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 4 季 13F 持有人
W. P. Carey Inc. 在 2021/12/31 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
- 768
- 較 2021 年第 3 季 +64 家
- 持有股數
- 1.13 億
- 較 2021 年第 3 季 +207.4 萬 (+1.9%)
- 總市值
- $93.1 億
- 較 2021 年第 3 季 +$11.7 億 (+14.3%)
- 新進機構
- 137
- 另有 286 家加碼
- 清倉機構
- 73
- 另有 197 家減碼
另有 13 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management LLC | 18,764 | $154.0 萬 | 0.05% | +3,569+23.5% | 加碼 |
| Two Sigma Securities, LLC | 19,000 | $155.9 萬 | 0.30% | +19,000 | 新進 |
| Shell Asset Management Co | 19,037 | $156.2 萬 | 0.03% | +4,568+31.6% | 加碼 |
| Bennicas & Associates, Inc. | 19,200 | $157.5 萬 | 0.82% | 00.0% | 不變 |
| JB Capital LLC | 19,278 | $158.2 萬 | 0.16% | +554+3.0% | 加碼 |
| Amalgamated Bank | 19,288 | $158.3 萬 | 0.01% | +10+0.1% | 加碼 |
| Wellington Shields & Co., LLC | 19,302 | $158.4 萬 | 0.32% | +766+4.1% | 加碼 |
| V Wealth Advisors LLC | 19,342 | $158.7 萬 | 0.23% | −1,849−8.7% | 減碼 |
| Simplex Trading, LLC | 19,342 | $158.7 萬 | 0.05% | +13,450+228.3% | 加碼 |
| Independent Advisor Alliance | 19,588 | $160.7 萬 | 0.08% | +452+2.4% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 20,299 | $160.7 萬 | 0.73% | +5,585+38.0% | 加碼 |
| Gamco Investors, Inc. Et Al | 19,600 | $160.8 萬 | 0.01% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 19,592 | $160.8 萬 | 0.01% | +14,110+257.4% | 加碼 |
| Belpointe Asset Management LLC | 19,609 | $160.9 萬 | 0.10% | +139+0.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 19,634 | $161.0 萬 | 0.00% | +19,634 | 新進 |
| M&T Bank Corp | 19,666 | $161.3 萬 | 0.01% | +3,217+19.6% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 19,767 | $162.2 萬 | 0.38% | +19,767 | 新進 |
| Atria Investments LLC | 19,785 | $162.3 萬 | 0.03% | +3,159+19.0% | 加碼 |
| Swiss Life Asset Management Ltd | 20,365 | $167.3 萬 | 0.02% | +14,556+250.6% | 加碼 |
| Centaurus Financial, Inc. | 20,492 | $168.1 萬 | 0.13% | +220+1.1% | 加碼 |
| JustInvest LLC | 20,942 | $171.8 萬 | 0.10% | +13,582+184.5% | 加碼 |
| Lockheed Martin Investment Management Co | 21,005 | $172.3 萬 | 0.09% | +21,005 | 新進 |
| Seeyond | 21,130 | $173.3 萬 | 0.16% | −40−0.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 21,116 | $173.3 萬 | 0.01% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 21,424 | $175.1 萬 | 0.15% | +1,277+6.3% | 加碼 |
| Brooks, Moore & Associates, Inc. | 21,345 | $175.1 萬 | 1.03% | +2,450+13.0% | 加碼 |
| Wealthcare Advisory Partners LLC | 21,414 | $175.7 萬 | 0.11% | +639+3.1% | 加碼 |
| Schroder Investment Management Group | 21,512 | $176.5 萬 | 0.00% | +8,124+60.7% | 加碼 |
| Phraction Management LLC | 21,861 | $179.4 萬 | 1.09% | +21,861 | 新進 |
| Truvestments Capital LLC | 22,366 | $183.5 萬 | 0.92% | +230+1.0% | 加碼 |
| Graham Capital Wealth Management, LLC | 23,044 | $184.1 萬 | 1.50% | +23,044 | 新進 |
| Bank of Montreal | 22,543 | $185.2 萬 | 0.00% | −80,947−78.2% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 22,751 | $185.4 萬 | 0.09% | −1,202−5.0% | 減碼 |
| Wellington Management Group LLP | 23,017 | $188.9 萬 | 0.00% | +189+0.8% | 加碼 |
| AQR Capital Management LLC | 23,605 | $193.7 萬 | 0.00% | −1,088−4.4% | 減碼 |
| Horan Capital Advisors, LLC. | 23,631 | $193.9 萬 | 0.77% | −566−2.3% | 減碼 |
| Moors & Cabot, Inc. | 24,237 | $198.9 萬 | 0.12% | −558−2.3% | 減碼 |
| Spirit of America Management Corp | 24,290 | $199.3 萬 | 0.40% | 00.0% | 不變 |
| Associated Banc-Corp | 24,800 | $203.5 萬 | 0.07% | 00.0% | 不變 |
| Jag Capital Management, LLC | 24,957 | $204.8 萬 | 0.16% | −2,586−9.4% | 減碼 |
| Investmark Advisory Group LLC | 24,968 | $204.8 萬 | 1.91% | +24,968 | 新進 |
| Thrivent Financial for Lutherans | 25,114 | $206.1 萬 | 0.00% | −29,965−54.4% | 減碼 |
| IFM Investors Pty Ltd | 25,121 | $206.1 萬 | 0.04% | −497−1.9% | 減碼 |
| Employees Provident Fund Board | 25,500 | $209.2 萬 | 0.03% | +25,500 | 新進 |
| Wealthstar Advisors, LLC | 25,790 | $211.6 萬 | 0.73% | −649−2.5% | 減碼 |
| Gulf International Bank (UK) Ltd | 26,003 | $213.3 萬 | 0.03% | −6,411−19.8% | 減碼 |
| Holocene Advisors, LP | 26,420 | $216.8 萬 | 0.01% | +12,720+92.8% | 加碼 |
| V2 Financial group LLC | 26,587 | $218.1 萬 | 1.69% | +400+1.5% | 加碼 |
| DnB Asset Management AS | 27,150 | $222.8 萬 | 0.01% | −1,734−6.0% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 27,155 | $222.8 萬 | 0.01% | +1,800+7.1% | 加碼 |
| United Capital Financial Advisers, LLC | 27,195 | $223.1 萬 | 0.01% | +99+0.4% | 加碼 |
| AE Wealth Management LLC | 27,241 | $223.5 萬 | 0.02% | +6,681+32.5% | 加碼 |
| Voya Investment Management LLC | 27,415 | $225.0 萬 | 0.00% | −2,089−7.1% | 減碼 |
| CWM Advisors, LLC | 27,572 | $226.2 萬 | 0.26% | +1,244+4.7% | 加碼 |
| SG Americas Securities, LLC | 27,976 | $229.5 萬 | 0.02% | +5,526+24.6% | 加碼 |
| Lakeview Capital Partners, LLC | 28,186 | $231.3 萬 | 1.35% | +78+0.3% | 加碼 |
| Herold Advisors, Inc. | 28,419 | $233.1 萬 | 0.91% | +120.0% | 加碼 |
| Wolverine Trading, LLC | 28,588 | $234.4 萬 | 0.03% | −3,072−9.7% | 減碼 |
| US Bancorp | 28,743 | $235.7 萬 | 0.00% | −65−0.2% | 減碼 |
| Mercer Global Advisors Inc | 29,043 | $238.3 萬 | 0.01% | +260+0.9% | 加碼 |
| TFG Advisers LLC | 29,227 | $239.8 萬 | 1.05% | +921+3.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,119 | $247.1 萬 | 0.05% | +4,333+16.8% | 加碼 |
| Gradient Capital Advisors, LLC | 30,135 | $247.3 萬 | 1.03% | +384+1.3% | 加碼 |
| ProShare Advisors LLC | 30,835 | $253.0 萬 | 0.00% | +3,089+11.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 31,911 | $261.7 萬 | 0.01% | −1,147−3.5% | 減碼 |
| British Columbia Investment Management Corp | 32,433 | $266.1 萬 | 0.01% | −352−1.1% | 減碼 |
| Baird Financial Group, Inc. | 32,498 | $266.6 萬 | 0.01% | +1,564+5.1% | 加碼 |
| Utah Retirement Systems | 33,276 | $273.0 萬 | 0.03% | +200+0.6% | 加碼 |
| XML Financial, LLC | 33,320 | $273.4 萬 | 0.33% | +1,788+5.7% | 加碼 |
| Bensler, LLC | 33,685 | $276.4 萬 | 0.77% | +33,685 | 新進 |
| Victory Capital Management Inc | 33,709 | $276.6 萬 | 0.00% | −878−2.5% | 減碼 |
| SeaBridge Investment Advisors LLC | 33,894 | $278.1 萬 | 0.89% | −3,022−8.2% | 減碼 |
| National Asset Management, Inc. | 34,193 | $280.6 萬 | 0.08% | +946+2.8% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 34,610 | $284.0 萬 | 2.15% | −150−0.4% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 34,817 | $285.5 萬 | 0.01% | −783−2.2% | 減碼 |
| Janus Henderson Group PLC | 34,905 | $286.4 萬 | 0.00% | −6,406−15.5% | 減碼 |
| Weaver Consulting Group | 35,766 | $293.5 萬 | 1.41% | +646+1.8% | 加碼 |
| Teacher Retirement System of Texas | 35,855 | $294.2 萬 | 0.01% | +7,254+25.4% | 加碼 |
| Excalibur Management Corp | 35,932 | $294.8 萬 | 1.19% | +358+1.0% | 加碼 |
| Nissay Asset Management Corp | 37,104 | $304.4 萬 | 0.02% | +2,043+5.8% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 37,729 | $309.6 萬 | 1.55% | +37,729 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 37,734 | $309.6 萬 | 0.03% | +1,796+5.0% | 加碼 |
| Carnegie Capital Asset Management, LLC | 37,945 | $311.3 萬 | 0.10% | +24,120+174.5% | 加碼 |
| Creative Planning | 38,319 | $314.4 萬 | 0.01% | −452−1.2% | 減碼 |
| Avantax Advisory Services, Inc. | 38,527 | $316.1 萬 | 0.05% | −1,144−2.9% | 減碼 |
| USS Investment Management Ltd | 38,738 | $317.9 萬 | 0.03% | 00.0% | 不變 |
| Evanson Asset Management, LLC | 39,436 | $323.6 萬 | 0.29% | +25+0.1% | 加碼 |
| RPg Family Wealth Advisory, LLC | 39,389 | $327.3 萬 | 1.29% | +681+1.8% | 加碼 |
| First Republic Investment Management, Inc. | 41,230 | $338.3 萬 | 0.01% | +6,074+17.3% | 加碼 |
| Rench Wealth Management, Inc. | 41,694 | $342.1 萬 | 1.54% | +233+0.6% | 加碼 |
| Bahl & Gaynor Inc | 41,978 | $344.4 萬 | 0.02% | −125−0.3% | 減碼 |
| Capital Square, LLC | 43,975 | $354.0 萬 | 2.45% | −2,608−5.6% | 減碼 |
| Cozad Asset Management Inc | 43,459 | $356.6 萬 | 0.51% | +81+0.2% | 加碼 |
| Sonora Investment Management Group, LLC | 45,030 | $369.5 萬 | 0.43% | +45,030 | 新進 |
| Cetera Advisor Networks LLC | 45,048 | $369.6 萬 | 0.05% | +2,972+7.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 45,251 | $371.2 萬 | 0.00% | +50+0.1% | 加碼 |
| Colonial Trust Advisors | 46,817 | $384.1 萬 | 0.43% | +6,540+16.2% | 加碼 |
| Hantz Financial Services, Inc. | 47,279 | $387.9 萬 | 0.11% | +2,771+6.2% | 加碼 |
| Private Advisor Group, LLC | 47,582 | $390.4 萬 | 0.03% | −4,433−8.5% | 減碼 |
| Russell Investments Group, Ltd. | 47,678 | $390.9 萬 | 0.01% | +3,114+7.0% | 加碼 |