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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 16,386 | $88.5 萬 | 0.04% | +12,332+304.2% | 加碼 |
| Panagora Asset Management Inc | 16,274 | $88.0 萬 | 0.01% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 16,211 | $87.7 萬 | 0.02% | 00.0% | 不變 |
| Alpha Omega Wealth Management LLC | 16,097 | $87.1 萬 | 0.15% | −892−5.3% | 減碼 |
| Belpointe Asset Management LLC | 15,920 | $86.1 萬 | 0.09% | +3,547+28.7% | 加碼 |
| Horizon Kinetics Asset Management LLC | 15,800 | $85.4 萬 | 0.02% | +2,450+18.4% | 加碼 |
| Quantinno Capital Management LP | 15,567 | $84.2 萬 | 0.04% | +15,567 | 新進 |
| Texas Yale Capital Corp. | 15,285 | $82.7 萬 | 0.04% | +50.0% | 加碼 |
| Independent Advisor Alliance | 15,231 | $82.4 萬 | 0.04% | −3,281−17.7% | 減碼 |
| LGT Financial Advisors LLC | 15,199 | $82.2 萬 | 1.04% | +597+4.1% | 加碼 |
| C2C Wealth Management, LLC | 15,063 | $80.2 萬 | 0.11% | +450+3.1% | 加碼 |
| AXS Investments LLC | 14,771 | $79.9 萬 | 0.21% | +14,771 | 新進 |
| FORA Capital, LLC | 14,750 | $79.8 萬 | 0.07% | −15,029−50.5% | 減碼 |
| JustInvest LLC | 14,703 | $79.5 萬 | 0.02% | +5,024+51.9% | 加碼 |
| BFSG, LLC | 14,589 | $78.9 萬 | 0.13% | +5,574+61.8% | 加碼 |
| Erste Asset Management GmbH | 14,400 | $78.7 萬 | 0.01% | −4,200−22.6% | 減碼 |
| Rockefeller Capital Management L.P. | 14,382 | $77.8 萬 | 0.00% | +164+1.2% | 加碼 |
| RMB Capital Management, LLC | 14,363 | $77.7 萬 | 0.03% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 14,214 | $76.9 萬 | 0.07% | −43−0.3% | 減碼 |
| Fox Run Management, L.L.C. | 14,158 | $76.6 萬 | 0.23% | +4,018+39.6% | 加碼 |
| Nordea Investment Management AB | 14,017 | $76.5 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 14,133 | $76.4 萬 | 0.02% | +832+6.3% | 加碼 |
| Client 1st Advisory Group, LLC | 14,023 | $75.8 萬 | 0.40% | +2,050+17.1% | 加碼 |
| Naviter Wealth, LLC | 13,673 | $75.4 萬 | 0.18% | +3,515+34.6% | 加碼 |
| Sigma Planning Corp | 13,908 | $75.2 萬 | 0.03% | −1,081−7.2% | 減碼 |
| Garda Capital Partners LP | 13,889 | $75.1 萬 | 0.48% | +13,889 | 新進 |
| Kovack Advisors, Inc. | 13,882 | $75.1 萬 | 0.10% | +5,482+65.3% | 加碼 |
| Cerity Partners LLC | 13,865 | $75.0 萬 | 0.00% | −3,278−19.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 13,845 | $74.9 萬 | 0.00% | −62,378−81.8% | 減碼 |
| Walleye Capital LLC | 13,839 | $74.8 萬 | 0.01% | +2,288+19.8% | 加碼 |
| Global Retirement Partners, LLC | 14,175 | $74.0 萬 | 0.04% | −4,864−25.5% | 減碼 |
| Connectus Wealth, LLC | 13,645 | $73.8 萬 | 0.02% | +13,645 | 新進 |
| KBC Group NV | 13,514 | $73.1 萬 | 0.00% | −13,451−49.9% | 減碼 |
| FLC Capital Advisors | 13,432 | $72.6 萬 | 0.22% | 00.0% | 不變 |
| Private Trust Co NA | 13,402 | $72.5 萬 | 0.10% | −228−1.7% | 減碼 |
| Aurora Private Wealth, Inc. | 13,327 | $72.1 萬 | 0.80% | −36−0.3% | 減碼 |
| Vista Investment Management | 13,327 | $72.1 萬 | 0.38% | −372−2.7% | 減碼 |
| Stephens Inc | 13,308 | $72.0 萬 | 0.01% | −475−3.4% | 減碼 |
| Ontario Teachers Pension Plan Board | 13,262 | $71.7 萬 | 0.01% | +13,262 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 13,251 | $71.7 萬 | 0.02% | −129,611−90.7% | 減碼 |
| Raymond James Trust N.A. | 13,227 | $71.5 萬 | 0.02% | −657−4.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 12,933 | $69.9 萬 | 0.05% | −20.0% | 減碼 |
| Lazard Asset Management LLC | 12,878 | $69.5 萬 | 0.00% | +5,033+64.2% | 加碼 |
| Versor Investments LP | 12,792 | $69.2 萬 | 0.14% | +2,500+24.3% | 加碼 |
| Fiera Capital Corp | 12,711 | $68.7 萬 | 0.00% | +180+1.4% | 加碼 |
| Bridgewater Associates, LP | 12,704 | $68.7 萬 | 0.00% | −14,007−52.4% | 減碼 |
| Perigon Wealth Management, LLC | 12,679 | $68.6 萬 | 0.03% | −25−0.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 12,655 | $68.4 萬 | 0.01% | −1,742−12.1% | 減碼 |
| Heirloom Wealth Management | 12,575 | $68.0 萬 | 0.30% | −74−0.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 12,558 | $67.9 萬 | 0.00% | −1,426−10.2% | 減碼 |
| GoalVest Advisory LLC | 12,521 | $67.7 萬 | 0.34% | −403−3.1% | 減碼 |
| Royal Fund Management, LLC | 12,028 | $65.0 萬 | 0.09% | +583+5.1% | 加碼 |
| Howe & Rusling Inc | 11,899 | $64.3 萬 | 0.08% | 00.0% | 不變 |
| Shell Asset Management Co | 11,838 | $64.0 萬 | 0.03% | −313−2.6% | 減碼 |
| Adams Wealth Management | 11,834 | $64.0 萬 | 0.22% | +383+3.3% | 加碼 |
| Flagship Private Wealth, LLC | 11,746 | $63.5 萬 | 0.56% | −1,028−8.0% | 減碼 |
| Diligent Investors, LLC | 11,588 | $62.7 萬 | 0.19% | +6,797+141.9% | 加碼 |
| Cooper Financial Group | 11,573 | $62.6 萬 | 0.15% | +272+2.4% | 加碼 |
| Bank of Nova Scotia | 11,534 | $62.4 萬 | 0.00% | +1,698+17.3% | 加碼 |
| Ethic Inc. | 11,484 | $62.1 萬 | 0.02% | +4,387+61.8% | 加碼 |
| Oak Thistle LLC | 11,451 | $61.9 萬 | 0.18% | +11,451 | 新進 |
| Peddock Capital Advisors, LLC | 11,419 | $61.8 萬 | 0.21% | −41−0.4% | 減碼 |
| Ossiam | 11,400 | $61.7 萬 | 0.01% | +7,009+159.6% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 11,326 | $61.3 萬 | 0.00% | +11,326 | 新進 |
| MKT Advisors LLC | 11,107 | $59.4 萬 | 0.45% | −31−0.3% | 減碼 |
| TownSquare Capital, LLC | 10,884 | $58.9 萬 | 0.01% | −2,555−19.0% | 減碼 |
| Highlander Capital Management, LLC | 10,825 | $58.5 萬 | 0.23% | +4,100+61.0% | 加碼 |
| Old Port Advisors | 10,810 | $58.5 萬 | 0.21% | +10,810 | 新進 |
| Norinchukin Bank, The | 10,787 | $58.3 萬 | 0.01% | +671+6.6% | 加碼 |
| Samalin Investment Counsel, LLC | 10,742 | $58.1 萬 | 0.33% | +1,235+13.0% | 加碼 |
| Clear Creek Financial Management, LLC | 10,652 | $57.6 萬 | 0.10% | +30.0% | 加碼 |
| Yousif Capital Management, LLC | 10,647 | $57.6 萬 | 0.01% | −50.0% | 減碼 |
| Hudson Portfolio Management LLC | 10,607 | $57.4 萬 | 0.65% | 00.0% | 不變 |
| Elequin Capital LP | 10,580 | $57.2 萬 | 0.11% | +4,252+67.2% | 加碼 |
| Wambolt & Associates, LLC | 10,651 | $57.0 萬 | 0.21% | −296−2.7% | 減碼 |
| Liberty One Investment Management, LLC | 10,521 | $56.9 萬 | 0.08% | +118+1.1% | 加碼 |
| Rainsberger Wealth Advisors, Inc. | 10,482 | $56.7 萬 | 0.35% | +434+4.3% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $56.2 萬 | 0.17% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 8,191 | $56.2 萬 | 0.10% | 00.0% | 不變 |
| Lincoln National Corp | 10,372 | $56.1 萬 | 0.01% | +927+9.8% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $55.4 萬 | 0.01% | −350−3.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 10,363 | $54.9 萬 | 0.00% | 00.0% | 不變 |
| Arbor Capital Management Inc | 10,251 | $54.7 萬 | 0.49% | +641+6.7% | 加碼 |
| Intech Investment Management LLC | 10,084 | $54.5 萬 | 0.01% | +2,109+26.4% | 加碼 |
| Eldridge Investment Advisors, Inc. | 10,075 | $54.5 萬 | 0.18% | +775+8.3% | 加碼 |
| Point72 Asset Management, L.P. | 10,000 | $54.1 萬 | 0.00% | +10,000 | 新進 |
| United Capital Financial Advisers, LLC | 9,996 | $54.1 萬 | 0.00% | −3,416−25.5% | 減碼 |
| Coldstream Capital Management Inc | 9,787 | $52.9 萬 | 0.02% | +9,787 | 新進 |
| Wellington Shields & Co., LLC | 9,758 | $52.8 萬 | 0.13% | −3,640−27.2% | 減碼 |
| Accel Wealth Management | 9,745 | $52.7 萬 | 0.29% | +9,745 | 新進 |
| D.A. Davidson & Co. | 9,738 | $52.7 萬 | 0.01% | −3,087−24.1% | 減碼 |
| Penserra Capital Management LLC | 9,701 | $52.3 萬 | 0.01% | +1,114+13.0% | 加碼 |
| Pinnacle Financial Partners Inc | 9,650 | $52.2 萬 | 0.01% | −200−2.0% | 減碼 |
| First National Trust Co | 9,628 | $52.1 萬 | 0.02% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 9,433 | $52.0 萬 | 0.03% | −2,163−18.7% | 減碼 |
| SageView Advisory Group, LLC | 9,494 | $51.3 萬 | 0.03% | −216−2.2% | 減碼 |
| First City Capital Management, Inc. | 9,390 | $50.8 萬 | 0.32% | −142−1.5% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 9,245 | $50.0 萬 | 0.05% | −1,078−10.4% | 減碼 |
| Insight Wealth Partners, LLC | 9,242 | $50.0 萬 | 0.42% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 9,238 | $50.0 萬 | 0.01% | +2,918+46.2% | 加碼 |