wealth Partners, LLC | 7,200 | $48.6 萬 | 0.29% | 00.0% | 不變 |
| GWM Advisors LLC | 7,277 | $49.2 萬 | 0.01% | −6,254−46.2% | 減碼 |
| Wetherby Asset Management Inc | 7,342 | $49.6 萬 | 0.03% | −125−1.7% | 減碼 |
| Dudley Capital Management, LLC | 7,375 | $49.8 萬 | 0.33% | −1,225−14.2% | 減碼 |
| Sawtooth Solutions, LLC | 7,396 | $50.0 萬 | 0.01% | −102−1.4% | 減碼 |
| Bleakley Financial Group, LLC | 7,396 | $50.0 萬 | 0.02% | −102−1.4% | 減碼 |
| Xponance, Inc. | 7,428 | $50.2 萬 | 0.01% | +58+0.8% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 7,438 | $50.3 萬 | 0.40% | +12+0.2% | 加碼 |
| Assetmark, Inc | 7,502 | $50.7 萬 | 0.00% | −809−9.7% | 減碼 |
| Bridgefront Capital, LLC | 7,594 | $51.3 萬 | 0.28% | +918+13.8% | 加碼 |
| Resources Investment Advisors, LLC. | 7,651 | $51.7 萬 | 0.01% | +137+1.8% | 加碼 |
| Berger Financial Group, Inc | 7,654 | $51.7 萬 | 0.06% | −550−6.7% | 減碼 |
| Fisher Asset Management, LLC | 7,704 | $52.1 萬 | 0.00% | +1,230+19.0% | 加碼 |
| Columbia Asset Management | 7,805 | $52.7 萬 | 0.11% | +150+2.0% | 加碼 |
| Lazard Asset Management LLC | 7,845 | $52.9 萬 | 0.00% | +1,482+23.3% | 加碼 |
| 360 Financial, Inc. | 7,899 | $53.4 萬 | 0.28% | −28−0.4% | 減碼 |
| First Manhattan Co | 7,900 | $53.4 萬 | 0.00% | −800−9.2% | 減碼 |
| Optimum Investment Advisors | 7,907 | $53.4 萬 | 0.26% | 00.0% | 不變 |
| Intech Investment Management LLC | 7,975 | $53.9 萬 | 0.01% | −9,257−53.7% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 8,052 | $54.4 萬 | 0.12% | −950−10.6% | 減碼 |
| Axxcess Wealth Management, LLC | 8,066 | $54.5 萬 | 0.04% | −312−3.7% | 減碼 |
| Machina Capital S.A.S. | 8,072 | $54.5 萬 | 0.31% | +5,043+166.5% | 加碼 |
| Sawyer & Company, Inc | 8,085 | $54.6 萬 | 0.25% | −2,625−24.5% | 減碼 |
| UMA Financial Services, Inc. | 7,977 | $54.7 萬 | 0.14% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 8,145 | $55.0 萬 | 0.04% | −703−7.9% | 減碼 |
| Glenmede Trust Co NA | 7,123 | $55.2 萬 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 8,226 | $55.6 萬 | 0.02% | −39−0.5% | 減碼 |
| Burney Co | 8,244 | $55.7 萬 | 0.03% | +8,244 | 新進 |
| Landmark Financial Advisors, LLC | 8,253 | $55.8 萬 | 0.23% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 8,191 | $56.2 萬 | 0.10% | +911+12.5% | 加碼 |
| Empower Advisory Group, LLC | 8,326 | $56.3 萬 | 0.00% | +995+13.6% | 加碼 |
| Triumph Capital Management | 8,247 | $56.6 萬 | 0.26% | +8,247 | 新進 |
| Kovack Advisors, Inc. | 8,400 | $56.7 萬 | 0.07% | +30.0% | 加碼 |