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 |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 43,524 | $337.1 萬 | 0.40% | +782+1.8% | 加碼 |
| Prairiewood Capital, LLC | 42,205 | $326.9 萬 | 2.22% | +15,721+59.4% | 加碼 |
| Agf Management Ltd | 41,892 | $324.5 萬 | 0.02% | −1,954−4.5% | 減碼 |
| Presima Inc. | 41,550 | $321.8 萬 | 0.91% | +350+0.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 41,006 | $317.6 萬 | 0.01% | −157,651−79.4% | 減碼 |
| TriaGen Wealth Management LLC | 40,234 | $311.6 萬 | 1.57% | −2,064−4.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 40,194 | $311.3 萬 | 0.00% | −3,351−7.7% | 減碼 |
| Bahl & Gaynor Inc | 40,144 | $310.9 萬 | 0.02% | 00.0% | 不變 |
| D L Carlson Investment Group Inc | 37,969 | $294.1 萬 | 0.67% | −4,154−9.9% | 減碼 |
| National Asset Management, Inc. | 36,864 | $289.4 萬 | 0.08% | −1,486−3.9% | 減碼 |
| Utah Retirement Systems | 36,876 | $285.6 萬 | 0.04% | +300+0.8% | 加碼 |
| Bensler, LLC | 36,838 | $285.3 萬 | 0.58% | +541+1.5% | 加碼 |
| Pensionfund DSM Netherlands | 36,800 | $285.0 萬 | 1.93% | 00.0% | 不變 |
| Capital Square, LLC | 38,242 | $282.4 萬 | 2.61% | −935−2.4% | 減碼 |
| Hilltop Partners LLC | 36,391 | $281.8 萬 | 1.27% | −74−0.2% | 減碼 |
| IFM Investors Pty Ltd | 36,088 | $279.5 萬 | 0.04% | +1,780+5.2% | 加碼 |
| Gradient Capital Advisors, LLC | 35,783 | $277.1 萬 | 1.18% | +1,505+4.4% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 35,633 | $276.0 萬 | 0.02% | +1,564+4.6% | 加碼 |
| Baird Financial Group, Inc. | 35,399 | $274.2 萬 | 0.01% | −45−0.1% | 減碼 |
| Holocene Advisors, LP | 35,344 | $273.7 萬 | 0.01% | +9,869+38.7% | 加碼 |
| TFG Advisers LLC | 34,471 | $267.0 萬 | 1.29% | +550+1.6% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 34,365 | $266.2 萬 | 2.04% | 00.0% | 不變 |
| Weaver Consulting Group | 34,024 | $263.5 萬 | 1.21% | −552−1.6% | 減碼 |
| Paradiem, LLC | 33,896 | $262.5 萬 | 0.82% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 32,744 | $253.6 萬 | 0.08% | +3,169+10.7% | 加碼 |
| Pensionfund Sabic | 32,704 | $253.3 萬 | 0.88% | −1,500−4.4% | 減碼 |
| Investmark Advisory Group LLC | 31,718 | $245.7 萬 | 1.80% | +2,031+6.8% | 加碼 |
| Ascent Group, LLC | 31,231 | $241.9 萬 | 0.26% | +2,804+9.9% | 加碼 |
| SeaBridge Investment Advisors LLC | 31,165 | $241.4 萬 | 0.84% | −1,523−4.7% | 減碼 |
| Vestcor Inc | 31,140 | $241.2 萬 | 0.09% | +9,517+44.0% | 加碼 |
| M&T Bank Corp | 30,596 | $237.3 萬 | 0.01% | +1,319+4.5% | 加碼 |
| Spirit of America Management Corp | 30,450 | $235.8 萬 | 0.53% | −1,040−3.3% | 減碼 |
| CWM Advisors, LLC | 30,295 | $234.6 萬 | 0.30% | +3,422+12.7% | 加碼 |
| DnB Asset Management AS | 30,122 | $233.3 萬 | 0.01% | +1,291+4.5% | 加碼 |
| Stratos Wealth Advisors, LLC | 29,455 | $228.1 萬 | 0.18% | +3,090+11.7% | 加碼 |
| Pathway Financial Advisers, LLC | 29,244 | $226.5 萬 | 0.91% | +1,921+7.0% | 加碼 |
| US Bancorp | 28,948 | $224.2 萬 | 0.00% | +788+2.8% | 加碼 |
| Truvestments Capital LLC | 28,948 | $224.2 萬 | 1.19% | +2,367+8.9% | 加碼 |
| Voya Investment Management LLC | 28,626 | $221.7 萬 | 0.00% | +793+2.8% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 28,148 | $218.0 萬 | 0.08% | +2,386+9.3% | 加碼 |
| Wealthcare Advisory Partners LLC | 28,076 | $217.4 萬 | 0.09% | +4,958+21.4% | 加碼 |
| Integrated Wealth Concepts LLC | 27,969 | $216.6 萬 | 0.04% | +10,699+62.0% | 加碼 |
| Excalibur Management Corp | 27,553 | $213.4 萬 | 1.11% | −635−2.3% | 減碼 |
| SG Americas Securities, LLC | 27,528 | $213.2 萬 | 0.03% | −7,273−20.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 27,303 | $211.4 萬 | 0.04% | −5,175−15.9% | 減碼 |
| AQR Capital Management LLC | 27,351 | $211.3 萬 | 0.00% | −22,331−44.9% | 減碼 |
| Morse Asset Management, Inc | 27,275 | $211.2 萬 | 0.71% | +35+0.1% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 26,338 | $206.8 萬 | 0.16% | −274−1.0% | 減碼 |
| Herold Advisors, Inc. | 26,679 | $206.6 萬 | 0.71% | −1,862−6.5% | 減碼 |
| Moors & Cabot, Inc. | 26,454 | $204.9 萬 | 0.14% | −80−0.3% | 減碼 |
| Independent Financial Group, LLC | 26,290 | $203.6 萬 | 0.16% | +3,618+16.0% | 加碼 |
| Lakeview Capital Partners, LLC | 28,202 | $202.3 萬 | 0.63% | −654−2.3% | 減碼 |
| FORA Capital, LLC | 26,072 | $201.9 萬 | 0.20% | +26,072 | 新進 |
| Public Sector Pension Investment Board | 25,511 | $197.6 萬 | 0.01% | +4,817+23.3% | 加碼 |
| Griffin Asset Management, Inc. | 25,279 | $195.8 萬 | 0.27% | +275+1.1% | 加碼 |
| Wealthstar Advisors, LLC | 25,253 | $195.6 萬 | 0.83% | −45−0.2% | 減碼 |
| Two Sigma Securities, LLC | 24,984 | $193.5 萬 | 0.16% | +21,036+532.8% | 加碼 |
| Wealthfront Advisers LLC | 24,854 | $192.5 萬 | 0.01% | +1,767+7.7% | 加碼 |
| Associated Banc-Corp | 24,800 | $192.1 萬 | 0.08% | 00.0% | 不變 |
| Captrust Financial Advisors | 24,671 | $191.1 萬 | 0.01% | +1,660+7.2% | 加碼 |
| Community Capital Management, Inc. | 24,650 | $190.9 萬 | 2.51% | 00.0% | 不變 |
| Atria Investments LLC | 24,613 | $190.6 萬 | 0.04% | +963+4.1% | 加碼 |
| Horan Capital Advisors, LLC. | 24,418 | $189.1 萬 | 0.78% | −160−0.7% | 減碼 |
| South Dakota Investment Council | 24,234 | $187.7 萬 | 0.04% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 23,999 | $185.9 萬 | 0.11% | −3,882−13.9% | 減碼 |
| Mackenzie Financial Corp | 23,843 | $184.7 萬 | 0.00% | +4,205+21.4% | 加碼 |
| Total Clarity Wealth Management, Inc. | 23,180 | $179.5 萬 | 0.97% | +1,735+8.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 25,081 | $178.8 萬 | 0.01% | −38,838−60.8% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 22,892 | $177.3 萬 | 0.09% | +22,892 | 新進 |
| Mountain Capital Investment Advisors, Inc | 24,303 | $175.8 萬 | 0.77% | −746−3.0% | 減碼 |
| TownSquare Capital, LLC | 22,493 | $174.2 萬 | 0.04% | −1,245−5.2% | 減碼 |
| DFPG Investments, LLC | 22,215 | $172.1 萬 | 0.18% | +10,822+95.0% | 加碼 |
| M Holdings Securities, Inc. | 22,042 | $170.7 萬 | 0.18% | −10,999−33.3% | 減碼 |
| RB Capital Management, LLC | 21,826 | $169.0 萬 | 0.55% | +314+1.5% | 加碼 |
| Jag Capital Management, LLC | 21,746 | $168.4 萬 | 0.22% | +723+3.4% | 加碼 |
| D.B. Root & Company, LLC | 21,698 | $168.1 萬 | 0.66% | +27+0.1% | 加碼 |
| Westpac Banking Corp | 21,563 | $167.0 萬 | 0.02% | +5,319+32.7% | 加碼 |
| Colonial Trust Co | 21,474 | $166.3 萬 | 0.42% | +210+1.0% | 加碼 |
| V Wealth Advisors LLC | 21,414 | $165.9 萬 | 0.31% | −3,291−13.3% | 減碼 |
| Amalgamated Bank | 21,157 | $163.9 萬 | 0.01% | +186+0.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 21,116 | $163.5 萬 | 0.01% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 20,999 | $162.6 萬 | 0.13% | +433+2.1% | 加碼 |
| Equitable Holdings, Inc. | 20,917 | $162.0 萬 | 0.03% | +2,696+14.8% | 加碼 |
| Principal Financial Group Inc | 20,876 | $161.7 萬 | 0.00% | +1,125+5.7% | 加碼 |
| Mission Creek Capital Partners, Inc. | 20,255 | $156.9 萬 | 0.53% | +2,715+15.5% | 加碼 |
| EP Wealth Advisors, LLC | 24,211 | $156.5 萬 | 0.03% | +12,961+115.2% | 加碼 |
| Gamco Investors, Inc. Et Al | 19,600 | $151.8 萬 | 0.02% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 19,145 | $148.3 萬 | 0.09% | +19,145 | 新進 |
| Independent Advisor Alliance | 19,115 | $148.0 萬 | 0.07% | −314−1.6% | 減碼 |
| Schroder Investment Management Group | 19,082 | $147.8 萬 | 0.00% | −4,219−18.1% | 減碼 |
| FLC Capital Advisors | 18,809 | $145.7 萬 | 0.45% | −1,379−6.8% | 減碼 |
| Paradigm Financial Partners, LLC | 18,778 | $145.4 萬 | 0.39% | −343−1.8% | 減碼 |
| Brooks, Moore & Associates, Inc. | 18,620 | $144.2 萬 | 1.04% | −350−1.8% | 減碼 |
| British Columbia Investment Management Corp | 18,524 | $143.5 萬 | 0.01% | +1,545+9.1% | 加碼 |
| CWM, LLC | 18,365 | $142.2 萬 | 0.01% | −897−4.7% | 減碼 |
| Sigma Planning Corp | 18,298 | $141.7 萬 | 0.05% | −1,083−5.6% | 減碼 |
| SRS Capital Advisors, Inc. | 17,822 | $138.0 萬 | 0.18% | +107+0.6% | 加碼 |
| HBW Advisory Services LLC | 17,544 | $135.9 萬 | 0.34% | +2,810+19.1% | 加碼 |
| Intech Investment Management LLC | 17,232 | $133.5 萬 | 0.01% | +1,710+11.0% | 加碼 |
| Alpha Omega Wealth Management LLC | 17,215 | $133.3 萬 | 0.23% | −344−2.0% | 減碼 |