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 3 季 13F 持有人
W. P. Carey Inc. 在 2023/9/30 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
- 746
- 較 2023 年第 2 季 −62 家
- 持有股數
- 1.40 億
- 較 2023 年第 2 季 +358.7 萬 (+2.6%)
- 總市值
- $75.9 億
- 較 2023 年第 2 季 −$16.1 億 (−17.5%)
- 新進機構
- 58
- 另有 285 家加碼
- 清倉機構
- 120
- 另有 280 家減碼
另有 12 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 4,350 | $23.5 萬 | 0.03% | −1,430−24.7% | 減碼 |
| Chase Investment Counsel Corp | 4,378 | $23.6 萬 | 0.12% | −580−11.7% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 4,392 | $23.8 萬 | 0.01% | −87−1.9% | 減碼 |
| Avantax Planning Partners, Inc. | 4,396 | $23.8 萬 | 0.01% | +257+6.2% | 加碼 |
| Wedbush Securities Inc | 4,431 | $24.0 萬 | 0.01% | −133−2.9% | 減碼 |
| Signaturefd, LLC | 4,442 | $24.0 萬 | 0.01% | +1,661+59.7% | 加碼 |
| Sovereign Financial Group, Inc. | 4,468 | $24.2 萬 | 0.09% | −2,239−33.4% | 減碼 |
| Mach-1 Financial Group, Inc. | 4,480 | $24.2 萬 | 0.10% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 4,500 | $24.3 萬 | 0.05% | 00.0% | 不變 |
| Fulton Bank, N.A. | 4,500 | $24.3 萬 | 0.01% | +4,500 | 新進 |
| Vestcor Inc | 4,530 | $24.5 萬 | 0.01% | −215−4.5% | 減碼 |
| Teamwork Financial Advisors, LLC | 4,538 | $24.5 萬 | 0.04% | +759+20.1% | 加碼 |
| Flagship Harbor Advisors, LLC | 4,541 | $24.6 萬 | 0.02% | +18+0.4% | 加碼 |
| Round Rock Advisors, LLC | 4,572 | $24.7 萬 | 0.09% | +300+7.0% | 加碼 |
| BancorpSouth Bank | 4,633 | $25.1 萬 | 0.02% | −68−1.4% | 減碼 |
| Park Avenue Securities LLC | 4,659 | $25.2 萬 | 0.00% | +4,659 | 新進 |
| Lido Advisors, LLC | 4,684 | $25.3 萬 | 0.00% | −659−12.3% | 減碼 |
| Naples Global Advisors, LLC | 4,590 | $25.4 萬 | 0.03% | −985−17.7% | 減碼 |
| Keudell/Morrison Wealth Management | 4,800 | $26.0 萬 | 0.08% | +143+3.1% | 加碼 |
| UMA Financial Services, Inc. | 4,881 | $26.2 萬 | 0.07% | −3,096−38.8% | 減碼 |
| Herbst Group, LLC | 4,850 | $26.2 萬 | 0.19% | +900+22.8% | 加碼 |
| Meiji Yasuda Life Insurance Co | 4,850 | $26.2 萬 | 0.01% | +4,850 | 新進 |
| Huntington National Bank | 4,877 | $26.4 萬 | 0.00% | −198−3.9% | 減碼 |
| Retirement Planning Co of New England, Inc. | 4,881 | $26.4 萬 | 0.15% | +221+4.7% | 加碼 |
| Kathmere Capital Management, LLC | 4,907 | $26.5 萬 | 0.04% | 00.0% | 不變 |
| Redwood Financial Network Corp | 4,915 | $26.6 萬 | 0.28% | −1,488−23.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 4,920 | $26.6 萬 | 0.00% | +4,920 | 新進 |
| Prosperitas Financial LLC | 4,993 | $27.0 萬 | 0.21% | +4,993 | 新進 |
| Cornerstone Wealth Group, LLC | 5,029 | $27.2 萬 | 0.05% | 00.0% | 不變 |
| Summit Wealth Group, LLC | 5,047 | $27.3 萬 | 0.24% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 5,053 | $27.3 萬 | 0.14% | +191+3.9% | 加碼 |
| Main Street Financial Solutions, LLC | 5,058 | $27.4 萬 | 0.04% | +224+4.6% | 加碼 |
| KC Investment Advisors, LLC | 5,065 | $27.4 萬 | 0.18% | +572+12.7% | 加碼 |
| Colony Group LLC | 5,072 | $27.4 萬 | 0.00% | −41−0.8% | 減碼 |
| MV Capital Management, Inc. | 5,083 | $27.5 萬 | 0.04% | 00.0% | 不變 |
| Basepoint Wealth LLC | 5,162 | $27.9 萬 | 0.23% | +78+1.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 5,168 | $27.9 萬 | 0.00% | +5,168 | 新進 |
| Cherry Tree Wealth Management, LLC | 5,187 | $28.1 萬 | 0.08% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 5,189 | $28.1 萬 | 0.01% | +804+18.3% | 加碼 |
| Kowal Investment Group, LLC | 5,209 | $28.2 萬 | 0.08% | +105+2.1% | 加碼 |
| Advisor Partners II, LLC | 5,272 | $28.5 萬 | 0.01% | +120+2.3% | 加碼 |
| Buckingham Strategic Wealth, LLC | 5,277 | $28.5 萬 | 0.00% | −37−0.7% | 減碼 |
| Verition Fund Management LLC | 5,284 | $28.6 萬 | 0.00% | +897+20.4% | 加碼 |
| Carret Asset Management, LLC | 5,324 | $28.8 萬 | 0.04% | 00.0% | 不變 |
| DF Dent & Co Inc | 5,346 | $28.9 萬 | 0.00% | −255−4.6% | 減碼 |
| David R. Rahn & Associates Inc. | 5,359 | $29.0 萬 | 0.15% | +70+1.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 5,368 | $29.0 萬 | 0.00% | +1,204+28.9% | 加碼 |
| DFPG Investments, LLC | 5,349 | $29.0 萬 | 0.03% | −3,175−37.2% | 減碼 |
| Fifth Third Bancorp | 5,381 | $29.1 萬 | 0.00% | +250+4.9% | 加碼 |
| Valeo Financial Advisors, LLC | 5,386 | $29.1 萬 | 0.01% | 00.0% | 不變 |
| H&H Retirement Design & Management INC | 5,392 | $29.2 萬 | 0.20% | +80+1.5% | 加碼 |
| NewEdge Wealth, LLC | 5,438 | $29.4 萬 | 0.01% | +13+0.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 5,443 | $29.4 萬 | 0.01% | +53+1.0% | 加碼 |
| Symphony Financial, Ltd. Co. | 5,526 | $29.6 萬 | 0.07% | −1,246−18.4% | 減碼 |
| Sound Income Strategies, LLC | 5,476 | $29.6 萬 | 0.03% | +1,148+26.5% | 加碼 |
| Viawealth, LLC | 5,523 | $29.9 萬 | 0.22% | +1,595+40.6% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 5,558 | $30.1 萬 | 0.02% | +1,918+52.7% | 加碼 |
| MAI Capital Management | 5,612 | $30.3 萬 | 0.00% | −424−7.0% | 減碼 |
| Jackson Wealth Management, LLC | 5,633 | $30.5 萬 | 0.04% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 5,684 | $30.7 萬 | 0.00% | −608,975−99.1% | 減碼 |
| Syntegra Private Wealth Group, LLC | 5,685 | $30.7 萬 | 0.05% | −366−6.0% | 減碼 |
| Alberta Investment Management Corp | 5,700 | $30.8 萬 | 0.00% | 00.0% | 不變 |
| Cullen Capital Management LLC | 5,723 | $30.9 萬 | 0.00% | +68+1.2% | 加碼 |
| Gilbert & Cook, Inc. | 5,744 | $31.1 萬 | 0.05% | +520+10.0% | 加碼 |
| Joel Isaacson & Co., LLC | 5,757 | $31.1 萬 | 0.02% | +872+17.9% | 加碼 |
| RFG Advisory, LLC | 5,798 | $31.4 萬 | 0.01% | −128−2.2% | 減碼 |
| Perennial Investment Advisors, LLC | 5,814 | $31.4 萬 | 0.06% | +1,671+40.3% | 加碼 |
| Jacobi Capital Management LLC | 5,828 | $31.5 萬 | 0.04% | +20.0% | 加碼 |
| Benedetti & Gucer, Inc. | 5,834 | $31.6 萬 | 0.17% | −240−4.0% | 減碼 |
| Widmann Financial Services, Inc. | 5,860 | $31.7 萬 | 0.32% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 4,055 | $31.7 萬 | 0.11% | +115+2.9% | 加碼 |
| Monument Capital Management | 5,875 | $31.8 萬 | 0.11% | −706−10.7% | 減碼 |
| Ignite Planners, LLC | 6,093 | $31.9 萬 | 0.10% | +138+2.3% | 加碼 |
| Insight 2811, Inc. | 5,896 | $31.9 萬 | 0.18% | −1,251−17.5% | 減碼 |
| Pathstone Family Office, LLC | 5,794 | $32.0 萬 | 0.00% | +1,917+49.4% | 加碼 |
| True North Advisors, LLC | 5,939 | $32.1 萬 | 0.10% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 5,946 | $32.2 萬 | 0.09% | −412−6.5% | 減碼 |
| Matisse Capital | 6,063 | $32.8 萬 | 0.23% | 00.0% | 不變 |
| Allen Capital Group, LLC | 6,204 | $33.2 萬 | 0.06% | −74−1.2% | 減碼 |
| Woodward Diversified Capital, LLC | 6,151 | $33.3 萬 | 0.24% | +872+16.5% | 加碼 |
| Intrua Financial, LLC | 6,159 | $33.3 萬 | 0.06% | −423−6.4% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 6,220 | $33.6 萬 | 0.01% | +1,037+20.0% | 加碼 |
| Columbia Asset Management | 6,230 | $33.7 萬 | 0.08% | −1,575−20.2% | 減碼 |
| Archer Investment Corp | 6,268 | $33.9 萬 | 0.12% | 00.0% | 不變 |
| Boston Private Wealth LLC | 6,269 | $33.9 萬 | 0.01% | −559−8.2% | 減碼 |
| Harrell Investment Partners, LLC | 6,430 | $34.4 萬 | 0.12% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 6,298 | $34.5 萬 | 0.05% | +1,138+22.1% | 加碼 |
| Avion Wealth | 6,396 | $34.5 萬 | 0.10% | +25+0.4% | 加碼 |
| GPS Wealth Strategies Group, LLC | 6,436 | $34.8 萬 | 0.07% | −292−4.3% | 減碼 |
| Walleye Trading LLC | 6,469 | $35.0 萬 | 0.01% | −189−2.8% | 減碼 |
| Achmea Investment Management B.V. | 6,480 | $35.0 萬 | 0.01% | −411−6.0% | 減碼 |
| Inspire Advisors, LLC | 6,495 | $35.1 萬 | 0.06% | +2,605+67.0% | 加碼 |
| HBK Sorce Advisory LLC | 6,511 | $35.2 萬 | 0.02% | −3,229−33.2% | 減碼 |
| Capital Investment Advisors, LLC | 6,554 | $35.4 萬 | 0.01% | −92−1.4% | 減碼 |
| Metropolitan Life Insurance Co | 6,570 | $35.5 萬 | 0.02% | +36+0.6% | 加碼 |
| Fisher Asset Management, LLC | 6,602 | $35.7 萬 | 0.00% | −1,102−14.3% | 減碼 |
| Kerntke Otto McGlone Wealth Management Group | 6,604 | $35.7 萬 | 0.37% | +97+1.5% | 加碼 |
| Glenmede Trust Co NA | 6,693 | $36.2 萬 | 0.00% | −430−6.0% | 減碼 |
| Guyasuta Investment Advisors Inc | 6,735 | $36.4 萬 | 0.03% | −1,410−17.3% | 減碼 |
| Western Wealth Management, LLC | 6,743 | $36.5 萬 | 0.03% | −131−1.9% | 減碼 |