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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 17,546 | $118.5 萬 | 0.08% | −8,744−33.3% | 減碼 |
| Cerity Partners LLC | 17,143 | $115.8 萬 | 0.00% | +4,675+37.5% | 加碼 |
| Alpha Omega Wealth Management LLC | 16,989 | $114.8 萬 | 0.19% | −226−1.3% | 減碼 |
| Founders Financial Alliance, LLC | 16,979 | $114.7 萬 | 0.45% | +708+4.4% | 加碼 |
| Harbor Investment Advisory, LLC | 16,659 | $112.5 萬 | 0.16% | −178−1.1% | 減碼 |
| SRS Capital Advisors, Inc. | 16,583 | $112.0 萬 | 0.14% | −1,239−7.0% | 減碼 |
| Panagora Asset Management Inc | 16,274 | $109.9 萬 | 0.01% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 16,211 | $109.5 萬 | 0.02% | 00.0% | 不變 |
| Metis Global Partners, LLC | 15,881 | $107.3 萬 | 0.06% | +12,196+331.0% | 加碼 |
| Jeppson Wealth Management, LLC | 15,801 | $106.8 萬 | 0.46% | +2,859+22.1% | 加碼 |
| Principal Financial Group Inc | 15,794 | $106.7 萬 | 0.00% | −5,082−24.3% | 減碼 |
| IHT Wealth Management, LLC | 15,404 | $104.1 萬 | 0.05% | −746−4.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 15,322 | $103.5 萬 | 0.02% | +203+1.3% | 加碼 |
| Texas Yale Capital Corp. | 15,280 | $103.2 萬 | 0.05% | −201−1.3% | 減碼 |
| Lockheed Martin Investment Management Co | 15,075 | $101.8 萬 | 0.06% | +1,600+11.9% | 加碼 |
| C2C Wealth Management, LLC | 14,613 | $101.8 萬 | 0.13% | 00.0% | 不變 |
| Sigma Planning Corp | 14,989 | $101.3 萬 | 0.04% | −3,309−18.1% | 減碼 |
| PFG Advisors | 14,987 | $101.3 萬 | 0.08% | −158−1.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 14,615 | $98.7 萬 | 0.02% | +1,573+12.1% | 加碼 |
| LGT Financial Advisors LLC | 14,602 | $98.7 萬 | 1.05% | +90+0.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 14,397 | $97.3 萬 | 0.01% | +12,374+611.7% | 加碼 |
| RMB Capital Management, LLC | 14,363 | $97.0 萬 | 0.03% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 14,257 | $96.3 萬 | 0.09% | +1,192+9.1% | 加碼 |
| Rockefeller Capital Management L.P. | 14,218 | $96.1 萬 | 0.00% | −380−2.6% | 減碼 |
| AXA S.A. | 14,117 | $95.4 萬 | 0.00% | −225−1.6% | 減碼 |
| Nordea Investment Management AB | 14,017 | $95.3 萬 | 0.00% | +1,992+16.6% | 加碼 |
| Madison Wealth Management | 14,000 | $94.6 萬 | 0.19% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 13,984 | $94.5 萬 | 0.00% | −27,022−65.9% | 減碼 |
| Ostrum Asset Management | 13,887 | $93.8 萬 | 0.08% | +25+0.2% | 加碼 |
| Raymond James Trust N.A. | 13,884 | $93.8 萬 | 0.03% | +26+0.2% | 加碼 |
| Natixis Advisors, L.P. | 13,816 | $93.3 萬 | 0.00% | −2,593−15.8% | 減碼 |
| Stephens Inc | 13,783 | $93.1 萬 | 0.02% | +1,284+10.3% | 加碼 |
| Laraway Financial Inc | 13,735 | $92.8 萬 | 0.92% | +18+0.1% | 加碼 |
| Vista Investment Management | 13,699 | $92.6 萬 | 0.47% | +1,732+14.5% | 加碼 |
| Private Trust Co NA | 13,630 | $92.1 萬 | 0.12% | −516−3.6% | 減碼 |
| TownSquare Capital, LLC | 13,439 | $90.8 萬 | 0.02% | −9,054−40.3% | 減碼 |
| FLC Capital Advisors | 13,432 | $90.7 萬 | 0.27% | −5,377−28.6% | 減碼 |
| United Capital Financial Advisers, LLC | 13,412 | $90.6 萬 | 0.00% | −2,922−17.9% | 減碼 |
| Wellington Shields & Co., LLC | 13,398 | $90.5 萬 | 0.21% | −1,633−10.9% | 減碼 |
| NEIRG Wealth Management, LLC | 13,381 | $90.4 萬 | 0.17% | 00.0% | 不變 |
| Aurora Private Wealth, Inc. | 13,363 | $90.3 萬 | 1.03% | +101+0.8% | 加碼 |
| Horizon Kinetics Asset Management LLC | 13,350 | $90.2 萬 | 0.02% | +150+1.1% | 加碼 |
| Advisory Services Network, LLC | 13,301 | $89.9 萬 | 0.02% | +135+1.0% | 加碼 |
| Man Group plc | 13,003 | $87.8 萬 | 0.00% | +13,003 | 新進 |
| J.W. Cole Advisors, Inc. | 12,935 | $87.4 萬 | 0.06% | −221−1.7% | 減碼 |
| GoalVest Advisory LLC | 12,924 | $87.3 萬 | 0.45% | −2,545−16.5% | 減碼 |
| D.A. Davidson & Co. | 12,825 | $86.6 萬 | 0.01% | +146+1.2% | 加碼 |
| Flagship Private Wealth, LLC | 12,774 | $86.3 萬 | 0.71% | −1,722−11.9% | 減碼 |
| CIC Wealth, LLC | 12,710 | $85.9 萬 | 0.30% | −1,376−9.8% | 減碼 |
| Perigon Wealth Management, LLC | 12,704 | $85.8 萬 | 0.03% | −1,530−10.7% | 減碼 |
| Heirloom Wealth Management | 12,649 | $85.5 萬 | 0.37% | +18+0.1% | 加碼 |
| Fiera Capital Corp | 12,531 | $84.7 萬 | 0.00% | +900+7.7% | 加碼 |
| HAP Trading, LLC | 12,438 | $84.0 萬 | 0.24% | +12,438 | 新進 |
| Gsa Capital Partners LLP | 12,424 | $83.9 萬 | 0.08% | +12,424 | 新進 |
| Belpointe Asset Management LLC | 12,373 | $83.6 萬 | 0.09% | −31,368−71.7% | 減碼 |
| Dark Forest Capital Management LP | 12,302 | $83.1 萬 | 0.09% | +12,302 | 新進 |
| Inceptionr LLC | 12,168 | $82.2 萬 | 0.44% | +12,168 | 新進 |
| Shell Asset Management Co | 12,151 | $82.1 萬 | 0.03% | −1,988−14.1% | 減碼 |
| Client 1st Advisory Group, LLC | 11,973 | $80.9 萬 | 0.43% | −33−0.3% | 減碼 |
| Howe & Rusling Inc | 11,899 | $80.4 萬 | 0.09% | 00.0% | 不變 |
| Twinbeech Capital LP | 11,825 | $79.9 萬 | 0.02% | +11,825 | 新進 |
| Focus Financial Network, Inc. | 11,596 | $79.6 萬 | 0.04% | −313−2.6% | 減碼 |
| Virtu Financial LLC | 11,684 | $78.9 萬 | 0.06% | +2,014+20.8% | 加碼 |
| Two Sigma Securities, LLC | 11,610 | $78.4 萬 | 0.06% | −13,374−53.5% | 減碼 |
| Walleye Capital LLC | 11,551 | $78.0 萬 | 0.01% | +11,551 | 新進 |
| Greenland Capital Management LP | 11,500 | $77.7 萬 | 0.11% | +11,500 | 新進 |
| Peddock Capital Advisors, LLC | 11,460 | $77.4 萬 | 0.25% | +442+4.0% | 加碼 |
| Adams Wealth Management | 11,451 | $77.4 萬 | 0.24% | +569+5.2% | 加碼 |
| Royal Fund Management, LLC | 11,445 | $77.3 萬 | 0.11% | −448−3.8% | 減碼 |
| Cooper Financial Group | 11,301 | $76.3 萬 | 0.19% | −160−1.4% | 減碼 |
| MKT Advisors LLC | 11,138 | $75.9 萬 | 0.54% | −992−8.2% | 減碼 |
| Wambolt & Associates, LLC | 10,947 | $74.0 萬 | 0.26% | −119−1.1% | 減碼 |
| Yousif Capital Management, LLC | 10,652 | $72.0 萬 | 0.01% | +185+1.8% | 加碼 |
| Clear Creek Financial Management, LLC | 10,649 | $71.9 萬 | 0.12% | +40.0% | 加碼 |
| Hudson Portfolio Management LLC | 10,607 | $71.7 萬 | 0.78% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 10,495 | $70.9 萬 | 0.03% | +267+2.6% | 加碼 |
| Prudent Man Advisors, LLC | 10,429 | $70.5 萬 | 0.27% | −86−0.8% | 減碼 |
| Liberty One Investment Management, LLC | 10,403 | $70.3 萬 | 0.09% | −84−0.8% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $70.3 萬 | 0.20% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 10,388 | $70.2 萬 | 0.00% | −1,042−9.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 10,363 | $70.0 萬 | 0.01% | −14,718−58.7% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,350 | $69.9 萬 | 0.01% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 10,323 | $69.7 萬 | 0.07% | +466+4.7% | 加碼 |
| Naviter Wealth, LLC | 10,158 | $69.7 萬 | 0.18% | +925+10.0% | 加碼 |
| Versor Investments LP | 10,292 | $69.5 萬 | 0.12% | −995−8.8% | 減碼 |
| Fox Run Management, L.L.C. | 10,140 | $68.5 萬 | 0.19% | +1,286+14.5% | 加碼 |
| Norinchukin Bank, The | 10,116 | $68.3 萬 | 0.01% | −11−0.1% | 減碼 |
| Rainsberger Wealth Advisors, Inc. | 10,048 | $67.9 萬 | 0.41% | +58+0.6% | 加碼 |
| Twin Tree Management, LP | 10,003 | $67.6 萬 | 0.01% | +10,003 | 新進 |
| Empowered Funds, LLC | 9,892 | $66.8 萬 | 0.02% | +9,892 | 新進 |
| EA Series Trust | 9,892 | $66.8 萬 | 0.02% | +9,892 | 新進 |
| Pinnacle Financial Partners Inc | 9,850 | $66.5 萬 | 0.02% | 00.0% | 不變 |
| Bank of Nova Scotia | 9,836 | $66.5 萬 | 0.00% | +1,070+12.2% | 加碼 |
| HBK Sorce Advisory LLC | 9,740 | $65.8 萬 | 0.03% | +4,900+101.2% | 加碼 |
| Arbor Capital Management Inc | 9,610 | $65.8 萬 | 0.51% | +145+1.5% | 加碼 |
| SageView Advisory Group, LLC | 9,710 | $65.6 萬 | 0.04% | +3,480+55.9% | 加碼 |
| JustInvest LLC | 9,679 | $65.4 萬 | 0.02% | −59−0.6% | 減碼 |
| First National Trust Co | 9,628 | $65.0 萬 | 0.03% | 00.0% | 不變 |
| First City Capital Management, Inc. | 9,532 | $64.4 萬 | 0.38% | −650−6.4% | 減碼 |
| Samalin Investment Counsel, LLC | 9,507 | $64.2 萬 | 0.35% | +3,587+60.6% | 加碼 |