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 3 季 13F 持有人
W. P. Carey Inc. 在 2023/9/30 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
- 746
- 較 2023 年第 2 季 −62 家
- 持有股數
- 1.40 億
- 較 2023 年第 2 季 +358.7 萬 (+2.6%)
- 總市值
- $75.9 億
- 較 2023 年第 2 季 −$16.1 億 (−17.5%)
- 新進機構
- 58
- 另有 285 家加碼
- 清倉機構
- 120
- 另有 280 家減碼
另有 12 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 12,704 | $68.7 萬 | 0.00% | −14,007−52.4% | 減碼 |
| Fiera Capital Corp | 12,711 | $68.7 萬 | 0.00% | +180+1.4% | 加碼 |
| Versor Investments LP | 12,792 | $69.2 萬 | 0.14% | +2,500+24.3% | 加碼 |
| Lazard Asset Management LLC | 12,878 | $69.5 萬 | 0.00% | +5,033+64.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 12,933 | $69.9 萬 | 0.05% | −20.0% | 減碼 |
| Raymond James Trust N.A. | 13,227 | $71.5 萬 | 0.02% | −657−4.7% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 13,251 | $71.7 萬 | 0.02% | −129,611−90.7% | 減碼 |
| Ontario Teachers Pension Plan Board | 13,262 | $71.7 萬 | 0.01% | +13,262 | 新進 |
| Stephens Inc | 13,308 | $72.0 萬 | 0.01% | −475−3.4% | 減碼 |
| Vista Investment Management | 13,327 | $72.1 萬 | 0.38% | −372−2.7% | 減碼 |
| Aurora Private Wealth, Inc. | 13,327 | $72.1 萬 | 0.80% | −36−0.3% | 減碼 |
| Private Trust Co NA | 13,402 | $72.5 萬 | 0.10% | −228−1.7% | 減碼 |
| FLC Capital Advisors | 13,432 | $72.6 萬 | 0.22% | 00.0% | 不變 |
| KBC Group NV | 13,514 | $73.1 萬 | 0.00% | −13,451−49.9% | 減碼 |
| Connectus Wealth, LLC | 13,645 | $73.8 萬 | 0.02% | +13,645 | 新進 |
| Global Retirement Partners, LLC | 14,175 | $74.0 萬 | 0.04% | −4,864−25.5% | 減碼 |
| Walleye Capital LLC | 13,839 | $74.8 萬 | 0.01% | +2,288+19.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 13,845 | $74.9 萬 | 0.00% | −62,378−81.8% | 減碼 |
| Cerity Partners LLC | 13,865 | $75.0 萬 | 0.00% | −3,278−19.1% | 減碼 |
| Kovack Advisors, Inc. | 13,882 | $75.1 萬 | 0.10% | +5,482+65.3% | 加碼 |
| Garda Capital Partners LP | 13,889 | $75.1 萬 | 0.48% | +13,889 | 新進 |
| Sigma Planning Corp | 13,908 | $75.2 萬 | 0.03% | −1,081−7.2% | 減碼 |
| Naviter Wealth, LLC | 13,673 | $75.4 萬 | 0.18% | +3,515+34.6% | 加碼 |
| Client 1st Advisory Group, LLC | 14,023 | $75.8 萬 | 0.40% | +2,050+17.1% | 加碼 |
| Advisory Services Network, LLC | 14,133 | $76.4 萬 | 0.02% | +832+6.3% | 加碼 |
| Nordea Investment Management AB | 14,017 | $76.5 萬 | 0.00% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 14,158 | $76.6 萬 | 0.23% | +4,018+39.6% | 加碼 |
| Cornerstone Wealth Management, LLC | 14,214 | $76.9 萬 | 0.07% | −43−0.3% | 減碼 |
| RMB Capital Management, LLC | 14,363 | $77.7 萬 | 0.03% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 14,382 | $77.8 萬 | 0.00% | +164+1.2% | 加碼 |
| Erste Asset Management GmbH | 14,400 | $78.7 萬 | 0.01% | −4,200−22.6% | 減碼 |
| BFSG, LLC | 14,589 | $78.9 萬 | 0.13% | +5,574+61.8% | 加碼 |
| JustInvest LLC | 14,703 | $79.5 萬 | 0.02% | +5,024+51.9% | 加碼 |
| FORA Capital, LLC | 14,750 | $79.8 萬 | 0.07% | −15,029−50.5% | 減碼 |
| AXS Investments LLC | 14,771 | $79.9 萬 | 0.21% | +14,771 | 新進 |
| C2C Wealth Management, LLC | 15,063 | $80.2 萬 | 0.11% | +450+3.1% | 加碼 |
| LGT Financial Advisors LLC | 15,199 | $82.2 萬 | 1.04% | +597+4.1% | 加碼 |
| Independent Advisor Alliance | 15,231 | $82.4 萬 | 0.04% | −3,281−17.7% | 減碼 |
| Texas Yale Capital Corp. | 15,285 | $82.7 萬 | 0.04% | +50.0% | 加碼 |
| Quantinno Capital Management LP | 15,567 | $84.2 萬 | 0.04% | +15,567 | 新進 |
| Horizon Kinetics Asset Management LLC | 15,800 | $85.4 萬 | 0.02% | +2,450+18.4% | 加碼 |
| Belpointe Asset Management LLC | 15,920 | $86.1 萬 | 0.09% | +3,547+28.7% | 加碼 |
| Alpha Omega Wealth Management LLC | 16,097 | $87.1 萬 | 0.15% | −892−5.3% | 減碼 |
| Maryland State Retirement & Pension System | 16,211 | $87.7 萬 | 0.02% | 00.0% | 不變 |
| Panagora Asset Management Inc | 16,274 | $88.0 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 16,386 | $88.5 萬 | 0.04% | +12,332+304.2% | 加碼 |
| National Asset Management, Inc. | 16,104 | $88.8 萬 | 0.02% | −15,099−48.4% | 減碼 |
| Metis Global Partners, LLC | 16,521 | $89.3 萬 | 0.04% | +640+4.0% | 加碼 |
| Principal Financial Group Inc | 16,660 | $90.1 萬 | 0.00% | +866+5.5% | 加碼 |
| SRS Capital Advisors, Inc. | 16,731 | $90.5 萬 | 0.11% | +148+0.9% | 加碼 |
| IHT Wealth Management, LLC | 16,813 | $90.9 萬 | 0.05% | +1,409+9.1% | 加碼 |
| Founders Financial Alliance, LLC | 16,826 | $91.0 萬 | 0.40% | −153−0.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 17,116 | $92.6 萬 | 0.03% | −2,442−12.5% | 減碼 |
| Paradigm Financial Partners, LLC | 17,691 | $92.7 萬 | 0.26% | +10+0.1% | 加碼 |
| Apollon Wealth Management, LLC | 17,249 | $93.3 萬 | 0.05% | −2,744−13.7% | 減碼 |
| Schroder Investment Management Group | 17,427 | $94.2 萬 | 0.00% | −212−1.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 17,656 | $95.5 萬 | 0.01% | +2,334+15.2% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 17,770 | $96.1 萬 | 0.05% | −113−0.6% | 減碼 |
| Elo Mutual Pension Insurance Co | 17,921 | $96.9 萬 | 0.03% | +261+1.5% | 加碼 |
| Warren Averett Asset Management, LLC | 17,934 | $97.0 萬 | 0.04% | +17,934 | 新進 |
| Lockheed Martin Investment Management Co | 15,075 | $98.5 萬 | 0.08% | 00.0% | 不變 |
| Jag Capital Management, LLC | 18,462 | $99.8 萬 | 0.12% | −784−4.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 18,683 | $101.0 萬 | 0.02% | +4,068+27.8% | 加碼 |
| Mackenzie Financial Corp | 19,387 | $101.5 萬 | 0.00% | −5,515−22.1% | 減碼 |
| Independent Financial Group, LLC | 18,790 | $101.6 萬 | 0.07% | +1,244+7.1% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 18,495 | $102.0 萬 | 0.07% | −3,808−17.1% | 減碼 |
| Griffin Asset Management, Inc. | 19,278 | $104.3 萬 | 0.15% | −8,029−29.4% | 減碼 |
| British Columbia Investment Management Corp | 19,298 | $104.4 萬 | 0.01% | +21+0.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 19,300 | $104.4 萬 | 0.00% | +19,300 | 新進 |
| Janus Henderson Group PLC | 19,340 | $104.6 萬 | 0.00% | −34,924−64.4% | 減碼 |
| D.B. Root & Company, LLC | 19,580 | $105.9 萬 | 0.41% | −760−3.7% | 減碼 |
| Dynamic Advisor Solutions LLC | 19,592 | $106.0 萬 | 0.05% | +724+3.8% | 加碼 |
| Commerce Bank | 19,721 | $106.7 萬 | 0.01% | −112,743−85.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 19,787 | $107.0 萬 | 0.03% | −1,674−7.8% | 減碼 |
| Harbor Investment Advisory, LLC | 19,992 | $108.1 萬 | 0.14% | +3,333+20.0% | 加碼 |
| M Holdings Securities, Inc. | 20,154 | $109.0 萬 | 0.14% | +13,912+222.9% | 加碼 |
| Amalgamated Bank | 20,362 | $110.1 萬 | 0.01% | +21+0.1% | 加碼 |
| Public Sector Pension Investment Board | 20,611 | $111.5 萬 | 0.01% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 21,067 | $113.9 萬 | 0.52% | +5,266+33.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 21,116 | $114.2 萬 | 0.01% | 00.0% | 不變 |
| Worldquant Millennium Advisors LLC | 21,212 | $114.7 萬 | 0.02% | −67,609−76.1% | 減碼 |
| Richard P Slaughter Associates Inc | 21,539 | $116.5 萬 | 0.31% | +3,828+21.6% | 加碼 |
| RB Capital Management, LLC | 21,702 | $117.4 萬 | 0.38% | −312−1.4% | 減碼 |
| Adams Asset Advisors, LLC | 21,849 | $118.2 萬 | 0.16% | +16,804+333.1% | 加碼 |
| Arete Wealth Advisors, LLC | 21,969 | $118.8 萬 | 0.21% | −739−3.3% | 減碼 |
| Argent Trust Co | 22,153 | $119.8 萬 | 0.07% | +4,205+23.4% | 加碼 |
| Colonial Trust Co | 22,206 | $120.1 萬 | 0.30% | +507+2.3% | 加碼 |
| Gamco Investors, Inc. Et Al | 22,600 | $122.2 萬 | 0.01% | +3,000+15.3% | 加碼 |
| WCG Wealth Advisors LLC | 22,621 | $122.3 萬 | 0.09% | +22,621 | 新進 |
| Thrivent Financial for Lutherans | 23,312 | $126.8 萬 | 0.00% | −16,285−41.1% | 減碼 |
| Atria Investments LLC | 23,821 | $128.8 萬 | 0.02% | +179+0.8% | 加碼 |
| South Dakota Investment Council | 24,234 | $131.1 萬 | 0.03% | 00.0% | 不變 |
| Horan Capital Advisors, LLC. | 24,326 | $131.6 萬 | 0.53% | −353−1.4% | 減碼 |
| Associated Banc-Corp | 24,800 | $134.1 萬 | 0.05% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 24,897 | $134.6 萬 | 0.07% | −5,686−18.6% | 減碼 |
| Captrust Financial Advisors | 24,953 | $134.9 萬 | 0.01% | −4,008−13.8% | 減碼 |
| Wealthstar Advisors, LLC | 25,042 | $135.4 萬 | 0.59% | −327−1.3% | 減碼 |
| CWM, LLC | 25,064 | $135.5 萬 | 0.01% | +2,649+11.8% | 加碼 |
| Jane Street Group, LLC | 25,132 | $135.9 萬 | 0.00% | −23,901−48.7% | 減碼 |
| Alaska Permanent Fund Corp | 25,194 | $136.2 萬 | 0.03% | −377−1.5% | 減碼 |