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。
2023 年第 1 季 13F 持有人
W. P. Carey Inc. 在 2023/3/31 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
- 838
- 較 2022 年第 4 季 +2 家
- 持有股數
- 1.39 億
- 較 2022 年第 4 季 +277.7 萬 (+2.0%)
- 總市值
- $106.4 億
- 較 2022 年第 4 季 +$4,340 萬 (+0.4%)
- 新進機構
- 64
- 另有 347 家加碼
- 清倉機構
- 62
- 另有 272 家減碼
另有 19 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 28,948 | $224.2 萬 | 1.19% | +2,367+8.9% | 加碼 |
| US Bancorp | 28,948 | $224.2 萬 | 0.00% | +788+2.8% | 加碼 |
| Pathway Financial Advisers, LLC | 29,244 | $226.5 萬 | 0.91% | +1,921+7.0% | 加碼 |
| Stratos Wealth Advisors, LLC | 29,455 | $228.1 萬 | 0.18% | +3,090+11.7% | 加碼 |
| DnB Asset Management AS | 30,122 | $233.3 萬 | 0.01% | +1,291+4.5% | 加碼 |
| CWM Advisors, LLC | 30,295 | $234.6 萬 | 0.30% | +3,422+12.7% | 加碼 |
| Spirit of America Management Corp | 30,450 | $235.8 萬 | 0.53% | −1,040−3.3% | 減碼 |
| M&T Bank Corp | 30,596 | $237.3 萬 | 0.01% | +1,319+4.5% | 加碼 |
| Vestcor Inc | 31,140 | $241.2 萬 | 0.09% | +9,517+44.0% | 加碼 |
| SeaBridge Investment Advisors LLC | 31,165 | $241.4 萬 | 0.84% | −1,523−4.7% | 減碼 |
| Ascent Group, LLC | 31,231 | $241.9 萬 | 0.26% | +2,804+9.9% | 加碼 |
| Investmark Advisory Group LLC | 31,718 | $245.7 萬 | 1.80% | +2,031+6.8% | 加碼 |
| Pensionfund Sabic | 32,704 | $253.3 萬 | 0.88% | −1,500−4.4% | 減碼 |
| Vident Investment Advisory, LLC | 32,744 | $253.6 萬 | 0.08% | +3,169+10.7% | 加碼 |
| Paradiem, LLC | 33,896 | $262.5 萬 | 0.82% | 00.0% | 不變 |
| Weaver Consulting Group | 34,024 | $263.5 萬 | 1.21% | −552−1.6% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 34,365 | $266.2 萬 | 2.04% | 00.0% | 不變 |
| TFG Advisers LLC | 34,471 | $267.0 萬 | 1.29% | +550+1.6% | 加碼 |
| Holocene Advisors, LP | 35,344 | $273.7 萬 | 0.01% | +9,869+38.7% | 加碼 |
| Baird Financial Group, Inc. | 35,399 | $274.2 萬 | 0.01% | −45−0.1% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 35,633 | $276.0 萬 | 0.02% | +1,564+4.6% | 加碼 |
| Gradient Capital Advisors, LLC | 35,783 | $277.1 萬 | 1.18% | +1,505+4.4% | 加碼 |
| IFM Investors Pty Ltd | 36,088 | $279.5 萬 | 0.04% | +1,780+5.2% | 加碼 |
| Hilltop Partners LLC | 36,391 | $281.8 萬 | 1.27% | −74−0.2% | 減碼 |
| Capital Square, LLC | 38,242 | $282.4 萬 | 2.61% | −935−2.4% | 減碼 |
| Pensionfund DSM Netherlands | 36,800 | $285.0 萬 | 1.93% | 00.0% | 不變 |
| Bensler, LLC | 36,838 | $285.3 萬 | 0.58% | +541+1.5% | 加碼 |
| Utah Retirement Systems | 36,876 | $285.6 萬 | 0.04% | +300+0.8% | 加碼 |
| National Asset Management, Inc. | 36,864 | $289.4 萬 | 0.08% | −1,486−3.9% | 減碼 |
| D L Carlson Investment Group Inc | 37,969 | $294.1 萬 | 0.67% | −4,154−9.9% | 減碼 |
| Bahl & Gaynor Inc | 40,144 | $310.9 萬 | 0.02% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 40,194 | $311.3 萬 | 0.00% | −3,351−7.7% | 減碼 |
| TriaGen Wealth Management LLC | 40,234 | $311.6 萬 | 1.57% | −2,064−4.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 41,006 | $317.6 萬 | 0.01% | −157,651−79.4% | 減碼 |
| Presima Inc. | 41,550 | $321.8 萬 | 0.91% | +350+0.8% | 加碼 |
| Agf Management Ltd | 41,892 | $324.5 萬 | 0.02% | −1,954−4.5% | 減碼 |
| Prairiewood Capital, LLC | 42,205 | $326.9 萬 | 2.22% | +15,721+59.4% | 加碼 |
| Bramshill Investments, LLC | 43,524 | $337.1 萬 | 0.40% | +782+1.8% | 加碼 |
| Belpointe Asset Management LLC | 43,741 | $338.8 萬 | 0.18% | −87−0.2% | 減碼 |
| Nissay Asset Management Corp | 44,762 | $346.7 萬 | 0.03% | +2,070+4.8% | 加碼 |
| Tectonic Advisors LLC | 45,131 | $349.5 萬 | 0.48% | +9,358+26.2% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 45,434 | $351.9 萬 | 0.05% | +5,800+14.6% | 加碼 |
| KBC Group NV | 45,531 | $352.6 萬 | 0.01% | −732−1.6% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 45,751 | $354.3 萬 | 0.04% | +45,751 | 新進 |
| Rench Wealth Management, Inc. | 46,026 | $356.5 萬 | 1.71% | +810+1.8% | 加碼 |
| Rock Point Advisors, LLC | 46,054 | $356.7 萬 | 1.21% | −972−2.1% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 46,197 | $357.8 萬 | 0.06% | +2,572+5.9% | 加碼 |
| 1832 Asset Management L.P. | 46,336 | $358.9 萬 | 0.01% | +1,182+2.6% | 加碼 |
| XML Financial, LLC | 46,984 | $370.6 萬 | 0.45% | +787+1.7% | 加碼 |
| Avantax Advisory Services, Inc. | 48,152 | $372.9 萬 | 0.05% | +575+1.2% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 48,295 | $374.0 萬 | 1.90% | +112+0.2% | 加碼 |
| Crawford Investment Counsel Inc | 48,345 | $374.4 萬 | 0.08% | −47,359−49.5% | 減碼 |
| Worldquant Millennium Advisors LLC | 48,884 | $378.6 萬 | 0.07% | +48,884 | 新進 |
| GSI Capital Advisors LLC | 49,511 | $383.5 萬 | 2.36% | +9,499+23.7% | 加碼 |
| Wellington Shields Capital Management, LLC | 49,572 | $383.9 萬 | 0.46% | +100.0% | 加碼 |
| Cyndeo Wealth Partners, LLC | 49,848 | $386.1 萬 | 0.42% | +5,563+12.6% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 49,876 | $386.3 萬 | 0.02% | +5,594+12.6% | 加碼 |
| Aviva PLC | 50,043 | $387.6 萬 | 0.02% | +3,535+7.6% | 加碼 |
| USS Investment Management Ltd | 50,611 | $391.9 萬 | 0.05% | +3,727+7.9% | 加碼 |
| AE Wealth Management LLC | 50,721 | $392.9 萬 | 0.03% | −4,055−7.4% | 減碼 |
| CI Private Wealth, LLC | 50,877 | $394.0 萬 | 0.01% | +7,487+17.3% | 加碼 |
| Atria Wealth Solutions, Inc. | 50,486 | $396.0 萬 | 0.06% | −2,175−4.1% | 減碼 |
| Jane Street Group, LLC | 52,964 | $410.2 萬 | 0.01% | +34,306+183.9% | 加碼 |
| Forsta Ap-Fonden | 55,100 | $426.7 萬 | 0.05% | −7,500−12.0% | 減碼 |
| Two Sigma Investments, LP | 55,523 | $430.0 萬 | 0.01% | +37,346+205.5% | 加碼 |
| Inspirion Wealth Advisors, LLC | 55,881 | $432.8 萬 | 0.87% | −1,543−2.7% | 減碼 |
| Romano Brothers and Company | 55,885 | $432.8 萬 | 0.67% | −2,100−3.6% | 減碼 |
| Meritage Portfolio Management | 56,164 | $435.0 萬 | 0.33% | +1,415+2.6% | 加碼 |
| Cozad Asset Management Inc | 56,947 | $441.1 萬 | 0.58% | +9,086+19.0% | 加碼 |
| Hantz Financial Services, Inc. | 57,520 | $445.5 萬 | 0.12% | +1,044+1.8% | 加碼 |
| AdvisorNet Financial, Inc | 58,142 | $450.3 萬 | 0.41% | +1,759+3.1% | 加碼 |
| Janus Henderson Group PLC | 59,857 | $463.6 萬 | 0.00% | +36,331+154.4% | 加碼 |
| Arizona State Retirement System | 60,481 | $468.4 萬 | 0.04% | +5,877+10.8% | 加碼 |
| Korea Investment CORP | 63,452 | $491.4 萬 | 0.01% | +2,348+3.8% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 63,569 | $492.3 萬 | 0.26% | +1,107+1.8% | 加碼 |
| Mercer Global Advisors Inc | 63,713 | $493.5 萬 | 0.02% | +4,550+7.7% | 加碼 |
| Colonial Trust Advisors | 64,109 | $496.5 萬 | 0.58% | +801+1.3% | 加碼 |
| Guardian Capital LP | 64,138 | $496.7 萬 | 0.16% | −289−0.4% | 減碼 |
| Van Eck Associates Corp | 64,198 | $497.2 萬 | 0.01% | +8,223+14.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 66,230 | $513.0 萬 | 0.01% | −28,682−30.2% | 減碼 |
| Demars Financial Group, LLC | 66,655 | $516.2 萬 | 2.85% | −1,916−2.8% | 減碼 |
| Karpas Strategies, LLC | 67,385 | $521.9 萬 | 1.84% | +229+0.3% | 加碼 |
| Squarepoint Ops LLC | 68,237 | $528.5 萬 | 0.04% | +68,237 | 新進 |
| CIBC World Markets Corp | 68,429 | $530.0 萬 | 0.09% | +1,371+2.0% | 加碼 |
| Creative Planning | 69,453 | $537.9 萬 | 0.01% | −523−0.7% | 減碼 |
| Andra AP-fonden | 69,600 | $539.1 萬 | 0.14% | −19,700−22.1% | 減碼 |
| Private Advisor Group, LLC | 72,771 | $563.6 萬 | 0.05% | −5,430−6.9% | 減碼 |
| Blair William & Co | 72,899 | $564.6 萬 | 0.02% | −265−0.4% | 減碼 |
| Jump Financial, LLC | 73,754 | $571.2 萬 | 0.23% | +73,754 | 新進 |
| Te Ahumairangi Investment Management Ltd | 74,078 | $573.7 萬 | 0.82% | +3,000+4.2% | 加碼 |
| Standard Life Aberdeen plc | 74,312 | $575.5 萬 | 0.01% | +19,200+34.8% | 加碼 |
| Marshall Wace, LLP | 75,036 | $581.2 萬 | 0.01% | +47,147+169.1% | 加碼 |
| Macquarie Group Ltd | 75,375 | $587.0 萬 | 0.01% | −4,792−6.0% | 減碼 |
| Employees Retirement System of Texas | 76,500 | $592.5 萬 | 0.09% | +10,000+15.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 77,797 | $602.5 萬 | 0.03% | +6,219+8.7% | 加碼 |
| EWG Elevate Inc. | 79,402 | $615.0 萬 | 2.62% | −2,492−3.0% | 減碼 |
| Daiwa Securities Group Inc. | 79,603 | $616.5 萬 | 0.04% | +10,629+15.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 79,700 | $617.3 萬 | 0.14% | +74,481+1,427.1% | 加碼 |
| Sheets Smith Wealth Management | 80,057 | $620.0 萬 | 0.95% | 00.0% | 不變 |
| Toronto Dominion Bank | 80,392 | $622.3 萬 | 0.01% | −1,195−1.5% | 減碼 |