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 |
|---|---|---|---|---|---|
| WealthPlan Investment Management, LLC | 275,862 | $2,345 萬 | 1.64% | +3,869+1.4% | 加碼 |
| Berkshire Asset Management LLC | 306,970 | $2,399 萬 | 1.54% | +4,306+1.4% | 加碼 |
| California State Teachers Retirement System | 327,280 | $2,558 萬 | 0.04% | +16,196+5.2% | 加碼 |
| Invesco Ltd. | 332,561 | $2,599 萬 | 0.01% | +38,646+13.1% | 加碼 |
| Raymond James & Associates | 333,327 | $2,605 萬 | 0.02% | −355−0.1% | 減碼 |
| Public Employees Retirement System of Ohio | 350,329 | $2,738 萬 | 0.12% | −72,219−17.1% | 減碼 |
| Millennium Management LLC | 360,669 | $2,819 萬 | 0.03% | +301,617+510.8% | 加碼 |
| Advisor Group Holdings, Inc. | 377,011 | $2,947 萬 | 0.06% | −12,554−3.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 377,780 | $2,952 萬 | 0.25% | +342,923+983.8% | 加碼 |
| Royal Bank of Canada | 383,518 | $2,997 萬 | 0.01% | −191,290−33.3% | 減碼 |
| Goldman Sachs Group Inc | 389,550 | $3,044 萬 | 0.01% | −242,443−38.4% | 減碼 |
| HSBC Holdings PLC | 405,453 | $3,168 萬 | 0.04% | +87,407+27.5% | 加碼 |
| Credit Suisse AG | 424,698 | $3,319 萬 | 0.04% | +101,666+31.5% | 加碼 |
| Asset Management One Co.,Ltd. | 460,427 | $3,613 萬 | 0.18% | +34,340+8.1% | 加碼 |
| Advisors Capital Management, LLC | 462,482 | $3,614 萬 | 0.98% | −1810.0% | 減碼 |
| Allianz Asset Management GmbH | 467,048 | $3,650 萬 | 0.08% | −11,075−2.3% | 減碼 |
| Nuveen Asset Management, LLC | 496,751 | $3,882 萬 | 0.02% | +3,954+0.8% | 加碼 |
| Bank of America Corp | 506,996 | $3,962 萬 | 0.00% | +6,181+1.2% | 加碼 |
| Envestnet Asset Management Inc | 511,561 | $3,998 萬 | 0.02% | +20,545+4.2% | 加碼 |
| Zacks Investment Management | 1,199,079 | $4,275 萬 | 0.60% | +676,604+129.5% | 加碼 |
| Canada Pension Plan Investment Board | 567,040 | $4,431 萬 | 0.08% | +207,800+57.8% | 加碼 |
| Virginia Retirement Systems Et Al | 615,200 | $4,808 萬 | 0.50% | −92,100−13.0% | 減碼 |
| Wells Fargo & Company | 627,243 | $4,902 萬 | 0.02% | +67,174+12.0% | 加碼 |
| Brown Advisory Inc | 668,894 | $5,227 萬 | 0.10% | −132,024−16.5% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 716,973 | $5,603 萬 | 0.04% | −23,053−3.1% | 減碼 |
| Swiss National Bank | 784,051 | $6,127 萬 | 0.04% | −51,843−6.2% | 減碼 |
| LPL Financial LLC | 816,047 | $6,377 萬 | 0.05% | +12,604+1.6% | 加碼 |
| APG Asset Management US Inc. | 828,622 | $6,476 萬 | 0.52% | −69,139−7.7% | 減碼 |
| Barclays PLC | 891,510 | $6,967 萬 | 0.06% | +146,763+19.7% | 加碼 |
| American Century Companies Inc | 953,957 | $7,455 萬 | 0.06% | +67,704+7.6% | 加碼 |
| Russell Investments Group, Ltd. | 984,280 | $7,696 萬 | 0.16% | +127,562+14.9% | 加碼 |
| California Public Employees Retirement System | 995,928 | $7,783 萬 | 0.07% | +205,027+25.9% | 加碼 |
| Wellington Management Group LLP | 1,012,252 | $7,911 萬 | 0.02% | −140,676−12.2% | 減碼 |
| Epoch Investment Partners, Inc. | 1,053,341 | $8,232 萬 | 0.49% | +3,103+0.3% | 加碼 |
| Bank of New York Mellon Corp | 1,141,173 | $8,918 萬 | 0.02% | −204,093−15.2% | 減碼 |
| Resolution Capital Ltd | 1,375,426 | $1.07 億 | 1.86% | −59,211−4.1% | 減碼 |
| UBS Group AG | 1,481,889 | $1.16 億 | 0.06% | −40,291−2.6% | 減碼 |
| UBS Asset Management Americas Inc | 1,685,893 | $1.32 億 | 0.07% | +184,383+12.3% | 加碼 |
| Ameriprise Financial Inc | 1,733,975 | $1.36 億 | 0.05% | +230,460+15.3% | 加碼 |
| PGGM Investments | 1,773,176 | $1.39 億 | 2.43% | +554,713+45.5% | 加碼 |
| Northern Trust Corp | 1,878,854 | $1.47 億 | 0.03% | −107,214−5.4% | 減碼 |
| Commonwealth Equity Services, LLC | 1,890,328 | $1.48 億 | 0.36% | −70,640−3.6% | 減碼 |
| Massachusetts Financial Services Co | 1,946,123 | $1.52 億 | 0.05% | +246,322+14.5% | 加碼 |
| Morgan Stanley | 2,018,179 | $1.58 億 | 0.02% | +176,801+9.6% | 加碼 |
| Charles Schwab Investment Management Inc | 2,230,958 | $1.74 億 | 0.06% | +114,725+5.4% | 加碼 |
| Norges Bank | 2,231,678 | $1.74 億 | 0.04% | +284,891+14.6% | 加碼 |
| Legal & General Group Plc | 2,555,293 | $2.00 億 | 0.08% | +120,832+5.0% | 加碼 |
| Deutsche Bank AG | 2,665,410 | $2.08 億 | 0.12% | +359,893+15.6% | 加碼 |
| Dimensional Fund Advisors LP | 2,752,880 | $2.15 億 | 0.08% | +193,465+7.6% | 加碼 |
| Capital World Investors | 3,171,765 | $2.48 億 | 0.05% | −6330.0% | 減碼 |
| Geode Capital Management, LLC | 3,479,492 | $2.72 億 | 0.04% | +126,162+3.8% | 加碼 |
| JPMorgan Chase & Co | 4,490,152 | $3.51 億 | 0.05% | −2,742,335−37.9% | 減碼 |
| State Street Corp | 10,019,851 | $7.94 億 | 0.05% | +527,707+5.6% | 加碼 |
| BlackRock Inc. | 15,005,242 | $11.7 億 | 0.04% | +756,380+5.3% | 加碼 |
| Vanguard Group Inc | 29,309,215 | $22.9 億 | 0.06% | +1,192,557+4.2% | 加碼 |
| Natixis | 0 | $0 | 0.00% | −259,094−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −70,400−100.0% | 清倉 |
| Nkcfo LLC | 0 | $0 | 0.00% | −50,900−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −50,517−100.0% | 清倉 |
| RPg Family Wealth Advisory, LLC | 0 | $0 | 0.00% | −39,912−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −33,484−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −32,549−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −19,642−100.0% | 清倉 |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −17,987−100.0% | 清倉 |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −17,596−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,240−100.0% | 清倉 |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −12,704−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,798−100.0% | 清倉 |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −9,659−100.0% | 清倉 |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −7,747−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,660−100.0% | 清倉 |
| Allen Capital Group, LLC | 0 | $0 | 0.00% | −7,050−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −6,610−100.0% | 清倉 |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −6,500−100.0% | 清倉 |
| Harrell Investment Partners, LLC | 0 | $0 | 0.00% | −6,430−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −6,051−100.0% | 清倉 |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −6,037−100.0% | 清倉 |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −5,633−100.0% | 清倉 |
| Presidio Capital Management, LLC | 0 | $0 | 0.00% | −4,883−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −4,844−100.0% | 清倉 |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −4,757−100.0% | 清倉 |
| Investment Partners, Ltd. | 0 | $0 | 0.00% | −4,067−100.0% | 清倉 |
| High Falls Advisors, Inc | 0 | $0 | 0.00% | −3,797−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −3,762−100.0% | 清倉 |
| Certified Advisory Corp | 0 | $0 | 0.00% | −3,464−100.0% | 清倉 |
| Savant Capital, LLC | 0 | $0 | 0.00% | −3,327−100.0% | 清倉 |
| KC Investment Advisors, LLC | 0 | $0 | 0.00% | −3,189−100.0% | 清倉 |
| Woodstock Corp | 0 | $0 | 0.00% | −3,176−100.0% | 清倉 |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −3,138−100.0% | 清倉 |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −3,092−100.0% | 清倉 |
| Crumly & Associates Inc. | 0 | $0 | 0.00% | −3,079−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −3,028−100.0% | 清倉 |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −2,921−100.0% | 清倉 |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −2,483−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,144−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,044−100.0% | 清倉 |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −849−100.0% | 清倉 |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| McMillion Capital Management Inc | 0 | $0 | 0.00% | −653−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −600−100.0% | 清倉 |