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 |
|---|---|---|---|---|---|
| LGT Financial Advisors LLC | 14,602 | $98.7 萬 | 1.05% | +90+0.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 14,615 | $98.7 萬 | 0.02% | +1,573+12.1% | 加碼 |
| PFG Advisors | 14,987 | $101.3 萬 | 0.08% | −158−1.0% | 減碼 |
| Sigma Planning Corp | 14,989 | $101.3 萬 | 0.04% | −3,309−18.1% | 減碼 |
| C2C Wealth Management, LLC | 14,613 | $101.8 萬 | 0.13% | 00.0% | 不變 |
| Lockheed Martin Investment Management Co | 15,075 | $101.8 萬 | 0.06% | +1,600+11.9% | 加碼 |
| Texas Yale Capital Corp. | 15,280 | $103.2 萬 | 0.05% | −201−1.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 15,322 | $103.5 萬 | 0.02% | +203+1.3% | 加碼 |
| IHT Wealth Management, LLC | 15,404 | $104.1 萬 | 0.05% | −746−4.6% | 減碼 |
| Principal Financial Group Inc | 15,794 | $106.7 萬 | 0.00% | −5,082−24.3% | 減碼 |
| Jeppson Wealth Management, LLC | 15,801 | $106.8 萬 | 0.46% | +2,859+22.1% | 加碼 |
| Metis Global Partners, LLC | 15,881 | $107.3 萬 | 0.06% | +12,196+331.0% | 加碼 |
| Maryland State Retirement & Pension System | 16,211 | $109.5 萬 | 0.02% | 00.0% | 不變 |
| Panagora Asset Management Inc | 16,274 | $109.9 萬 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 16,583 | $112.0 萬 | 0.14% | −1,239−7.0% | 減碼 |
| Harbor Investment Advisory, LLC | 16,659 | $112.5 萬 | 0.16% | −178−1.1% | 減碼 |
| Founders Financial Alliance, LLC | 16,979 | $114.7 萬 | 0.45% | +708+4.4% | 加碼 |
| Alpha Omega Wealth Management LLC | 16,989 | $114.8 萬 | 0.19% | −226−1.3% | 減碼 |
| Cerity Partners LLC | 17,143 | $115.8 萬 | 0.00% | +4,675+37.5% | 加碼 |
| Independent Financial Group, LLC | 17,546 | $118.5 萬 | 0.08% | −8,744−33.3% | 減碼 |
| Schroder Investment Management Group | 17,639 | $119.2 萬 | 0.00% | −1,443−7.6% | 減碼 |
| Elo Mutual Pension Insurance Co | 17,660 | $119.3 萬 | 0.04% | +973+5.8% | 加碼 |
| Paradigm Financial Partners, LLC | 17,681 | $119.5 萬 | 0.32% | −1,097−5.8% | 減碼 |
| Richard P Slaughter Associates Inc | 17,711 | $119.7 萬 | 0.34% | +1,544+9.6% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 17,883 | $120.8 萬 | 0.06% | +1,816+11.3% | 加碼 |
| Argent Trust Co | 17,948 | $121.3 萬 | 0.07% | +1,110+6.6% | 加碼 |
| Community Capital Management, Inc. | 18,400 | $124.3 萬 | 1.73% | −6,250−25.4% | 減碼 |
| Independent Advisor Alliance | 18,512 | $125.1 萬 | 0.06% | −603−3.2% | 減碼 |
| National Bank of Canada | 18,296 | $125.3 萬 | 0.00% | +17,409+1,962.7% | 加碼 |
| HBW Advisory Services LLC | 18,651 | $126.0 萬 | 0.27% | +1,107+6.3% | 加碼 |
| Erste Asset Management GmbH | 18,600 | $126.2 萬 | 0.02% | +2,300+14.1% | 加碼 |
| Dynamic Advisor Solutions LLC | 18,868 | $127.5 萬 | 0.07% | −277−1.4% | 減碼 |
| Global Retirement Partners, LLC | 19,039 | $128.6 萬 | 0.06% | +2,201+13.1% | 加碼 |
| Ted Buchan & Co | 19,089 | $129.0 萬 | 0.99% | +5,602+41.5% | 加碼 |
| Jag Capital Management, LLC | 19,246 | $130.0 萬 | 0.15% | −2,500−11.5% | 減碼 |
| British Columbia Investment Management Corp | 19,277 | $130.2 萬 | 0.01% | +753+4.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 19,558 | $132.1 萬 | 0.04% | +6,662+51.7% | 加碼 |
| Gamco Investors, Inc. Et Al | 19,600 | $132.4 萬 | 0.01% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 19,960 | $134.8 萬 | 0.05% | +19,960 | 新進 |
| Apollon Wealth Management, LLC | 19,993 | $135.1 萬 | 0.07% | +3,422+20.7% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 18,650 | $136.1 萬 | 0.51% | −5,653−23.3% | 減碼 |
| Equitable Holdings, Inc. | 20,316 | $137.3 萬 | 0.02% | −601−2.9% | 減碼 |
| Amalgamated Bank | 20,341 | $137.4 萬 | 0.01% | −816−3.9% | 減碼 |
| D.B. Root & Company, LLC | 20,340 | $137.4 萬 | 0.52% | −1,358−6.3% | 減碼 |
| Public Sector Pension Investment Board | 20,611 | $139.2 萬 | 0.01% | −4,900−19.2% | 減碼 |
| V Wealth Advisors LLC | 20,630 | $139.4 萬 | 0.24% | −784−3.7% | 減碼 |
| Cipher Capital LP | 21,025 | $142.0 萬 | 0.24% | +21,025 | 新進 |
| Public Employees Retirement Association of Colorado | 21,116 | $142.7 萬 | 0.01% | 00.0% | 不變 |
| Wellington Management Group LLP | 21,431 | $144.8 萬 | 0.00% | −913,645−97.7% | 減碼 |
| Gulf International Bank (UK) Ltd | 21,461 | $144.9 萬 | 0.04% | −5,842−21.4% | 減碼 |
| Brooks, Moore & Associates, Inc. | 21,545 | $145.6 萬 | 1.02% | +2,925+15.7% | 加碼 |
| Colonial Trust Co | 21,699 | $146.6 萬 | 0.35% | +225+1.0% | 加碼 |
| Prudential Financial Inc | 17,836 | $148.7 萬 | 0.00% | −185,622−91.2% | 減碼 |
| RB Capital Management, LLC | 22,014 | $148.7 萬 | 0.46% | +188+0.9% | 加碼 |
| CWM, LLC | 22,415 | $151.4 萬 | 0.01% | +4,050+22.1% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 22,303 | $153.1 萬 | 0.11% | −4,035−15.3% | 減碼 |
| Arete Wealth Advisors, LLC | 22,708 | $153.4 萬 | 0.14% | +1,709+8.1% | 加碼 |
| ExodusPoint Capital Management, LP | 23,473 | $158.6 萬 | 0.02% | +23,473 | 新進 |
| Atria Investments LLC | 23,642 | $159.7 萬 | 0.03% | −971−3.9% | 減碼 |
| Wolverine Asset Management LLC | 24,067 | $162.6 萬 | 0.03% | +24,067 | 新進 |
| South Dakota Investment Council | 24,234 | $163.7 萬 | 0.03% | 00.0% | 不變 |
| Horan Capital Advisors, LLC. | 24,679 | $166.7 萬 | 0.65% | +261+1.1% | 加碼 |
| Associated Banc-Corp | 24,800 | $167.5 萬 | 0.06% | 00.0% | 不變 |
| Adage Capital Partners GP, L.L.C. | 25,000 | $168.9 萬 | 0.00% | +25,000 | 新進 |
| Mission Creek Capital Partners, Inc. | 25,076 | $169.4 萬 | 0.55% | +4,821+23.8% | 加碼 |
| Mackenzie Financial Corp | 24,902 | $170.7 萬 | 0.00% | +1,059+4.4% | 加碼 |
| Wealthstar Advisors, LLC | 25,369 | $171.4 萬 | 0.72% | +116+0.5% | 加碼 |
| Alaska Permanent Fund Corp | 25,571 | $172.8 萬 | 0.03% | +25,571 | 新進 |
| Moors & Cabot, Inc. | 26,566 | $179.5 萬 | 0.12% | +112+0.4% | 加碼 |
| Bridgewater Associates, LP | 26,711 | $180.5 萬 | 0.01% | +19,294+260.1% | 加碼 |
| Herold Advisors, Inc. | 26,764 | $180.8 萬 | 0.55% | +85+0.3% | 加碼 |
| KBC Group NV | 26,965 | $182.2 萬 | 0.01% | −18,566−40.8% | 減碼 |
| Griffin Asset Management, Inc. | 27,307 | $184.5 萬 | 0.25% | +2,028+8.0% | 加碼 |
| Excalibur Management Corp | 27,618 | $186.6 萬 | 0.95% | +65+0.2% | 加碼 |
| Stratos Wealth Advisors, LLC | 28,382 | $191.8 萬 | 0.14% | −1,073−3.6% | 減碼 |
| Integrated Wealth Concepts LLC | 28,427 | $192.1 萬 | 0.03% | +458+1.6% | 加碼 |
| Wealthcare Advisory Partners LLC | 28,502 | $192.6 萬 | 0.09% | +426+1.5% | 加碼 |
| US Bancorp | 28,646 | $193.5 萬 | 0.00% | −302−1.0% | 減碼 |
| Captrust Financial Advisors | 28,961 | $195.7 萬 | 0.01% | +4,290+17.4% | 加碼 |
| Lakeview Capital Partners, LLC | 29,514 | $199.4 萬 | 0.37% | +1,312+4.7% | 加碼 |
| Paradiem, LLC | 29,717 | $200.8 萬 | 0.57% | −4,179−12.3% | 減碼 |
| FORA Capital, LLC | 29,779 | $201.2 萬 | 0.29% | +3,707+14.2% | 加碼 |
| Spirit of America Management Corp | 29,950 | $202.3 萬 | 0.46% | −500−1.6% | 減碼 |
| CWM Advisors, LLC | 30,001 | $202.7 萬 | 0.25% | −294−1.0% | 減碼 |
| Truvestments Capital LLC | 30,268 | $204.5 萬 | 1.02% | +1,320+4.6% | 加碼 |
| Geneos Wealth Management Inc. | 30,583 | $206.6 萬 | 0.11% | +6,584+27.4% | 加碼 |
| SeaBridge Investment Advisors LLC | 30,696 | $207.4 萬 | 0.68% | −469−1.5% | 減碼 |
| Pictet & Cie (Europe) SA | 31,158 | $210.5 萬 | 0.07% | +31,158 | 新進 |
| Baird Financial Group, Inc. | 31,292 | $211.4 萬 | 0.01% | −4,107−11.6% | 減碼 |
| M&T Bank Corp | 31,447 | $212.7 萬 | 0.01% | +851+2.8% | 加碼 |
| Sowell Financial Services LLC | 31,104 | $213.4 萬 | 0.12% | +28,101+935.8% | 加碼 |
| National Asset Management, Inc. | 31,203 | $214.1 萬 | 0.05% | −5,661−15.4% | 減碼 |
| Hilltop Partners LLC | 31,711 | $214.2 萬 | 0.89% | −4,680−12.9% | 減碼 |
| Investmark Advisory Group LLC | 32,557 | $220.0 萬 | 1.47% | +839+2.6% | 加碼 |
| Vident Investment Advisory, LLC | 32,785 | $221.5 萬 | 0.08% | +41+0.1% | 加碼 |
| DnB Asset Management AS | 32,990 | $222.9 萬 | 0.01% | +2,868+9.5% | 加碼 |
| Pensionfund Sabic | 33,404 | $225.7 萬 | 0.76% | +700+2.1% | 加碼 |
| Cohen Capital Management, Inc. | 34,300 | $231.7 萬 | 0.45% | +34,300 | 新進 |
| Creegan & Nassoura Financial Group, LLC | 34,365 | $232.2 萬 | 1.71% | 00.0% | 不變 |
| Wolverine Trading, LLC | 34,574 | $233.5 萬 | 0.03% | +24,031+227.9% | 加碼 |