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 |
|---|---|---|---|---|---|
| David R. Rahn & Associates Inc. | 5,359 | $29.0 萬 | 0.15% | +70+1.3% | 加碼 |
| DF Dent & Co Inc | 5,346 | $28.9 萬 | 0.00% | −255−4.6% | 減碼 |
| Carret Asset Management, LLC | 5,324 | $28.8 萬 | 0.04% | 00.0% | 不變 |
| Verition Fund Management LLC | 5,284 | $28.6 萬 | 0.00% | +897+20.4% | 加碼 |
| Buckingham Strategic Wealth, LLC | 5,277 | $28.5 萬 | 0.00% | −37−0.7% | 減碼 |
| Advisor Partners II, LLC | 5,272 | $28.5 萬 | 0.01% | +120+2.3% | 加碼 |
| Kowal Investment Group, LLC | 5,209 | $28.2 萬 | 0.08% | +105+2.1% | 加碼 |
| Kingsview Wealth Management, LLC | 5,189 | $28.1 萬 | 0.01% | +804+18.3% | 加碼 |
| Cherry Tree Wealth Management, LLC | 5,187 | $28.1 萬 | 0.08% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 5,168 | $27.9 萬 | 0.00% | +5,168 | 新進 |
| Basepoint Wealth LLC | 5,162 | $27.9 萬 | 0.23% | +78+1.5% | 加碼 |
| MV Capital Management, Inc. | 5,083 | $27.5 萬 | 0.04% | 00.0% | 不變 |
| Colony Group LLC | 5,072 | $27.4 萬 | 0.00% | −41−0.8% | 減碼 |
| KC Investment Advisors, LLC | 5,065 | $27.4 萬 | 0.18% | +572+12.7% | 加碼 |
| Main Street Financial Solutions, LLC | 5,058 | $27.4 萬 | 0.04% | +224+4.6% | 加碼 |
| Raleigh Capital Management Inc. | 5,053 | $27.3 萬 | 0.14% | +191+3.9% | 加碼 |
| Summit Wealth Group, LLC | 5,047 | $27.3 萬 | 0.24% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 5,029 | $27.2 萬 | 0.05% | 00.0% | 不變 |
| Prosperitas Financial LLC | 4,993 | $27.0 萬 | 0.21% | +4,993 | 新進 |
| Oppenheimer Asset Management Inc. | 4,920 | $26.6 萬 | 0.00% | +4,920 | 新進 |
| Redwood Financial Network Corp | 4,915 | $26.6 萬 | 0.28% | −1,488−23.2% | 減碼 |
| Kathmere Capital Management, LLC | 4,907 | $26.5 萬 | 0.04% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 4,881 | $26.4 萬 | 0.15% | +221+4.7% | 加碼 |
| Huntington National Bank | 4,877 | $26.4 萬 | 0.00% | −198−3.9% | 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 |
| UMA Financial Services, Inc. | 4,881 | $26.2 萬 | 0.07% | −3,096−38.8% | 減碼 |
| Keudell/Morrison Wealth Management | 4,800 | $26.0 萬 | 0.08% | +143+3.1% | 加碼 |
| Naples Global Advisors, LLC | 4,590 | $25.4 萬 | 0.03% | −985−17.7% | 減碼 |
| Lido Advisors, LLC | 4,684 | $25.3 萬 | 0.00% | −659−12.3% | 減碼 |
| Park Avenue Securities LLC | 4,659 | $25.2 萬 | 0.00% | +4,659 | 新進 |
| BancorpSouth Bank | 4,633 | $25.1 萬 | 0.02% | −68−1.4% | 減碼 |
| Round Rock Advisors, LLC | 4,572 | $24.7 萬 | 0.09% | +300+7.0% | 加碼 |
| Flagship Harbor Advisors, LLC | 4,541 | $24.6 萬 | 0.02% | +18+0.4% | 加碼 |
| Teamwork Financial Advisors, LLC | 4,538 | $24.5 萬 | 0.04% | +759+20.1% | 加碼 |
| Vestcor Inc | 4,530 | $24.5 萬 | 0.01% | −215−4.5% | 減碼 |
| Fulton Bank, N.A. | 4,500 | $24.3 萬 | 0.01% | +4,500 | 新進 |
| Dividend Assets Capital, LLC | 4,500 | $24.3 萬 | 0.05% | 00.0% | 不變 |
| Mach-1 Financial Group, Inc. | 4,480 | $24.2 萬 | 0.10% | 00.0% | 不變 |
| Sovereign Financial Group, Inc. | 4,468 | $24.2 萬 | 0.09% | −2,239−33.4% | 減碼 |
| Signaturefd, LLC | 4,442 | $24.0 萬 | 0.01% | +1,661+59.7% | 加碼 |
| Wedbush Securities Inc | 4,431 | $24.0 萬 | 0.01% | −133−2.9% | 減碼 |
| Avantax Planning Partners, Inc. | 4,396 | $23.8 萬 | 0.01% | +257+6.2% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 4,392 | $23.8 萬 | 0.01% | −87−1.9% | 減碼 |
| Chase Investment Counsel Corp | 4,378 | $23.6 萬 | 0.12% | −580−11.7% | 減碼 |
| Campbell & CO Investment Adviser LLC | 4,350 | $23.5 萬 | 0.03% | −1,430−24.7% | 減碼 |
| Buckingham Strategic Partners | 4,320 | $23.4 萬 | 0.01% | +1,296+42.9% | 加碼 |
| Alpha Cubed Investments, LLC | 4,300 | $23.3 萬 | 0.02% | 00.0% | 不變 |
| BTC Capital Management, Inc. | 4,268 | $23.1 萬 | 0.03% | −212−4.7% | 減碼 |
| Parsons Capital Management Inc | 4,250 | $23.0 萬 | 0.02% | +150+3.7% | 加碼 |
| Garrison Asset Management, LLC | 4,246 | $23.0 萬 | 0.14% | +3+0.1% | 加碼 |
| Vishria Bird Financial Group, LLC | 4,240 | $22.9 萬 | 0.13% | 00.0% | 不變 |
| Ancora Advisors, LLC | 4,210 | $22.8 萬 | 0.01% | −119−2.7% | 減碼 |
| MetLife Investment Management | 4,205 | $22.7 萬 | 0.00% | +6+0.1% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 4,130 | $22.3 萬 | 0.01% | −2,800−40.4% | 減碼 |
| Clear Street Markets LLC | 4,100 | $22.2 萬 | 0.16% | −500−10.9% | 減碼 |
| Accurate Wealth Management, LLC | 3,996 | $22.2 萬 | 0.07% | +599+17.6% | 加碼 |
| San Luis Wealth Advisors LLC | 4,086 | $22.1 萬 | 0.11% | 00.0% | 不變 |
| HM Payson & Co | 4,086 | $22.1 萬 | 0.01% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 4,082 | $22.1 萬 | 0.13% | +4,082 | 新進 |
| L.M. Kohn & Company | 4,061 | $22.0 萬 | 0.08% | +600+17.3% | 加碼 |
| Clearview Wealth Advisors LLC | 4,053 | $21.9 萬 | 0.27% | −129−3.1% | 減碼 |
| Aspire Wealth Management Corp | 4,005 | $21.7 萬 | 0.16% | +34+0.9% | 加碼 |
| Wexford Capital LP | 4,000 | $21.6 萬 | 0.05% | +4,000 | 新進 |
| Brookstone Capital Management | 4,013 | $21.5 萬 | 0.00% | −1,040−20.6% | 減碼 |
| Avidian Wealth Solutions, LLC | 3,956 | $21.4 萬 | 0.02% | +851+27.4% | 加碼 |
| Larson Financial Group LLC | 3,956 | $21.4 萬 | 0.02% | +106+2.8% | 加碼 |
| Capital Planning Advisors, LLC | 3,953 | $21.4 萬 | 0.04% | +207+5.5% | 加碼 |
| Evanson Asset Management, LLC | 3,948 | $21.3 萬 | 0.02% | +6+0.2% | 加碼 |
| Plancorp, LLC | 3,924 | $21.2 萬 | 0.01% | +127+3.3% | 加碼 |
| LVW Advisors, LLC | 3,905 | $21.1 萬 | 0.05% | 00.0% | 不變 |
| Gallacher Capital Management LLC | 3,901 | $21.1 萬 | 0.13% | −3,257−45.5% | 減碼 |
| Monterey Private Wealth, Inc. | 3,870 | $20.9 萬 | 0.11% | −113−2.8% | 減碼 |
| Tompkins Financial Corp | 3,856 | $20.9 萬 | 0.03% | +3,450+849.8% | 加碼 |
| Proequities, Inc. | 3,772 | $20.8 萬 | 0.02% | +152+4.2% | 加碼 |
| Synovus Financial Corp | 3,824 | $20.7 萬 | 0.00% | +3,824 | 新進 |
| Cutler Group LP | 3,792 | $20.5 萬 | 0.03% | +3,645+2,479.6% | 加碼 |
| Detalus Advisors, LLC | 3,769 | $20.4 萬 | 0.10% | −120−3.1% | 減碼 |
| Concord Asset Management, LLC | 3,740 | $20.2 萬 | 0.07% | −480−11.4% | 減碼 |
| PFG Investments, LLC | 3,735 | $20.2 萬 | 0.04% | −82−2.1% | 減碼 |
| Bessemer Group Inc | 3,676 | $19.8 萬 | 0.00% | −2,391−39.4% | 減碼 |
| Armstrong Advisory Group, Inc | 3,539 | $19.1 萬 | 0.02% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 3,284 | $17.8 萬 | 0.01% | −316−8.8% | 減碼 |
| Harbour Investments, Inc. | 3,232 | $17.5 萬 | 0.01% | +414+14.7% | 加碼 |
| Tobam | 3,080 | $16.7 萬 | 0.01% | +18+0.6% | 加碼 |
| Glassman Wealth Services | 2,982 | $16.1 萬 | 0.03% | +20+0.7% | 加碼 |
| Focused Wealth Management, Inc | 2,962 | $16.0 萬 | 0.03% | +18+0.6% | 加碼 |
| North Star Investment Management Corp. | 2,924 | $15.8 萬 | 0.01% | +766+35.5% | 加碼 |
| IAG Wealth Partners, LLC | 2,913 | $15.8 萬 | 0.04% | −51−1.7% | 減碼 |
| Washington Trust Co | 2,888 | $15.6 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,820 | $15.3 萬 | 0.01% | +50+1.8% | 加碼 |
| Motco | 2,805 | $15.2 萬 | 0.01% | 00.0% | 不變 |
| Missouri Trust & Investment Co | 2,800 | $15.1 萬 | 0.07% | 00.0% | 不變 |
| Bourgeon Capital Management LLC | 2,796 | $15.1 萬 | 0.04% | 00.0% | 不變 |
| Laraway Financial Inc | 2,726 | $14.7 萬 | 0.15% | −11,009−80.2% | 減碼 |
| PSI Advisors, LLC | 2,724 | $14.7 萬 | 0.06% | +17+0.6% | 加碼 |
| Benjamin Edwards Inc | 2,700 | $14.6 萬 | 0.03% | −127−4.5% | 減碼 |
| Register Financial Advisors LLC | 2,682 | $14.5 萬 | 0.11% | −229−7.9% | 減碼 |
| Sunbelt Securities, Inc. | 2,652 | $14.3 萬 | 0.02% | −57−2.1% | 減碼 |
| AllSquare Wealth Management LLC | 2,540 | $13.7 萬 | 0.09% | 00.0% | 不變 |