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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 39,064 | $211.3 萬 | 0.03% | 00.0% | 不變 |
| Bramshill Investments, LLC | 38,625 | $208.9 萬 | 0.24% | −4,229−9.9% | 減碼 |
| Vident Advisory, LLC | 38,475 | $208.1 萬 | 0.06% | +38,475 | 新進 |
| Pensionfund Sabic | 38,304 | $207.1 萬 | 0.73% | +4,900+14.7% | 加碼 |
| Wellington Management Group LLP | 37,194 | $201.1 萬 | 0.00% | +15,763+73.6% | 加碼 |
| Bensler, LLC | 36,604 | $198.0 萬 | 0.38% | +627+1.7% | 加碼 |
| Utah Retirement Systems | 36,476 | $197.3 萬 | 0.03% | +200+0.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 35,895 | $194.1 萬 | 0.00% | −2,337−6.1% | 減碼 |
| Weaver Consulting Group | 34,947 | $189.0 萬 | 0.85% | +310+0.9% | 加碼 |
| Sowell Financial Services LLC | 33,909 | $187.0 萬 | 0.12% | +2,805+9.0% | 加碼 |
| Presima Inc. | 34,316 | $185.6 萬 | 0.48% | −7,534−18.0% | 減碼 |
| Pathway Financial Advisers, LLC | 34,283 | $185.4 萬 | 0.77% | +34,283 | 新進 |
| Wealthfront Advisers LLC | 34,185 | $184.9 萬 | 0.01% | −5,396−13.6% | 減碼 |
| D L Carlson Investment Group Inc | 34,046 | $184.1 萬 | 0.37% | −3,712−9.8% | 減碼 |
| Gradient Capital Advisors, LLC | 33,981 | $183.8 萬 | 0.77% | −1,315−3.7% | 減碼 |
| HBW Advisory Services LLC | 33,693 | $182.2 萬 | 0.38% | +15,042+80.6% | 加碼 |
| TFG Advisers LLC | 33,375 | $180.5 萬 | 0.85% | −1,328−3.8% | 減碼 |
| US Bancorp | 33,373 | $180.5 萬 | 0.00% | +4,727+16.5% | 加碼 |
| Dark Forest Capital Management LP | 33,033 | $178.6 萬 | 0.15% | +20,731+168.5% | 加碼 |
| Investmark Advisory Group LLC | 33,022 | $178.6 萬 | 1.21% | +465+1.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 32,736 | $177.0 萬 | 0.00% | +23,697+262.2% | 加碼 |
| Swedbank AB | 32,019 | $173.2 萬 | 0.00% | −230,020−87.8% | 減碼 |
| Bahl & Gaynor Inc | 31,756 | $171.7 萬 | 0.01% | −8,038−20.2% | 減碼 |
| Truvestments Capital LLC | 31,151 | $168.5 萬 | 0.88% | +883+2.9% | 加碼 |
| Pictet & Cie (Europe) SA | 30,871 | $167.0 萬 | 0.06% | −287−0.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 30,819 | $166.7 萬 | 0.02% | +30,819 | 新進 |
| M&T Bank Corp | 30,366 | $164.5 萬 | 0.01% | −1,081−3.4% | 減碼 |
| AXA S.A. | 31,075 | $164.5 萬 | 0.01% | +16,958+120.1% | 加碼 |
| Hilltop Partners LLC | 30,351 | $164.1 萬 | 0.69% | −1,360−4.3% | 減碼 |
| Excalibur Management Corp | 30,142 | $163.0 萬 | 0.85% | +2,524+9.1% | 加碼 |
| Paradiem, LLC | 29,717 | $160.7 萬 | 0.48% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 29,510 | $159.6 萬 | 0.07% | +1,008+3.5% | 加碼 |
| Mutual Advisors, LLC | 29,235 | $158.1 萬 | 0.06% | −38,347−56.7% | 減碼 |
| CWM Advisors, LLC | 29,175 | $157.8 萬 | 0.20% | −826−2.8% | 減碼 |
| Baird Financial Group, Inc. | 29,112 | $157.4 萬 | 0.00% | −2,180−7.0% | 減碼 |
| Spirit of America Management Corp | 28,950 | $156.6 萬 | 0.35% | −1,000−3.3% | 減碼 |
| Integrated Wealth Concepts LLC | 28,795 | $155.7 萬 | 0.03% | +368+1.3% | 加碼 |
| TD Asset Management Inc | 28,613 | $154.7 萬 | 0.00% | −74,217−72.2% | 減碼 |
| 1832 Asset Management L.P. | 28,296 | $153.0 萬 | 0.00% | −18,796−39.9% | 減碼 |
| Herold Advisors, Inc. | 28,237 | $152.7 萬 | 0.46% | +1,473+5.5% | 加碼 |
| Ostrum Asset Management | 28,130 | $152.1 萬 | 0.14% | +14,243+102.6% | 加碼 |
| Meritage Portfolio Management | 27,864 | $150.7 萬 | 0.11% | −30,328−52.1% | 減碼 |
| Moors & Cabot, Inc. | 27,760 | $150.1 萬 | 0.10% | +1,194+4.5% | 加碼 |
| PEAK6 Investments LLC | 27,025 | $146.2 萬 | 0.07% | +21,688+406.4% | 加碼 |
| Lakeview Capital Partners, LLC | 26,534 | $143.5 萬 | 0.28% | −2,980−10.1% | 減碼 |
| Mission Creek Capital Partners, Inc. | 25,871 | $139.9 萬 | 0.47% | +795+3.2% | 加碼 |
| Alaska Permanent Fund Corp | 25,194 | $136.2 萬 | 0.03% | −377−1.5% | 減碼 |
| Jane Street Group, LLC | 25,132 | $135.9 萬 | 0.00% | −23,901−48.7% | 減碼 |
| CWM, LLC | 25,064 | $135.5 萬 | 0.01% | +2,649+11.8% | 加碼 |
| Wealthstar Advisors, LLC | 25,042 | $135.4 萬 | 0.59% | −327−1.3% | 減碼 |
| Captrust Financial Advisors | 24,953 | $134.9 萬 | 0.01% | −4,008−13.8% | 減碼 |
| Geneos Wealth Management Inc. | 24,897 | $134.6 萬 | 0.07% | −5,686−18.6% | 減碼 |
| Associated Banc-Corp | 24,800 | $134.1 萬 | 0.05% | 00.0% | 不變 |
| Horan Capital Advisors, LLC. | 24,326 | $131.6 萬 | 0.53% | −353−1.4% | 減碼 |
| South Dakota Investment Council | 24,234 | $131.1 萬 | 0.03% | 00.0% | 不變 |
| Atria Investments LLC | 23,821 | $128.8 萬 | 0.02% | +179+0.8% | 加碼 |
| Thrivent Financial for Lutherans | 23,312 | $126.8 萬 | 0.00% | −16,285−41.1% | 減碼 |
| WCG Wealth Advisors LLC | 22,621 | $122.3 萬 | 0.09% | +22,621 | 新進 |
| Gamco Investors, Inc. Et Al | 22,600 | $122.2 萬 | 0.01% | +3,000+15.3% | 加碼 |
| Colonial Trust Co | 22,206 | $120.1 萬 | 0.30% | +507+2.3% | 加碼 |
| Argent Trust Co | 22,153 | $119.8 萬 | 0.07% | +4,205+23.4% | 加碼 |
| Arete Wealth Advisors, LLC | 21,969 | $118.8 萬 | 0.21% | −739−3.3% | 減碼 |
| Adams Asset Advisors, LLC | 21,849 | $118.2 萬 | 0.16% | +16,804+333.1% | 加碼 |
| RB Capital Management, LLC | 21,702 | $117.4 萬 | 0.38% | −312−1.4% | 減碼 |
| Richard P Slaughter Associates Inc | 21,539 | $116.5 萬 | 0.31% | +3,828+21.6% | 加碼 |
| Worldquant Millennium Advisors LLC | 21,212 | $114.7 萬 | 0.02% | −67,609−76.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 21,116 | $114.2 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 Sector Pension Investment Board | 20,611 | $111.5 萬 | 0.01% | 00.0% | 不變 |
| Amalgamated Bank | 20,362 | $110.1 萬 | 0.01% | +21+0.1% | 加碼 |
| M Holdings Securities, Inc. | 20,154 | $109.0 萬 | 0.14% | +13,912+222.9% | 加碼 |
| Harbor Investment Advisory, LLC | 19,992 | $108.1 萬 | 0.14% | +3,333+20.0% | 加碼 |
| Gulf International Bank (UK) Ltd | 19,787 | $107.0 萬 | 0.03% | −1,674−7.8% | 減碼 |
| Commerce Bank | 19,721 | $106.7 萬 | 0.01% | −112,743−85.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 19,592 | $106.0 萬 | 0.05% | +724+3.8% | 加碼 |
| D.B. Root & Company, LLC | 19,580 | $105.9 萬 | 0.41% | −760−3.7% | 減碼 |
| Janus Henderson Group PLC | 19,340 | $104.6 萬 | 0.00% | −34,924−64.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 19,300 | $104.4 萬 | 0.00% | +19,300 | 新進 |
| British Columbia Investment Management Corp | 19,298 | $104.4 萬 | 0.01% | +21+0.1% | 加碼 |
| Griffin Asset Management, Inc. | 19,278 | $104.3 萬 | 0.15% | −8,029−29.4% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 18,495 | $102.0 萬 | 0.07% | −3,808−17.1% | 減碼 |
| Independent Financial Group, LLC | 18,790 | $101.6 萬 | 0.07% | +1,244+7.1% | 加碼 |
| Mackenzie Financial Corp | 19,387 | $101.5 萬 | 0.00% | −5,515−22.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 18,683 | $101.0 萬 | 0.02% | +4,068+27.8% | 加碼 |
| Jag Capital Management, LLC | 18,462 | $99.8 萬 | 0.12% | −784−4.1% | 減碼 |
| Lockheed Martin Investment Management Co | 15,075 | $98.5 萬 | 0.08% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 17,934 | $97.0 萬 | 0.04% | +17,934 | 新進 |
| Elo Mutual Pension Insurance Co | 17,921 | $96.9 萬 | 0.03% | +261+1.5% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 17,770 | $96.1 萬 | 0.05% | −113−0.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 17,656 | $95.5 萬 | 0.01% | +2,334+15.2% | 加碼 |
| Schroder Investment Management Group | 17,427 | $94.2 萬 | 0.00% | −212−1.2% | 減碼 |
| Apollon Wealth Management, LLC | 17,249 | $93.3 萬 | 0.05% | −2,744−13.7% | 減碼 |
| Paradigm Financial Partners, LLC | 17,691 | $92.7 萬 | 0.26% | +10+0.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 17,116 | $92.6 萬 | 0.03% | −2,442−12.5% | 減碼 |
| Founders Financial Alliance, LLC | 16,826 | $91.0 萬 | 0.40% | −153−0.9% | 減碼 |
| IHT Wealth Management, LLC | 16,813 | $90.9 萬 | 0.05% | +1,409+9.1% | 加碼 |
| SRS Capital Advisors, Inc. | 16,731 | $90.5 萬 | 0.11% | +148+0.9% | 加碼 |
| Principal Financial Group Inc | 16,660 | $90.1 萬 | 0.00% | +866+5.5% | 加碼 |
| Metis Global Partners, LLC | 16,521 | $89.3 萬 | 0.04% | +640+4.0% | 加碼 |
| National Asset Management, Inc. | 16,104 | $88.8 萬 | 0.02% | −15,099−48.4% | 減碼 |