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 3 季 13F 持有人
W. P. Carey Inc. 在 2022/9/30 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
- 798
- 較 2022 年第 2 季 −6 家
- 持有股數
- 1.34 億
- 較 2022 年第 2 季 +795.5 萬 (+6.3%)
- 總市值
- $93.6 億
- 較 2022 年第 2 季 −$10.8 億 (−10.4%)
- 新進機構
- 81
- 另有 383 家加碼
- 清倉機構
- 87
- 另有 205 家減碼
另有 9 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Stony Point Wealth Management Inc. | 115,460 | $805.9 萬 | 5.97% | +13,896+13.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 113,405 | $791.5 萬 | 0.02% | +217+0.2% | 加碼 |
| Guggenheim Capital LLC | 113,388 | $791.5 萬 | 0.07% | +12,931+12.9% | 加碼 |
| Price T Rowe Associates Inc | 113,152 | $789.9 萬 | 0.00% | +16,854+17.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 113,675 | $771.4 萬 | 0.02% | +9,800+9.4% | 加碼 |
| Morgan Dempsey Capital Management LLC | 107,696 | $751.7 萬 | 2.48% | +354+0.3% | 加碼 |
| Gateway Investment Advisers LLC | 107,206 | $748.3 萬 | 0.09% | −360−0.3% | 減碼 |
| Eaton Vance Management | 106,834 | $745.7 萬 | 0.01% | −661−0.6% | 減碼 |
| MML Investors Services, LLC | 105,973 | $739.7 萬 | 0.06% | +36,278+52.1% | 加碼 |
| Hoylecohen, LLC | 104,666 | $730.6 萬 | 0.80% | +530+0.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 104,556 | $729.8 萬 | 0.04% | +8,291+8.6% | 加碼 |
| Allworth Financial LP | 103,232 | $720.6 萬 | 0.09% | +3,020+3.0% | 加碼 |
| Ensign Peak Advisors, Inc | 100,735 | $703.1 萬 | 0.02% | +18,920+23.1% | 加碼 |
| Cubist Systematic Strategies, LLC | 100,279 | $699.9 萬 | 0.05% | +76,557+322.7% | 加碼 |
| Exchange Traded Concepts, LLC | 99,133 | $691.9 萬 | 0.23% | −4,880−4.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 96,402 | $672.9 萬 | 0.03% | +4,360+4.7% | 加碼 |
| First Republic Investment Management, Inc. | 95,154 | $664.2 萬 | 0.02% | +6,914+7.8% | 加碼 |
| FMR LLC | 92,857 | $648.1 萬 | 0.00% | −2,523−2.6% | 減碼 |
| SOA Wealth Advisors, LLC. | 90,737 | $633.3 萬 | 1.91% | +38,535+73.8% | 加碼 |
| Victory Capital Management Inc | 90,124 | $629.1 萬 | 0.01% | −216−0.2% | 減碼 |
| AQR Capital Management LLC | 90,444 | $629.0 萬 | 0.02% | +57,240+172.4% | 加碼 |
| Nicholas Company, Inc. | 87,435 | $610.3 萬 | 0.14% | −17,620−16.8% | 減碼 |
| CIBC World Markets Corp | 84,899 | $592.6 萬 | 0.08% | +2,288+2.8% | 加碼 |
| Treasurer of the State of North Carolina | 84,563 | $590.2 萬 | 0.04% | +2,000+2.4% | 加碼 |
| First Trust Advisors LP | 84,176 | $587.5 萬 | 0.01% | −50,504−37.5% | 減碼 |
| Sheets Smith Wealth Management | 83,461 | $582.6 萬 | 0.97% | 00.0% | 不變 |
| EWG Elevate Inc. | 83,226 | $580.9 萬 | 3.27% | −3,134−3.6% | 減碼 |
| Mutual Advisors, LLC | 82,449 | $575.5 萬 | 0.30% | +19,729+31.5% | 加碼 |
| Advocate Group LLC | 81,649 | $569.9 萬 | 1.41% | +4,164+5.4% | 加碼 |
| Guardian Capital LP | 81,540 | $569.1 萬 | 0.20% | −92,280−53.1% | 減碼 |
| Aviva PLC | 79,786 | $556.9 萬 | 0.03% | +46,461+139.4% | 加碼 |
| Sonora Investment Management Group, LLC | 67,137 | $556.3 萬 | 0.71% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 78,513 | $548.2 萬 | 0.03% | −4,438−5.4% | 減碼 |
| Blair William & Co | 78,179 | $545.7 萬 | 0.03% | +228+0.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 78,083 | $545.0 萬 | 0.01% | −49,273−38.7% | 減碼 |
| Macquarie Group Ltd | 76,433 | $539.3 萬 | 0.01% | −22,623−22.8% | 減碼 |
| Janus Henderson Group PLC | 76,585 | $534.7 萬 | 0.00% | +5,805+8.2% | 加碼 |
| Oak Harvest Investment Services | 74,871 | $522.6 萬 | 1.39% | −2,104−2.7% | 減碼 |
| Storebrand Asset Management AS | 70,916 | $495.0 萬 | 0.03% | +11,500+19.4% | 加碼 |
| Nisa Investment Advisors, LLC | 70,740 | $493.8 萬 | 0.04% | +508+0.7% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 70,413 | $491.5 萬 | 0.83% | −2,255−3.1% | 減碼 |
| Point72 Asset Management, L.P. | 70,400 | $491.4 萬 | 0.02% | +70,400 | 新進 |
| Daiwa Securities Group Inc. | 69,446 | $484.7 萬 | 0.04% | +4,079+6.2% | 加碼 |
| NewSquare Capital LLC | 68,796 | $480.2 萬 | 0.60% | +3,771+5.8% | 加碼 |
| Private Advisor Group, LLC | 67,990 | $474.6 萬 | 0.05% | +10,471+18.2% | 加碼 |
| Mariner, LLC | 67,816 | $473.4 萬 | 0.02% | +8,061+13.5% | 加碼 |
| Karpas Strategies, LLC | 67,372 | $470.3 萬 | 1.79% | +318+0.5% | 加碼 |
| Creative Planning | 67,257 | $469.5 萬 | 0.01% | +19,995+42.3% | 加碼 |
| Surevest, LLC | 66,978 | $467.5 萬 | 1.27% | +2,693+4.2% | 加碼 |
| Cetera Advisor Networks LLC | 66,000 | $460.7 萬 | 0.06% | +12,521+23.4% | 加碼 |
| Demars Financial Group, LLC | 65,564 | $457.6 萬 | 2.72% | −6,611−9.2% | 減碼 |
| Toronto Dominion Bank | 64,771 | $452.0 萬 | 0.01% | +2,027+3.2% | 加碼 |
| Cetera Investment Advisers | 63,722 | $444.8 萬 | 0.09% | +17,189+36.9% | 加碼 |
| Inspirion Wealth Advisors, LLC | 62,444 | $435.9 萬 | 0.98% | −982−1.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 62,347 | $435.0 萬 | 0.10% | +14,715+30.9% | 加碼 |
| Mercer Global Advisors Inc | 60,499 | $422.3 萬 | 0.03% | +26,486+77.9% | 加碼 |
| State of Wisconsin Investment Board | 60,189 | $420.1 萬 | 0.01% | −70,807−54.1% | 減碼 |
| Standard Life Aberdeen plc | 59,906 | $418.1 萬 | 0.01% | −279−0.5% | 減碼 |
| Korea Investment CORP | 59,540 | $415.6 萬 | 0.01% | −22,192−27.2% | 減碼 |
| Millennium Management LLC | 59,052 | $412.2 萬 | 0.01% | +38,324+184.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 58,342 | $407.2 萬 | 0.24% | +568+1.0% | 加碼 |
| Colonial Trust Advisors | 58,105 | $405.6 萬 | 0.55% | +4,793+9.0% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 48,934 | $405.5 萬 | 0.05% | 00.0% | 不變 |
| Romano Brothers and Company | 57,260 | $399.7 萬 | 0.64% | +57,260 | 新進 |
| Andra AP-fonden | 55,500 | $387.4 萬 | 0.13% | −42,000−43.1% | 減碼 |
| AdvisorNet Financial, Inc | 55,460 | $387.1 萬 | 0.39% | +2,053+3.8% | 加碼 |
| Employees Provident Fund Board | 55,000 | $383.9 萬 | 0.11% | +17,850+48.0% | 加碼 |
| Hantz Financial Services, Inc. | 54,564 | $380.9 萬 | 0.13% | +1,463+2.8% | 加碼 |
| Forsta Ap-Fonden | 53,200 | $371.3 萬 | 0.05% | −3,100−5.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 53,081 | $370.8 萬 | 0.06% | +9,701+22.4% | 加碼 |
| Arizona State Retirement System | 52,960 | $369.7 萬 | 0.04% | −237−0.4% | 減碼 |
| Hallmark Capital Management Inc | 52,858 | $368.9 萬 | 0.37% | −111−0.2% | 減碼 |
| Meritage Portfolio Management | 52,820 | $368.7 萬 | 0.31% | +3,063+6.2% | 加碼 |
| GSI Capital Advisors LLC | 52,750 | $368.2 萬 | 1.77% | +62+0.1% | 加碼 |
| AE Wealth Management LLC | 52,545 | $366.8 萬 | 0.03% | +15,018+40.0% | 加碼 |
| Nkcfo LLC | 50,900 | $355.3 萬 | 1.64% | +500+1.0% | 加碼 |
| Van Eck Associates Corp | 50,826 | $354.8 萬 | 0.01% | −19,213−27.4% | 減碼 |
| AlphaCrest Capital Management LLC | 50,517 | $352.6 萬 | 0.21% | +41,548+463.2% | 加碼 |
| Employees Retirement System of Texas | 50,500 | $352.5 萬 | 0.05% | −6,000−10.6% | 減碼 |
| Wellington Shields Capital Management, LLC | 48,321 | $337.3 萬 | 0.80% | +3,110+6.9% | 加碼 |
| RPg Family Wealth Advisory, LLC | 39,912 | $335.4 萬 | 1.77% | −602−1.5% | 減碼 |
| Rock Point Advisors, LLC | 47,456 | $331.2 萬 | 1.23% | +60+0.1% | 加碼 |
| Cozad Asset Management Inc | 46,665 | $325.7 萬 | 0.53% | −1,549−3.2% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 46,008 | $321.1 萬 | 1.87% | 00.0% | 不變 |
| Seeyond | 45,777 | $319.5 萬 | 0.39% | +6,215+15.7% | 加碼 |
| Triasima Portfolio Management inc. | 45,623 | $318.4 萬 | 0.26% | +13,768+43.2% | 加碼 |
| Lazard Asset Management LLC | 45,284 | $316.0 萬 | 0.00% | +36,420+410.9% | 加碼 |
| Avantax Advisory Services, Inc. | 45,183 | $315.4 萬 | 0.05% | +2,988+7.1% | 加碼 |
| Presima Inc. | 44,900 | $313.4 萬 | 0.93% | −179,400−80.0% | 減碼 |
| D L Carlson Investment Group Inc | 44,497 | $310.6 萬 | 0.68% | −328−0.7% | 減碼 |
| USS Investment Management Ltd | 43,914 | $306.6 萬 | 0.05% | −10,962−20.0% | 減碼 |
| Rench Wealth Management, Inc. | 43,785 | $305.6 萬 | 1.71% | +489+1.1% | 加碼 |
| TriaGen Wealth Management LLC | 43,748 | $305.4 萬 | 1.69% | −226−0.5% | 減碼 |
| Bramshill Investments, LLC | 43,106 | $300.9 萬 | 0.43% | +1,340+3.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 42,934 | $299.7 萬 | 0.00% | +749+1.8% | 加碼 |
| Carnegie Capital Asset Management, LLC | 42,536 | $296.9 萬 | 0.14% | +153+0.4% | 加碼 |
| Nissay Asset Management Corp | 42,243 | $294.9 萬 | 0.03% | +3,700+9.6% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 41,033 | $286.4 萬 | 1.10% | +41,033 | 新進 |
| Bahl & Gaynor Inc | 40,953 | $285.9 萬 | 0.02% | −275−0.7% | 減碼 |
| Capital Square, LLC | 40,488 | $282.6 萬 | 2.57% | −530−1.3% | 減碼 |