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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 60,703 | $474.4 萬 | 0.09% | −1,644−2.6% | 減碼 |
| Korea Investment CORP | 61,104 | $477.5 萬 | 0.02% | +1,564+2.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 62,462 | $488.1 萬 | 0.24% | +4,120+7.1% | 加碼 |
| Forsta Ap-Fonden | 62,600 | $489.2 萬 | 0.06% | +9,400+17.7% | 加碼 |
| Colonial Trust Advisors | 63,308 | $494.8 萬 | 0.61% | +5,203+9.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 63,919 | $499.5 萬 | 0.03% | −70,699−52.5% | 減碼 |
| Guardian Capital LP | 64,427 | $503.5 萬 | 0.17% | −17,113−21.0% | 減碼 |
| Employees Retirement System of Texas | 66,500 | $519.7 萬 | 0.08% | +16,000+31.7% | 加碼 |
| CIBC World Markets Corp | 67,058 | $524.1 萬 | 0.04% | −17,841−21.0% | 減碼 |
| Karpas Strategies, LLC | 67,156 | $524.8 萬 | 1.84% | −216−0.3% | 減碼 |
| Demars Financial Group, LLC | 68,571 | $535.9 萬 | 2.96% | +3,007+4.6% | 加碼 |
| Daiwa Securities Group Inc. | 68,974 | $539.0 萬 | 0.04% | −472−0.7% | 減碼 |
| Creative Planning | 69,976 | $546.9 萬 | 0.01% | +2,719+4.0% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 71,078 | $555.5 萬 | 0.87% | +665+0.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 71,578 | $559.4 萬 | 0.03% | −32,978−31.5% | 減碼 |
| Blair William & Co | 73,164 | $571.8 萬 | 0.02% | −5,015−6.4% | 減碼 |
| Ensign Peak Advisors, Inc | 73,555 | $574.8 萬 | 0.01% | −27,180−27.0% | 減碼 |
| State of Wisconsin Investment Board | 73,610 | $575.3 萬 | 0.02% | +13,421+22.3% | 加碼 |
| NewSquare Capital LLC | 75,805 | $592.4 萬 | 0.74% | +7,009+10.2% | 加碼 |
| Nisa Investment Advisors, LLC | 77,935 | $609.1 萬 | 0.05% | +7,195+10.2% | 加碼 |
| FMR LLC | 79,177 | $618.8 萬 | 0.00% | −13,680−14.7% | 減碼 |
| Oak Harvest Investment Services | 79,240 | $619.3 萬 | 1.61% | +4,369+5.8% | 加碼 |
| Sheets Smith Wealth Management | 80,057 | $625.6 萬 | 0.98% | −3,404−4.1% | 減碼 |
| Macquarie Group Ltd | 80,167 | $626.5 萬 | 0.01% | +3,734+4.9% | 加碼 |
| Cetera Advisor Networks LLC | 81,004 | $633.1 萬 | 0.05% | +15,004+22.7% | 加碼 |
| Toronto Dominion Bank | 81,587 | $637.2 萬 | 0.01% | +16,816+26.0% | 加碼 |
| EWG Elevate Inc. | 81,894 | $640.0 萬 | 3.22% | −1,332−1.6% | 減碼 |
| Aew Capital Management L P | 82,360 | $643.6 萬 | 0.25% | +82,360 | 新進 |
| Mutual Advisors, LLC | 83,915 | $655.8 萬 | 0.29% | +1,466+1.8% | 加碼 |
| Royal London Asset Management Ltd | 83,972 | $656.4 萬 | 0.03% | +5,459+7.0% | 加碼 |
| First Republic Investment Management, Inc. | 85,649 | $669.3 萬 | 0.01% | −9,505−10.0% | 減碼 |
| Sonora Investment Management Group, LLC | 86,934 | $679.4 萬 | 0.62% | +19,797+29.5% | 加碼 |
| Nicholas Company, Inc. | 87,435 | $683.3 萬 | 0.15% | 00.0% | 不變 |
| Mariner, LLC | 87,919 | $687.0 萬 | 0.02% | +20,103+29.6% | 加碼 |
| SOA Wealth Advisors, LLC. | 88,630 | $692.6 萬 | 1.86% | −2,107−2.3% | 減碼 |
| Andra AP-fonden | 89,300 | $697.9 萬 | 0.21% | +33,800+60.9% | 加碼 |
| Advocate Group LLC | 90,477 | $707.1 萬 | 1.52% | +8,828+10.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 94,912 | $741.7 萬 | 0.02% | +16,829+21.6% | 加碼 |
| Crawford Investment Counsel Inc | 95,704 | $747.9 萬 | 0.16% | −185,061−65.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 96,402 | $753.4 萬 | 0.03% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 97,490 | $761.9 萬 | 0.22% | −1,643−1.7% | 減碼 |
| Cetera Investment Advisers | 103,475 | $808.7 萬 | 0.07% | +39,753+62.4% | 加碼 |
| Hoylecohen, LLC | 104,636 | $817.7 萬 | 0.81% | −300.0% | 減碼 |
| Gateway Investment Advisers LLC | 107,320 | $838.7 萬 | 0.10% | +114+0.1% | 加碼 |
| Morgan Dempsey Capital Management LLC | 110,995 | $867.4 萬 | 2.41% | +3,299+3.1% | 加碼 |
| Treasurer of the State of North Carolina | 112,903 | $882.3 萬 | 0.05% | +28,340+33.5% | 加碼 |
| Carnegie Capital Asset Management, LLC | 114,074 | $891.5 萬 | 0.38% | +71,538+168.2% | 加碼 |
| Allworth Financial LP | 114,321 | $893.4 萬 | 0.10% | +11,089+10.7% | 加碼 |
| Victory Capital Management Inc | 114,758 | $896.8 萬 | 0.01% | +24,634+27.3% | 加碼 |
| Illinois Municipal Retirement Fund | 116,873 | $913.4 萬 | 0.21% | −14,298−10.9% | 減碼 |
| Verdence Capital Advisors LLC | 117,080 | $915.0 萬 | 1.13% | +117,080 | 新進 |
| Janney Montgomery Scott LLC | 118,133 | $923.2 萬 | 0.04% | +2,134+1.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 118,918 | $929.3 萬 | 0.02% | +5,513+4.9% | 加碼 |
| Neuberger Berman Group LLC | 122,730 | $959.1 萬 | 0.01% | −8,297−6.3% | 減碼 |
| Cetera Advisors LLC | 124,909 | $976.2 萬 | 0.18% | −15,531−11.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 125,557 | $977.4 萬 | 0.03% | +11,882+10.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 126,100 | $985.5 萬 | 0.04% | −136,574−52.0% | 減碼 |
| Cullen/Frost Bankers, Inc. | 128,082 | $1,001 萬 | 0.19% | +10,217+8.7% | 加碼 |
| MML Investors Services, LLC | 128,124 | $1,001 萬 | 0.07% | +22,151+20.9% | 加碼 |
| Guggenheim Capital LLC | 128,392 | $1,003 萬 | 0.09% | +15,004+13.2% | 加碼 |
| Commerce Bank | 128,443 | $1,004 萬 | 0.08% | +4,000+3.2% | 加碼 |
| Stony Point Wealth Management Inc. | 129,225 | $1,010 萬 | 5.58% | +13,765+11.9% | 加碼 |
| Pictet Asset Management SA | 131,112 | $1,025 萬 | 0.01% | +3,168+2.5% | 加碼 |
| TD Asset Management Inc | 131,759 | $1,030 萬 | 0.01% | +10,121+8.3% | 加碼 |
| Price T Rowe Associates Inc | 134,930 | $1,055 萬 | 0.00% | +21,778+19.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 142,264 | $1,112 萬 | 0.02% | −24,690−14.8% | 減碼 |
| State of Alaska, Department of Revenue | 142,469 | $1,113 萬 | 0.14% | −138−0.1% | 減碼 |
| Private Capital Advisors, Inc. | 143,823 | $1,124 萬 | 1.93% | 00.0% | 不變 |
| Storebrand Asset Management AS | 143,851 | $1,124 萬 | 0.06% | +72,935+102.8% | 加碼 |
| Cbre Clarion Securities LLC | 148,384 | $1,160 萬 | 0.20% | −24,113−14.0% | 減碼 |
| Alliancebernstein L.P. | 148,537 | $1,161 萬 | 0.01% | −1,118−0.7% | 減碼 |
| Citigroup Inc | 148,726 | $1,162 萬 | 0.02% | −114,207−43.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 153,449 | $1,199 萬 | 0.02% | +131,826+609.7% | 加碼 |
| TruWealth Advisors, LLC | 155,757 | $1,217 萬 | 1.19% | +3,080+2.0% | 加碼 |
| Stifel Financial Corp | 168,173 | $1,314 萬 | 0.02% | +2,594+1.6% | 加碼 |
| Davenport & Co LLC | 170,852 | $1,335 萬 | 0.11% | −7,267−4.1% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 171,235 | $1,340 萬 | 0.04% | +17,312+11.2% | 加碼 |
| Foundry Partners, LLC | 172,060 | $1,345 萬 | 0.74% | −39,995−18.9% | 減碼 |
| Handelsbanken Fonder AB | 189,321 | $1,480 萬 | 0.09% | +37,788+24.9% | 加碼 |
| STRS Ohio | 191,330 | $1,495 萬 | 0.07% | +9,942+5.5% | 加碼 |
| Bank of Montreal | 190,848 | $1,504 萬 | 0.01% | +853+0.4% | 加碼 |
| Truist Financial Corp | 196,298 | $1,534 萬 | 0.03% | +2,765+1.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 198,657 | $1,553 萬 | 0.04% | −3,244−1.6% | 減碼 |
| New York State Common Retirement Fund | 205,867 | $1,609 萬 | 0.02% | +19,899+10.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 212,769 | $1,663 萬 | 0.04% | +1,280+0.6% | 加碼 |
| Franklin Resources Inc | 217,251 | $1,698 萬 | 0.01% | +18,762+9.5% | 加碼 |
| Centersquare Investment Management LLC | 226,529 | $1,770 萬 | 0.21% | −369,960−62.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 228,079 | $1,782 萬 | 0.05% | −115,677−33.7% | 減碼 |
| Rhumbline Advisers | 261,573 | $2,044 萬 | 0.03% | +28,260+12.1% | 加碼 |
| Swedbank AB | 262,039 | $2,048 萬 | 0.05% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 265,603 | $2,076 萬 | 0.12% | +11,900+4.7% | 加碼 |
| SEI Investments Co | 275,729 | $2,155 萬 | 0.05% | +19,151+7.5% | 加碼 |
| Renaissance Technologies LLC | 277,295 | $2,167 萬 | 0.03% | +1,895+0.7% | 加碼 |
| National Pension Service | 279,549 | $2,185 萬 | 0.04% | +19,861+7.6% | 加碼 |
| Great West Life Assurance Co | 279,445 | $2,191 萬 | 0.06% | +22,580+8.8% | 加碼 |
| Susquehanna International Group, LLP | 281,528 | $2,200 萬 | 0.04% | +3,846+1.4% | 加碼 |
| HighTower Advisors, LLC | 286,665 | $2,246 萬 | 0.05% | −2,756−1.0% | 減碼 |
| Amundi | 274,940 | $2,275 萬 | 0.01% | +14,750+5.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 296,885 | $2,320 萬 | 0.12% | −9,038−3.0% | 減碼 |
| WealthPLAN Partners, LLC | 277,347 | $2,324 萬 | 1.62% | +277,347 | 新進 |