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 2 季 13F 持有人
W. P. Carey Inc. 在 2022/6/30 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
- 813
- 較 2022 年第 1 季 +43 家
- 持有股數
- 1.26 億
- 較 2022 年第 1 季 +1,146 萬 (+10.0%)
- 總市值
- $104.4 億
- 較 2022 年第 1 季 +$11.9 億 (+12.8%)
- 新進機構
- 98
- 另有 360 家加碼
- 清倉機構
- 55
- 另有 197 家減碼
另有 15 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 107,826 | $894.9 萬 | 0.20% | +6,795+6.7% | 加碼 |
| Gateway Investment Advisers LLC | 107,566 | $891.3 萬 | 0.10% | +1,063+1.0% | 加碼 |
| Eaton Vance Management | 107,495 | $890.7 萬 | 0.01% | −4,576−4.1% | 減碼 |
| Morgan Dempsey Capital Management LLC | 107,342 | $889.4 萬 | 2.71% | +2,989+2.9% | 加碼 |
| Nicholas Company, Inc. | 105,055 | $870.5 萬 | 0.19% | 00.0% | 不變 |
| Hoylecohen, LLC | 104,136 | $862.9 萬 | 0.90% | +559+0.5% | 加碼 |
| Exchange Traded Concepts, LLC | 104,013 | $861.9 萬 | 0.25% | −31,238−23.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 103,875 | $858.4 萬 | 0.02% | +15,400+17.4% | 加碼 |
| Macquarie Group Ltd | 99,056 | $850.5 萬 | 0.01% | −21,122−17.6% | 減碼 |
| Stony Point Wealth Management Inc. | 101,564 | $841.6 萬 | 5.50% | +554+0.5% | 加碼 |
| Guggenheim Capital LLC | 100,457 | $832.3 萬 | 0.07% | +38,362+61.8% | 加碼 |
| Allworth Financial LP | 100,212 | $830.4 萬 | 0.11% | −693−0.7% | 減碼 |
| Andra AP-fonden | 97,500 | $807.9 萬 | 0.23% | +97,500 | 新進 |
| Price T Rowe Associates Inc | 96,298 | $797.9 萬 | 0.00% | +5,387+5.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 96,265 | $797.7 萬 | 0.05% | −4,664−4.6% | 減碼 |
| FMR LLC | 95,380 | $790.4 萬 | 0.00% | +27,885+41.3% | 加碼 |
| Illinois Municipal Retirement Fund | 94,668 | $784.4 萬 | 0.18% | +90,810+2,353.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 92,042 | $762.7 萬 | 0.03% | +12,361+15.5% | 加碼 |
| HRT Financial LP | 91,749 | $760.2 萬 | 0.08% | +56,995+164.0% | 加碼 |
| Victory Capital Management Inc | 90,340 | $748.6 萬 | 0.01% | +588+0.7% | 加碼 |
| First Republic Investment Management, Inc. | 88,240 | $731.2 萬 | 0.02% | +24,806+39.1% | 加碼 |
| EWG Elevate Inc. | 86,360 | $715.6 萬 | 3.48% | −4,996−5.5% | 減碼 |
| Sheets Smith Wealth Management | 83,461 | $691.6 萬 | 1.14% | +2,000+2.5% | 加碼 |
| Royal London Asset Management Ltd | 82,951 | $687.7 萬 | 0.03% | +8,380+11.2% | 加碼 |
| CIBC World Markets Corp | 82,611 | $684.5 萬 | 0.06% | −13,336−13.9% | 減碼 |
| Treasurer of the State of North Carolina | 82,563 | $684.1 萬 | 0.04% | +12,112+17.2% | 加碼 |
| Ensign Peak Advisors, Inc | 81,815 | $677.9 萬 | 0.02% | +20,070+32.5% | 加碼 |
| Korea Investment CORP | 81,732 | $677.2 萬 | 0.02% | −141,668−63.4% | 減碼 |
| Blair William & Co | 77,951 | $645.9 萬 | 0.03% | +505+0.7% | 加碼 |
| Advocate Group LLC | 77,485 | $642.0 萬 | 1.49% | +77,485 | 新進 |
| Oak Harvest Investment Services | 76,975 | $637.8 萬 | 1.72% | +8,784+12.9% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 72,668 | $602.1 萬 | 0.91% | −11,731−13.9% | 減碼 |
| Demars Financial Group, LLC | 72,175 | $598.0 萬 | 3.41% | −911−1.2% | 減碼 |
| Janus Henderson Group PLC | 70,780 | $586.6 萬 | 0.00% | +25,348+55.8% | 加碼 |
| Nisa Investment Advisors, LLC | 70,232 | $581.9 萬 | 0.05% | −14,609−17.2% | 減碼 |
| Van Eck Associates Corp | 70,039 | $580.3 萬 | 0.02% | −3,888−5.3% | 減碼 |
| MML Investors Services, LLC | 69,695 | $577.5 萬 | 0.04% | +10,373+17.5% | 加碼 |
| Sonora Investment Management Group, LLC | 67,137 | $556.3 萬 | 0.53% | +10,794+19.2% | 加碼 |
| Karpas Strategies, LLC | 67,054 | $555.6 萬 | 1.94% | +316+0.5% | 加碼 |
| Daiwa Securities Group Inc. | 65,367 | $541.6 萬 | 0.04% | −3,041−4.4% | 減碼 |
| NewSquare Capital LLC | 65,025 | $538.8 萬 | 0.69% | +7,117+12.3% | 加碼 |
| Surevest, LLC | 64,285 | $532.7 萬 | 1.40% | +3,558+5.9% | 加碼 |
| Inspirion Wealth Advisors, LLC | 63,426 | $525.5 萬 | 1.15% | −840−1.3% | 減碼 |
| Mutual Advisors, LLC | 62,720 | $519.7 萬 | 0.34% | −435−0.7% | 減碼 |
| Toronto Dominion Bank | 62,744 | $519.7 萬 | 0.01% | +2,722+4.5% | 加碼 |
| Standard Life Aberdeen plc | 60,185 | $505.3 萬 | 0.02% | −1,527−2.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 60,300 | $499.6 萬 | 0.05% | −92,325−60.5% | 減碼 |
| Mariner, LLC | 59,755 | $495.1 萬 | 0.02% | +1,367+2.3% | 加碼 |
| Storebrand Asset Management AS | 59,416 | $492.3 萬 | 0.03% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 57,774 | $478.7 萬 | 0.28% | +19,996+52.9% | 加碼 |
| Private Advisor Group, LLC | 57,519 | $476.6 萬 | 0.04% | +5,002+9.5% | 加碼 |
| Bessemer Group Inc | 56,612 | $469.1 萬 | 0.01% | +200.0% | 加碼 |
| Employees Retirement System of Texas | 56,500 | $468.2 萬 | 0.07% | 00.0% | 不變 |
| Forsta Ap-Fonden | 56,300 | $466.5 萬 | 0.06% | −19,400−25.6% | 減碼 |
| USS Investment Management Ltd | 54,876 | $455.0 萬 | 0.05% | −1,877−3.3% | 減碼 |
| Cetera Advisor Networks LLC | 53,479 | $443.1 萬 | 0.06% | +4,148+8.4% | 加碼 |
| AdvisorNet Financial, Inc | 53,407 | $442.5 萬 | 0.44% | +1,395+2.7% | 加碼 |
| Colonial Trust Advisors | 53,312 | $441.7 萬 | 0.62% | +2,839+5.6% | 加碼 |
| Arizona State Retirement System | 53,197 | $440.8 萬 | 0.04% | +1,343+2.6% | 加碼 |
| Hantz Financial Services, Inc. | 53,101 | $440.0 萬 | 0.15% | +2,446+4.8% | 加碼 |
| Hallmark Capital Management Inc | 52,969 | $438.9 萬 | 0.41% | +2,075+4.1% | 加碼 |
| GSI Capital Advisors LLC | 52,688 | $436.5 萬 | 1.92% | +338+0.6% | 加碼 |
| SOA Wealth Advisors, LLC. | 52,202 | $432.5 萬 | 1.27% | −47−0.1% | 減碼 |
| Nkcfo LLC | 50,400 | $417.6 萬 | 1.47% | 00.0% | 不變 |
| Meritage Portfolio Management | 49,757 | $412.3 萬 | 0.32% | +504+1.0% | 加碼 |
| Ascent Group, LLC | 45,489 | $406.2 萬 | 0.49% | +45,489 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 48,934 | $405.5 萬 | 0.05% | +12,400+33.9% | 加碼 |
| Cozad Asset Management Inc | 48,214 | $399.5 萬 | 0.62% | +2,101+4.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 47,632 | $394.3 萬 | 0.08% | −28,782−37.7% | 減碼 |
| Rock Point Advisors, LLC | 47,396 | $392.7 萬 | 1.34% | −24,274−33.9% | 減碼 |
| Creative Planning | 47,262 | $391.6 萬 | 0.01% | +7,616+19.2% | 加碼 |
| Cetera Investment Advisers | 46,533 | $385.6 萬 | 0.06% | −9,906−17.6% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 46,008 | $381.2 萬 | 2.11% | +3,277+7.7% | 加碼 |
| Wellington Shields Capital Management, LLC | 45,211 | $374.6 萬 | 0.47% | −1,076−2.3% | 減碼 |
| D L Carlson Investment Group Inc | 44,825 | $371.4 萬 | 0.78% | +44,825 | 新進 |
| TriaGen Wealth Management LLC | 43,974 | $364.4 萬 | 2.59% | +43,974 | 新進 |
| Atria Wealth Solutions, Inc. | 43,380 | $363.3 萬 | 0.07% | +5,866+15.6% | 加碼 |
| Rench Wealth Management, Inc. | 43,296 | $358.8 萬 | 1.84% | +964+2.3% | 加碼 |
| HighPoint Advisor Group LLC | 43,785 | $356.7 萬 | 0.39% | +43,785 | 新進 |
| Carnegie Capital Asset Management, LLC | 42,383 | $351.2 萬 | 0.16% | +330+0.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 42,185 | $349.7 萬 | 0.00% | +1,364+3.3% | 加碼 |
| Avantax Advisory Services, Inc. | 42,195 | $349.6 萬 | 0.05% | +2,821+7.2% | 加碼 |
| Chase Investment Counsel Corp | 42,005 | $348.0 萬 | 1.88% | +39,427+1,529.4% | 加碼 |
| Bramshill Investments, LLC | 41,766 | $346.1 萬 | 0.41% | +41,766 | 新進 |
| Bahl & Gaynor Inc | 41,228 | $341.6 萬 | 0.02% | −200−0.5% | 減碼 |
| RPg Family Wealth Advisory, LLC | 40,514 | $340.0 萬 | 2.03% | −598−1.5% | 減碼 |
| Capital Square, LLC | 41,018 | $339.8 萬 | 2.82% | −584−1.4% | 減碼 |
| Seeyond | 39,562 | $327.8 萬 | 0.37% | +3,562+9.9% | 加碼 |
| Nissay Asset Management Corp | 38,543 | $319.4 萬 | 0.03% | +727+1.9% | 加碼 |
| AE Wealth Management LLC | 37,527 | $310.9 萬 | 0.02% | +7,386+24.5% | 加碼 |
| Employees Provident Fund Board | 37,150 | $307.8 萬 | 0.07% | +3,550+10.6% | 加碼 |
| Pensionfund DSM Netherlands | 36,800 | $304.9 萬 | 1.93% | −10,000−21.4% | 減碼 |
| XML Financial, LLC | 36,506 | $302.5 萬 | 0.68% | +537+1.5% | 加碼 |
| Cipher Capital LP | 36,381 | $301.5 萬 | 0.68% | +36,381 | 新進 |
| Geneos Wealth Management Inc. | 36,210 | $301.4 萬 | 0.15% | +2,717+8.1% | 加碼 |
| Baird Financial Group, Inc. | 35,815 | $296.8 萬 | 0.01% | +1,948+5.8% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 35,300 | $292.5 萬 | 0.07% | +2,706+8.3% | 加碼 |
| Pensionfund Sabic | 35,204 | $291.7 萬 | 0.93% | −8,000−18.5% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 35,184 | $291.5 萬 | 0.02% | +1,414+4.2% | 加碼 |
| National Asset Management, Inc. | 34,542 | $286.2 萬 | 0.12% | +584+1.7% | 加碼 |