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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 425,639 | $2,302 萬 | 0.01% | +14,318+3.5% | 加碼 |
| National Pension Service | 424,315 | $2,315 萬 | 0.04% | +20,167+5.0% | 加碼 |
| Asset Management One Co.,Ltd. | 454,176 | $2,456 萬 | 0.11% | −33,522−6.9% | 減碼 |
| Nuveen Asset Management, LLC | 458,619 | $2,480 萬 | 0.01% | −123,206−21.2% | 減碼 |
| Virginia Retirement Systems Et Al | 473,382 | $2,560 萬 | 0.25% | −61,000−11.4% | 減碼 |
| Credit Suisse AG | 474,822 | $2,568 萬 | 0.03% | −10,904−2.2% | 減碼 |
| Amundi | 482,458 | $2,613 萬 | 0.01% | +165,151+52.0% | 加碼 |
| Barclays PLC | 502,141 | $2,716 萬 | 0.02% | +220,868+78.5% | 加碼 |
| Susquehanna International Group, LLP | 508,330 | $2,749 萬 | 0.04% | +120,468+31.1% | 加碼 |
| Wells Fargo & Company | 539,149 | $2,916 萬 | 0.01% | +4,749+0.9% | 加碼 |
| Advisors Capital Management, LLC | 539,205 | $2,916 萬 | 0.74% | +28,929+5.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 552,933 | $2,990 萬 | 0.28% | +430,138+350.3% | 加碼 |
| Zacks Investment Management | 555,684 | $3,005 萬 | 0.39% | −4,668−0.8% | 減碼 |
| Bank of America Corp | 568,494 | $3,074 萬 | 0.00% | +96,747+20.5% | 加碼 |
| Canada Pension Plan Investment Board | 595,629 | $3,221 萬 | 0.05% | +30,400+5.4% | 加碼 |
| Envestnet Asset Management Inc | 634,496 | $3,431 萬 | 0.02% | +82,614+15.0% | 加碼 |
| Brown Advisory Inc | 650,415 | $3,517 萬 | 0.06% | −17,380−2.6% | 減碼 |
| Waterfront Capital Partners, LLC | 676,003 | $3,656 萬 | 3.70% | +676,003 | 新進 |
| Swiss National Bank | 688,051 | $3,721 萬 | 0.03% | −84,400−10.9% | 減碼 |
| APG Asset Management US Inc. | 695,104 | $3,759 萬 | 0.33% | −73,512−9.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 750,311 | $4,058 萬 | 0.03% | −12,905−1.7% | 減碼 |
| LPL Financial LLC | 759,338 | $4,106 萬 | 0.03% | −12,464−1.6% | 減碼 |
| Bank of New York Mellon Corp | 1,090,330 | $5,897 萬 | 0.01% | −19,689−1.8% | 減碼 |
| California Public Employees Retirement System | 1,112,608 | $6,017 萬 | 0.05% | +153,570+16.0% | 加碼 |
| American Century Companies Inc | 1,144,746 | $6,191 萬 | 0.05% | +78,096+7.3% | 加碼 |
| Bank of Montreal | 970,996 | $6,224 萬 | 0.04% | +176,092+22.2% | 加碼 |
| Balyasny Asset Management LLC | 1,300,165 | $7,031 萬 | 0.20% | +786,028+152.9% | 加碼 |
| UBS Group AG | 1,482,944 | $8,020 萬 | 0.04% | −75,089−4.8% | 減碼 |
| Commonwealth Equity Services, LLC | 1,548,945 | $8,377 萬 | 0.17% | −122,909−7.4% | 減碼 |
| Ameriprise Financial Inc | 1,561,507 | $8,667 萬 | 0.03% | −223,129−12.5% | 減碼 |
| Northern Trust Corp | 1,705,093 | $9,221 萬 | 0.02% | −57,253−3.2% | 減碼 |
| UBS Asset Management Americas Inc | 1,842,952 | $9,967 萬 | 0.04% | +112,858+6.5% | 加碼 |
| Morgan Stanley | 1,968,711 | $1.06 億 | 0.01% | +102,592+5.5% | 加碼 |
| PGGM Investments | 2,108,963 | $1.14 億 | 1.97% | +142,649+7.3% | 加碼 |
| Massachusetts Financial Services Co | 2,285,355 | $1.24 億 | 0.04% | +334,635+17.2% | 加碼 |
| Charles Schwab Investment Management Inc | 2,337,056 | $1.26 億 | 0.04% | +12,982+0.6% | 加碼 |
| Norges Bank | 2,365,275 | $1.28 億 | 0.03% | +17,120+0.7% | 加碼 |
| Daiwa Securities Group Inc. | 2,516,956 | $1.36 億 | 0.97% | +1,422,490+130.0% | 加碼 |
| Legal & General Group Plc | 2,835,656 | $1.53 億 | 0.05% | +37,055+1.3% | 加碼 |
| Dimensional Fund Advisors LP | 2,994,115 | $1.62 億 | 0.05% | +79,774+2.7% | 加碼 |
| Geode Capital Management, LLC | 3,473,545 | $1.88 億 | 0.02% | +86,249+2.5% | 加碼 |
| JPMorgan Chase & Co | 5,350,435 | $2.89 億 | 0.03% | −852,865−13.7% | 減碼 |
| Cohen & Steers, Inc. | 5,883,552 | $3.18 億 | 0.73% | +4,403,634+297.6% | 加碼 |
| State Street Corp | 10,150,545 | $5.59 億 | 0.03% | +63,110+0.6% | 加碼 |
| BlackRock Inc. | 15,805,632 | $8.55 億 | 0.02% | +187,438+1.2% | 加碼 |
| Vanguard Group Inc | 30,126,852 | $16.3 億 | 0.04% | −188,465−0.6% | 減碼 |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −900,822−100.0% | 清倉 |
| Ranger Global Real Estate Advisors, LLC | 0 | $0 | 0.00% | −197,899−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −83,633−100.0% | 清倉 |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −71,395−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −59,469−100.0% | 清倉 |
| Oak Harvest Investment Services | 0 | $0 | 0.00% | −58,512−100.0% | 清倉 |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −54,074−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −47,714−100.0% | 清倉 |
| GSI Capital Advisors LLC | 0 | $0 | 0.00% | −45,407−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −43,608−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −40,870−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −32,785−100.0% | 清倉 |
| SeaBridge Investment Advisors LLC | 0 | $0 | 0.00% | −30,696−100.0% | 清倉 |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −28,382−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Brooks, Moore & Associates, Inc. | 0 | $0 | 0.00% | −21,545−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −21,025−100.0% | 清倉 |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −20,630−100.0% | 清倉 |
| Mountain Capital Investment Advisors, Inc | 0 | $0 | 0.00% | −18,650−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −19,960−100.0% | 清倉 |
| Ted Buchan & Co | 0 | $0 | 0.00% | −19,089−100.0% | 清倉 |
| Community Capital Management, Inc. | 0 | $0 | 0.00% | −18,400−100.0% | 清倉 |
| PFG Advisors | 0 | $0 | 0.00% | −14,987−100.0% | 清倉 |
| Madison Wealth Management | 0 | $0 | 0.00% | −14,000−100.0% | 清倉 |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −13,816−100.0% | 清倉 |
| NEIRG Wealth Management, LLC | 0 | $0 | 0.00% | −13,381−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −13,003−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −12,438−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,424−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −12,168−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −11,825−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,684−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,610−100.0% | 清倉 |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −11,500−100.0% | 清倉 |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −10,495−100.0% | 清倉 |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −10,429−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −10,003−100.0% | 清倉 |
| Ayrshire Capital Management LLC | 0 | $0 | 0.00% | −8,408−100.0% | 清倉 |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −8,437−100.0% | 清倉 |
| Landmark Financial Advisors, LLC | 0 | $0 | 0.00% | −8,253−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −8,072−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,594−100.0% | 清倉 |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −7,396−100.0% | 清倉 |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −7,396−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −7,200−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,018−100.0% | 清倉 |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −6,746−100.0% | 清倉 |
| Wealthspan Partners, LLC | 0 | $0 | 0.00% | −6,597−100.0% | 清倉 |
| Transatlantique Private Wealth LLC | 0 | $0 | 0.00% | −6,497−100.0% | 清倉 |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −6,216−100.0% | 清倉 |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,105−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −5,557−100.0% | 清倉 |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −5,537−100.0% | 清倉 |
| Change Path, LLC | 0 | $0 | 0.00% | −5,464−100.0% | 清倉 |