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 4 季 13F 持有人
W. P. Carey Inc. 在 2022/12/31 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
- 855
- 較 2022 年第 3 季 +71 家
- 持有股數
- 1.36 億
- 較 2022 年第 3 季 +273.1 萬 (+2.0%)
- 總市值
- $106.0 億
- 較 2022 年第 3 季 +$12.7 億 (+13.6%)
- 新進機構
- 127
- 另有 333 家加碼
- 清倉機構
- 56
- 另有 253 家減碼
另有 14 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Community Capital Management, Inc. | 24,650 | $192.6 萬 | 2.50% | −650−2.6% | 減碼 |
| V Wealth Advisors LLC | 24,705 | $193.1 萬 | 0.40% | −6,922−21.9% | 減碼 |
| Associated Banc-Corp | 24,800 | $193.8 萬 | 0.08% | 00.0% | 不變 |
| Griffin Asset Management, Inc. | 25,004 | $195.4 萬 | 0.29% | +3,125+14.3% | 加碼 |
| Wealthstar Advisors, LLC | 25,298 | $197.7 萬 | 0.90% | −356−1.4% | 減碼 |
| Holocene Advisors, LP | 25,475 | $199.1 萬 | 0.01% | +2,202+9.5% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 25,049 | $201.3 萬 | 0.92% | +4,456+21.6% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 25,762 | $201.3 萬 | 0.08% | +1,018+4.1% | 加碼 |
| Quantbot Technologies LP | 26,074 | $203.8 萬 | 0.15% | +25,128+2,656.2% | 加碼 |
| Stratos Wealth Advisors, LLC | 26,365 | $206.0 萬 | 0.17% | −861−3.2% | 減碼 |
| Prairiewood Capital, LLC | 26,484 | $207.0 萬 | 1.52% | +2,917+12.4% | 加碼 |
| ProShare Advisors LLC | 26,501 | $207.1 萬 | 0.01% | +1,299+5.2% | 加碼 |
| Moors & Cabot, Inc. | 26,534 | $207.4 萬 | 0.14% | −31−0.1% | 減碼 |
| Truvestments Capital LLC | 26,581 | $207.7 萬 | 1.17% | −659−2.4% | 減碼 |
| CWM Advisors, LLC | 26,873 | $210.0 萬 | 0.27% | +1,622+6.4% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 26,612 | $210.8 萬 | 0.21% | +26,612 | 新進 |
| Employees Provident Fund Board | 27,054 | $211.4 萬 | 0.06% | −27,946−50.8% | 減碼 |
| Morse Asset Management, Inc | 27,240 | $212.9 萬 | 0.77% | +325+1.2% | 加碼 |
| Pathway Financial Advisers, LLC | 27,323 | $213.5 萬 | 0.87% | +27,323 | 新進 |
| Gibson Wealth Advisors LLC | 27,909 | $214.0 萬 | 0.04% | +27,466+6,200.0% | 加碼 |
| Voya Investment Management LLC | 27,833 | $217.5 萬 | 0.00% | −115,667−80.6% | 減碼 |
| Geneos Wealth Management Inc. | 27,881 | $217.9 萬 | 0.13% | +840+3.1% | 加碼 |
| Marshall Wace, LLP | 27,889 | $218.0 萬 | 0.01% | +16,689+149.0% | 加碼 |
| US Bancorp | 28,160 | $220.1 萬 | 0.00% | +160+0.6% | 加碼 |
| Excalibur Management Corp | 28,188 | $220.3 萬 | 1.15% | +465+1.7% | 加碼 |
| Ascent Group, LLC | 28,427 | $222.2 萬 | 0.26% | −774−2.7% | 減碼 |
| Herold Advisors, Inc. | 28,541 | $223.0 萬 | 0.94% | +15+0.1% | 加碼 |
| DnB Asset Management AS | 28,831 | $225.3 萬 | 0.02% | −781−2.6% | 減碼 |
| Qube Research & Technologies Ltd | 28,937 | $226.1 萬 | 0.01% | −311,221−91.5% | 減碼 |
| M&T Bank Corp | 29,277 | $229.1 萬 | 0.01% | −69−0.2% | 減碼 |
| First Trust Advisors LP | 29,499 | $230.5 萬 | 0.00% | −54,677−65.0% | 減碼 |
| Vident Investment Advisory, LLC | 29,575 | $231.1 萬 | 0.09% | +1,208+4.3% | 加碼 |
| Investmark Advisory Group LLC | 29,687 | $232.0 萬 | 1.72% | +1,047+3.7% | 加碼 |
| Thrivent Financial for Lutherans | 29,914 | $233.8 萬 | 0.01% | −1,700−5.4% | 減碼 |
| Weiss Asset Management LP | 30,000 | $234.4 萬 | 0.11% | +30,000 | 新進 |
| Lakeview Capital Partners, LLC | 28,856 | $244.6 萬 | 0.78% | −2,648−8.4% | 減碼 |
| Spirit of America Management Corp | 31,490 | $246.1 萬 | 0.55% | 00.0% | 不變 |
| Pinkerton Retirement Specialists, LLC | 32,379 | $253.0 萬 | 0.55% | −8,654−21.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 32,478 | $253.8 萬 | 0.04% | +250+0.8% | 加碼 |
| SeaBridge Investment Advisors LLC | 32,688 | $255.5 萬 | 0.91% | +1,475+4.7% | 加碼 |
| M Holdings Securities, Inc. | 33,041 | $258.2 萬 | 0.27% | −317−1.0% | 減碼 |
| Paradiem, LLC | 33,896 | $264.9 萬 | 0.98% | 00.0% | 不變 |
| TFG Advisers LLC | 33,921 | $265.1 萬 | 1.36% | +947+2.9% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 34,069 | $266.2 萬 | 0.02% | −1,593−4.5% | 減碼 |
| Pensionfund Sabic | 34,204 | $267.3 萬 | 0.87% | 00.0% | 不變 |
| Gradient Capital Advisors, LLC | 34,278 | $267.9 萬 | 1.22% | +290+0.9% | 加碼 |
| IFM Investors Pty Ltd | 34,308 | $268.1 萬 | 0.05% | +1,500+4.6% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 34,365 | $268.6 萬 | 2.09% | 00.0% | 不變 |
| Weaver Consulting Group | 34,576 | $270.2 萬 | 1.38% | −375−1.1% | 減碼 |
| SG Americas Securities, LLC | 34,801 | $272.0 萬 | 0.04% | +23,343+203.7% | 加碼 |
| Baird Financial Group, Inc. | 35,444 | $276.9 萬 | 0.01% | −2,067−5.5% | 減碼 |
| Tectonic Advisors LLC | 35,773 | $279.6 萬 | 0.43% | +8,304+30.2% | 加碼 |
| Bensler, LLC | 36,297 | $283.7 萬 | 0.63% | +255+0.7% | 加碼 |
| Hilltop Partners LLC | 36,465 | $285.0 萬 | 1.52% | +36,465 | 新進 |
| Utah Retirement Systems | 36,576 | $285.8 萬 | 0.05% | +2,300+6.7% | 加碼 |
| Pensionfund DSM Netherlands | 36,800 | $287.6 萬 | 2.00% | 00.0% | 不變 |
| National Asset Management, Inc. | 38,350 | $303.7 萬 | 0.09% | +787+2.1% | 加碼 |
| Capital Square, LLC | 39,177 | $306.2 萬 | 2.77% | −1,311−3.2% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 39,634 | $309.7 萬 | 0.04% | −9,300−19.0% | 減碼 |
| GSI Capital Advisors LLC | 40,012 | $312.7 萬 | 1.89% | −12,738−24.1% | 減碼 |
| Bahl & Gaynor Inc | 40,144 | $313.7 萬 | 0.02% | −809−2.0% | 減碼 |
| Presima Inc. | 41,200 | $322.0 萬 | 0.93% | −3,700−8.2% | 減碼 |
| Teacher Retirement System of Texas | 41,447 | $323.9 萬 | 0.02% | +13,778+49.8% | 加碼 |
| D L Carlson Investment Group Inc | 42,123 | $329.2 萬 | 0.71% | −2,374−5.3% | 減碼 |
| TriaGen Wealth Management LLC | 42,298 | $330.6 萬 | 1.84% | −1,450−3.3% | 減碼 |
| Nissay Asset Management Corp | 42,692 | $333.6 萬 | 0.03% | +449+1.1% | 加碼 |
| Bramshill Investments, LLC | 42,742 | $334.0 萬 | 0.39% | −364−0.8% | 減碼 |
| CI Private Wealth, LLC | 43,390 | $339.1 萬 | 0.01% | +43,390 | 新進 |
| The PNC Financial Services Group, Inc. | 43,545 | $340.3 萬 | 0.00% | +611+1.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,625 | $340.9 萬 | 0.07% | +4,114+10.4% | 加碼 |
| Belpointe Asset Management LLC | 43,828 | $342.5 萬 | 0.21% | +15,243+53.3% | 加碼 |
| Agf Management Ltd | 43,846 | $342.7 萬 | 0.02% | +43,846 | 新進 |
| Cyndeo Wealth Partners, LLC | 44,285 | $346.1 萬 | 0.41% | +44,285 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 44,282 | $346.1 萬 | 0.02% | +5,165+13.2% | 加碼 |
| 1832 Asset Management L.P. | 45,154 | $352.9 萬 | 0.01% | −76,733−63.0% | 減碼 |
| Rench Wealth Management, Inc. | 45,216 | $353.4 萬 | 1.80% | +1,431+3.3% | 加碼 |
| XML Financial, LLC | 46,197 | $361.0 萬 | 0.45% | +8,106+21.3% | 加碼 |
| KBC Group NV | 46,263 | $361.5 萬 | 0.02% | +26,670+136.1% | 加碼 |
| Aviva PLC | 46,508 | $363.5 萬 | 0.02% | −33,278−41.7% | 減碼 |
| USS Investment Management Ltd | 46,884 | $366.5 萬 | 0.05% | +2,970+6.8% | 加碼 |
| Rock Point Advisors, LLC | 47,026 | $367.5 萬 | 1.27% | −430−0.9% | 減碼 |
| Avantax Advisory Services, Inc. | 47,577 | $371.8 萬 | 0.05% | +2,394+5.3% | 加碼 |
| Cozad Asset Management Inc | 47,861 | $374.0 萬 | 0.53% | +1,196+2.6% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 48,183 | $376.5 萬 | 2.02% | +2,175+4.7% | 加碼 |
| AQR Capital Management LLC | 49,682 | $387.3 萬 | 0.01% | −40,762−45.1% | 減碼 |
| Wellington Shields Capital Management, LLC | 49,562 | $387.3 萬 | 0.47% | +1,241+2.6% | 加碼 |
| Citadel Advisors LLC | 51,713 | $404.1 萬 | 0.00% | +43,411+522.9% | 加碼 |
| National Bank of Canada | 52,193 | $407.9 萬 | 0.01% | +51,373+6,265.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 52,661 | $411.8 萬 | 0.07% | −420−0.8% | 減碼 |
| Hallmark Capital Management Inc | 53,686 | $419.6 萬 | 0.39% | +828+1.6% | 加碼 |
| Arizona State Retirement System | 54,604 | $426.7 萬 | 0.04% | +1,644+3.1% | 加碼 |
| Meritage Portfolio Management | 54,749 | $427.9 萬 | 0.33% | +1,929+3.7% | 加碼 |
| AE Wealth Management LLC | 54,776 | $428.1 萬 | 0.03% | +2,231+4.2% | 加碼 |
| Standard Life Aberdeen plc | 55,112 | $430.7 萬 | 0.01% | −4,794−8.0% | 減碼 |
| Van Eck Associates Corp | 55,975 | $437.4 萬 | 0.01% | +5,149+10.1% | 加碼 |
| AdvisorNet Financial, Inc | 56,383 | $440.6 萬 | 0.43% | +923+1.7% | 加碼 |
| Hantz Financial Services, Inc. | 56,476 | $441.4 萬 | 0.13% | +1,912+3.5% | 加碼 |
| Inspirion Wealth Advisors, LLC | 57,424 | $448.8 萬 | 0.95% | −5,020−8.0% | 減碼 |
| Romano Brothers and Company | 57,985 | $453.2 萬 | 0.69% | +725+1.3% | 加碼 |
| Mercer Global Advisors Inc | 59,163 | $462.4 萬 | 0.02% | −1,336−2.2% | 減碼 |