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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 121,148 | $938.3 萬 | 0.04% | +3,015+2.6% | 加碼 |
| Treasurer of the State of North Carolina | 120,053 | $929.8 萬 | 0.05% | +7,150+6.3% | 加碼 |
| Private Capital Advisors, Inc. | 119,641 | $926.6 萬 | 1.75% | −24,182−16.8% | 減碼 |
| Allworth Financial LP | 117,716 | $911.7 萬 | 0.09% | +3,395+3.0% | 加碼 |
| Verdence Capital Advisors LLC | 117,091 | $906.9 萬 | 1.10% | +110.0% | 加碼 |
| Victory Capital Management Inc | 115,233 | $892.5 萬 | 0.01% | +475+0.4% | 加碼 |
| Morgan Dempsey Capital Management LLC | 113,628 | $880.0 萬 | 2.38% | +2,633+2.4% | 加碼 |
| Cetera Advisors LLC | 112,112 | $868.3 萬 | 0.14% | −12,797−10.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 110,797 | $858.1 萬 | 0.03% | +14,395+14.9% | 加碼 |
| State of Wisconsin Investment Board | 110,277 | $854.1 萬 | 0.03% | +36,667+49.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 109,733 | $849.9 萬 | 0.01% | −43,716−28.5% | 減碼 |
| Aew Capital Management L P | 108,780 | $842.5 萬 | 0.31% | +26,420+32.1% | 加碼 |
| Pictet Asset Management SA | 108,479 | $840.2 萬 | 0.01% | −22,633−17.3% | 減碼 |
| Hoylecohen, LLC | 106,541 | $825.2 萬 | 0.77% | +1,905+1.8% | 加碼 |
| Gateway Investment Advisers LLC | 105,732 | $818.9 萬 | 0.10% | −1,588−1.5% | 減碼 |
| Cetera Investment Advisers | 104,260 | $807.5 萬 | 0.07% | +785+0.8% | 加碼 |
| Stifel Financial Corp | 99,855 | $773.4 萬 | 0.01% | −68,318−40.6% | 減碼 |
| First Republic Investment Management, Inc. | 99,816 | $773.1 萬 | 0.02% | +14,167+16.5% | 加碼 |
| Exchange Traded Concepts, LLC | 98,937 | $766.3 萬 | 0.21% | +1,447+1.5% | 加碼 |
| Ensign Peak Advisors, Inc | 95,040 | $736.1 萬 | 0.02% | +21,485+29.2% | 加碼 |
| Sonora Investment Management Group, LLC | 94,143 | $729.1 萬 | 0.64% | +7,209+8.3% | 加碼 |
| Teacher Retirement System of Texas | 93,569 | $724.7 萬 | 0.05% | +52,122+125.8% | 加碼 |
| Citadel Advisors LLC | 92,935 | $719.8 萬 | 0.01% | +41,222+79.7% | 加碼 |
| Advocate Group LLC | 92,070 | $713.1 萬 | 1.56% | +1,593+1.8% | 加碼 |
| FMR LLC | 91,342 | $707.4 萬 | 0.00% | +12,165+15.4% | 加碼 |
| Thrivent Financial for Lutherans | 91,280 | $707.0 萬 | 0.02% | +61,366+205.1% | 加碼 |
| First Trust Advisors LP | 88,674 | $686.8 萬 | 0.01% | +59,175+200.6% | 加碼 |
| SOA Wealth Advisors, LLC. | 88,626 | $686.4 萬 | 1.69% | −40.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 87,876 | $680.6 萬 | 0.12% | +27,173+44.8% | 加碼 |
| Nicholas Company, Inc. | 87,475 | $677.5 萬 | 0.14% | +400.0% | 加碼 |
| Nisa Investment Advisors, LLC | 87,280 | $676.0 萬 | 0.05% | +9,345+12.0% | 加碼 |
| Mariner, LLC | 85,766 | $664.2 萬 | 0.02% | −2,153−2.4% | 減碼 |
| Cetera Advisor Networks LLC | 85,642 | $663.3 萬 | 0.05% | +4,638+5.7% | 加碼 |
| Royal London Asset Management Ltd | 85,240 | $660.2 萬 | 0.03% | +1,268+1.5% | 加碼 |
| Mutual Advisors, LLC | 83,716 | $648.4 萬 | 0.27% | −199−0.2% | 減碼 |
| NewSquare Capital LLC | 82,064 | $635.6 萬 | 0.75% | +6,259+8.3% | 加碼 |
| Illinois Municipal Retirement Fund | 81,006 | $627.4 萬 | 0.13% | −35,867−30.7% | 減碼 |
| Oak Harvest Investment Services | 80,842 | $626.1 萬 | 1.44% | +1,602+2.0% | 加碼 |
| Toronto Dominion Bank | 80,392 | $622.3 萬 | 0.01% | −1,195−1.5% | 減碼 |
| Sheets Smith Wealth Management | 80,057 | $620.0 萬 | 0.95% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 79,700 | $617.3 萬 | 0.14% | +74,481+1,427.1% | 加碼 |
| Daiwa Securities Group Inc. | 79,603 | $616.5 萬 | 0.04% | +10,629+15.4% | 加碼 |
| EWG Elevate Inc. | 79,402 | $615.0 萬 | 2.62% | −2,492−3.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 77,797 | $602.5 萬 | 0.03% | +6,219+8.7% | 加碼 |
| Employees Retirement System of Texas | 76,500 | $592.5 萬 | 0.09% | +10,000+15.0% | 加碼 |
| Macquarie Group Ltd | 75,375 | $587.0 萬 | 0.01% | −4,792−6.0% | 減碼 |
| Marshall Wace, LLP | 75,036 | $581.2 萬 | 0.01% | +47,147+169.1% | 加碼 |
| Standard Life Aberdeen plc | 74,312 | $575.5 萬 | 0.01% | +19,200+34.8% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 74,078 | $573.7 萬 | 0.82% | +3,000+4.2% | 加碼 |
| Jump Financial, LLC | 73,754 | $571.2 萬 | 0.23% | +73,754 | 新進 |
| Blair William & Co | 72,899 | $564.6 萬 | 0.02% | −265−0.4% | 減碼 |
| Private Advisor Group, LLC | 72,771 | $563.6 萬 | 0.05% | −5,430−6.9% | 減碼 |
| Andra AP-fonden | 69,600 | $539.1 萬 | 0.14% | −19,700−22.1% | 減碼 |
| Creative Planning | 69,453 | $537.9 萬 | 0.01% | −523−0.7% | 減碼 |
| CIBC World Markets Corp | 68,429 | $530.0 萬 | 0.09% | +1,371+2.0% | 加碼 |
| Squarepoint Ops LLC | 68,237 | $528.5 萬 | 0.04% | +68,237 | 新進 |
| Karpas Strategies, LLC | 67,385 | $521.9 萬 | 1.84% | +229+0.3% | 加碼 |
| Demars Financial Group, LLC | 66,655 | $516.2 萬 | 2.85% | −1,916−2.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 66,230 | $513.0 萬 | 0.01% | −28,682−30.2% | 減碼 |
| Van Eck Associates Corp | 64,198 | $497.2 萬 | 0.01% | +8,223+14.7% | 加碼 |
| Guardian Capital LP | 64,138 | $496.7 萬 | 0.16% | −289−0.4% | 減碼 |
| Colonial Trust Advisors | 64,109 | $496.5 萬 | 0.58% | +801+1.3% | 加碼 |
| Mercer Global Advisors Inc | 63,713 | $493.5 萬 | 0.02% | +4,550+7.7% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 63,569 | $492.3 萬 | 0.26% | +1,107+1.8% | 加碼 |
| Korea Investment CORP | 63,452 | $491.4 萬 | 0.01% | +2,348+3.8% | 加碼 |
| Arizona State Retirement System | 60,481 | $468.4 萬 | 0.04% | +5,877+10.8% | 加碼 |
| Janus Henderson Group PLC | 59,857 | $463.6 萬 | 0.00% | +36,331+154.4% | 加碼 |
| AdvisorNet Financial, Inc | 58,142 | $450.3 萬 | 0.41% | +1,759+3.1% | 加碼 |
| Hantz Financial Services, Inc. | 57,520 | $445.5 萬 | 0.12% | +1,044+1.8% | 加碼 |
| Cozad Asset Management Inc | 56,947 | $441.1 萬 | 0.58% | +9,086+19.0% | 加碼 |
| Meritage Portfolio Management | 56,164 | $435.0 萬 | 0.33% | +1,415+2.6% | 加碼 |
| Romano Brothers and Company | 55,885 | $432.8 萬 | 0.67% | −2,100−3.6% | 減碼 |
| Inspirion Wealth Advisors, LLC | 55,881 | $432.8 萬 | 0.87% | −1,543−2.7% | 減碼 |
| Two Sigma Investments, LP | 55,523 | $430.0 萬 | 0.01% | +37,346+205.5% | 加碼 |
| Forsta Ap-Fonden | 55,100 | $426.7 萬 | 0.05% | −7,500−12.0% | 減碼 |
| Jane Street Group, LLC | 52,964 | $410.2 萬 | 0.01% | +34,306+183.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 50,486 | $396.0 萬 | 0.06% | −2,175−4.1% | 減碼 |
| CI Private Wealth, LLC | 50,877 | $394.0 萬 | 0.01% | +7,487+17.3% | 加碼 |
| AE Wealth Management LLC | 50,721 | $392.9 萬 | 0.03% | −4,055−7.4% | 減碼 |
| USS Investment Management Ltd | 50,611 | $391.9 萬 | 0.05% | +3,727+7.9% | 加碼 |
| Aviva PLC | 50,043 | $387.6 萬 | 0.02% | +3,535+7.6% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 49,876 | $386.3 萬 | 0.02% | +5,594+12.6% | 加碼 |
| Cyndeo Wealth Partners, LLC | 49,848 | $386.1 萬 | 0.42% | +5,563+12.6% | 加碼 |
| Wellington Shields Capital Management, LLC | 49,572 | $383.9 萬 | 0.46% | +100.0% | 加碼 |
| GSI Capital Advisors LLC | 49,511 | $383.5 萬 | 2.36% | +9,499+23.7% | 加碼 |
| Worldquant Millennium Advisors LLC | 48,884 | $378.6 萬 | 0.07% | +48,884 | 新進 |
| Crawford Investment Counsel Inc | 48,345 | $374.4 萬 | 0.08% | −47,359−49.5% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 48,295 | $374.0 萬 | 1.90% | +112+0.2% | 加碼 |
| Avantax Advisory Services, Inc. | 48,152 | $372.9 萬 | 0.05% | +575+1.2% | 加碼 |
| XML Financial, LLC | 46,984 | $370.6 萬 | 0.45% | +787+1.7% | 加碼 |
| 1832 Asset Management L.P. | 46,336 | $358.9 萬 | 0.01% | +1,182+2.6% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 46,197 | $357.8 萬 | 0.06% | +2,572+5.9% | 加碼 |
| Rock Point Advisors, LLC | 46,054 | $356.7 萬 | 1.21% | −972−2.1% | 減碼 |
| Rench Wealth Management, Inc. | 46,026 | $356.5 萬 | 1.71% | +810+1.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 45,751 | $354.3 萬 | 0.04% | +45,751 | 新進 |
| KBC Group NV | 45,531 | $352.6 萬 | 0.01% | −732−1.6% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 45,434 | $351.9 萬 | 0.05% | +5,800+14.6% | 加碼 |
| Tectonic Advisors LLC | 45,131 | $349.5 萬 | 0.48% | +9,358+26.2% | 加碼 |
| Nissay Asset Management Corp | 44,762 | $346.7 萬 | 0.03% | +2,070+4.8% | 加碼 |
| Belpointe Asset Management LLC | 43,741 | $338.8 萬 | 0.18% | −87−0.2% | 減碼 |