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 |
|---|---|---|---|---|---|
| Nicholas Company, Inc. | 105,055 | $862.0 萬 | 0.14% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 104,811 | $860.0 萬 | 0.08% | +43,846+71.9% | 加碼 |
| Neuberger Berman Group LLC | 105,181 | $859.2 萬 | 0.01% | +11,129+11.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 103,733 | $851.2 萬 | 0.02% | −418−0.4% | 減碼 |
| Allworth Financial LP | 97,141 | $797.0 萬 | 0.11% | −6,540−6.3% | 減碼 |
| Stony Point Wealth Management Inc. | 95,651 | $784.8 萬 | 4.16% | +3,652+4.0% | 加碼 |
| State of Alaska, Department of Revenue | 94,495 | $775.2 萬 | 0.07% | −107−0.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 94,009 | $771.3 萬 | 0.02% | +18,756+24.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 93,677 | $769.8 萬 | 0.15% | −358−0.4% | 減碼 |
| Van Eck Associates Corp | 93,153 | $764.3 萬 | 0.02% | +24,365+35.4% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 92,705 | $760.6 萬 | 0.10% | +20,000+27.5% | 加碼 |
| TD Asset Management Inc | 92,183 | $756.4 萬 | 0.01% | +4,118+4.7% | 加碼 |
| Hoylecohen, LLC | 91,681 | $752.2 萬 | 0.63% | +3,295+3.7% | 加碼 |
| EWG Elevate Inc. | 91,142 | $747.8 萬 | 3.67% | +2,203+2.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 89,752 | $736.4 萬 | 0.02% | +5,304+6.3% | 加碼 |
| Stifel Financial Corp | 88,118 | $723.1 萬 | 0.01% | +985+1.1% | 加碼 |
| Susquehanna International Group, LLP | 86,269 | $707.8 萬 | 0.01% | −43,215−33.4% | 減碼 |
| GSI Capital Advisors LLC | 85,416 | $700.8 萬 | 3.07% | −50,369−37.1% | 減碼 |
| Handelsbanken Fonder AB | 85,153 | $698.7 萬 | 0.03% | −2,868−3.3% | 減碼 |
| Employees Retirement System of Texas | 84,500 | $693.3 萬 | 0.08% | 00.0% | 不變 |
| HRT Financial LP | 83,521 | $685.2 萬 | 0.04% | +83,521 | 新進 |
| Qube Research & Technologies Ltd | 83,466 | $684.8 萬 | 0.05% | +83,466 | 新進 |
| Nisa Investment Advisors, LLC | 87,936 | $682.4 萬 | 0.05% | −10,990−11.1% | 減碼 |
| Forsta Ap-Fonden | 83,100 | $681.8 萬 | 0.07% | −3,700−4.3% | 減碼 |
| Sheets Smith Wealth Management | 82,161 | $674.1 萬 | 0.84% | +3,118+3.9% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 82,052 | $673.2 萬 | 0.87% | −2,500−3.0% | 減碼 |
| Standard Life Aberdeen plc | 78,435 | $643.6 萬 | 0.01% | +4,664+6.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 77,072 | $632.4 萬 | 0.02% | −7,786−9.2% | 減碼 |
| Macquarie Group Ltd | 77,415 | $618.1 萬 | 0.01% | −49,984−39.2% | 減碼 |
| Blair William & Co | 75,036 | $615.7 萬 | 0.02% | +13,097+21.1% | 加碼 |
| AMP Capital Investors Ltd | 74,761 | $613.4 萬 | 0.17% | −83,084−52.6% | 減碼 |
| Forward Management, LLC | 72,600 | $595.7 萬 | 0.57% | −30,200−29.4% | 減碼 |
| Rock Point Advisors, LLC | 71,747 | $588.7 萬 | 1.66% | −350.0% | 減碼 |
| Treasurer of the State of North Carolina | 69,513 | $570.4 萬 | 0.03% | +930+1.4% | 加碼 |
| Surevest, LLC | 69,358 | $569.1 萬 | 1.35% | −158−0.2% | 減碼 |
| Daiwa Securities Group Inc. | 69,355 | $569.1 萬 | 0.03% | +5,370+8.4% | 加碼 |
| Karpas Strategies, LLC | 66,408 | $544.9 萬 | 1.75% | +8,583+14.8% | 加碼 |
| Inspirion Wealth Advisors, LLC | 66,068 | $542.1 萬 | 1.14% | −3,404−4.9% | 減碼 |
| FMR LLC | 65,388 | $536.5 萬 | 0.00% | −4,054−5.8% | 減碼 |
| Royal London Asset Management Ltd | 64,761 | $531.5 萬 | 0.02% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 64,237 | $526.6 萬 | 0.01% | +36,579+132.3% | 加碼 |
| Storebrand Asset Management AS | 62,361 | $511.7 萬 | 0.02% | +432+0.7% | 加碼 |
| Demars Financial Group, LLC | 61,614 | $505.5 萬 | 2.68% | +2,308+3.9% | 加碼 |
| Mutual Advisors, LLC | 60,551 | $496.8 萬 | 0.26% | +1,030+1.7% | 加碼 |
| Pensionfund DSM Netherlands | 59,800 | $490.7 萬 | 0.57% | 00.0% | 不變 |
| Toronto Dominion Bank | 58,594 | $480.7 萬 | 0.01% | +5,802+11.0% | 加碼 |
| Guggenheim Capital LLC | 58,537 | $480.3 萬 | 0.03% | −4,176−6.7% | 減碼 |
| Squarepoint Ops LLC | 58,448 | $479.6 萬 | 0.02% | +42,255+260.9% | 加碼 |
| Korea Investment CORP | 57,100 | $468.5 萬 | 0.01% | +4,200+7.9% | 加碼 |
| Bessemer Group Inc | 56,587 | $464.3 萬 | 0.01% | 00.0% | 不變 |
| Aviva PLC | 55,109 | $452.2 萬 | 0.02% | −437−0.8% | 減碼 |
| Wellington Shields Capital Management, LLC | 54,541 | $447.5 萬 | 0.57% | −192−0.4% | 減碼 |
| Cetera Investment Advisers | 54,297 | $445.5 萬 | 0.06% | −934−1.7% | 減碼 |
| AdvisorNet Financial, Inc | 53,908 | $442.3 萬 | 0.27% | +8,562+18.9% | 加碼 |
| SOA Wealth Advisors, LLC. | 52,487 | $430.3 萬 | 1.04% | −42−0.1% | 減碼 |
| Mariner, LLC | 51,688 | $424.1 萬 | 0.02% | +2,470+5.0% | 加碼 |
| MML Investors Services, LLC | 51,477 | $422.4 萬 | 0.03% | +2,313+4.7% | 加碼 |
| SEI Investments Co | 51,560 | $421.7 萬 | 0.01% | +289+0.6% | 加碼 |
| Allstate Corp | 51,391 | $421.7 萬 | 0.08% | +28,237+122.0% | 加碼 |
| NewSquare Capital LLC | 51,297 | $420.9 萬 | 0.45% | +5,831+12.8% | 加碼 |
| Pensionfund Sabic | 50,704 | $416.0 萬 | 0.78% | 00.0% | 不變 |
| Nkcfo LLC | 50,400 | $413.5 萬 | 1.33% | 00.0% | 不變 |
| Arizona State Retirement System | 50,355 | $413.2 萬 | 0.03% | +411+0.8% | 加碼 |
| Capitolis Advisors LLC | 50,214 | $412.0 萬 | 0.02% | +50,214 | 新進 |
| Hallmark Capital Management Inc | 50,001 | $410.3 萬 | 0.33% | +180+0.4% | 加碼 |
| Ensign Peak Advisors, Inc | 49,430 | $405.7 萬 | 0.01% | +10,130+25.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 48,532 | $398.2 萬 | 0.10% | +108+0.2% | 加碼 |
| Meritage Portfolio Management | 48,416 | $397.3 萬 | 0.23% | −3,597−6.9% | 減碼 |
| Russell Investments Group, Ltd. | 47,678 | $390.9 萬 | 0.01% | +3,114+7.0% | 加碼 |
| Private Advisor Group, LLC | 47,582 | $390.4 萬 | 0.03% | −4,433−8.5% | 減碼 |
| Hantz Financial Services, Inc. | 47,279 | $387.9 萬 | 0.11% | +2,771+6.2% | 加碼 |
| Colonial Trust Advisors | 46,817 | $384.1 萬 | 0.43% | +6,540+16.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 45,251 | $371.2 萬 | 0.00% | +50+0.1% | 加碼 |
| Cetera Advisor Networks LLC | 45,048 | $369.6 萬 | 0.05% | +2,972+7.1% | 加碼 |
| Sonora Investment Management Group, LLC | 45,030 | $369.5 萬 | 0.43% | +45,030 | 新進 |
| Cozad Asset Management Inc | 43,459 | $356.6 萬 | 0.51% | +81+0.2% | 加碼 |
| Capital Square, LLC | 43,975 | $354.0 萬 | 2.45% | −2,608−5.6% | 減碼 |
| Bahl & Gaynor Inc | 41,978 | $344.4 萬 | 0.02% | −125−0.3% | 減碼 |
| Rench Wealth Management, Inc. | 41,694 | $342.1 萬 | 1.54% | +233+0.6% | 加碼 |
| First Republic Investment Management, Inc. | 41,230 | $338.3 萬 | 0.01% | +6,074+17.3% | 加碼 |
| RPg Family Wealth Advisory, LLC | 39,389 | $327.3 萬 | 1.29% | +681+1.8% | 加碼 |
| Evanson Asset Management, LLC | 39,436 | $323.6 萬 | 0.29% | +25+0.1% | 加碼 |
| USS Investment Management Ltd | 38,738 | $317.9 萬 | 0.03% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 38,527 | $316.1 萬 | 0.05% | −1,144−2.9% | 減碼 |
| Creative Planning | 38,319 | $314.4 萬 | 0.01% | −452−1.2% | 減碼 |
| Carnegie Capital Asset Management, LLC | 37,945 | $311.3 萬 | 0.10% | +24,120+174.5% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 37,734 | $309.6 萬 | 0.03% | +1,796+5.0% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 37,729 | $309.6 萬 | 1.55% | +37,729 | 新進 |
| Nissay Asset Management Corp | 37,104 | $304.4 萬 | 0.02% | +2,043+5.8% | 加碼 |
| Excalibur Management Corp | 35,932 | $294.8 萬 | 1.19% | +358+1.0% | 加碼 |
| Teacher Retirement System of Texas | 35,855 | $294.2 萬 | 0.01% | +7,254+25.4% | 加碼 |
| Weaver Consulting Group | 35,766 | $293.5 萬 | 1.41% | +646+1.8% | 加碼 |
| Janus Henderson Group PLC | 34,905 | $286.4 萬 | 0.00% | −6,406−15.5% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 34,817 | $285.5 萬 | 0.01% | −783−2.2% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 34,610 | $284.0 萬 | 2.15% | −150−0.4% | 減碼 |
| National Asset Management, Inc. | 34,193 | $280.6 萬 | 0.08% | +946+2.8% | 加碼 |
| SeaBridge Investment Advisors LLC | 33,894 | $278.1 萬 | 0.89% | −3,022−8.2% | 減碼 |
| Victory Capital Management Inc | 33,709 | $276.6 萬 | 0.00% | −878−2.5% | 減碼 |
| Bensler, LLC | 33,685 | $276.4 萬 | 0.77% | +33,685 | 新進 |
| XML Financial, LLC | 33,320 | $273.4 萬 | 0.33% | +1,788+5.7% | 加碼 |