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 |
|---|---|---|---|---|---|
| Oak Harvest Investment Services | 80,842 | $626.1 萬 | 1.44% | +1,602+2.0% | 加碼 |
| Illinois Municipal Retirement Fund | 81,006 | $627.4 萬 | 0.13% | −35,867−30.7% | 減碼 |
| NewSquare Capital LLC | 82,064 | $635.6 萬 | 0.75% | +6,259+8.3% | 加碼 |
| Mutual Advisors, LLC | 83,716 | $648.4 萬 | 0.27% | −199−0.2% | 減碼 |
| Royal London Asset Management Ltd | 85,240 | $660.2 萬 | 0.03% | +1,268+1.5% | 加碼 |
| Cetera Advisor Networks LLC | 85,642 | $663.3 萬 | 0.05% | +4,638+5.7% | 加碼 |
| Mariner, LLC | 85,766 | $664.2 萬 | 0.02% | −2,153−2.4% | 減碼 |
| Nisa Investment Advisors, LLC | 87,280 | $676.0 萬 | 0.05% | +9,345+12.0% | 加碼 |
| Nicholas Company, Inc. | 87,475 | $677.5 萬 | 0.14% | +400.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 87,876 | $680.6 萬 | 0.12% | +27,173+44.8% | 加碼 |
| SOA Wealth Advisors, LLC. | 88,626 | $686.4 萬 | 1.69% | −40.0% | 減碼 |
| First Trust Advisors LP | 88,674 | $686.8 萬 | 0.01% | +59,175+200.6% | 加碼 |
| Thrivent Financial for Lutherans | 91,280 | $707.0 萬 | 0.02% | +61,366+205.1% | 加碼 |
| FMR LLC | 91,342 | $707.4 萬 | 0.00% | +12,165+15.4% | 加碼 |
| Advocate Group LLC | 92,070 | $713.1 萬 | 1.56% | +1,593+1.8% | 加碼 |
| Citadel Advisors LLC | 92,935 | $719.8 萬 | 0.01% | +41,222+79.7% | 加碼 |
| Teacher Retirement System of Texas | 93,569 | $724.7 萬 | 0.05% | +52,122+125.8% | 加碼 |
| Sonora Investment Management Group, LLC | 94,143 | $729.1 萬 | 0.64% | +7,209+8.3% | 加碼 |
| Ensign Peak Advisors, Inc | 95,040 | $736.1 萬 | 0.02% | +21,485+29.2% | 加碼 |
| Exchange Traded Concepts, LLC | 98,937 | $766.3 萬 | 0.21% | +1,447+1.5% | 加碼 |
| First Republic Investment Management, Inc. | 99,816 | $773.1 萬 | 0.02% | +14,167+16.5% | 加碼 |
| Stifel Financial Corp | 99,855 | $773.4 萬 | 0.01% | −68,318−40.6% | 減碼 |
| Cetera Investment Advisers | 104,260 | $807.5 萬 | 0.07% | +785+0.8% | 加碼 |
| Gateway Investment Advisers LLC | 105,732 | $818.9 萬 | 0.10% | −1,588−1.5% | 減碼 |
| Hoylecohen, LLC | 106,541 | $825.2 萬 | 0.77% | +1,905+1.8% | 加碼 |
| Pictet Asset Management SA | 108,479 | $840.2 萬 | 0.01% | −22,633−17.3% | 減碼 |
| Aew Capital Management L P | 108,780 | $842.5 萬 | 0.31% | +26,420+32.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 109,733 | $849.9 萬 | 0.01% | −43,716−28.5% | 減碼 |
| State of Wisconsin Investment Board | 110,277 | $854.1 萬 | 0.03% | +36,667+49.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 110,797 | $858.1 萬 | 0.03% | +14,395+14.9% | 加碼 |
| Cetera Advisors LLC | 112,112 | $868.3 萬 | 0.14% | −12,797−10.2% | 減碼 |
| Morgan Dempsey Capital Management LLC | 113,628 | $880.0 萬 | 2.38% | +2,633+2.4% | 加碼 |
| Victory Capital Management Inc | 115,233 | $892.5 萬 | 0.01% | +475+0.4% | 加碼 |
| Verdence Capital Advisors LLC | 117,091 | $906.9 萬 | 1.10% | +110.0% | 加碼 |
| Allworth Financial LP | 117,716 | $911.7 萬 | 0.09% | +3,395+3.0% | 加碼 |
| Private Capital Advisors, Inc. | 119,641 | $926.6 萬 | 1.75% | −24,182−16.8% | 減碼 |
| Treasurer of the State of North Carolina | 120,053 | $929.8 萬 | 0.05% | +7,150+6.3% | 加碼 |
| Janney Montgomery Scott LLC | 121,148 | $938.3 萬 | 0.04% | +3,015+2.6% | 加碼 |
| Stony Point Wealth Management Inc. | 121,963 | $944.6 萬 | 4.90% | −7,262−5.6% | 減碼 |
| TD Asset Management Inc | 122,869 | $951.6 萬 | 0.01% | −8,890−6.7% | 減碼 |
| Commerce Bank | 124,016 | $960.5 萬 | 0.08% | −4,427−3.4% | 減碼 |
| Guggenheim Capital LLC | 126,822 | $982.2 萬 | 0.08% | −1,570−1.2% | 減碼 |
| Neuberger Berman Group LLC | 126,833 | $982.3 萬 | 0.01% | +4,103+3.3% | 加碼 |
| Cbre Clarion Securities LLC | 128,182 | $992.8 萬 | 0.17% | −20,202−13.6% | 減碼 |
| Price T Rowe Associates Inc | 128,731 | $997.1 萬 | 0.00% | −6,199−4.6% | 減碼 |
| Cullen/Frost Bankers, Inc. | 128,822 | $997.7 萬 | 0.18% | +740+0.6% | 加碼 |
| MML Investors Services, LLC | 130,567 | $1,011 萬 | 0.07% | +2,443+1.9% | 加碼 |
| DekaBank Deutsche Girozentrale | 136,611 | $1,044 萬 | 0.03% | +11,054+8.8% | 加碼 |
| WealthPLAN Partners, LLC | 135,097 | $1,046 萬 | 1.19% | −142,250−51.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 138,040 | $1,069 萬 | 0.03% | −90,039−39.5% | 減碼 |
| Carnegie Capital Asset Management, LLC | 138,084 | $1,069 萬 | 0.43% | +24,010+21.0% | 加碼 |
| Storebrand Asset Management AS | 139,063 | $1,077 萬 | 0.05% | −4,788−3.3% | 減碼 |
| Foundry Partners, LLC | 142,208 | $1,101 萬 | 0.69% | −29,852−17.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 145,418 | $1,126 萬 | 0.03% | +26,500+22.3% | 加碼 |
| State of Alaska, Department of Revenue | 147,665 | $1,144 萬 | 0.14% | +5,196+3.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 147,781 | $1,145 萬 | 0.02% | +5,517+3.9% | 加碼 |
| Alliancebernstein L.P. | 150,892 | $1,169 萬 | 0.01% | +2,355+1.6% | 加碼 |
| WealthPlan Investment Management, LLC | 153,387 | $1,188 萬 | 2.05% | −122,475−44.4% | 減碼 |
| TruWealth Advisors, LLC | 158,007 | $1,224 萬 | 1.12% | +2,250+1.4% | 加碼 |
| Davenport & Co LLC | 166,787 | $1,292 萬 | 0.10% | −4,065−2.4% | 減碼 |
| STRS Ohio | 179,851 | $1,393 萬 | 0.06% | −11,479−6.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 184,651 | $1,430 萬 | 0.05% | +58,551+46.4% | 加碼 |
| Handelsbanken Fonder AB | 188,791 | $1,462 萬 | 0.08% | −530−0.3% | 減碼 |
| Point72 Asset Management, L.P. | 189,500 | $1,468 萬 | 0.05% | +189,500 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 191,093 | $1,480 萬 | 0.04% | +19,858+11.6% | 加碼 |
| Citigroup Inc | 192,388 | $1,490 萬 | 0.02% | +43,662+29.4% | 加碼 |
| SEI Investments Co | 194,271 | $1,505 萬 | 0.03% | −81,458−29.5% | 減碼 |
| Renaissance Technologies LLC | 199,100 | $1,542 萬 | 0.02% | −78,195−28.2% | 減碼 |
| New York State Common Retirement Fund | 199,512 | $1,545 萬 | 0.02% | −6,355−3.1% | 減碼 |
| Truist Financial Corp | 200,493 | $1,553 萬 | 0.03% | +4,195+2.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 212,769 | $1,648 萬 | 0.04% | 00.0% | 不變 |
| Prudential Financial Inc | 203,458 | $1,696 萬 | 0.03% | +192,542+1,763.9% | 加碼 |
| Centersquare Investment Management LLC | 230,559 | $1,786 萬 | 0.21% | +4,030+1.8% | 加碼 |
| Franklin Resources Inc | 240,958 | $1,866 萬 | 0.01% | +23,707+10.9% | 加碼 |
| Susquehanna International Group, LLP | 242,943 | $1,882 萬 | 0.03% | −38,585−13.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 250,512 | $1,940 萬 | 0.19% | −127,268−33.7% | 減碼 |
| Rhumbline Advisers | 261,455 | $2,025 萬 | 0.02% | −1180.0% | 減碼 |
| Swedbank AB | 262,039 | $2,029 萬 | 0.04% | 00.0% | 不變 |
| Amundi | 278,256 | $2,072 萬 | 0.01% | +3,316+1.2% | 加碼 |
| Goldman Sachs Group Inc | 271,695 | $2,104 萬 | 0.01% | −117,855−30.3% | 減碼 |
| Nomura Asset Management Co Ltd | 278,085 | $2,154 萬 | 0.11% | +12,482+4.7% | 加碼 |
| HighTower Advisors, LLC | 282,334 | $2,188 萬 | 0.05% | −4,331−1.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 288,927 | $2,238 萬 | 0.11% | −7,958−2.7% | 減碼 |
| Qube Research & Technologies Ltd | 300,450 | $2,327 萬 | 0.13% | +271,513+938.3% | 加碼 |
| Berkshire Asset Management LLC | 304,364 | $2,357 萬 | 1.46% | −2,606−0.8% | 減碼 |
| National Pension Service | 310,761 | $2,396 萬 | 0.04% | +31,212+11.2% | 加碼 |
| Great West Life Assurance Co | 311,670 | $2,416 萬 | 0.06% | +32,225+11.5% | 加碼 |
| Royal Bank of Canada | 322,753 | $2,500 萬 | 0.01% | −60,765−15.8% | 減碼 |
| California State Teachers Retirement System | 342,817 | $2,655 萬 | 0.04% | +15,537+4.7% | 加碼 |
| Raymond James & Associates | 351,627 | $2,723 萬 | 0.02% | +18,300+5.5% | 加碼 |
| Invesco Ltd. | 365,757 | $2,833 萬 | 0.01% | +33,196+10.0% | 加碼 |
| Advisor Group Holdings, Inc. | 376,314 | $2,907 萬 | 0.05% | −697−0.2% | 減碼 |
| Public Employees Retirement System of Ohio | 388,660 | $3,010 萬 | 0.13% | +38,331+10.9% | 加碼 |
| Bank of Montreal | 388,095 | $3,080 萬 | 0.02% | +197,247+103.4% | 加碼 |
| Allianz Asset Management GmbH | 406,525 | $3,149 萬 | 0.07% | −60,523−13.0% | 減碼 |
| Barclays PLC | 408,139 | $3,161 萬 | 0.03% | −483,371−54.2% | 減碼 |
| Resolution Capital Ltd | 410,199 | $3,177 萬 | 0.54% | −965,227−70.2% | 減碼 |
| Nuveen Asset Management, LLC | 437,874 | $3,391 萬 | 0.01% | −58,877−11.9% | 減碼 |
| Credit Suisse AG | 468,219 | $3,626 萬 | 0.04% | +43,521+10.2% | 加碼 |
| Asset Management One Co.,Ltd. | 474,827 | $3,678 萬 | 0.17% | +14,400+3.1% | 加碼 |