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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 39,511 | $275.8 萬 | 0.06% | +4,211+11.9% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 39,117 | $273.0 萬 | 0.02% | +5,537+16.5% | 加碼 |
| XML Financial, LLC | 38,091 | $265.9 萬 | 0.37% | +1,585+4.3% | 加碼 |
| National Asset Management, Inc. | 37,563 | $262.3 萬 | 0.08% | +3,021+8.7% | 加碼 |
| Baird Financial Group, Inc. | 37,511 | $261.8 萬 | 0.01% | +1,696+4.7% | 加碼 |
| Pensionfund DSM Netherlands | 36,800 | $256.9 萬 | 1.85% | 00.0% | 不變 |
| Bensler, LLC | 36,042 | $251.6 萬 | 0.60% | +1,781+5.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 35,662 | $248.9 萬 | 0.02% | +478+1.4% | 加碼 |
| Weaver Consulting Group | 34,951 | $244.0 萬 | 1.40% | +686+2.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 34,857 | $243.3 萬 | 0.02% | −25,443−42.2% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 34,365 | $239.9 萬 | 2.08% | 00.0% | 不變 |
| Utah Retirement Systems | 34,276 | $239.2 萬 | 0.04% | +600+1.8% | 加碼 |
| Pensionfund Sabic | 34,204 | $238.8 萬 | 0.84% | −1,000−2.8% | 減碼 |
| Gradient Capital Advisors, LLC | 33,988 | $237.2 萬 | 1.13% | +2,389+7.6% | 加碼 |
| Paradiem, LLC | 33,896 | $236.6 萬 | 0.92% | +33,896 | 新進 |
| PEAK6 Investments LLC | 33,484 | $233.7 萬 | 0.09% | +28,147+527.4% | 加碼 |
| M Holdings Securities, Inc. | 33,358 | $232.8 萬 | 0.26% | −228−0.7% | 減碼 |
| TFG Advisers LLC | 32,974 | $230.2 萬 | 1.28% | +2,233+7.3% | 加碼 |
| IFM Investors Pty Ltd | 32,808 | $229.0 萬 | 0.04% | +201+0.6% | 加碼 |
| HRT Financial LP | 32,549 | $227.1 萬 | 0.02% | −59,200−64.5% | 減碼 |
| Gulf International Bank (UK) Ltd | 32,228 | $224.9 萬 | 0.04% | +6,000+22.9% | 加碼 |
| Ascent Group, LLC | 29,201 | $222.8 萬 | 0.27% | −16,288−35.8% | 減碼 |
| V Wealth Advisors LLC | 31,627 | $220.8 萬 | 0.44% | +8,331+35.8% | 加碼 |
| Thrivent Financial for Lutherans | 31,614 | $220.7 萬 | 0.01% | +4,700+17.5% | 加碼 |
| Lakeview Capital Partners, LLC | 31,504 | $219.9 萬 | 0.86% | +727+2.4% | 加碼 |
| Spirit of America Management Corp | 31,490 | $219.8 萬 | 0.52% | +4,300+15.8% | 加碼 |
| SeaBridge Investment Advisors LLC | 31,213 | $217.9 萬 | 0.76% | −1,788−5.4% | 減碼 |
| DnB Asset Management AS | 29,612 | $206.7 萬 | 0.02% | −1,200−3.9% | 減碼 |
| M&T Bank Corp | 29,346 | $205.2 萬 | 0.01% | +124+0.4% | 加碼 |
| Investmark Advisory Group LLC | 28,640 | $199.9 萬 | 1.80% | +1,311+4.8% | 加碼 |
| Belpointe Asset Management LLC | 28,585 | $199.5 萬 | 0.13% | +9,192+47.4% | 加碼 |
| Herold Advisors, Inc. | 28,526 | $199.1 萬 | 0.97% | +120.0% | 加碼 |
| US Bancorp | 28,000 | $195.5 萬 | 0.00% | −3,402−10.8% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 27,998 | $195.4 萬 | 0.08% | +3,000+12.0% | 加碼 |
| Excalibur Management Corp | 27,723 | $193.5 萬 | 1.08% | −371−1.3% | 減碼 |
| Teacher Retirement System of Texas | 27,669 | $193.1 萬 | 0.01% | −1,600−5.5% | 減碼 |
| Vident Investment Advisory, LLC | 28,367 | $192.9 萬 | 0.06% | +22,923+421.1% | 加碼 |
| Tectonic Advisors LLC | 27,469 | $191.8 萬 | 0.35% | +5,617+25.7% | 加碼 |
| Vestcor Inc | 27,484 | $191.8 萬 | 0.07% | +21,856+388.3% | 加碼 |
| Truvestments Capital LLC | 27,240 | $190.1 萬 | 1.20% | +1,797+7.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 27,226 | $190.0 萬 | 0.20% | +2,887+11.9% | 加碼 |
| Geneos Wealth Management Inc. | 27,041 | $188.7 萬 | 0.13% | −9,169−25.3% | 減碼 |
| Morse Asset Management, Inc | 26,915 | $187.9 萬 | 0.71% | +150+0.6% | 加碼 |
| Jag Capital Management, LLC | 26,731 | $186.6 萬 | 0.26% | −2,740−9.3% | 減碼 |
| Moors & Cabot, Inc. | 26,565 | $185.4 萬 | 0.14% | +661+2.6% | 加碼 |
| Wealthstar Advisors, LLC | 25,654 | $179.3 萬 | 0.85% | −73−0.3% | 減碼 |
| Community Capital Management, Inc. | 25,300 | $176.7 萬 | 2.31% | −2,900−10.3% | 減碼 |
| Schroder Investment Management Group | 25,297 | $176.5 萬 | 0.00% | −6,055−19.3% | 減碼 |
| CWM Advisors, LLC | 25,251 | $176.3 萬 | 0.25% | +326+1.3% | 加碼 |
| ProShare Advisors LLC | 25,202 | $175.9 萬 | 0.01% | +491+2.0% | 加碼 |
| Associated Banc-Corp | 24,800 | $173.1 萬 | 0.08% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 24,744 | $172.7 萬 | 0.07% | +1,796+7.8% | 加碼 |
| Horan Capital Advisors, LLC. | 24,552 | $171.4 萬 | 0.83% | +650+2.7% | 加碼 |
| Atria Investments LLC | 24,467 | $170.8 萬 | 0.04% | +1,653+7.2% | 加碼 |
| South Dakota Investment Council | 24,234 | $169.2 萬 | 0.04% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 24,145 | $168.5 萬 | 0.03% | +8,549+54.8% | 加碼 |
| Wealthfront Advisers LLC | 23,610 | $164.8 萬 | 0.01% | −491−2.0% | 減碼 |
| Prairiewood Capital, LLC | 23,567 | $164.5 萬 | 1.36% | +2,966+14.4% | 加碼 |
| Chase Investment Counsel Corp | 23,464 | $163.7 萬 | 1.04% | −18,541−44.1% | 減碼 |
| Holocene Advisors, LP | 23,273 | $162.4 萬 | 0.01% | +23,273 | 新進 |
| Wealthcare Advisory Partners LLC | 22,813 | $159.2 萬 | 0.09% | +962+4.4% | 加碼 |
| Sigma Planning Corp | 22,789 | $159.1 萬 | 0.06% | +10,360+83.4% | 加碼 |
| Jane Street Group, LLC | 22,602 | $157.7 萬 | 0.00% | +2,425+12.0% | 加碼 |
| Mackenzie Financial Corp | 22,515 | $157.2 萬 | 0.00% | −376−1.6% | 減碼 |
| Two Sigma Investments, LP | 22,100 | $154.3 萬 | 0.01% | +22,100 | 新進 |
| Lincoln National Corp | 21,984 | $153.5 萬 | 0.04% | +15,945+264.0% | 加碼 |
| Griffin Asset Management, Inc. | 21,879 | $152.7 萬 | 0.25% | +160+0.7% | 加碼 |
| Monument Capital Management | 21,664 | $151.2 萬 | 0.57% | +21,664 | 新進 |
| D. E. Shaw & Co., Inc. | 21,623 | $150.9 萬 | 0.00% | +18,599+615.0% | 加碼 |
| D.B. Root & Company, LLC | 21,608 | $150.8 萬 | 0.69% | +15,562+257.4% | 加碼 |
| United Capital Financial Advisers, LLC | 21,521 | $150.2 萬 | 0.01% | +1,676+8.4% | 加碼 |
| Captrust Financial Advisors | 21,468 | $149.8 萬 | 0.01% | +21,468 | 新進 |
| Total Clarity Wealth Management, Inc. | 21,357 | $149.1 萬 | 0.93% | +533+2.6% | 加碼 |
| Principal Financial Group Inc | 21,247 | $148.3 萬 | 0.00% | −2,963−12.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 21,116 | $147.4 萬 | 0.01% | 00.0% | 不變 |
| Versor Investments LP | 20,886 | $145.8 萬 | 0.09% | +20,886 | 新進 |
| Mountain Capital Investment Advisors, Inc | 20,593 | $145.6 萬 | 0.76% | +1,524+8.0% | 加碼 |
| RB Capital Management, LLC | 20,846 | $145.5 萬 | 0.56% | +1,354+6.9% | 加碼 |
| Austin Private Wealth, LLC | 20,793 | $145.1 萬 | 0.31% | +16,366+369.7% | 加碼 |
| Independent Advisor Alliance | 20,748 | $144.8 萬 | 0.08% | +1,940+10.3% | 加碼 |
| Paradigm Financial Partners, LLC | 20,142 | $144.5 萬 | 0.45% | +17,085+558.9% | 加碼 |
| RFG Advisory, LLC | 18,395 | $143.1 萬 | 0.08% | −8,810−32.4% | 減碼 |
| FLC Capital Advisors | 20,140 | $140.6 萬 | 0.49% | 00.0% | 不變 |
| AGF Investments LLC | 19,647 | $137.1 萬 | 0.13% | +8,268+72.7% | 加碼 |
| Gamco Investors, Inc. Et Al | 19,600 | $136.8 萬 | 0.02% | 00.0% | 不變 |
| KBC Group NV | 19,593 | $136.8 萬 | 0.01% | +12,025+158.9% | 加碼 |
| Wolverine Trading, LLC | 19,642 | $135.1 萬 | 0.05% | +10,163+107.2% | 加碼 |
| Bennicas & Associates, Inc. | 19,195 | $134.0 萬 | 0.85% | −50−0.3% | 減碼 |
| Western Wealth Management, LLC | 19,191 | $133.8 萬 | 0.08% | +9,902+106.6% | 加碼 |
| Colonial Trust Co | 19,024 | $132.8 萬 | 0.42% | +19,024 | 新進 |
| British Columbia Investment Management Corp | 19,010 | $132.7 萬 | 0.01% | −3,097−14.0% | 減碼 |
| Amalgamated Bank | 18,899 | $131.9 萬 | 0.01% | −3,519−15.7% | 減碼 |
| Brooks, Moore & Associates, Inc. | 18,895 | $131.9 萬 | 1.07% | −200−1.0% | 減碼 |
| JustInvest LLC | 18,339 | $128.0 萬 | 0.06% | +1,534+9.1% | 加碼 |
| Integrated Wealth Concepts LLC | 18,214 | $127.1 萬 | 0.04% | +6,334+53.3% | 加碼 |
| Brinker Capital Investments, LLC | 17,987 | $125.5 萬 | 0.03% | −432−2.3% | 減碼 |
| OPSEU Pension Plan Trust Fund | 17,596 | $125.5 萬 | 0.33% | −96−0.5% | 減碼 |
| Alpha Omega Wealth Management LLC | 17,719 | $123.7 萬 | 0.24% | +237+1.4% | 加碼 |
| Merit Financial Group, LLC | 17,630 | $123.1 萬 | 0.05% | +20.0% | 加碼 |
| Wellington Shields & Co., LLC | 17,629 | $123.1 萬 | 0.54% | +188+1.1% | 加碼 |