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 |
|---|---|---|---|---|---|
| Mission Creek Capital Partners, Inc. | 25,871 | $139.9 萬 | 0.47% | +795+3.2% | 加碼 |
| Lakeview Capital Partners, LLC | 26,534 | $143.5 萬 | 0.28% | −2,980−10.1% | 減碼 |
| PEAK6 Investments LLC | 27,025 | $146.2 萬 | 0.07% | +21,688+406.4% | 加碼 |
| Moors & Cabot, Inc. | 27,760 | $150.1 萬 | 0.10% | +1,194+4.5% | 加碼 |
| Meritage Portfolio Management | 27,864 | $150.7 萬 | 0.11% | −30,328−52.1% | 減碼 |
| Ostrum Asset Management | 28,130 | $152.1 萬 | 0.14% | +14,243+102.6% | 加碼 |
| Herold Advisors, Inc. | 28,237 | $152.7 萬 | 0.46% | +1,473+5.5% | 加碼 |
| 1832 Asset Management L.P. | 28,296 | $153.0 萬 | 0.00% | −18,796−39.9% | 減碼 |
| TD Asset Management Inc | 28,613 | $154.7 萬 | 0.00% | −74,217−72.2% | 減碼 |
| Integrated Wealth Concepts LLC | 28,795 | $155.7 萬 | 0.03% | +368+1.3% | 加碼 |
| Spirit of America Management Corp | 28,950 | $156.6 萬 | 0.35% | −1,000−3.3% | 減碼 |
| Baird Financial Group, Inc. | 29,112 | $157.4 萬 | 0.00% | −2,180−7.0% | 減碼 |
| CWM Advisors, LLC | 29,175 | $157.8 萬 | 0.20% | −826−2.8% | 減碼 |
| Mutual Advisors, LLC | 29,235 | $158.1 萬 | 0.06% | −38,347−56.7% | 減碼 |
| Wealthcare Advisory Partners LLC | 29,510 | $159.6 萬 | 0.07% | +1,008+3.5% | 加碼 |
| Paradiem, LLC | 29,717 | $160.7 萬 | 0.48% | 00.0% | 不變 |
| Excalibur Management Corp | 30,142 | $163.0 萬 | 0.85% | +2,524+9.1% | 加碼 |
| Hilltop Partners LLC | 30,351 | $164.1 萬 | 0.69% | −1,360−4.3% | 減碼 |
| AXA S.A. | 31,075 | $164.5 萬 | 0.01% | +16,958+120.1% | 加碼 |
| M&T Bank Corp | 30,366 | $164.5 萬 | 0.01% | −1,081−3.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 30,819 | $166.7 萬 | 0.02% | +30,819 | 新進 |
| Pictet & Cie (Europe) SA | 30,871 | $167.0 萬 | 0.06% | −287−0.9% | 減碼 |
| Truvestments Capital LLC | 31,151 | $168.5 萬 | 0.88% | +883+2.9% | 加碼 |
| Bahl & Gaynor Inc | 31,756 | $171.7 萬 | 0.01% | −8,038−20.2% | 減碼 |
| Swedbank AB | 32,019 | $173.2 萬 | 0.00% | −230,020−87.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 32,736 | $177.0 萬 | 0.00% | +23,697+262.2% | 加碼 |
| Investmark Advisory Group LLC | 33,022 | $178.6 萬 | 1.21% | +465+1.4% | 加碼 |
| Dark Forest Capital Management LP | 33,033 | $178.6 萬 | 0.15% | +20,731+168.5% | 加碼 |
| US Bancorp | 33,373 | $180.5 萬 | 0.00% | +4,727+16.5% | 加碼 |
| TFG Advisers LLC | 33,375 | $180.5 萬 | 0.85% | −1,328−3.8% | 減碼 |
| HBW Advisory Services LLC | 33,693 | $182.2 萬 | 0.38% | +15,042+80.6% | 加碼 |
| Gradient Capital Advisors, LLC | 33,981 | $183.8 萬 | 0.77% | −1,315−3.7% | 減碼 |
| D L Carlson Investment Group Inc | 34,046 | $184.1 萬 | 0.37% | −3,712−9.8% | 減碼 |
| Wealthfront Advisers LLC | 34,185 | $184.9 萬 | 0.01% | −5,396−13.6% | 減碼 |
| Pathway Financial Advisers, LLC | 34,283 | $185.4 萬 | 0.77% | +34,283 | 新進 |
| Presima Inc. | 34,316 | $185.6 萬 | 0.48% | −7,534−18.0% | 減碼 |
| Sowell Financial Services LLC | 33,909 | $187.0 萬 | 0.12% | +2,805+9.0% | 加碼 |
| Weaver Consulting Group | 34,947 | $189.0 萬 | 0.85% | +310+0.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 35,895 | $194.1 萬 | 0.00% | −2,337−6.1% | 減碼 |
| Utah Retirement Systems | 36,476 | $197.3 萬 | 0.03% | +200+0.6% | 加碼 |
| Bensler, LLC | 36,604 | $198.0 萬 | 0.38% | +627+1.7% | 加碼 |
| Wellington Management Group LLP | 37,194 | $201.1 萬 | 0.00% | +15,763+73.6% | 加碼 |
| Pensionfund Sabic | 38,304 | $207.1 萬 | 0.73% | +4,900+14.7% | 加碼 |
| Vident Advisory, LLC | 38,475 | $208.1 萬 | 0.06% | +38,475 | 新進 |
| Bramshill Investments, LLC | 38,625 | $208.9 萬 | 0.24% | −4,229−9.9% | 減碼 |
| Gateway Investment Advisers LLC | 39,064 | $211.3 萬 | 0.03% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 39,338 | $212.7 萬 | 0.01% | −72−0.2% | 減碼 |
| First Republic Investment Management, Inc. | 40,173 | $217.3 萬 | 0.01% | −5,453−12.0% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 42,220 | $226.7 萬 | 1.63% | +42,220 | 新進 |
| Prudential Financial Inc | 43,148 | $233.3 萬 | 0.00% | +25,312+141.9% | 加碼 |
| Capital Square, LLC | 44,482 | $239.4 萬 | 3.22% | −784−1.7% | 減碼 |
| IFM Investors Pty Ltd | 44,488 | $240.6 萬 | 0.03% | +945+2.2% | 加碼 |
| DnB Asset Management AS | 45,029 | $243.5 萬 | 0.01% | +12,039+36.5% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 45,171 | $244.3 萬 | 1.11% | −11,949−20.9% | 減碼 |
| Blair William & Co | 45,319 | $245.1 萬 | 0.01% | −10,197−18.4% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 46,390 | $250.9 萬 | 1.95% | +12,025+35.0% | 加碼 |
| Prairiewood Capital, LLC | 46,469 | $251.3 萬 | 1.63% | +2,480+5.6% | 加碼 |
| Agf Management Ltd | 46,499 | $251.5 萬 | 0.02% | −4,864−9.5% | 減碼 |
| Squarepoint Ops LLC | 46,816 | $253.2 萬 | 0.01% | −45,934−49.5% | 減碼 |
| Rench Wealth Management, Inc. | 47,028 | $254.3 萬 | 1.17% | −470−1.0% | 減碼 |
| XML Financial, LLC | 47,202 | $255.3 萬 | 0.31% | −3,202−6.4% | 減碼 |
| Nissay Asset Management Corp | 48,530 | $262.5 萬 | 0.02% | +1,541+3.3% | 加碼 |
| Andra AP-fonden | 49,400 | $267.2 萬 | 0.16% | −7,200−12.7% | 減碼 |
| Wellington Shields Capital Management, LLC | 50,144 | $271.2 萬 | 0.36% | +560+1.1% | 加碼 |
| Pensionfund DSM Netherlands | 51,800 | $280.1 萬 | 1.95% | +11,800+29.5% | 加碼 |
| Inspirion Wealth Advisors, LLC | 52,150 | $282.0 萬 | 0.55% | −3,173−5.7% | 減碼 |
| Avantax Advisory Services, Inc. | 52,402 | $283.4 萬 | 0.03% | +2,429+4.9% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 52,408 | $283.4 萬 | 0.02% | +2,262+4.5% | 加碼 |
| HighTower Advisors, LLC | 54,480 | $294.6 萬 | 0.01% | −12,176−18.3% | 減碼 |
| Cohen Capital Management, Inc. | 54,535 | $294.9 萬 | 0.60% | +20,235+59.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 54,774 | $296.2 萬 | 0.05% | −54−0.1% | 減碼 |
| Romano Brothers and Company | 55,165 | $298.3 萬 | 0.46% | +775+1.4% | 加碼 |
| AE Wealth Management LLC | 55,302 | $299.2 萬 | 0.02% | +2,222+4.2% | 加碼 |
| Wolverine Asset Management LLC | 55,356 | $299.4 萬 | 0.06% | +31,289+130.0% | 加碼 |
| CI Private Wealth, LLC | 56,006 | $303.1 萬 | 0.01% | +9,595+20.7% | 加碼 |
| Cozad Asset Management Inc | 56,064 | $303.2 萬 | 0.39% | −1,360−2.4% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 56,780 | $307.1 萬 | 0.30% | +56,780 | 新進 |
| Arizona State Retirement System | 58,356 | $315.6 萬 | 0.03% | −170.0% | 減碼 |
| Hantz Financial Services, Inc. | 58,782 | $317.9 萬 | 0.08% | +1,124+1.9% | 加碼 |
| AdvisorNet Financial, Inc | 58,795 | $318.0 萬 | 0.29% | −1,433−2.4% | 減碼 |
| QRG Capital Management, Inc. | 60,184 | $325.5 萬 | 0.06% | +60,184 | 新進 |
| UniSuper Management Pty Ltd | 61,900 | $334.8 萬 | 0.04% | +700+1.1% | 加碼 |
| Colonial Trust Advisors | 62,947 | $340.4 萬 | 0.39% | −257−0.4% | 減碼 |
| Armstrong, Fleming & Moore, Inc | 63,155 | $341.5 萬 | 3.31% | −871−1.4% | 減碼 |
| Toronto Dominion Bank | 66,329 | $351.2 萬 | 0.01% | −10,268−13.4% | 減碼 |
| Creative Planning | 64,973 | $351.4 萬 | 0.00% | −1,943−2.9% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 65,026 | $351.7 萬 | 0.16% | −213−0.3% | 減碼 |
| Mercer Global Advisors Inc | 65,240 | $352.8 萬 | 0.01% | +1,803+2.8% | 加碼 |
| Millennium Management LLC | 67,002 | $362.3 萬 | 0.00% | +67,002 | 新進 |
| AQR Capital Management LLC | 67,791 | $366.6 萬 | 0.01% | +24,045+55.0% | 加碼 |
| Karpas Strategies, LLC | 67,848 | $366.9 萬 | 1.35% | +411+0.6% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 67,889 | $367.1 萬 | 0.60% | −9,940−12.8% | 減碼 |
| Crawford Investment Counsel Inc | 69,338 | $375.0 萬 | 0.08% | −1,369−1.9% | 減碼 |
| USS Investment Management Ltd | 70,072 | $379.0 萬 | 0.04% | +16,843+31.6% | 加碼 |
| Van Eck Associates Corp | 70,225 | $379.7 萬 | 0.01% | +2,031+3.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 70,204 | $380.6 萬 | 0.05% | +16,673+31.1% | 加碼 |
| Neuberger Berman Group LLC | 71,186 | $385.0 萬 | 0.00% | −5,096−6.7% | 減碼 |
| Granite Bay Wealth Management, LLC | 60,826 | $397.8 萬 | 0.04% | +60,826 | 新進 |
| Caption Management, LLC | 75,000 | $405.6 萬 | 0.52% | +75,000 | 新進 |
| Sequoia Financial Advisors, LLC | 75,576 | $408.7 萬 | 0.07% | −5,556−6.8% | 減碼 |