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 |
|---|---|---|---|---|---|
| Cetera Advisors LLC | 124,909 | $976.2 萬 | 0.18% | −15,531−11.1% | 減碼 |
| Neuberger Berman Group LLC | 122,730 | $959.1 萬 | 0.01% | −8,297−6.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 118,918 | $929.3 萬 | 0.02% | +5,513+4.9% | 加碼 |
| Janney Montgomery Scott LLC | 118,133 | $923.2 萬 | 0.04% | +2,134+1.8% | 加碼 |
| Verdence Capital Advisors LLC | 117,080 | $915.0 萬 | 1.13% | +117,080 | 新進 |
| Illinois Municipal Retirement Fund | 116,873 | $913.4 萬 | 0.21% | −14,298−10.9% | 減碼 |
| Victory Capital Management Inc | 114,758 | $896.8 萬 | 0.01% | +24,634+27.3% | 加碼 |
| Allworth Financial LP | 114,321 | $893.4 萬 | 0.10% | +11,089+10.7% | 加碼 |
| Carnegie Capital Asset Management, LLC | 114,074 | $891.5 萬 | 0.38% | +71,538+168.2% | 加碼 |
| Treasurer of the State of North Carolina | 112,903 | $882.3 萬 | 0.05% | +28,340+33.5% | 加碼 |
| Morgan Dempsey Capital Management LLC | 110,995 | $867.4 萬 | 2.41% | +3,299+3.1% | 加碼 |
| Gateway Investment Advisers LLC | 107,320 | $838.7 萬 | 0.10% | +114+0.1% | 加碼 |
| Hoylecohen, LLC | 104,636 | $817.7 萬 | 0.81% | −300.0% | 減碼 |
| Cetera Investment Advisers | 103,475 | $808.7 萬 | 0.07% | +39,753+62.4% | 加碼 |
| Exchange Traded Concepts, LLC | 97,490 | $761.9 萬 | 0.22% | −1,643−1.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 96,402 | $753.4 萬 | 0.03% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 95,704 | $747.9 萬 | 0.16% | −185,061−65.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 94,912 | $741.7 萬 | 0.02% | +16,829+21.6% | 加碼 |
| Advocate Group LLC | 90,477 | $707.1 萬 | 1.52% | +8,828+10.8% | 加碼 |
| Andra AP-fonden | 89,300 | $697.9 萬 | 0.21% | +33,800+60.9% | 加碼 |
| SOA Wealth Advisors, LLC. | 88,630 | $692.6 萬 | 1.86% | −2,107−2.3% | 減碼 |
| Mariner, LLC | 87,919 | $687.0 萬 | 0.02% | +20,103+29.6% | 加碼 |
| Nicholas Company, Inc. | 87,435 | $683.3 萬 | 0.15% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 86,934 | $679.4 萬 | 0.62% | +19,797+29.5% | 加碼 |
| First Republic Investment Management, Inc. | 85,649 | $669.3 萬 | 0.01% | −9,505−10.0% | 減碼 |
| Royal London Asset Management Ltd | 83,972 | $656.4 萬 | 0.03% | +5,459+7.0% | 加碼 |
| Mutual Advisors, LLC | 83,915 | $655.8 萬 | 0.29% | +1,466+1.8% | 加碼 |
| Aew Capital Management L P | 82,360 | $643.6 萬 | 0.25% | +82,360 | 新進 |
| EWG Elevate Inc. | 81,894 | $640.0 萬 | 3.22% | −1,332−1.6% | 減碼 |
| Toronto Dominion Bank | 81,587 | $637.2 萬 | 0.01% | +16,816+26.0% | 加碼 |
| Cetera Advisor Networks LLC | 81,004 | $633.1 萬 | 0.05% | +15,004+22.7% | 加碼 |
| Macquarie Group Ltd | 80,167 | $626.5 萬 | 0.01% | +3,734+4.9% | 加碼 |
| Sheets Smith Wealth Management | 80,057 | $625.6 萬 | 0.98% | −3,404−4.1% | 減碼 |
| Oak Harvest Investment Services | 79,240 | $619.3 萬 | 1.61% | +4,369+5.8% | 加碼 |
| FMR LLC | 79,177 | $618.8 萬 | 0.00% | −13,680−14.7% | 減碼 |
| Nisa Investment Advisors, LLC | 77,935 | $609.1 萬 | 0.05% | +7,195+10.2% | 加碼 |
| NewSquare Capital LLC | 75,805 | $592.4 萬 | 0.74% | +7,009+10.2% | 加碼 |
| State of Wisconsin Investment Board | 73,610 | $575.3 萬 | 0.02% | +13,421+22.3% | 加碼 |
| Ensign Peak Advisors, Inc | 73,555 | $574.8 萬 | 0.01% | −27,180−27.0% | 減碼 |
| Blair William & Co | 73,164 | $571.8 萬 | 0.02% | −5,015−6.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 71,578 | $559.4 萬 | 0.03% | −32,978−31.5% | 減碼 |
| Te Ahumairangi Investment Management Ltd | 71,078 | $555.5 萬 | 0.87% | +665+0.9% | 加碼 |
| Creative Planning | 69,976 | $546.9 萬 | 0.01% | +2,719+4.0% | 加碼 |
| Daiwa Securities Group Inc. | 68,974 | $539.0 萬 | 0.04% | −472−0.7% | 減碼 |
| Demars Financial Group, LLC | 68,571 | $535.9 萬 | 2.96% | +3,007+4.6% | 加碼 |
| Karpas Strategies, LLC | 67,156 | $524.8 萬 | 1.84% | −216−0.3% | 減碼 |
| CIBC World Markets Corp | 67,058 | $524.1 萬 | 0.04% | −17,841−21.0% | 減碼 |
| Employees Retirement System of Texas | 66,500 | $519.7 萬 | 0.08% | +16,000+31.7% | 加碼 |
| Guardian Capital LP | 64,427 | $503.5 萬 | 0.17% | −17,113−21.0% | 減碼 |
| Candriam Luxembourg S.C.A. | 63,919 | $499.5 萬 | 0.03% | −70,699−52.5% | 減碼 |
| Colonial Trust Advisors | 63,308 | $494.8 萬 | 0.61% | +5,203+9.0% | 加碼 |
| Forsta Ap-Fonden | 62,600 | $489.2 萬 | 0.06% | +9,400+17.7% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 62,462 | $488.1 萬 | 0.24% | +4,120+7.1% | 加碼 |
| Korea Investment CORP | 61,104 | $477.5 萬 | 0.02% | +1,564+2.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 60,703 | $474.4 萬 | 0.09% | −1,644−2.6% | 減碼 |
| Mercer Global Advisors Inc | 59,163 | $462.4 萬 | 0.02% | −1,336−2.2% | 減碼 |
| Romano Brothers and Company | 57,985 | $453.2 萬 | 0.69% | +725+1.3% | 加碼 |
| Inspirion Wealth Advisors, LLC | 57,424 | $448.8 萬 | 0.95% | −5,020−8.0% | 減碼 |
| Hantz Financial Services, Inc. | 56,476 | $441.4 萬 | 0.13% | +1,912+3.5% | 加碼 |
| AdvisorNet Financial, Inc | 56,383 | $440.6 萬 | 0.43% | +923+1.7% | 加碼 |
| Van Eck Associates Corp | 55,975 | $437.4 萬 | 0.01% | +5,149+10.1% | 加碼 |
| Standard Life Aberdeen plc | 55,112 | $430.7 萬 | 0.01% | −4,794−8.0% | 減碼 |
| AE Wealth Management LLC | 54,776 | $428.1 萬 | 0.03% | +2,231+4.2% | 加碼 |
| Meritage Portfolio Management | 54,749 | $427.9 萬 | 0.33% | +1,929+3.7% | 加碼 |
| Arizona State Retirement System | 54,604 | $426.7 萬 | 0.04% | +1,644+3.1% | 加碼 |
| Hallmark Capital Management Inc | 53,686 | $419.6 萬 | 0.39% | +828+1.6% | 加碼 |
| Atria Wealth Solutions, Inc. | 52,661 | $411.8 萬 | 0.07% | −420−0.8% | 減碼 |
| National Bank of Canada | 52,193 | $407.9 萬 | 0.01% | +51,373+6,265.0% | 加碼 |
| Citadel Advisors LLC | 51,713 | $404.1 萬 | 0.00% | +43,411+522.9% | 加碼 |
| Wellington Shields Capital Management, LLC | 49,562 | $387.3 萬 | 0.47% | +1,241+2.6% | 加碼 |
| AQR Capital Management LLC | 49,682 | $387.3 萬 | 0.01% | −40,762−45.1% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 48,183 | $376.5 萬 | 2.02% | +2,175+4.7% | 加碼 |
| Cozad Asset Management Inc | 47,861 | $374.0 萬 | 0.53% | +1,196+2.6% | 加碼 |
| Avantax Advisory Services, Inc. | 47,577 | $371.8 萬 | 0.05% | +2,394+5.3% | 加碼 |
| Rock Point Advisors, LLC | 47,026 | $367.5 萬 | 1.27% | −430−0.9% | 減碼 |
| USS Investment Management Ltd | 46,884 | $366.5 萬 | 0.05% | +2,970+6.8% | 加碼 |
| Aviva PLC | 46,508 | $363.5 萬 | 0.02% | −33,278−41.7% | 減碼 |
| KBC Group NV | 46,263 | $361.5 萬 | 0.02% | +26,670+136.1% | 加碼 |
| XML Financial, LLC | 46,197 | $361.0 萬 | 0.45% | +8,106+21.3% | 加碼 |
| Rench Wealth Management, Inc. | 45,216 | $353.4 萬 | 1.80% | +1,431+3.3% | 加碼 |
| 1832 Asset Management L.P. | 45,154 | $352.9 萬 | 0.01% | −76,733−63.0% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 44,282 | $346.1 萬 | 0.02% | +5,165+13.2% | 加碼 |
| Cyndeo Wealth Partners, LLC | 44,285 | $346.1 萬 | 0.41% | +44,285 | 新進 |
| Agf Management Ltd | 43,846 | $342.7 萬 | 0.02% | +43,846 | 新進 |
| Belpointe Asset Management LLC | 43,828 | $342.5 萬 | 0.21% | +15,243+53.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,625 | $340.9 萬 | 0.07% | +4,114+10.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 43,545 | $340.3 萬 | 0.00% | +611+1.4% | 加碼 |
| CI Private Wealth, LLC | 43,390 | $339.1 萬 | 0.01% | +43,390 | 新進 |
| Bramshill Investments, LLC | 42,742 | $334.0 萬 | 0.39% | −364−0.8% | 減碼 |
| Nissay Asset Management Corp | 42,692 | $333.6 萬 | 0.03% | +449+1.1% | 加碼 |
| TriaGen Wealth Management LLC | 42,298 | $330.6 萬 | 1.84% | −1,450−3.3% | 減碼 |
| D L Carlson Investment Group Inc | 42,123 | $329.2 萬 | 0.71% | −2,374−5.3% | 減碼 |
| Teacher Retirement System of Texas | 41,447 | $323.9 萬 | 0.02% | +13,778+49.8% | 加碼 |
| Presima Inc. | 41,200 | $322.0 萬 | 0.93% | −3,700−8.2% | 減碼 |
| Bahl & Gaynor Inc | 40,144 | $313.7 萬 | 0.02% | −809−2.0% | 減碼 |
| GSI Capital Advisors LLC | 40,012 | $312.7 萬 | 1.89% | −12,738−24.1% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 39,634 | $309.7 萬 | 0.04% | −9,300−19.0% | 減碼 |
| Capital Square, LLC | 39,177 | $306.2 萬 | 2.77% | −1,311−3.2% | 減碼 |
| National Asset Management, Inc. | 38,350 | $303.7 萬 | 0.09% | +787+2.1% | 加碼 |
| Pensionfund DSM Netherlands | 36,800 | $287.6 萬 | 2.00% | 00.0% | 不變 |