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 |
|---|---|---|---|---|---|
| Daymark Wealth Partners, LLC | 6,777 | $36.6 萬 | 0.03% | 00.0% | 不變 |
| SG Americas Securities, LLC | 6,790 | $36.7 萬 | 0.00% | −41,439−85.9% | 減碼 |
| Procyon Private Wealth Partners, LLC | 6,829 | $36.9 萬 | 0.04% | +62+0.9% | 加碼 |
| 360 Financial, Inc. | 7,152 | $38.2 萬 | 0.24% | −747−9.5% | 減碼 |
| StoneX Group Inc. | 7,075 | $38.5 萬 | 0.04% | +7,075 | 新進 |
| Dudley Capital Management, LLC | 7,125 | $38.5 萬 | 0.27% | −250−3.4% | 減碼 |
| Crestwood Advisors Group LLC | 7,147 | $38.7 萬 | 0.01% | +154+2.2% | 加碼 |
| APG Asset Management N.V. | 7,257 | $39.2 萬 | 0.00% | +700+10.7% | 加碼 |
| Philadelphia Trust Co | 7,290 | $39.4 萬 | 0.04% | +290+4.1% | 加碼 |
| Empowered Funds, LLC | 7,299 | $39.5 萬 | 0.01% | −2,593−26.2% | 減碼 |
| Empower Advisory Group, LLC | 7,399 | $40.0 萬 | 0.00% | −927−11.1% | 減碼 |
| Resources Investment Advisors, LLC. | 7,450 | $40.3 萬 | 0.01% | −201−2.6% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 7,450 | $40.3 萬 | 0.33% | +12+0.2% | 加碼 |
| Sawyer & Company, Inc | 7,475 | $40.4 萬 | 0.19% | −610−7.5% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 7,514 | $40.6 萬 | 0.11% | +968+14.8% | 加碼 |
| Berger Financial Group, Inc | 7,529 | $40.7 萬 | 0.05% | −125−1.6% | 減碼 |
| La Banque Postale Asset Management SA | 7,565 | $40.9 萬 | 0.01% | +7,565 | 新進 |
| NBC Securities, Inc. | 7,599 | $41.0 萬 | 0.05% | +7,599 | 新進 |
| Kaizen Financial Strategies | 7,649 | $41.4 萬 | 0.35% | +998+15.0% | 加碼 |
| Capital Investment Advisory Services, LLC | 7,681 | $41.5 萬 | 0.04% | −1,323−14.7% | 減碼 |
| Wetherby Asset Management Inc | 7,747 | $41.9 萬 | 0.02% | +405+5.5% | 加碼 |
| Concord Wealth Partners | 7,812 | $42.2 萬 | 0.09% | −726−8.5% | 減碼 |
| Assetmark, Inc | 7,849 | $42.4 萬 | 0.00% | +347+4.6% | 加碼 |
| Campbell Wealth Management | 7,856 | $42.5 萬 | 0.05% | −1,577−16.7% | 減碼 |
| Austin Private Wealth, LLC | 7,885 | $42.6 萬 | 0.06% | −1,154−12.8% | 減碼 |
| Optimum Investment Advisors | 7,907 | $42.8 萬 | 0.22% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 7,931 | $42.9 萬 | 0.01% | −135−1.7% | 減碼 |
| Madden Securities Corp | 8,015 | $43.3 萬 | 0.24% | +1,225+18.0% | 加碼 |
| Xponance, Inc. | 8,148 | $44.1 萬 | 0.01% | +720+9.7% | 加碼 |
| We Are One Seven, LLC | 8,190 | $44.3 萬 | 0.03% | −468−5.4% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 8,229 | $44.5 萬 | 0.10% | +177+2.2% | 加碼 |
| Boston Financial Mangement LLC | 8,300 | $44.9 萬 | 0.02% | −645−7.2% | 減碼 |
| Per Stirling Capital Management, LLC. | 8,361 | $45.2 萬 | 0.09% | −435−4.9% | 減碼 |
| Wolverine Trading, LLC | 8,374 | $45.3 萬 | 0.00% | −26,200−75.8% | 減碼 |
| First Manhattan Co | 8,400 | $45.4 萬 | 0.00% | +500+6.3% | 加碼 |
| CIC Wealth, LLC | 8,493 | $45.9 萬 | 0.16% | −4,217−33.2% | 減碼 |
| Equitable Holdings, Inc. | 8,570 | $46.3 萬 | 0.01% | −11,746−57.8% | 減碼 |
| GWM Advisors LLC | 8,584 | $46.4 萬 | 0.01% | +1,307+18.0% | 加碼 |
| Burney Co | 8,604 | $46.5 萬 | 0.02% | +360+4.4% | 加碼 |
| Centaurus Financial, Inc. | 8,749 | $47.3 萬 | 0.04% | −743−7.8% | 減碼 |
| Family Legacy, Inc. | 8,930 | $48.3 萬 | 0.20% | +430+5.1% | 加碼 |
| E. Ohman J:or Asset Management AB | 9,000 | $48.7 萬 | 0.02% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 9,113 | $49.3 萬 | 0.00% | −1,275−12.3% | 減碼 |
| Octavia Wealth Advisors, LLC | 8,958 | $49.4 萬 | 0.10% | +4,122+85.2% | 加碼 |
| Triumph Capital Management | 9,044 | $49.9 萬 | 0.23% | +797+9.7% | 加碼 |
| Prudential PLC | 9,229 | $49.9 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 9,238 | $50.0 萬 | 0.01% | +2,918+46.2% | 加碼 |
| Insight Wealth Partners, LLC | 9,242 | $50.0 萬 | 0.42% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 9,245 | $50.0 萬 | 0.05% | −1,078−10.4% | 減碼 |
| First City Capital Management, Inc. | 9,390 | $50.8 萬 | 0.32% | −142−1.5% | 減碼 |
| SageView Advisory Group, LLC | 9,494 | $51.3 萬 | 0.03% | −216−2.2% | 減碼 |
| Focus Financial Network, Inc. | 9,433 | $52.0 萬 | 0.03% | −2,163−18.7% | 減碼 |
| First National Trust Co | 9,628 | $52.1 萬 | 0.02% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 9,650 | $52.2 萬 | 0.01% | −200−2.0% | 減碼 |
| Penserra Capital Management LLC | 9,701 | $52.3 萬 | 0.01% | +1,114+13.0% | 加碼 |
| D.A. Davidson & Co. | 9,738 | $52.7 萬 | 0.01% | −3,087−24.1% | 減碼 |
| Accel Wealth Management | 9,745 | $52.7 萬 | 0.29% | +9,745 | 新進 |
| Wellington Shields & Co., LLC | 9,758 | $52.8 萬 | 0.13% | −3,640−27.2% | 減碼 |
| Coldstream Capital Management Inc | 9,787 | $52.9 萬 | 0.02% | +9,787 | 新進 |
| United Capital Financial Advisers, LLC | 9,996 | $54.1 萬 | 0.00% | −3,416−25.5% | 減碼 |
| Point72 Asset Management, L.P. | 10,000 | $54.1 萬 | 0.00% | +10,000 | 新進 |
| Eldridge Investment Advisors, Inc. | 10,075 | $54.5 萬 | 0.18% | +775+8.3% | 加碼 |
| Intech Investment Management LLC | 10,084 | $54.5 萬 | 0.01% | +2,109+26.4% | 加碼 |
| Arbor Capital Management Inc | 10,251 | $54.7 萬 | 0.49% | +641+6.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 10,363 | $54.9 萬 | 0.00% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $55.4 萬 | 0.01% | −350−3.4% | 減碼 |
| Lincoln National Corp | 10,372 | $56.1 萬 | 0.01% | +927+9.8% | 加碼 |
| Virtue Capital Management, LLC | 8,191 | $56.2 萬 | 0.10% | 00.0% | 不變 |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $56.2 萬 | 0.17% | 00.0% | 不變 |
| Rainsberger Wealth Advisors, Inc. | 10,482 | $56.7 萬 | 0.35% | +434+4.3% | 加碼 |
| Liberty One Investment Management, LLC | 10,521 | $56.9 萬 | 0.08% | +118+1.1% | 加碼 |
| Wambolt & Associates, LLC | 10,651 | $57.0 萬 | 0.21% | −296−2.7% | 減碼 |
| Elequin Capital LP | 10,580 | $57.2 萬 | 0.11% | +4,252+67.2% | 加碼 |
| Hudson Portfolio Management LLC | 10,607 | $57.4 萬 | 0.65% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 10,647 | $57.6 萬 | 0.01% | −50.0% | 減碼 |
| Clear Creek Financial Management, LLC | 10,652 | $57.6 萬 | 0.10% | +30.0% | 加碼 |
| Samalin Investment Counsel, LLC | 10,742 | $58.1 萬 | 0.33% | +1,235+13.0% | 加碼 |
| Norinchukin Bank, The | 10,787 | $58.3 萬 | 0.01% | +671+6.6% | 加碼 |
| Old Port Advisors | 10,810 | $58.5 萬 | 0.21% | +10,810 | 新進 |
| Highlander Capital Management, LLC | 10,825 | $58.5 萬 | 0.23% | +4,100+61.0% | 加碼 |
| TownSquare Capital, LLC | 10,884 | $58.9 萬 | 0.01% | −2,555−19.0% | 減碼 |
| MKT Advisors LLC | 11,107 | $59.4 萬 | 0.45% | −31−0.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 11,326 | $61.3 萬 | 0.00% | +11,326 | 新進 |
| Ossiam | 11,400 | $61.7 萬 | 0.01% | +7,009+159.6% | 加碼 |
| Peddock Capital Advisors, LLC | 11,419 | $61.8 萬 | 0.21% | −41−0.4% | 減碼 |
| Oak Thistle LLC | 11,451 | $61.9 萬 | 0.18% | +11,451 | 新進 |
| Ethic Inc. | 11,484 | $62.1 萬 | 0.02% | +4,387+61.8% | 加碼 |
| Bank of Nova Scotia | 11,534 | $62.4 萬 | 0.00% | +1,698+17.3% | 加碼 |
| Cooper Financial Group | 11,573 | $62.6 萬 | 0.15% | +272+2.4% | 加碼 |
| Diligent Investors, LLC | 11,588 | $62.7 萬 | 0.19% | +6,797+141.9% | 加碼 |
| Flagship Private Wealth, LLC | 11,746 | $63.5 萬 | 0.56% | −1,028−8.0% | 減碼 |
| Adams Wealth Management | 11,834 | $64.0 萬 | 0.22% | +383+3.3% | 加碼 |
| Shell Asset Management Co | 11,838 | $64.0 萬 | 0.03% | −313−2.6% | 減碼 |
| Howe & Rusling Inc | 11,899 | $64.3 萬 | 0.08% | 00.0% | 不變 |
| Royal Fund Management, LLC | 12,028 | $65.0 萬 | 0.09% | +583+5.1% | 加碼 |
| GoalVest Advisory LLC | 12,521 | $67.7 萬 | 0.34% | −403−3.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 12,558 | $67.9 萬 | 0.00% | −1,426−10.2% | 減碼 |
| Heirloom Wealth Management | 12,575 | $68.0 萬 | 0.30% | −74−0.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 12,655 | $68.4 萬 | 0.01% | −1,742−12.1% | 減碼 |
| Perigon Wealth Management, LLC | 12,679 | $68.6 萬 | 0.03% | −25−0.2% | 減碼 |