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。
2021 年第 2 季 13F 持有人
W. P. Carey Inc. 在 2021/6/30 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
- 699
- 較 2021 年第 1 季 +52 家
- 持有股數
- 1.08 億
- 較 2021 年第 1 季 +633.3 萬 (+6.2%)
- 總市值
- $80.9 億
- 較 2021 年第 1 季 +$8.57 億 (+11.8%)
- 新進機構
- 91
- 另有 283 家加碼
- 清倉機構
- 39
- 另有 193 家減碼
另有 6 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 14,036 | $104.7 萬 | 0.01% | +4,805+52.1% | 加碼 |
| Allstate Corp | 14,110 | $105.3 萬 | 0.04% | −719−4.8% | 減碼 |
| Schroder Investment Management Group | 14,169 | $105.7 萬 | 0.00% | +5,604+65.4% | 加碼 |
| Versor Investments LP | 14,235 | $106.2 萬 | 0.04% | +4,835+51.4% | 加碼 |
| Winton Group Ltd | 14,241 | $106.3 萬 | 0.06% | +841+6.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 14,323 | $106.9 萬 | 0.02% | +220+1.6% | 加碼 |
| Brooks, Moore & Associates, Inc. | 14,375 | $107.3 萬 | 0.68% | +14,375 | 新進 |
| Mountain Capital Investment Advisors, Inc | 14,019 | $107.8 萬 | 0.50% | −2,184−13.5% | 減碼 |
| Stephens Inc | 14,652 | $109.3 萬 | 0.02% | +301+2.1% | 加碼 |
| Lazard Asset Management LLC | 14,768 | $110.1 萬 | 0.00% | +7,016+90.5% | 加碼 |
| Richard P Slaughter Associates Inc | 14,849 | $110.8 萬 | 0.43% | +405+2.8% | 加碼 |
| Prelude Capital Management, LLC | 14,625 | $110.9 萬 | 0.06% | +14,625 | 新進 |
| Seeyond | 14,886 | $111.0 萬 | 0.10% | +67+0.5% | 加碼 |
| National Pension Service | 14,907 | $111.2 萬 | 0.00% | +1,780+13.6% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 14,907 | $111.2 萬 | 0.04% | +2,285+18.1% | 加碼 |
| BEAM Asset Management, LLC | 14,915 | $111.3 萬 | 0.96% | −361−2.4% | 減碼 |
| Metropolitan Life Insurance Co | 14,986 | $111.8 萬 | 0.02% | −6,520−30.3% | 減碼 |
| Clear Street Markets LLC | 15,000 | $111.9 萬 | 0.24% | −2,500−14.3% | 減碼 |
| New York State Teachers Retirement System | 15,000 | $111.9 萬 | 0.00% | +200+1.4% | 加碼 |
| Rodgers Brothers Inc. | 15,050 | $112.3 萬 | 0.21% | −4,500−23.0% | 減碼 |
| RB Capital Management, LLC | 15,505 | $115.7 萬 | 0.45% | +1,679+12.1% | 加碼 |
| M&T Bank Corp | 15,601 | $116.5 萬 | 0.01% | +1,699+12.2% | 加碼 |
| Jane Street Group, LLC | 15,752 | $117.5 萬 | 0.00% | −206,880−92.9% | 減碼 |
| Atria Investments LLC | 15,948 | $119.0 萬 | 0.02% | −1,284−7.5% | 減碼 |
| Mission Creek Capital Partners, Inc. | 15,969 | $119.2 萬 | 0.19% | +861+5.7% | 加碼 |
| Integrated Wealth Concepts LLC | 16,072 | $119.9 萬 | 0.04% | +282+1.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 16,296 | $121.6 萬 | 0.01% | +3,487+27.2% | 加碼 |
| FLC Capital Advisors | 16,391 | $122.3 萬 | 0.36% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 16,498 | $123.1 萬 | 0.07% | −96−0.6% | 減碼 |
| Oak Harvest Investment Services | 16,798 | $125.3 萬 | 0.41% | −29−0.2% | 減碼 |
| AlphaCrest Capital Management LLC | 17,060 | $127.3 萬 | 0.05% | +3,221+23.3% | 加碼 |
| Vident Investment Advisory, LLC | 17,419 | $130.0 萬 | 0.04% | +838+5.1% | 加碼 |
| Alpha Omega Wealth Management LLC | 17,703 | $132.1 萬 | 0.22% | −300−1.7% | 減碼 |
| Colony Group LLC | 17,718 | $132.2 萬 | 0.03% | +1,428+8.8% | 加碼 |
| Kerntke Otto McGlone Wealth Management Group | 17,861 | $133.3 萬 | 0.53% | +722+4.2% | 加碼 |
| AE Wealth Management LLC | 17,951 | $133.9 萬 | 0.01% | +702+4.1% | 加碼 |
| Panagora Asset Management Inc | 18,185 | $135.7 萬 | 0.01% | −1,428−7.3% | 減碼 |
| Citadel Advisors LLC | 18,209 | $135.9 萬 | 0.00% | −36,906−67.0% | 減碼 |
| Sonora Investment Management, LLC | 18,235 | $136.1 萬 | 0.18% | +335+1.9% | 加碼 |
| Cornercap Investment Counsel Inc | 18,259 | $136.2 萬 | 0.15% | −267−1.4% | 減碼 |
| Principal Financial Group Inc | 18,558 | $138.5 萬 | 0.00% | +6,848+58.5% | 加碼 |
| Gamco Investors, Inc. Et Al | 18,600 | $138.8 萬 | 0.01% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 18,734 | $139.8 萬 | 0.46% | +40.0% | 加碼 |
| Jag Capital Management, LLC | 18,752 | $139.9 萬 | 0.11% | −724−3.7% | 減碼 |
| Flagship Private Wealth, LLC | 18,248 | $140.1 萬 | 1.07% | −2,135−10.5% | 減碼 |
| Arete Wealth Advisors, LLC | 18,644 | $140.3 萬 | 0.20% | +12,090+184.5% | 加碼 |
| Belpointe Asset Management LLC | 18,849 | $140.7 萬 | 0.10% | +10,339+121.5% | 加碼 |
| Independent Advisor Alliance | 18,942 | $141.3 萬 | 0.08% | +1,223+6.9% | 加碼 |
| Bennicas & Associates, Inc. | 19,200 | $143.3 萬 | 0.79% | 00.0% | 不變 |
| Griffin Asset Management, Inc. | 19,225 | $143.5 萬 | 0.17% | +46+0.2% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 19,255 | $143.7 萬 | 0.01% | +8,030+71.5% | 加碼 |
| CWM, LLC | 19,534 | $145.8 萬 | 0.01% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 19,643 | $146.6 萬 | 0.12% | +4,665+31.1% | 加碼 |
| Brinker Capital Investments, LLC | 19,960 | $150.1 萬 | 0.02% | +2,647+15.3% | 加碼 |
| Wealthcare Advisory Partners LLC | 20,300 | $151.5 萬 | 0.10% | +692+3.5% | 加碼 |
| V Wealth Advisors LLC | 20,341 | $151.7 萬 | 0.24% | +826+4.2% | 加碼 |
| Redpoint Investment Management Pty Ltd | 20,376 | $152.0 萬 | 0.12% | 00.0% | 不變 |
| Truvestments Capital LLC | 20,365 | $152.0 萬 | 0.83% | +5,106+33.5% | 加碼 |
| Amalgamated Bank | 20,370 | $152.0 萬 | 0.01% | +12,993+176.1% | 加碼 |
| KBC Group NV | 20,891 | $155.9 萬 | 0.01% | −18,261−46.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 21,116 | $157.6 萬 | 0.01% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 21,632 | $161.4 萬 | 0.02% | −69,667−76.3% | 減碼 |
| Allianz Asset Management GmbH | 22,217 | $165.7 萬 | 0.00% | +22,217 | 新進 |
| RMB Capital Management, LLC | 22,861 | $170.6 萬 | 0.06% | 00.0% | 不變 |
| Strategic Wealth Advisors Group, LLC | 22,946 | $171.2 萬 | 0.08% | +1,181+5.4% | 加碼 |
| Pensionfund Sabic | 23,704 | $176.9 萬 | 0.38% | +1,300+5.8% | 加碼 |
| Horan Capital Advisors, LLC. | 23,765 | $177.3 萬 | 0.80% | +693+3.0% | 加碼 |
| Westpac Banking Corp | 23,912 | $178.4 萬 | 0.02% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 24,096 | $179.8 萬 | 0.13% | +825+3.5% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,220 | $180.7 萬 | 0.04% | +2,003+9.0% | 加碼 |
| Spirit of America Management Corp | 24,290 | $181.3 萬 | 0.39% | 00.0% | 不變 |
| Community Capital Management, Inc. | 24,500 | $182.8 萬 | 1.85% | +1,000+4.3% | 加碼 |
| Associated Banc-Corp | 24,800 | $185.1 萬 | 0.07% | −2,000−7.5% | 減碼 |
| IFM Investors Pty Ltd | 25,618 | $191.2 萬 | 0.04% | +7,481+41.2% | 加碼 |
| Wellington Management Group LLP | 26,098 | $194.7 萬 | 0.00% | +4,261+19.5% | 加碼 |
| Teacher Retirement System of Texas | 26,381 | $196.9 萬 | 0.01% | −15,950−37.7% | 減碼 |
| ProShare Advisors LLC | 26,495 | $197.7 萬 | 0.01% | +2,023+8.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 26,589 | $198.7 萬 | 0.01% | −12,378−31.8% | 減碼 |
| DnB Asset Management AS | 26,842 | $200.3 萬 | 0.01% | −1,105−4.0% | 減碼 |
| Wealthstar Advisors, LLC | 26,802 | $200.3 萬 | 0.77% | +26,802 | 新進 |
| Laurion Capital Management LP | 27,384 | $204.3 萬 | 0.03% | +27,384 | 新進 |
| TFG Advisers LLC | 27,500 | $205.2 萬 | 0.99% | +603+2.2% | 加碼 |
| Mercer Global Advisors Inc | 27,729 | $206.9 萬 | 0.02% | +11,729+73.3% | 加碼 |
| US Bancorp | 27,756 | $207.1 萬 | 0.00% | −63−0.2% | 減碼 |
| Lakeview Capital Partners, LLC | 27,798 | $207.4 萬 | 0.91% | +2,192+8.6% | 加碼 |
| XML Financial, LLC | 28,207 | $210.5 萬 | 0.46% | +1,534+5.8% | 加碼 |
| AdvisorNet Financial, Inc | 28,252 | $210.8 萬 | 0.14% | +2,762+10.8% | 加碼 |
| United Capital Financial Advisers, LLC | 28,319 | $211.3 萬 | 0.01% | −1,648−5.5% | 減碼 |
| Baird Financial Group, Inc. | 28,412 | $212.0 萬 | 0.01% | +990+3.6% | 加碼 |
| V2 Financial group LLC | 28,638 | $213.7 萬 | 1.81% | −348−1.2% | 減碼 |
| Voya Investment Management LLC | 28,640 | $213.7 萬 | 0.00% | +3,553+14.2% | 加碼 |
| Gradient Capital Advisors, LLC | 29,181 | $217.7 萬 | 1.02% | +2,354+8.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 29,175 | $217.7 萬 | 0.08% | +6,164+26.8% | 加碼 |
| National Asset Management, Inc. | 29,915 | $223.3 萬 | 0.07% | +3,199+12.0% | 加碼 |
| First Republic Investment Management, Inc. | 30,287 | $226.0 萬 | 0.01% | +8,548+39.3% | 加碼 |
| AQR Capital Management LLC | 30,886 | $230.5 萬 | 0.00% | +14,460+88.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 31,790 | $237.3 萬 | 0.01% | −14,007−30.6% | 減碼 |
| British Columbia Investment Management Corp | 32,451 | $242.1 萬 | 0.01% | +3,765+13.1% | 加碼 |
| Gulf International Bank (UK) Ltd | 32,620 | $243.4 萬 | 0.03% | −1,502−4.4% | 減碼 |
| Colonial Trust Advisors | 33,315 | $248.6 萬 | 0.30% | +7,470+28.9% | 加碼 |