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 |
|---|---|---|---|---|---|
| Advisors Capital Management, LLC | 481,263 | $3,727 萬 | 0.97% | +18,781+4.1% | 加碼 |
| HSBC Holdings PLC | 485,506 | $3,756 萬 | 0.05% | +80,053+19.7% | 加碼 |
| Virginia Retirement Systems Et Al | 504,682 | $3,909 萬 | 0.40% | −110,518−18.0% | 減碼 |
| Envestnet Asset Management Inc | 1,782,450 | $4,111 萬 | 0.02% | +1,270,889+248.4% | 加碼 |
| Zacks Investment Management | 559,384 | $4,332 萬 | 0.58% | −639,695−53.3% | 減碼 |
| Canada Pension Plan Investment Board | 565,229 | $4,378 萬 | 0.07% | −1,811−0.3% | 減碼 |
| Wells Fargo & Company | 576,581 | $4,466 萬 | 0.01% | −50,662−8.1% | 減碼 |
| Bank of America Corp | 681,197 | $5,276 萬 | 0.01% | +174,201+34.4% | 加碼 |
| Brown Advisory Inc | 686,995 | $5,321 萬 | 0.09% | +18,101+2.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 755,972 | $5,855 萬 | 0.04% | +38,999+5.4% | 加碼 |
| APG Asset Management US Inc. | 768,823 | $5,955 萬 | 0.49% | −59,799−7.2% | 減碼 |
| LPL Financial LLC | 782,538 | $6,061 萬 | 0.05% | −33,509−4.1% | 減碼 |
| Swiss National Bank | 825,651 | $6,395 萬 | 0.04% | +41,600+5.3% | 加碼 |
| Russell Investments Group, Ltd. | 906,602 | $7,017 萬 | 0.14% | −77,678−7.9% | 減碼 |
| Wellington Management Group LLP | 935,076 | $7,242 萬 | 0.01% | −77,176−7.6% | 減碼 |
| Epoch Investment Partners, Inc. | 937,932 | $7,264 萬 | 0.43% | −115,409−11.0% | 減碼 |
| American Century Companies Inc | 960,087 | $7,436 萬 | 0.06% | +6,130+0.6% | 加碼 |
| California Public Employees Retirement System | 980,721 | $7,596 萬 | 0.07% | −15,207−1.5% | 減碼 |
| Bank of New York Mellon Corp | 1,117,832 | $8,658 萬 | 0.02% | −23,341−2.0% | 減碼 |
| UBS Group AG | 1,364,315 | $1.06 億 | 0.05% | −117,574−7.9% | 減碼 |
| UBS Asset Management Americas Inc | 1,730,094 | $1.34 億 | 0.06% | +44,201+2.6% | 加碼 |
| Ameriprise Financial Inc | 1,744,132 | $1.35 億 | 0.04% | +10,157+0.6% | 加碼 |
| PGGM Investments | 1,809,698 | $1.40 億 | 2.36% | +36,522+2.1% | 加碼 |
| Commonwealth Equity Services, LLC | 1,834,247 | $1.42 億 | 0.32% | −56,081−3.0% | 減碼 |
| Northern Trust Corp | 1,883,033 | $1.46 億 | 0.03% | +4,179+0.2% | 加碼 |
| Massachusetts Financial Services Co | 1,926,027 | $1.49 億 | 0.05% | −20,096−1.0% | 減碼 |
| Morgan Stanley | 1,986,743 | $1.54 億 | 0.02% | −31,436−1.6% | 減碼 |
| Charles Schwab Investment Management Inc | 2,278,720 | $1.76 億 | 0.05% | +47,762+2.1% | 加碼 |
| Norges Bank | 2,309,025 | $1.79 億 | 0.04% | +77,347+3.5% | 加碼 |
| Deutsche Bank AG | 2,468,072 | $1.91 億 | 0.11% | −197,338−7.4% | 減碼 |
| Capital World Investors | 2,601,691 | $2.02 億 | 0.04% | −570,074−18.0% | 減碼 |
| Legal & General Group Plc | 2,776,868 | $2.15 億 | 0.08% | +221,575+8.7% | 加碼 |
| Dimensional Fund Advisors LP | 2,857,252 | $2.21 億 | 0.07% | +104,372+3.8% | 加碼 |
| Geode Capital Management, LLC | 3,260,119 | $2.52 億 | 0.03% | −219,373−6.3% | 減碼 |
| JPMorgan Chase & Co | 6,558,610 | $5.08 億 | 0.07% | +2,068,458+46.1% | 加碼 |
| State Street Corp | 10,228,412 | $8.03 億 | 0.05% | +208,561+2.1% | 加碼 |
| BlackRock Inc. | 15,373,667 | $11.9 億 | 0.04% | +368,425+2.5% | 加碼 |
| Vanguard Group Inc | 30,439,373 | $23.6 億 | 0.06% | +1,130,158+3.9% | 加碼 |
| Millennium Management LLC | 0 | $0 | 0.00% | −360,669−100.0% | 清倉 |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −32,379−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −27,054−100.0% | 清倉 |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −26,501−100.0% | 清倉 |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −17,632−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −12,957−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −8,804−100.0% | 清倉 |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −7,883−100.0% | 清倉 |
| Triumph Capital Management | 0 | $0 | 0.00% | −7,252−100.0% | 清倉 |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Kercheville Advisors, LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −5,471−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,058−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −4,708−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,172−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −4,149−100.0% | 清倉 |
| Warther Private Wealth, LLC | 0 | $0 | 0.00% | −3,809−100.0% | 清倉 |
| Provence Wealth Management Group | 0 | $0 | 0.00% | −3,730−100.0% | 清倉 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −3,561−100.0% | 清倉 |
| MA Private Wealth | 0 | $0 | 0.00% | −3,545−100.0% | 清倉 |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −3,390−100.0% | 清倉 |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −3,215−100.0% | 清倉 |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −3,073−100.0% | 清倉 |
| Walker Asset Management, LLC | 0 | $0 | 0.00% | −2,980−100.0% | 清倉 |
| Brighton Jones LLC | 0 | $0 | 0.00% | −2,926−100.0% | 清倉 |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −2,655−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −2,876−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −2,741−100.0% | 清倉 |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,694−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,647−100.0% | 清倉 |
| Ameraudi Asset Management, Inc. | 0 | $0 | 0.00% | −2,620−100.0% | 清倉 |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −2,594−100.0% | 清倉 |
| Sightline Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,588−100.0% | 清倉 |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −2,564−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,267−100.0% | 清倉 |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −1,526−100.0% | 清倉 |
| WJ Interests, LLC | 0 | $0 | 0.00% | −1,316−100.0% | 清倉 |
| Avondale Wealth Management | 0 | $0 | 0.00% | −1,189−100.0% | 清倉 |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −789−100.0% | 清倉 |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −747−100.0% | 清倉 |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −601−100.0% | 清倉 |
| Roble, Belko & Company, Inc | 0 | $0 | 0.00% | −559−100.0% | 清倉 |
| Retirement Financial Solutions, LLC | 0 | $0 | 0.00% | −361−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −337−100.0% | 清倉 |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −319−100.0% | 清倉 |
| Cambridge Trust Co | 0 | $0 | 0.00% | −260−100.0% | 清倉 |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −259−100.0% | 清倉 |
| Horizon Bancorp Inc | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Emfo, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −197−100.0% | 清倉 |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −185−100.0% | 清倉 |
| Rocky Mountain Advisers, LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −152−100.0% | 清倉 |
| Affiance Financial, LLC | 0 | $0 | 0.00% | −123−100.0% | 清倉 |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −83−100.0% | 清倉 |
| City Holding Co | 0 | $0 | 0.00% | −43−100.0% | 清倉 |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −31−100.0% | 清倉 |
| Level Financial Advisors, Inc. | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Lee Financial Co | 0 | $0 | 0.00% | −2−100.0% | 清倉 |