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 3 季 13F 持有人
W. P. Carey Inc. 在 2021/9/30 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
- 717
- 較 2021 年第 2 季 +28 家
- 持有股數
- 1.11 億
- 較 2021 年第 2 季 +323.5 萬 (+3.0%)
- 總市值
- $81.5 億
- 較 2021 年第 2 季 +$7,856 萬 (+1.0%)
- 新進機構
- 80
- 另有 326 家加碼
- 清倉機構
- 52
- 另有 167 家減碼
另有 10 家機構在 2021 年第 2 季持有、還沒有申報 2021 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 |
2021 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 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Eaton Vance Management | 111,410 | $780.3 萬 | 0.01% | 00.0% | 不變 |
| Nicholas Company, Inc. | 105,055 | $767.3 萬 | 0.14% | +400.0% | 加碼 |
| Bank of Montreal | 103,490 | $766.6 萬 | 0.00% | +46,686+82.2% | 加碼 |
| Andra AP-fonden | 104,200 | $761.1 萬 | 0.16% | +21,400+25.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 104,151 | $760.7 萬 | 0.02% | −1,678−1.6% | 減碼 |
| Allworth Financial LP | 103,681 | $757.3 萬 | 0.13% | +566+0.5% | 加碼 |
| Forward Management, LLC | 102,800 | $750.9 萬 | 0.80% | −10,000−8.9% | 減碼 |
| Nisa Investment Advisors, LLC | 98,926 | $722.6 萬 | 0.04% | +8,107+8.9% | 加碼 |
| Janney Montgomery Scott LLC | 98,226 | $717.4 萬 | 0.03% | +13,094+15.4% | 加碼 |
| State of Wisconsin Investment Board | 94,789 | $692.3 萬 | 0.01% | +7,427+8.5% | 加碼 |
| State of Alaska, Department of Revenue | 94,602 | $690.9 萬 | 0.07% | +20,339+27.4% | 加碼 |
| Cullen/Frost Bankers, Inc. | 94,035 | $687.9 萬 | 0.14% | +4,853+5.4% | 加碼 |
| Neuberger Berman Group LLC | 94,052 | $683.6 萬 | 0.01% | +1,203+1.3% | 加碼 |
| Stony Point Wealth Management Inc. | 91,999 | $672.0 萬 | 4.04% | +18,464+25.1% | 加碼 |
| EWG Elevate Inc. | 88,939 | $649.6 萬 | 2.69% | +5,088+6.1% | 加碼 |
| Hoylecohen, LLC | 88,386 | $645.6 萬 | 0.61% | +44,770+102.6% | 加碼 |
| TD Asset Management Inc | 88,065 | $643.3 萬 | 0.01% | +428+0.5% | 加碼 |
| Handelsbanken Fonder AB | 88,021 | $642.9 萬 | 0.03% | +14,434+19.6% | 加碼 |
| Stifel Financial Corp | 87,133 | $636.4 萬 | 0.01% | +2,098+2.5% | 加碼 |
| Forsta Ap-Fonden | 86,800 | $634.0 萬 | 0.07% | +31,200+56.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 84,858 | $619.8 萬 | 0.02% | +8,469+11.1% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 84,552 | $617.6 萬 | 0.85% | +16,300+23.9% | 加碼 |
| Employees Retirement System of Texas | 84,500 | $617.2 萬 | 0.07% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 84,448 | $616.8 萬 | 0.01% | −103,458−55.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 79,874 | $583.4 萬 | 0.03% | +3,289+4.3% | 加碼 |
| Sheets Smith Wealth Management | 79,043 | $577.3 萬 | 0.78% | −200−0.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 75,253 | $549.6 萬 | 0.01% | +25,253+50.5% | 加碼 |
| Standard Life Aberdeen plc | 73,771 | $545.5 萬 | 0.01% | −1,718−2.3% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 72,705 | $531.0 萬 | 0.07% | +8,677+13.6% | 加碼 |
| First Trust Advisors LP | 72,374 | $528.6 萬 | 0.01% | −6,649−8.4% | 減碼 |
| Rock Point Advisors, LLC | 71,782 | $524.3 萬 | 1.54% | −1,787−2.4% | 減碼 |
| Surevest, LLC | 69,516 | $507.7 萬 | 1.28% | +8,498+13.9% | 加碼 |
| Inspirion Wealth Advisors, LLC | 69,472 | $507.4 萬 | 1.17% | −107−0.2% | 減碼 |
| FMR LLC | 69,442 | $507.2 萬 | 0.00% | −1,750−2.5% | 減碼 |
| Van Eck Associates Corp | 68,788 | $502.4 萬 | 0.01% | +20,127+41.4% | 加碼 |
| Two Sigma Investments, LP | 68,708 | $501.8 萬 | 0.01% | −78,214−53.2% | 減碼 |
| Treasurer of the State of North Carolina | 68,583 | $500.9 萬 | 0.03% | +4,559+7.1% | 加碼 |
| Royal London Asset Management Ltd | 64,761 | $473.0 萬 | 0.02% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 63,985 | $467.3 萬 | 0.03% | +2,504+4.1% | 加碼 |
| Hudson Bay Capital Management LP | 62,842 | $459.0 萬 | 0.06% | +62,842 | 新進 |
| Guggenheim Capital LLC | 62,713 | $458.1 萬 | 0.03% | −2,120−3.3% | 減碼 |
| Citadel Advisors LLC | 62,604 | $457.3 萬 | 0.01% | +44,395+243.8% | 加碼 |
| Karpas Strategies, LLC | 57,825 | $453.0 萬 | 1.50% | 00.0% | 不變 |
| Blair William & Co | 61,939 | $452.4 萬 | 0.02% | +1,278+2.1% | 加碼 |
| Storebrand Asset Management AS | 61,929 | $452.3 萬 | 0.02% | +6,803+12.3% | 加碼 |
| HGI Capital Management, LLC | 61,700 | $450.7 萬 | 1.82% | +61,700 | 新進 |
| Gateway Investment Advisers LLC | 60,965 | $445.3 萬 | 0.05% | −29,199−32.4% | 減碼 |
| Pensionfund DSM Netherlands | 59,800 | $436.8 萬 | 0.56% | +2,000+3.5% | 加碼 |
| Mutual Advisors, LLC | 59,521 | $434.7 萬 | 0.26% | +4,456+8.1% | 加碼 |
| Demars Financial Group, LLC | 59,306 | $433.2 萬 | 2.55% | +53,258+880.6% | 加碼 |
| Bessemer Group Inc | 56,587 | $413.3 萬 | 0.01% | +3,940+7.5% | 加碼 |
| Aviva PLC | 55,546 | $405.7 萬 | 0.02% | −824−1.5% | 減碼 |
| Cetera Investment Advisers | 55,231 | $403.4 萬 | 0.06% | +3,234+6.2% | 加碼 |
| Thrivent Financial for Lutherans | 55,079 | $402.3 萬 | 0.01% | +4,744+9.4% | 加碼 |
| Wellington Shields Capital Management, LLC | 54,733 | $399.8 萬 | 0.55% | +111+0.2% | 加碼 |
| Korea Investment CORP | 52,900 | $386.4 萬 | 0.01% | −68,800−56.5% | 減碼 |
| Toronto Dominion Bank | 52,792 | $385.6 萬 | 0.01% | −2,333−4.2% | 減碼 |
| SOA Wealth Advisors, LLC. | 52,529 | $383.6 萬 | 0.98% | +378+0.7% | 加碼 |
| Private Advisor Group, LLC | 52,015 | $380.0 萬 | 0.02% | +4,825+10.2% | 加碼 |
| Meritage Portfolio Management | 52,013 | $379.9 萬 | 0.23% | −176−0.3% | 減碼 |
| SEI Investments Co | 51,271 | $374.4 萬 | 0.01% | +17,278+50.8% | 加碼 |
| Pensionfund Sabic | 50,704 | $370.3 萬 | 0.78% | +27,000+113.9% | 加碼 |
| Nkcfo LLC | 50,400 | $368.1 萬 | 1.23% | 00.0% | 不變 |
| Arizona State Retirement System | 49,944 | $364.8 萬 | 0.03% | +366+0.7% | 加碼 |
| Hallmark Capital Management Inc | 49,821 | $363.9 萬 | 0.32% | +605+1.2% | 加碼 |
| Mariner, LLC | 49,218 | $359.5 萬 | 0.02% | +36,960+301.5% | 加碼 |
| MML Investors Services, LLC | 49,164 | $359.1 萬 | 0.03% | +3,453+7.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 48,424 | $353.7 萬 | 0.09% | +19,249+66.0% | 加碼 |
| Capital Square, LLC | 46,583 | $345.3 萬 | 2.45% | −1,616−3.4% | 減碼 |
| NewSquare Capital LLC | 45,466 | $332.1 萬 | 0.39% | +1,561+3.6% | 加碼 |
| AdvisorNet Financial, Inc | 45,346 | $331.2 萬 | 0.23% | +17,094+60.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 45,201 | $330.2 萬 | 0.00% | +1,607+3.7% | 加碼 |
| Russell Investments Group, Ltd. | 44,564 | $325.6 萬 | 0.01% | +10,721+31.7% | 加碼 |
| Hantz Financial Services, Inc. | 44,508 | $325.1 萬 | 0.11% | +5,260+13.4% | 加碼 |
| Cozad Asset Management Inc | 43,378 | $316.8 萬 | 0.49% | +170+0.4% | 加碼 |
| Bahl & Gaynor Inc | 42,103 | $307.5 萬 | 0.02% | −1,067−2.5% | 減碼 |
| Cetera Advisor Networks LLC | 42,076 | $307.3 萬 | 0.04% | +1,468+3.6% | 加碼 |
| Rench Wealth Management, Inc. | 41,461 | $302.8 萬 | 1.50% | +376+0.9% | 加碼 |
| Janus Henderson Group PLC | 41,311 | $301.7 萬 | 0.00% | −11,411−21.6% | 減碼 |
| Evanson Asset Management, LLC | 39,411 | $296.9 萬 | 0.31% | −206−0.5% | 減碼 |
| Colonial Trust Advisors | 40,277 | $294.2 萬 | 0.36% | +6,962+20.9% | 加碼 |
| HighPoint Advisor Group LLC | 39,838 | $291.0 萬 | 0.29% | −3,430−7.9% | 減碼 |
| Avantax Advisory Services, Inc. | 39,671 | $289.9 萬 | 0.05% | +92+0.2% | 加碼 |
| Ensign Peak Advisors, Inc | 39,300 | $287.1 萬 | 0.01% | −21,195−35.0% | 減碼 |
| RPg Family Wealth Advisory, LLC | 38,708 | $286.8 萬 | 1.21% | +2,394+6.6% | 加碼 |
| Creative Planning | 38,771 | $283.2 萬 | 0.01% | −1,031−2.6% | 減碼 |
| USS Investment Management Ltd | 38,738 | $282.9 萬 | 0.02% | +38,738 | 新進 |
| SeaBridge Investment Advisors LLC | 36,916 | $269.6 萬 | 0.89% | −28−0.1% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 35,938 | $262.5 萬 | 0.02% | −2,400−6.3% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 35,600 | $260.0 萬 | 0.01% | −16,802−32.1% | 減碼 |
| Excalibur Management Corp | 35,574 | $259.8 萬 | 1.14% | +687+2.0% | 加碼 |
| First Republic Investment Management, Inc. | 35,156 | $256.8 萬 | 0.01% | +4,869+16.1% | 加碼 |
| Weaver Consulting Group | 35,120 | $256.5 萬 | 1.39% | +1,427+4.2% | 加碼 |
| Nissay Asset Management Corp | 35,061 | $256.1 萬 | 0.02% | +1,679+5.0% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 34,760 | $253.9 萬 | 2.17% | −100−0.3% | 減碼 |
| Victory Capital Management Inc | 34,587 | $252.6 萬 | 0.00% | −464−1.3% | 減碼 |
| Eii Capital Management, Inc. | 33,822 | $247.0 萬 | 1.17% | 00.0% | 不變 |
| National Asset Management, Inc. | 33,247 | $242.9 萬 | 0.08% | +3,332+11.1% | 加碼 |
| Utah Retirement Systems | 33,076 | $241.6 萬 | 0.03% | −400−1.2% | 減碼 |
| Robeco Institutional Asset Management B.V. | 33,058 | $241.4 萬 | 0.01% | +1,268+4.0% | 加碼 |