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 |
|---|---|---|---|---|---|
| Creegan & Nassoura Financial Group, LLC | 34,535 | $279.2 萬 | 2.09% | −75−0.2% | 減碼 |
| National Asset Management, Inc. | 33,958 | $274.6 萬 | 0.09% | −235−0.7% | 減碼 |
| Baird Financial Group, Inc. | 33,867 | $273.7 萬 | 0.01% | +1,369+4.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 33,770 | $273.0 萬 | 0.02% | −1,047−3.0% | 減碼 |
| Utah Retirement Systems | 33,676 | $272.3 萬 | 0.04% | +400+1.2% | 加碼 |
| Employees Provident Fund Board | 33,600 | $271.6 萬 | 0.05% | +8,100+31.8% | 加碼 |
| Bensler, LLC | 33,516 | $270.9 萬 | 0.57% | −169−0.5% | 減碼 |
| Geneos Wealth Management Inc. | 33,493 | $270.3 萬 | 0.12% | −272,805−89.1% | 減碼 |
| M Holdings Securities, Inc. | 33,150 | $268.0 萬 | 0.20% | +33,150 | 新進 |
| SeaBridge Investment Advisors LLC | 33,078 | $267.4 萬 | 0.80% | −816−2.4% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,594 | $263.5 萬 | 0.06% | +2,475+8.2% | 加碼 |
| AQR Capital Management LLC | 32,201 | $260.3 萬 | 0.00% | +8,596+36.4% | 加碼 |
| Mercer Global Advisors Inc | 32,158 | $260.0 萬 | 0.02% | +3,115+10.7% | 加碼 |
| US Bancorp | 31,344 | $253.4 萬 | 0.00% | +2,601+9.0% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 30,855 | $249.4 萬 | 0.01% | +3,700+13.6% | 加碼 |
| Capitolis Advisors LLC | 30,832 | $249.2 萬 | 0.13% | −19,382−38.6% | 減碼 |
| Squarepoint Ops LLC | 30,548 | $247.0 萬 | 0.02% | −27,900−47.7% | 減碼 |
| Gradient Capital Advisors, LLC | 30,479 | $246.4 萬 | 1.04% | +344+1.1% | 加碼 |
| Lakeview Capital Partners, LLC | 30,417 | $245.9 萬 | 1.26% | +2,231+7.9% | 加碼 |
| TFG Advisers LLC | 30,180 | $244.0 萬 | 1.12% | +953+3.3% | 加碼 |
| AE Wealth Management LLC | 30,141 | $243.7 萬 | 0.02% | +2,900+10.6% | 加碼 |
| ProShare Advisors LLC | 29,792 | $240.8 萬 | 0.01% | −1,043−3.4% | 減碼 |
| DnB Asset Management AS | 29,561 | $239.0 萬 | 0.01% | +2,411+8.9% | 加碼 |
| IFM Investors Pty Ltd | 29,175 | $235.9 萬 | 0.04% | +4,054+16.1% | 加碼 |
| Thrivent Financial for Lutherans | 29,114 | $235.4 萬 | 0.00% | +4,000+15.9% | 加碼 |
| British Columbia Investment Management Corp | 28,757 | $232.5 萬 | 0.01% | −3,676−11.3% | 減碼 |
| Herold Advisors, Inc. | 28,502 | $230.4 萬 | 0.82% | +83+0.3% | 加碼 |
| Investmark Advisory Group LLC | 26,763 | $216.3 萬 | 2.23% | +1,795+7.2% | 加碼 |
| Holocene Advisors, LP | 26,420 | $213.6 萬 | 0.01% | 00.0% | 不變 |
| Group One Trading, L.P. | 26,405 | $213.5 萬 | 0.05% | +17,884+209.9% | 加碼 |
| Gulf International Bank (UK) Ltd | 26,003 | $210.2 萬 | 0.03% | 00.0% | 不變 |
| Wealthstar Advisors, LLC | 25,845 | $208.9 萬 | 0.77% | +55+0.2% | 加碼 |
| Moors & Cabot, Inc. | 25,840 | $208.9 萬 | 0.13% | +1,603+6.6% | 加碼 |
| Russell Investments Group, Ltd. | 25,746 | $208.3 萬 | 0.00% | −21,932−46.0% | 減碼 |
| Jane Street Group, LLC | 25,713 | $207.9 萬 | 0.00% | +17,150+200.3% | 加碼 |
| CWM Advisors, LLC | 25,346 | $204.9 萬 | 0.24% | −2,226−8.1% | 減碼 |
| Associated Banc-Corp | 24,800 | $200.5 萬 | 0.08% | 00.0% | 不變 |
| Panagora Asset Management Inc | 24,399 | $197.2 萬 | 0.01% | +7,849+47.4% | 加碼 |
| Spirit of America Management Corp | 24,290 | $196.3 萬 | 0.38% | 00.0% | 不變 |
| South Dakota Investment Council | 24,234 | $195.9 萬 | 0.04% | +24,234 | 新進 |
| Truvestments Capital LLC | 24,078 | $194.7 萬 | 1.07% | +1,712+7.7% | 加碼 |
| Horan Capital Advisors, LLC. | 23,969 | $193.8 萬 | 0.78% | +338+1.4% | 加碼 |
| Wellington Shields & Co., LLC | 23,852 | $192.8 萬 | 0.63% | +4,550+23.6% | 加碼 |
| Gsa Capital Partners LLP | 23,725 | $191.8 萬 | 0.26% | +23,725 | 新進 |
| Strategic Wealth Advisors Group, LLC | 23,278 | $188.4 萬 | 0.07% | +527+2.3% | 加碼 |
| Brooks, Moore & Associates, Inc. | 22,895 | $185.1 萬 | 1.14% | +1,550+7.3% | 加碼 |
| Principal Financial Group Inc | 22,885 | $185.0 萬 | 0.00% | +6,028+35.8% | 加碼 |
| Wellington Management Group LLP | 22,664 | $183.2 萬 | 0.00% | −353−1.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 22,439 | $181.3 萬 | 0.00% | +2,805+14.3% | 加碼 |
| Wealthcare Advisory Partners LLC | 22,295 | $180.2 萬 | 0.11% | +881+4.1% | 加碼 |
| Arete Wealth Advisors, LLC | 22,083 | $178.5 萬 | 0.15% | +659+3.1% | 加碼 |
| Atria Investments LLC | 21,915 | $177.2 萬 | 0.03% | +2,130+10.8% | 加碼 |
| M&T Bank Corp | 21,642 | $175.0 萬 | 0.01% | +1,976+10.0% | 加碼 |
| Graham Capital Wealth Management, LLC | 21,615 | $174.7 萬 | 1.55% | −1,429−6.2% | 減碼 |
| Schroder Investment Management Group | 21,116 | $173.7 萬 | 0.00% | −396−1.8% | 減碼 |
| Morse Asset Management, Inc | 21,415 | $173.1 萬 | 0.43% | +15,215+245.4% | 加碼 |
| Griffin Asset Management, Inc. | 21,157 | $171.0 萬 | 0.22% | +4,361+26.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 21,116 | $170.7 萬 | 0.01% | 00.0% | 不變 |
| DuPont Capital Management Corp | 20,831 | $168.4 萬 | 0.07% | +12,181+140.8% | 加碼 |
| Centaurus Financial, Inc. | 20,737 | $167.6 萬 | 0.13% | +245+1.2% | 加碼 |
| United Capital Financial Advisers, LLC | 20,722 | $167.5 萬 | 0.01% | −6,473−23.8% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 21,139 | $166.0 萬 | 0.07% | +2,375+12.7% | 加碼 |
| Natixis Investment Managers International | 20,027 | $161.8 萬 | 0.03% | +20,027 | 新進 |
| Belpointe Asset Management LLC | 19,736 | $159.5 萬 | 0.10% | +127+0.6% | 加碼 |
| Gamco Investors, Inc. Et Al | 19,600 | $158.4 萬 | 0.01% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 19,523 | $157.8 萬 | 0.02% | +848+4.5% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 19,242 | $157.3 萬 | 0.74% | −1,057−5.2% | 減碼 |
| FLC Capital Advisors | 19,438 | $157.1 萬 | 0.44% | +3,584+22.6% | 加碼 |
| Independent Advisor Alliance | 19,375 | $156.6 萬 | 0.08% | −213−1.1% | 減碼 |
| Wealthfront Advisers LLC | 19,295 | $156.0 萬 | 0.01% | −297−1.5% | 減碼 |
| Bennicas & Associates, Inc. | 19,200 | $155.2 萬 | 0.78% | 00.0% | 不變 |
| SG Americas Securities, LLC | 19,067 | $154.1 萬 | 0.01% | −8,909−31.8% | 減碼 |
| V Wealth Advisors LLC | 18,928 | $153.0 萬 | 0.24% | −414−2.1% | 減碼 |
| Lockheed Martin Investment Management Co | 18,805 | $152.0 萬 | 0.08% | −2,200−10.5% | 減碼 |
| RB Capital Management, LLC | 18,782 | $151.8 萬 | 0.49% | +1,289+7.4% | 加碼 |
| Shell Asset Management Co | 18,595 | $150.3 萬 | 0.04% | −442−2.3% | 減碼 |
| Prairiewood Capital, LLC | 18,556 | $150.0 萬 | 1.05% | +12,101+187.5% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 18,500 | $149.6 萬 | 0.03% | +18,500 | 新進 |
| Amalgamated Bank | 18,275 | $147.7 萬 | 0.01% | −1,013−5.3% | 減碼 |
| Colony Group LLC | 18,272 | $147.7 萬 | 0.02% | +157+0.9% | 加碼 |
| Amalgamated Financial Corp. | 18,275 | $147.7 萬 | 0.01% | +18,275 | 新進 |
| Redpoint Investment Management Pty Ltd | 18,125 | $146.5 萬 | 0.15% | +300+1.7% | 加碼 |
| Total Clarity Wealth Management, Inc. | 17,483 | $141.3 萬 | 0.78% | +293+1.7% | 加碼 |
| Integrated Wealth Concepts LLC | 17,464 | $141.2 萬 | 0.04% | +436+2.6% | 加碼 |
| Alpha Omega Wealth Management LLC | 17,373 | $140.4 萬 | 0.22% | −280−1.6% | 減碼 |
| Tectonic Advisors LLC | 17,345 | $140.2 萬 | 0.24% | +3,292+23.4% | 加碼 |
| Mackenzie Financial Corp | 17,321 | $140.0 萬 | 0.00% | +1,301+8.1% | 加碼 |
| JustInvest LLC | 16,942 | $137.0 萬 | 0.07% | −4,000−19.1% | 減碼 |
| Mission Creek Capital Partners, Inc. | 16,779 | $135.6 萬 | 0.36% | +287+1.7% | 加碼 |
| Richard P Slaughter Associates Inc | 16,235 | $131.2 萬 | 0.49% | +764+4.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 15,905 | $128.6 萬 | 0.29% | −3,862−19.5% | 減碼 |
| SRS Capital Advisors, Inc. | 15,887 | $128.4 萬 | 0.17% | +4,761+42.8% | 加碼 |
| Jag Capital Management, LLC | 18,061 | $127.8 萬 | 0.13% | −6,896−27.6% | 減碼 |
| JB Capital LLC | 15,770 | $127.5 萬 | 0.12% | −3,508−18.2% | 減碼 |
| Texas Yale Capital Corp. | 15,442 | $124.8 萬 | 0.07% | −1,068−6.5% | 減碼 |
| Equitable Holdings, Inc. | 15,430 | $124.7 萬 | 0.02% | +1,135+7.9% | 加碼 |
| Founders Financial Alliance, LLC | 15,053 | $121.7 萬 | 0.54% | −526−3.4% | 減碼 |
| Bank of Nova Scotia | 14,905 | $120.5 萬 | 0.00% | +14,905 | 新進 |
| Westpac Banking Corp | 14,790 | $119.6 萬 | 0.01% | 00.0% | 不變 |
| Flagship Private Wealth, LLC | 14,771 | $119.4 萬 | 0.98% | −3,486−19.1% | 減碼 |