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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 32,785 | $239.5 萬 | 0.01% | +334+1.0% | 加碼 |
| Marshall Wace, LLP | 32,609 | $238.1 萬 | 0.01% | −344,441−91.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 32,414 | $236.7 萬 | 0.03% | −206−0.6% | 減碼 |
| Wolverine Trading, LLC | 31,660 | $234.1 萬 | 0.05% | +31,660 | 新進 |
| XML Financial, LLC | 31,532 | $230.3 萬 | 0.31% | +3,325+11.8% | 加碼 |
| Baird Financial Group, Inc. | 30,934 | $225.9 萬 | 0.01% | +2,522+8.9% | 加碼 |
| Jane Street Group, LLC | 30,537 | $223.1 萬 | 0.01% | +14,785+93.9% | 加碼 |
| Sonora Investment Management, LLC | 30,046 | $219.5 萬 | 0.28% | +11,811+64.8% | 加碼 |
| Gradient Capital Advisors, LLC | 29,751 | $217.3 萬 | 1.00% | +570+2.0% | 加碼 |
| Voya Investment Management LLC | 29,504 | $215.5 萬 | 0.00% | +864+3.0% | 加碼 |
| DnB Asset Management AS | 28,884 | $211.0 萬 | 0.01% | +2,042+7.6% | 加碼 |
| US Bancorp | 28,808 | $210.5 萬 | 0.00% | +1,052+3.8% | 加碼 |
| Mercer Global Advisors Inc | 28,783 | $210.2 萬 | 0.01% | +1,054+3.8% | 加碼 |
| Teacher Retirement System of Texas | 28,601 | $208.9 萬 | 0.01% | +2,220+8.4% | 加碼 |
| Herold Advisors, Inc. | 28,407 | $207.4 萬 | 0.81% | +28,407 | 新進 |
| TFG Advisers LLC | 28,306 | $206.7 萬 | 1.00% | +806+2.9% | 加碼 |
| DekaBank Deutsche Girozentrale | 27,658 | $206.5 萬 | 0.01% | +1,069+4.0% | 加碼 |
| Lakeview Capital Partners, LLC | 28,108 | $205.3 萬 | 0.95% | +310+1.1% | 加碼 |
| ProShare Advisors LLC | 27,746 | $202.7 萬 | 0.01% | +1,251+4.7% | 加碼 |
| Bramshill Investments, LLC | 27,672 | $202.1 萬 | 0.17% | +14,973+117.9% | 加碼 |
| Jag Capital Management, LLC | 27,543 | $201.2 萬 | 0.16% | +8,791+46.9% | 加碼 |
| United Capital Financial Advisers, LLC | 27,096 | $197.9 萬 | 0.01% | −1,223−4.3% | 減碼 |
| Wealthstar Advisors, LLC | 26,439 | $192.8 萬 | 0.70% | −363−1.4% | 減碼 |
| CWM Advisors, LLC | 26,328 | $192.3 萬 | 0.24% | +14,146+116.1% | 加碼 |
| V2 Financial group LLC | 26,187 | $191.3 萬 | 1.65% | −2,451−8.6% | 減碼 |
| KBC Group NV | 25,851 | $188.8 萬 | 0.01% | +4,960+23.7% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,786 | $188.3 萬 | 0.04% | +1,566+6.5% | 加碼 |
| IFM Investors Pty Ltd | 25,618 | $187.1 萬 | 0.04% | 00.0% | 不變 |
| Fuller & Thaler Asset Management, Inc. | 25,355 | $185.2 萬 | 0.01% | +6,100+31.7% | 加碼 |
| Moors & Cabot, Inc. | 24,795 | $181.6 萬 | 0.11% | +699+2.9% | 加碼 |
| Associated Banc-Corp | 24,800 | $181.1 萬 | 0.07% | 00.0% | 不變 |
| AQR Capital Management LLC | 24,693 | $180.4 萬 | 0.00% | −6,193−20.1% | 減碼 |
| Spirit of America Management Corp | 24,290 | $177.4 萬 | 0.38% | 00.0% | 不變 |
| Horan Capital Advisors, LLC. | 24,197 | $176.7 萬 | 0.78% | +432+1.8% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 23,953 | $175.0 萬 | 0.09% | +1,007+4.4% | 加碼 |
| UBS Oconnor LLC | 23,950 | $174.9 萬 | 0.02% | +23,950 | 新進 |
| Colony Capital, Inc. | 23,424 | $171.1 萬 | 0.16% | +23,424 | 新進 |
| Allstate Corp | 23,154 | $169.1 萬 | 0.07% | +9,044+64.1% | 加碼 |
| RMB Capital Management, LLC | 22,861 | $167.0 萬 | 0.05% | 00.0% | 不變 |
| Wellington Management Group LLP | 22,828 | $166.7 萬 | 0.00% | −3,270−12.5% | 減碼 |
| Cubist Systematic Strategies, LLC | 22,769 | $166.3 萬 | 0.02% | +1,137+5.3% | 加碼 |
| SG Americas Securities, LLC | 22,450 | $164.0 萬 | 0.01% | −64,339−74.1% | 減碼 |
| Truvestments Capital LLC | 22,136 | $161.7 萬 | 0.89% | +1,771+8.7% | 加碼 |
| Oppenheimer & Co Inc | 21,539 | $157.3 萬 | 0.03% | +11,131+106.9% | 加碼 |
| V Wealth Advisors LLC | 21,191 | $154.7 萬 | 0.24% | +850+4.2% | 加碼 |
| Seeyond | 21,170 | $154.6 萬 | 0.15% | +6,284+42.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 21,116 | $154.2 萬 | 0.01% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 20,775 | $151.7 萬 | 0.10% | +475+2.3% | 加碼 |
| AE Wealth Management LLC | 20,560 | $150.2 萬 | 0.01% | +2,609+14.5% | 加碼 |
| Boothbay Fund Management, LLC | 20,568 | $150.2 萬 | 0.06% | +20,568 | 新進 |
| Brinker Capital Investments, LLC | 19,960 | $150.1 萬 | 0.02% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 20,147 | $149.2 萬 | 0.16% | +1,503+8.1% | 加碼 |
| Centaurus Financial, Inc. | 20,272 | $148.1 萬 | 0.12% | +629+3.2% | 加碼 |
| Twin Tree Management, LP | 20,002 | $146.1 萬 | 0.04% | +20,002 | 新進 |
| Monashee Investment Management LLC | 20,000 | $146.1 萬 | 0.27% | +20,000 | 新進 |
| Comerica Bank | 18,831 | $145.5 萬 | 0.01% | +7,072+60.1% | 加碼 |
| Gamco Investors, Inc. Et Al | 19,600 | $143.2 萬 | 0.01% | +1,000+5.4% | 加碼 |
| Belpointe Asset Management LLC | 19,470 | $142.1 萬 | 0.10% | +621+3.3% | 加碼 |
| Amalgamated Bank | 19,278 | $140.8 萬 | 0.01% | −1,092−5.4% | 減碼 |
| Coldstream Capital Management Inc | 21,587 | $140.7 萬 | 0.07% | +13,781+176.5% | 加碼 |
| Bennicas & Associates, Inc. | 19,200 | $140.2 萬 | 0.79% | 00.0% | 不變 |
| Independent Advisor Alliance | 19,136 | $139.8 萬 | 0.08% | +194+1.0% | 加碼 |
| Brooks, Moore & Associates, Inc. | 18,895 | $138.0 萬 | 0.90% | +4,520+31.4% | 加碼 |
| JB Capital LLC | 18,724 | $136.8 萬 | 0.18% | +18,724 | 新進 |
| Principal Financial Group Inc | 18,567 | $135.6 萬 | 0.00% | +90.0% | 加碼 |
| Wellington Shields & Co., LLC | 18,536 | $135.4 萬 | 0.47% | −198−1.1% | 減碼 |
| Flagship Private Wealth, LLC | 18,252 | $133.3 萬 | 1.07% | +40.0% | 加碼 |
| Panagora Asset Management Inc | 18,146 | $132.5 萬 | 0.01% | −39−0.2% | 減碼 |
| Profund Advisors LLC | 18,129 | $132.4 萬 | 0.04% | +11,862+189.3% | 加碼 |
| Colony Group LLC | 17,968 | $131.2 萬 | 0.03% | +250+1.4% | 加碼 |
| Alpha Omega Wealth Management LLC | 17,653 | $128.9 萬 | 0.21% | −50−0.3% | 減碼 |
| EP Wealth Advisors, LLC | 17,480 | $127.7 萬 | 0.04% | −16,196−48.1% | 減碼 |
| Griffin Asset Management, Inc. | 17,490 | $127.7 萬 | 0.16% | −1,735−9.0% | 減碼 |
| Redpoint Investment Management Pty Ltd | 17,339 | $126.6 萬 | 0.11% | −3,037−14.9% | 減碼 |
| Oak Harvest Investment Services | 16,772 | $122.5 萬 | 0.36% | −26−0.2% | 減碼 |
| Atria Investments LLC | 16,626 | $121.4 萬 | 0.02% | +678+4.3% | 加碼 |
| Texas Yale Capital Corp. | 16,504 | $120.5 萬 | 0.07% | +60.0% | 加碼 |
| Integrated Wealth Concepts LLC | 16,486 | $120.4 萬 | 0.04% | +414+2.6% | 加碼 |
| M&T Bank Corp | 16,449 | $120.1 萬 | 0.01% | +848+5.4% | 加碼 |
| RB Capital Management, LLC | 16,367 | $119.5 萬 | 0.45% | +862+5.6% | 加碼 |
| FLC Capital Advisors | 16,261 | $118.8 萬 | 0.35% | −130−0.8% | 減碼 |
| Squarepoint Ops LLC | 16,193 | $118.3 萬 | 0.01% | +16,193 | 新進 |
| Mackenzie Financial Corp | 16,148 | $117.9 萬 | 0.00% | +3,038+23.2% | 加碼 |
| Mission Creek Capital Partners, Inc. | 15,825 | $116.5 萬 | 0.22% | −144−0.9% | 減碼 |
| Metropolitan Life Insurance Co | 15,905 | $116.2 萬 | 0.02% | +919+6.1% | 加碼 |
| Community Capital Management, Inc. | 15,700 | $114.7 萬 | 1.19% | −8,800−35.9% | 減碼 |
| Richard P Slaughter Associates Inc | 15,324 | $111.9 萬 | 0.44% | +475+3.2% | 加碼 |
| Total Clarity Wealth Management, Inc. | 15,323 | $111.9 萬 | 0.53% | +4,092+36.4% | 加碼 |
| Stephens Inc | 15,264 | $111.5 萬 | 0.02% | +612+4.2% | 加碼 |
| Candriam Luxembourg S.C.A. | 15,216 | $111.1 萬 | 0.01% | −1,080−6.6% | 減碼 |
| Founders Financial Alliance, LLC | 15,217 | $111.1 萬 | 0.52% | +2,308+17.9% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 15,195 | $111.0 萬 | 0.04% | +288+1.9% | 加碼 |
| Cornerstone Wealth Management, LLC | 15,125 | $110.5 萬 | 0.12% | +2,345+18.3% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 14,714 | $109.9 萬 | 0.58% | +695+5.0% | 加碼 |
| New York State Teachers Retirement System | 15,000 | $109.6 萬 | 0.00% | 00.0% | 不變 |
| BEAM Asset Management, LLC | 15,003 | $109.6 萬 | 0.94% | +88+0.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 14,900 | $108.8 萬 | 0.08% | +2,262+17.9% | 加碼 |
| Lazard Asset Management LLC | 14,744 | $107.6 萬 | 0.00% | −24−0.2% | 減碼 |
| Shell Asset Management Co | 14,469 | $105.7 萬 | 0.02% | +980+7.3% | 加碼 |
| Westpac Banking Corp | 14,463 | $105.6 萬 | 0.01% | −9,449−39.5% | 減碼 |