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 |
|---|---|---|---|---|---|
| Creegan & Nassoura Financial Group, LLC | 34,365 | $284.7 萬 | 2.39% | −170−0.5% | 減碼 |
| Weaver Consulting Group | 34,265 | $283.9 萬 | 1.59% | −1,400−3.9% | 減碼 |
| Bensler, LLC | 34,261 | $283.9 萬 | 0.68% | +745+2.2% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 34,105 | $282.6 萬 | 0.01% | −48,895−58.9% | 減碼 |
| Mercer Global Advisors Inc | 34,013 | $281.9 萬 | 0.02% | +1,855+5.8% | 加碼 |
| Utah Retirement Systems | 33,676 | $279.1 萬 | 0.04% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 33,586 | $278.3 萬 | 0.28% | +436+1.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 33,580 | $278.2 萬 | 0.02% | +2,725+8.8% | 加碼 |
| Aviva PLC | 33,325 | $276.1 萬 | 0.01% | −18,740−36.0% | 減碼 |
| AQR Capital Management LLC | 33,204 | $275.1 萬 | 0.01% | +1,003+3.1% | 加碼 |
| SeaBridge Investment Advisors LLC | 33,001 | $273.4 萬 | 0.88% | −77−0.2% | 減碼 |
| IFM Investors Pty Ltd | 32,607 | $270.2 萬 | 0.05% | +3,432+11.8% | 加碼 |
| Evanson Asset Management, LLC | 32,484 | $269.2 萬 | 0.31% | −6,976−17.7% | 減碼 |
| Triasima Portfolio Management inc. | 31,855 | $264.0 萬 | 0.19% | +31,855 | 新進 |
| Gradient Capital Advisors, LLC | 31,599 | $261.8 萬 | 1.26% | +1,120+3.7% | 加碼 |
| US Bancorp | 31,402 | $260.2 萬 | 0.01% | +58+0.2% | 加碼 |
| Schroder Investment Management Group | 31,352 | $259.8 萬 | 0.00% | +10,236+48.5% | 加碼 |
| Sofos Investments, Inc. | 1,494 | $258.0 萬 | 0.24% | +1,494 | 新進 |
| Capitolis Advisors LLC | 30,832 | $255.5 萬 | 0.13% | 00.0% | 不變 |
| DnB Asset Management AS | 30,812 | $255.3 萬 | 0.02% | +1,251+4.2% | 加碼 |
| Lakeview Capital Partners, LLC | 30,777 | $255.0 萬 | 1.47% | +360+1.2% | 加碼 |
| TFG Advisers LLC | 30,741 | $254.7 萬 | 1.36% | +561+1.9% | 加碼 |
| Jag Capital Management, LLC | 29,471 | $244.2 萬 | 0.30% | +11,410+63.2% | 加碼 |
| Teacher Retirement System of Texas | 29,269 | $242.5 萬 | 0.02% | −9,210−23.9% | 減碼 |
| Herold Advisors, Inc. | 28,514 | $236.2 萬 | 1.07% | +120.0% | 加碼 |
| Community Capital Management, Inc. | 28,200 | $233.7 萬 | 2.84% | +18,400+187.8% | 加碼 |
| Excalibur Management Corp | 28,094 | $232.8 萬 | 1.21% | −7,752−21.6% | 減碼 |
| RFG Advisory, LLC | 27,205 | $230.2 萬 | 0.13% | +24,586+938.8% | 加碼 |
| Investmark Advisory Group LLC | 27,329 | $226.4 萬 | 2.24% | +566+2.1% | 加碼 |
| Spirit of America Management Corp | 27,190 | $225.3 萬 | 0.51% | +2,900+11.9% | 加碼 |
| Thrivent Financial for Lutherans | 26,914 | $223.0 萬 | 0.01% | −2,200−7.6% | 減碼 |
| Morse Asset Management, Inc | 26,765 | $221.8 萬 | 0.71% | +5,350+25.0% | 加碼 |
| Gulf International Bank (UK) Ltd | 26,228 | $220.1 萬 | 0.04% | +225+0.9% | 加碼 |
| Simplex Trading, LLC | 26,467 | $219.3 萬 | 0.07% | +23,599+822.8% | 加碼 |
| Balyasny Asset Management LLC | 26,130 | $216.5 萬 | 0.01% | +26,130 | 新進 |
| Moors & Cabot, Inc. | 25,904 | $214.6 萬 | 0.15% | +64+0.2% | 加碼 |
| Wealthstar Advisors, LLC | 25,727 | $213.0 萬 | 0.90% | −118−0.5% | 減碼 |
| Truvestments Capital LLC | 25,443 | $210.8 萬 | 1.23% | +1,365+5.7% | 加碼 |
| M&T Bank Corp | 29,222 | $208.7 萬 | 0.01% | +7,580+35.0% | 加碼 |
| CWM Advisors, LLC | 24,925 | $206.5 萬 | 0.27% | −421−1.7% | 減碼 |
| Associated Banc-Corp | 24,800 | $205.4 萬 | 0.09% | 00.0% | 不變 |
| ProShare Advisors LLC | 24,711 | $204.8 萬 | 0.01% | −5,081−17.1% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 24,998 | $204.3 萬 | 0.09% | +1,720+7.4% | 加碼 |
| Stratos Wealth Advisors, LLC | 24,339 | $201.7 萬 | 0.18% | +24,339 | 新進 |
| South Dakota Investment Council | 24,234 | $200.8 萬 | 0.05% | 00.0% | 不變 |
| Principal Financial Group Inc | 24,210 | $200.6 萬 | 0.00% | +1,325+5.8% | 加碼 |
| Wealthfront Advisers LLC | 24,101 | $199.7 萬 | 0.01% | +4,806+24.9% | 加碼 |
| Horan Capital Advisors, LLC. | 23,902 | $198.1 萬 | 0.92% | −67−0.3% | 減碼 |
| Natixis Investment Managers International | 23,903 | $198.0 萬 | 0.04% | +3,876+19.4% | 加碼 |
| Cubist Systematic Strategies, LLC | 23,722 | $196.6 萬 | 0.01% | +16,608+233.5% | 加碼 |
| V Wealth Advisors LLC | 23,296 | $193.0 萬 | 0.36% | +4,368+23.1% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 22,948 | $190.1 萬 | 0.08% | +1,809+8.6% | 加碼 |
| Mackenzie Financial Corp | 22,891 | $189.7 萬 | 0.00% | +5,570+32.2% | 加碼 |
| Atria Investments LLC | 22,814 | $189.0 萬 | 0.04% | +899+4.1% | 加碼 |
| Amalgamated Bank | 22,418 | $185.8 萬 | 0.02% | +4,143+22.7% | 加碼 |
| British Columbia Investment Management Corp | 22,107 | $183.2 萬 | 0.02% | −6,650−23.1% | 減碼 |
| Wealthcare Advisory Partners LLC | 21,851 | $181.1 萬 | 0.11% | −444−2.0% | 減碼 |
| Tectonic Advisors LLC | 21,852 | $181.0 萬 | 0.33% | +4,507+26.0% | 加碼 |
| Griffin Asset Management, Inc. | 21,719 | $180.0 萬 | 0.29% | +562+2.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 21,116 | $175.0 萬 | 0.01% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 20,824 | $172.6 萬 | 0.89% | +3,341+19.1% | 加碼 |
| Millennium Management LLC | 20,728 | $171.8 萬 | 0.00% | +20,728 | 新進 |
| Prairiewood Capital, LLC | 20,601 | $170.7 萬 | 1.35% | +2,045+11.0% | 加碼 |
| Jane Street Group, LLC | 20,177 | $167.2 萬 | 0.00% | −5,536−21.5% | 減碼 |
| Shell Asset Management Co | 20,178 | $167.2 萬 | 0.05% | +1,583+8.5% | 加碼 |
| FLC Capital Advisors | 20,140 | $166.9 萬 | 0.56% | +702+3.6% | 加碼 |
| United Capital Financial Advisers, LLC | 19,845 | $164.4 萬 | 0.01% | −877−4.2% | 減碼 |
| Bluefin Capital Management, LLC | 19,400 | $162.9 萬 | 0.22% | +19,400 | 新進 |
| Gamco Investors, Inc. Et Al | 19,600 | $162.4 萬 | 0.02% | 00.0% | 不變 |
| RB Capital Management, LLC | 19,492 | $161.5 萬 | 0.60% | +710+3.8% | 加碼 |
| Belpointe Asset Management LLC | 19,393 | $160.6 萬 | 0.11% | −343−1.7% | 減碼 |
| Bennicas & Associates, Inc. | 19,245 | $159.5 萬 | 0.93% | +45+0.2% | 加碼 |
| Brooks, Moore & Associates, Inc. | 19,095 | $158.2 萬 | 1.14% | −3,800−16.6% | 減碼 |
| SG Americas Securities, LLC | 18,859 | $156.3 萬 | 0.02% | −208−1.1% | 減碼 |
| Independent Advisor Alliance | 18,808 | $155.8 萬 | 0.09% | −567−2.9% | 減碼 |
| Mountain Capital Investment Advisors, Inc | 19,069 | $154.7 萬 | 0.77% | −173−0.9% | 減碼 |
| Brinker Capital Investments, LLC | 18,419 | $152.6 萬 | 0.03% | −1,104−5.7% | 減碼 |
| Redpoint Investment Management Pty Ltd | 18,125 | $150.2 萬 | 0.18% | 00.0% | 不變 |
| Colony Group LLC | 18,103 | $150.0 萬 | 0.03% | −169−0.9% | 減碼 |
| OPSEU Pension Plan Trust Fund | 17,692 | $148.1 萬 | 0.37% | +17,692 | 新進 |
| Centaurus Financial, Inc. | 17,756 | $147.1 萬 | 0.15% | −2,981−14.4% | 減碼 |
| Merit Financial Group, LLC | 17,628 | $146.1 萬 | 0.05% | +17,628 | 新進 |
| Alpha Omega Wealth Management LLC | 17,482 | $144.9 萬 | 0.26% | +109+0.6% | 加碼 |
| Wellington Shields & Co., LLC | 17,441 | $144.5 萬 | 0.35% | −6,411−26.9% | 減碼 |
| Group One Trading, L.P. | 17,352 | $143.8 萬 | 0.04% | −9,053−34.3% | 減碼 |
| JB Capital LLC | 16,940 | $140.4 萬 | 0.15% | +1,170+7.4% | 加碼 |
| Candriam Luxembourg S.C.A. | 16,920 | $140.2 萬 | 0.01% | +4,509+36.3% | 加碼 |
| Mission Creek Capital Partners, Inc. | 16,904 | $140.1 萬 | 0.47% | +125+0.7% | 加碼 |
| JustInvest LLC | 16,805 | $139.2 萬 | 0.06% | −137−0.8% | 減碼 |
| Richard P Slaughter Associates Inc | 16,622 | $137.7 萬 | 0.60% | +387+2.4% | 加碼 |
| Panagora Asset Management Inc | 16,550 | $137.1 萬 | 0.01% | −7,849−32.2% | 減碼 |
| Ergoteles LLC | 16,329 | $135.3 萬 | 0.04% | +16,329 | 新進 |
| SRS Capital Advisors, Inc. | 15,955 | $132.2 萬 | 0.20% | +68+0.4% | 加碼 |
| Intech Investment Management LLC | 15,683 | $129.9 萬 | 0.01% | +15,683 | 新進 |
| Equitable Holdings, Inc. | 15,596 | $129.2 萬 | 0.02% | +166+1.1% | 加碼 |
| Westpac Banking Corp | 15,582 | $129.1 萬 | 0.02% | +792+5.4% | 加碼 |
| American Century Companies Inc | 15,570 | $129.0 萬 | 0.00% | +9,535+158.0% | 加碼 |
| Texas Yale Capital Corp. | 15,448 | $128.0 萬 | 0.08% | +60.0% | 加碼 |
| Fiera Capital Corp | 15,156 | $125.6 萬 | 0.00% | +9,325+159.9% | 加碼 |
| EP Wealth Advisors, LLC | 15,068 | $124.9 萬 | 0.03% | +417+2.8% | 加碼 |