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 2 季 13F 持有人
W. P. Carey Inc. 在 2023/6/30 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
- 820
- 較 2023 年第 1 季 −12 家
- 持有股數
- 1.36 億
- 較 2023 年第 1 季 −238.0 萬 (−1.7%)
- 總市值
- $92.1 億
- 較 2023 年第 1 季 −$14.3 億 (−13.4%)
- 新進機構
- 75
- 另有 314 家加碼
- 清倉機構
- 87
- 另有 294 家減碼
另有 6 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 116,539 | $787.3 萬 | 0.91% | −552−0.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 114,160 | $771.7 萬 | 0.02% | −22,451−16.4% | 減碼 |
| Allworth Financial LP | 114,077 | $770.7 萬 | 0.07% | −3,639−3.1% | 減碼 |
| Treasurer of the State of North Carolina | 112,706 | $761.4 萬 | 0.04% | −7,347−6.1% | 減碼 |
| Victory Capital Management Inc | 112,298 | $758.7 萬 | 0.01% | −2,935−2.5% | 減碼 |
| State of Wisconsin Investment Board | 111,384 | $752.5 萬 | 0.02% | +1,107+1.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 110,797 | $748.5 萬 | 0.03% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 108,410 | $732.4 萬 | 0.61% | +14,267+15.2% | 加碼 |
| Pictet Asset Management SA | 107,954 | $729.3 萬 | 0.01% | −525−0.5% | 減碼 |
| Aew Capital Management L P | 105,040 | $709.7 萬 | 0.27% | −3,740−3.4% | 減碼 |
| Morgan Dempsey Capital Management LLC | 103,675 | $700.4 萬 | 2.00% | −9,953−8.8% | 減碼 |
| TD Asset Management Inc | 102,830 | $694.7 萬 | 0.01% | −20,039−16.3% | 減碼 |
| Stifel Financial Corp | 101,910 | $688.5 萬 | 0.01% | +2,055+2.1% | 加碼 |
| Exchange Traded Concepts, LLC | 100,623 | $679.8 萬 | 0.17% | +1,686+1.7% | 加碼 |
| Cetera Investment Advisers | 99,552 | $672.6 萬 | 0.06% | −4,708−4.5% | 減碼 |
| Hoylecohen, LLC | 99,177 | $670.0 萬 | 0.59% | −7,364−6.9% | 減碼 |
| CIBC Asset Management Inc | 97,793 | $660.7 萬 | 0.03% | +90,526+1,245.7% | 加碼 |
| Employees Retirement System of Texas | 95,500 | $645.2 萬 | 0.09% | +19,000+24.8% | 加碼 |
| Teacher Retirement System of Texas | 93,227 | $629.8 萬 | 0.04% | −342−0.4% | 減碼 |
| Advocate Group LLC | 92,943 | $627.9 萬 | 1.38% | +873+0.9% | 加碼 |
| Squarepoint Ops LLC | 92,750 | $626.6 萬 | 0.03% | +24,513+35.9% | 加碼 |
| Royal London Asset Management Ltd | 90,423 | $610.9 萬 | 0.02% | +5,183+6.1% | 加碼 |
| EWG Elevate Inc. | 89,999 | $608.0 萬 | 2.52% | +10,597+13.3% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 89,034 | $601.5 萬 | 0.07% | +43,600+96.0% | 加碼 |
| Worldquant Millennium Advisors LLC | 88,821 | $600.1 萬 | 0.10% | +39,937+81.7% | 加碼 |
| Nisa Investment Advisors, LLC | 87,924 | $594.0 萬 | 0.04% | +644+0.7% | 加碼 |
| Nicholas Company, Inc. | 87,475 | $591.0 萬 | 0.11% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 86,334 | $583.3 萬 | 1.37% | −2,292−2.6% | 減碼 |
| Cetera Advisor Networks LLC | 86,272 | $582.9 萬 | 0.04% | +630+0.7% | 加碼 |
| Macquarie Group Ltd | 85,561 | $578.0 萬 | 0.01% | +10,186+13.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 83,633 | $565.0 萬 | 0.06% | +76,968+1,154.8% | 加碼 |
| MML Investors Services, LLC | 83,304 | $562.8 萬 | 0.03% | −47,263−36.2% | 減碼 |
| Ensign Peak Advisors, Inc | 82,120 | $554.8 萬 | 0.01% | −12,920−13.6% | 減碼 |
| Mariner, LLC | 81,680 | $551.8 萬 | 0.01% | −4,086−4.8% | 減碼 |
| Sequoia Financial Advisors, LLC | 81,132 | $548.1 萬 | 0.09% | +1,432+1.8% | 加碼 |
| WealthPlan Investment Management, LLC | 80,954 | $546.9 萬 | 1.63% | −72,433−47.2% | 減碼 |
| Sheets Smith Wealth Management | 80,737 | $545.5 萬 | 0.80% | +680+0.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 80,426 | $543.4 萬 | 0.02% | +2,629+3.4% | 加碼 |
| Standard Life Aberdeen plc | 78,988 | $533.6 萬 | 0.01% | +4,676+6.3% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 77,829 | $525.8 萬 | 0.72% | +3,751+5.1% | 加碼 |
| Toronto Dominion Bank | 76,597 | $517.1 萬 | 0.01% | −3,795−4.7% | 減碼 |
| Private Advisor Group, LLC | 76,496 | $516.8 萬 | 0.04% | +3,725+5.1% | 加碼 |
| Neuberger Berman Group LLC | 76,282 | $515.4 萬 | 0.00% | −50,551−39.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 76,223 | $515.0 萬 | 0.01% | −33,510−30.5% | 減碼 |
| Aviva PLC | 75,659 | $511.2 萬 | 0.02% | +25,616+51.2% | 加碼 |
| Korea Investment CORP | 73,740 | $498.2 萬 | 0.01% | +10,288+16.2% | 加碼 |
| First Trust Advisors LP | 73,086 | $493.8 萬 | 0.01% | −15,588−17.6% | 減碼 |
| Illinois Municipal Retirement Fund | 72,739 | $491.4 萬 | 0.10% | −8,267−10.2% | 減碼 |
| Oxbow Advisors, LLC | 71,395 | $482.3 萬 | 0.76% | +71,395 | 新進 |
| Crawford Investment Counsel Inc | 70,707 | $477.7 萬 | 0.10% | +22,362+46.3% | 加碼 |
| Forsta Ap-Fonden | 69,300 | $468.2 萬 | 0.05% | +14,200+25.8% | 加碼 |
| Van Eck Associates Corp | 68,194 | $460.7 萬 | 0.01% | +3,996+6.2% | 加碼 |
| Mutual Advisors, LLC | 67,582 | $456.6 萬 | 0.17% | −16,134−19.3% | 減碼 |
| Karpas Strategies, LLC | 67,437 | $455.6 萬 | 1.54% | +52+0.1% | 加碼 |
| WealthPLAN Partners, LLC | 66,971 | $452.5 萬 | 0.64% | −68,126−50.4% | 減碼 |
| Creative Planning | 66,916 | $452.1 萬 | 0.01% | −2,537−3.7% | 減碼 |
| Demars Financial Group, LLC | 66,880 | $451.8 萬 | 2.51% | +225+0.3% | 加碼 |
| HighTower Advisors, LLC | 66,656 | $449.4 萬 | 0.01% | −215,678−76.4% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 65,239 | $440.8 萬 | 0.22% | +1,670+2.6% | 加碼 |
| Armstrong, Fleming & Moore, Inc | 64,026 | $432.6 萬 | 3.98% | +64,026 | 新進 |
| Mercer Global Advisors Inc | 63,437 | $428.6 萬 | 0.02% | −276−0.4% | 減碼 |
| Colonial Trust Advisors | 63,204 | $427.0 萬 | 0.47% | −905−1.4% | 減碼 |
| UniSuper Management Pty Ltd | 61,200 | $413.5 萬 | 0.05% | +61,200 | 新進 |
| AdvisorNet Financial, Inc | 60,228 | $406.9 萬 | 0.35% | +2,086+3.6% | 加碼 |
| Quantbot Technologies LP | 59,469 | $401.8 萬 | 0.26% | +52,989+817.7% | 加碼 |
| Rock Point Advisors, LLC | 59,435 | $401.5 萬 | 1.32% | +13,381+29.1% | 加碼 |
| Oak Harvest Investment Services | 58,512 | $395.3 萬 | 0.89% | −22,330−27.6% | 減碼 |
| Arizona State Retirement System | 58,373 | $394.4 萬 | 0.03% | −2,108−3.5% | 減碼 |
| Meritage Portfolio Management | 58,192 | $393.1 萬 | 0.28% | +2,028+3.6% | 加碼 |
| Hantz Financial Services, Inc. | 57,658 | $389.5 萬 | 0.10% | +138+0.2% | 加碼 |
| Cozad Asset Management Inc | 57,424 | $388.0 萬 | 0.48% | +477+0.8% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 57,120 | $385.9 萬 | 1.73% | +8,825+18.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 56,641 | $382.7 萬 | 0.06% | −31,235−35.5% | 減碼 |
| Andra AP-fonden | 56,600 | $382.4 萬 | 0.10% | −13,000−18.7% | 減碼 |
| Blair William & Co | 55,516 | $375.1 萬 | 0.01% | −17,383−23.8% | 減碼 |
| Inspirion Wealth Advisors, LLC | 55,323 | $373.8 萬 | 0.72% | −558−1.0% | 減碼 |
| Westwood Holdings Group Inc. | 55,000 | $371.6 萬 | 0.03% | +55,000 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 54,828 | $370.4 萬 | 0.06% | +8,631+18.7% | 加碼 |
| Romano Brothers and Company | 54,390 | $367.5 萬 | 0.55% | −1,495−2.7% | 減碼 |
| Janus Henderson Group PLC | 54,264 | $366.6 萬 | 0.00% | −5,593−9.3% | 減碼 |
| Tectonic Advisors LLC | 54,074 | $365.3 萬 | 0.45% | +8,943+19.8% | 加碼 |
| Atria Wealth Solutions, Inc. | 53,531 | $362.1 萬 | 0.05% | +3,045+6.0% | 加碼 |
| USS Investment Management Ltd | 53,229 | $359.6 萬 | 0.04% | +2,618+5.2% | 加碼 |
| AE Wealth Management LLC | 53,080 | $358.6 萬 | 0.02% | +2,359+4.7% | 加碼 |
| Agf Management Ltd | 51,363 | $347.0 萬 | 0.03% | +9,471+22.6% | 加碼 |
| XML Financial, LLC | 50,404 | $340.5 萬 | 0.39% | +3,420+7.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 50,146 | $338.8 萬 | 0.02% | +270+0.5% | 加碼 |
| Avantax Advisory Services, Inc. | 49,973 | $337.6 萬 | 0.04% | +1,821+3.8% | 加碼 |
| Wellington Shields Capital Management, LLC | 49,584 | $335.0 萬 | 0.41% | +120.0% | 加碼 |
| Jane Street Group, LLC | 49,033 | $331.3 萬 | 0.00% | −3,931−7.4% | 減碼 |
| SG Americas Securities, LLC | 48,229 | $325.8 萬 | 0.03% | +20,701+75.2% | 加碼 |
| Simplex Trading, LLC | 47,714 | $322.3 萬 | 0.14% | +47,714 | 新進 |
| Rench Wealth Management, Inc. | 47,498 | $320.9 萬 | 1.41% | +1,472+3.2% | 加碼 |
| 1832 Asset Management L.P. | 47,092 | $318.2 萬 | 0.01% | +756+1.6% | 加碼 |
| Nissay Asset Management Corp | 46,989 | $317.5 萬 | 0.03% | +2,227+5.0% | 加碼 |
| CI Private Wealth, LLC | 46,411 | $313.5 萬 | 0.01% | −4,466−8.8% | 減碼 |
| First Republic Investment Management, Inc. | 45,626 | $308.3 萬 | 0.02% | −54,190−54.3% | 減碼 |
| GSI Capital Advisors LLC | 45,407 | $306.8 萬 | 1.88% | −4,104−8.3% | 減碼 |
| Capital Square, LLC | 45,266 | $305.8 萬 | 2.83% | +7,024+18.4% | 加碼 |
| Prairiewood Capital, LLC | 43,989 | $297.2 萬 | 1.99% | +1,784+4.2% | 加碼 |