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。
2022 年第 1 季 13F 持有人
W. P. Carey Inc. 在 2022/3/31 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
- 785
- 較 2021 年第 4 季 +26 家
- 持有股數
- 1.16 億
- 較 2021 年第 4 季 +265.3 萬 (+2.3%)
- 總市值
- $93.7 億
- 較 2021 年第 4 季 +$7,807 萬 (+0.8%)
- 新進機構
- 83
- 另有 331 家加碼
- 清倉機構
- 57
- 另有 206 家減碼
另有 9 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 106,503 | $861.0 萬 | 0.09% | +1,692+1.6% | 加碼 |
| Nicholas Company, Inc. | 105,055 | $849.3 萬 | 0.15% | 00.0% | 不變 |
| Morgan Dempsey Capital Management LLC | 104,353 | $843.6 萬 | 2.51% | −1,775−1.7% | 減碼 |
| Hoylecohen, LLC | 103,577 | $837.3 萬 | 0.72% | +11,896+13.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 101,031 | $818.1 萬 | 0.16% | +7,354+7.9% | 加碼 |
| Stony Point Wealth Management Inc. | 101,010 | $816.6 萬 | 4.31% | +5,359+5.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 100,929 | $815.9 萬 | 0.04% | −43,895−30.3% | 減碼 |
| Allworth Financial LP | 100,905 | $815.7 萬 | 0.10% | +3,764+3.9% | 加碼 |
| Handelsbanken Fonder AB | 99,896 | $807.6 萬 | 0.05% | +14,743+17.3% | 加碼 |
| State of Alaska, Department of Revenue | 98,550 | $796.6 萬 | 0.08% | +4,055+4.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 97,221 | $786.0 萬 | 0.02% | −6,512−6.3% | 減碼 |
| Bank of Montreal | 94,950 | $781.4 萬 | 0.00% | +72,407+321.2% | 加碼 |
| Franklin Resources Inc | 95,989 | $775.9 萬 | 0.00% | −42,284−30.6% | 減碼 |
| CIBC World Markets Corp | 95,947 | $775.6 萬 | 0.06% | +95,947 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 92,705 | $749.4 萬 | 0.12% | 00.0% | 不變 |
| EWG Elevate Inc. | 91,356 | $738.5 萬 | 2.90% | +214+0.2% | 加碼 |
| Stifel Financial Corp | 91,096 | $736.4 萬 | 0.01% | +2,978+3.4% | 加碼 |
| Price T Rowe Associates Inc | 90,911 | $734.9 萬 | 0.00% | −237,681−72.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 88,475 | $729.7 萬 | 0.02% | +24,238+37.7% | 加碼 |
| Victory Capital Management Inc | 89,752 | $724.9 萬 | 0.01% | +56,043+166.3% | 加碼 |
| Gillson Capital LP | 84,927 | $686.5 萬 | 0.55% | −87,403−50.7% | 減碼 |
| Nisa Investment Advisors, LLC | 84,841 | $685.9 萬 | 0.05% | −3,095−3.5% | 減碼 |
| Te Ahumairangi Investment Management Ltd | 84,399 | $682.3 萬 | 0.93% | +2,347+2.9% | 加碼 |
| Evergreen Capital Management LLC | 83,098 | $671.8 萬 | 0.27% | +83,098 | 新進 |
| Caisse de Depot Et Placement du Quebec | 83,000 | $671.0 萬 | 0.02% | +83,000 | 新進 |
| Sheets Smith Wealth Management | 81,461 | $658.5 萬 | 0.91% | −700−0.9% | 減碼 |
| Axel Capital Management, LLC | 80,000 | $646.7 萬 | 8.20% | +80,000 | 新進 |
| State of New Jersey Common Pension Fund D | 79,681 | $644.1 萬 | 0.02% | +2,609+3.4% | 加碼 |
| Blair William & Co | 77,446 | $626.1 萬 | 0.02% | +2,410+3.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 76,414 | $617.7 萬 | 0.08% | +27,882+57.5% | 加碼 |
| Foundry Partners, LLC | 75,880 | $613.4 萬 | 0.31% | +75,880 | 新進 |
| Forsta Ap-Fonden | 75,700 | $612.0 萬 | 0.07% | −7,400−8.9% | 減碼 |
| Royal London Asset Management Ltd | 74,571 | $602.9 萬 | 0.02% | +9,810+15.1% | 加碼 |
| Van Eck Associates Corp | 73,927 | $597.6 萬 | 0.01% | −19,226−20.6% | 減碼 |
| Demars Financial Group, LLC | 73,086 | $590.8 萬 | 2.97% | +11,472+18.6% | 加碼 |
| Forward Management, LLC | 72,660 | $587.4 萬 | 0.61% | +60+0.1% | 加碼 |
| Rock Point Advisors, LLC | 71,670 | $579.4 萬 | 1.73% | −77−0.1% | 減碼 |
| Treasurer of the State of North Carolina | 70,451 | $569.5 萬 | 0.03% | +938+1.3% | 加碼 |
| Daiwa Securities Group Inc. | 68,408 | $553.0 萬 | 0.03% | −947−1.4% | 減碼 |
| Oak Harvest Investment Services | 68,191 | $551.3 萬 | 1.36% | +52,162+325.4% | 加碼 |
| FMR LLC | 67,495 | $545.6 萬 | 0.00% | +2,107+3.2% | 加碼 |
| Karpas Strategies, LLC | 66,738 | $539.5 萬 | 1.70% | +330+0.5% | 加碼 |
| Inspirion Wealth Advisors, LLC | 64,266 | $519.5 萬 | 1.06% | −1,802−2.7% | 減碼 |
| First Republic Investment Management, Inc. | 63,434 | $512.8 萬 | 0.01% | +22,204+53.9% | 加碼 |
| Mutual Advisors, LLC | 63,155 | $510.5 萬 | 0.29% | +2,604+4.3% | 加碼 |
| Standard Life Aberdeen plc | 61,712 | $506.7 萬 | 0.01% | −16,723−21.3% | 減碼 |
| SEI Investments Co | 62,034 | $502.6 萬 | 0.01% | +10,474+20.3% | 加碼 |
| Guggenheim Capital LLC | 62,095 | $502.0 萬 | 0.03% | +3,558+6.1% | 加碼 |
| Ensign Peak Advisors, Inc | 61,745 | $499.1 萬 | 0.01% | +12,315+24.9% | 加碼 |
| Surevest, LLC | 60,727 | $490.9 萬 | 1.18% | −8,631−12.4% | 減碼 |
| Toronto Dominion Bank | 60,022 | $485.2 萬 | 0.01% | +1,428+2.4% | 加碼 |
| Storebrand Asset Management AS | 59,416 | $480.3 萬 | 0.02% | −2,945−4.7% | 減碼 |
| MML Investors Services, LLC | 59,322 | $479.6 萬 | 0.03% | +7,845+15.2% | 加碼 |
| Mariner, LLC | 58,388 | $472.0 萬 | 0.02% | +6,700+13.0% | 加碼 |
| NewSquare Capital LLC | 57,908 | $468.1 萬 | 0.50% | +6,611+12.9% | 加碼 |
| USS Investment Management Ltd | 56,753 | $458.9 萬 | 0.04% | +18,015+46.5% | 加碼 |
| Bessemer Group Inc | 56,592 | $457.4 萬 | 0.01% | +50.0% | 加碼 |
| Employees Retirement System of Texas | 56,500 | $456.7 萬 | 0.05% | −28,000−33.1% | 減碼 |
| Cetera Investment Advisers | 56,439 | $456.3 萬 | 0.07% | +2,142+3.9% | 加碼 |
| Sonora Investment Management Group, LLC | 56,343 | $455.5 萬 | 0.52% | +11,313+25.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 54,435 | $440.1 萬 | 0.01% | −35,317−39.3% | 減碼 |
| Private Advisor Group, LLC | 52,517 | $424.5 萬 | 0.03% | +4,935+10.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 52,336 | $423.3 萬 | 0.01% | +20,425+64.0% | 加碼 |
| GSI Capital Advisors LLC | 52,350 | $423.2 萬 | 1.59% | −33,066−38.7% | 減碼 |
| SOA Wealth Advisors, LLC. | 52,249 | $422.3 萬 | 1.03% | −238−0.5% | 減碼 |
| Aviva PLC | 52,065 | $420.9 萬 | 0.02% | −3,044−5.5% | 減碼 |
| AdvisorNet Financial, Inc | 52,012 | $420.5 萬 | 0.27% | −1,896−3.5% | 減碼 |
| Arizona State Retirement System | 51,854 | $419.2 萬 | 0.03% | +1,499+3.0% | 加碼 |
| Hallmark Capital Management Inc | 50,894 | $411.4 萬 | 0.34% | +893+1.8% | 加碼 |
| Hantz Financial Services, Inc. | 50,655 | $409.5 萬 | 0.12% | +3,376+7.1% | 加碼 |
| Colonial Trust Advisors | 50,473 | $408.0 萬 | 0.48% | +3,656+7.8% | 加碼 |
| Nkcfo LLC | 50,400 | $407.4 萬 | 1.27% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 49,331 | $398.8 萬 | 0.05% | +4,283+9.5% | 加碼 |
| Meritage Portfolio Management | 49,253 | $398.2 萬 | 0.25% | +837+1.7% | 加碼 |
| Wellington Shields Capital Management, LLC | 46,287 | $379.2 萬 | 0.42% | −8,254−15.1% | 減碼 |
| Pensionfund DSM Netherlands | 46,800 | $378.3 萬 | 1.80% | −13,000−21.7% | 減碼 |
| Cozad Asset Management Inc | 46,113 | $372.8 萬 | 0.52% | +2,654+6.1% | 加碼 |
| Janus Henderson Group PLC | 45,432 | $367.3 萬 | 0.00% | +10,527+30.2% | 加碼 |
| Pensionfund Sabic | 43,204 | $349.3 萬 | 0.87% | −7,500−14.8% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 42,731 | $345.4 萬 | 1.66% | +5,002+13.3% | 加碼 |
| Rench Wealth Management, Inc. | 42,332 | $342.2 萬 | 1.56% | +638+1.5% | 加碼 |
| Carnegie Capital Asset Management, LLC | 42,053 | $340.0 萬 | 0.12% | +4,108+10.8% | 加碼 |
| RPg Family Wealth Advisory, LLC | 41,112 | $336.7 萬 | 1.44% | +1,723+4.4% | 加碼 |
| Capital Square, LLC | 41,602 | $336.3 萬 | 2.40% | −2,373−5.4% | 減碼 |
| Bahl & Gaynor Inc | 41,428 | $334.9 萬 | 0.02% | −550−1.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 40,821 | $329.9 萬 | 0.00% | −4,430−9.8% | 減碼 |
| Creative Planning | 39,646 | $320.5 萬 | 0.00% | +1,327+3.5% | 加碼 |
| Evanson Asset Management, LLC | 39,460 | $319.0 萬 | 0.31% | +24+0.1% | 加碼 |
| Avantax Advisory Services, Inc. | 39,374 | $317.5 萬 | 0.04% | +847+2.2% | 加碼 |
| Teacher Retirement System of Texas | 38,479 | $311.1 萬 | 0.02% | +2,624+7.3% | 加碼 |
| Atria Wealth Solutions, Inc. | 37,514 | $306.4 萬 | 0.05% | +37,514 | 新進 |
| Nissay Asset Management Corp | 37,816 | $305.7 萬 | 0.03% | +712+1.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 37,778 | $305.4 萬 | 0.17% | +32,557+623.6% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 36,534 | $295.3 萬 | 0.03% | −1,200−3.2% | 減碼 |
| Seeyond | 36,000 | $291.0 萬 | 0.29% | +14,870+70.4% | 加碼 |
| XML Financial, LLC | 35,969 | $290.8 萬 | 0.35% | +2,649+8.0% | 加碼 |
| Excalibur Management Corp | 35,846 | $289.8 萬 | 1.26% | −86−0.2% | 減碼 |
| Weaver Consulting Group | 35,665 | $288.3 萬 | 1.40% | −101−0.3% | 減碼 |
| AMP Capital Investors Ltd | 35,040 | $283.2 萬 | 0.12% | −39,721−53.1% | 減碼 |
| HRT Financial LP | 34,754 | $280.9 萬 | 0.02% | −48,767−58.4% | 減碼 |