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 4 季 13F 持有人
W. P. Carey Inc. 在 2023/12/31 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
- 782
- 較 2023 年第 3 季 +45 家
- 持有股數
- 1.61 億
- 較 2023 年第 3 季 +2,190 萬 (+15.7%)
- 總市值
- $104.6 億
- 較 2023 年第 3 季 +$29.0 億 (+38.4%)
- 新進機構
- 120
- 另有 232 家加碼
- 清倉機構
- 75
- 另有 312 家減碼
另有 9 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cetera Advisors LLC | 128,242 | $831.1 萬 | 0.12% | −20,523−13.8% | 減碼 |
| WealthPLAN Partners, LLC | 125,579 | $813.9 萬 | 0.84% | −5,842−4.4% | 減碼 |
| Amalgamated Bank | 124,702 | $808.2 萬 | 0.06% | +104,340+512.4% | 加碼 |
| MetLife Investment Management | 123,173 | $798.3 萬 | 0.06% | +118,968+2,829.2% | 加碼 |
| Carnegie Capital Asset Management, LLC | 121,454 | $787.1 萬 | 0.27% | −10,051−7.6% | 減碼 |
| Standard Life Aberdeen plc | 118,968 | $771.0 萬 | 0.02% | +34,751+41.3% | 加碼 |
| Crawford Investment Counsel Inc | 118,487 | $767.9 萬 | 0.15% | +49,149+70.9% | 加碼 |
| Verdence Capital Advisors LLC | 116,553 | $755.4 萬 | 0.73% | +340.0% | 加碼 |
| Stony Point Wealth Management Inc. | 116,067 | $752.2 萬 | 3.48% | −3,063−2.6% | 減碼 |
| Cetera Investment Advisers | 115,637 | $749.4 萬 | 0.06% | +19,307+20.0% | 加碼 |
| Treasurer of the State of North Carolina | 115,395 | $747.9 萬 | 0.04% | +3,587+3.2% | 加碼 |
| Rock Point Advisors, LLC | 113,752 | $737.2 萬 | 2.24% | −3,470−3.0% | 減碼 |
| State of Wisconsin Investment Board | 113,607 | $736.3 萬 | 0.02% | −3,603−3.1% | 減碼 |
| Pictet Asset Management Holding SA | 112,944 | $732.0 萬 | 0.01% | +4,035+3.7% | 加碼 |
| Macquarie Group Ltd | 112,806 | $731.1 萬 | 0.01% | +32,166+39.9% | 加碼 |
| Yousif Capital Management, LLC | 110,691 | $717.4 萬 | 0.08% | +100,044+939.6% | 加碼 |
| Allworth Financial LP | 108,050 | $700.3 萬 | 0.05% | −5,680−5.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 107,049 | $693.8 萬 | 0.02% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 105,704 | $685.1 萬 | 0.02% | +2,242+2.2% | 加碼 |
| QRG Capital Management, Inc. | 104,972 | $680.3 萬 | 0.10% | +44,788+74.4% | 加碼 |
| Guggenheim Capital LLC | 102,039 | $661.3 萬 | 0.05% | −8,166−7.4% | 減碼 |
| Mercer Global Advisors Inc | 99,317 | $643.7 萬 | 0.02% | +34,077+52.2% | 加碼 |
| MML Investors Services, LLC | 97,315 | $630.7 萬 | 0.03% | +8,038+9.0% | 加碼 |
| Meritage Portfolio Management | 95,932 | $621.7 萬 | 0.41% | +68,068+244.3% | 加碼 |
| Dupree Financial Group, LLC | 95,640 | $619.8 萬 | 3.03% | +95,640 | 新進 |
| Andra AP-fonden | 94,700 | $613.8 萬 | 0.32% | +45,300+91.7% | 加碼 |
| Hoylecohen, LLC | 93,232 | $604.2 萬 | 0.49% | −5,559−5.6% | 減碼 |
| Ensign Peak Advisors, Inc | 92,650 | $600.5 萬 | 0.01% | −1,389−1.5% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 91,634 | $593.9 萬 | 0.07% | −5,800−6.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 88,035 | $570.6 萬 | 0.07% | +1,994+2.3% | 加碼 |
| Nicholas Company, Inc. | 87,095 | $564.5 萬 | 0.10% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 86,789 | $562.5 萬 | 0.04% | +86,789 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 86,480 | $560.5 萬 | 0.10% | +86,480 | 新進 |
| Advocate Group LLC | 86,161 | $558.4 萬 | 1.20% | +810+0.9% | 加碼 |
| Zimmer Partners, LP | 85,700 | $555.4 萬 | 0.20% | +85,700 | 新進 |
| Mariner, LLC | 84,588 | $548.2 萬 | 0.01% | +3,205+3.9% | 加碼 |
| Sheets Smith Wealth Management | 84,032 | $544.6 萬 | 0.77% | +475+0.6% | 加碼 |
| Nisa Investment Advisors, LLC | 83,044 | $538.2 萬 | 0.04% | −3,716−4.3% | 減碼 |
| Van Eck Associates Corp | 80,786 | $523.6 萬 | 0.01% | +10,561+15.0% | 加碼 |
| Cetera Advisor Networks LLC | 80,360 | $520.8 萬 | 0.03% | −4,020−4.8% | 減碼 |
| CIBC World Markets Corp | 78,783 | $510.6 萬 | 0.03% | +78,783 | 新進 |
| Sequoia Financial Advisors, LLC | 78,718 | $510.2 萬 | 0.06% | +3,142+4.2% | 加碼 |
| SG Americas Securities, LLC | 78,350 | $507.8 萬 | 0.06% | +71,560+1,053.9% | 加碼 |
| Exchange Traded Concepts, LLC | 77,852 | $504.6 萬 | 0.13% | −18,515−19.2% | 減碼 |
| Thrivent Financial for Lutherans | 75,695 | $490.6 萬 | 0.01% | +52,383+224.7% | 加碼 |
| SOA Wealth Advisors, LLC. | 74,031 | $479.8 萬 | 1.07% | −4,768−6.1% | 減碼 |
| STRS Ohio | 73,306 | $475.0 萬 | 0.02% | −161,920−68.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 71,419 | $464.0 萬 | 0.06% | +1,215+1.7% | 加碼 |
| Private Advisor Group, LLC | 71,263 | $461.9 萬 | 0.04% | −10,821−13.2% | 減碼 |
| Victory Capital Management Inc | 71,253 | $461.8 萬 | 0.00% | −24,101−25.3% | 減碼 |
| Korea Investment CORP | 70,449 | $456.6 萬 | 0.01% | −5,176−6.8% | 減碼 |
| USS Investment Management Ltd | 70,320 | $455.8 萬 | 0.04% | +248+0.4% | 加碼 |
| Creative Planning | 69,512 | $450.5 萬 | 0.01% | +4,539+7.0% | 加碼 |
| Private Capital Advisors, Inc. | 68,764 | $445.7 萬 | 0.68% | −38,512−35.9% | 減碼 |
| Karpas Strategies, LLC | 66,690 | $432.2 萬 | 1.43% | −1,158−1.7% | 減碼 |
| Armstrong, Fleming & Moore, Inc | 62,504 | $405.1 萬 | 3.05% | −651−1.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 62,160 | $402.9 萬 | 0.04% | +62,160 | 新進 |
| UniSuper Management Pty Ltd | 62,000 | $401.8 萬 | 0.04% | +100+0.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 61,750 | $400.2 萬 | 0.07% | +61,750 | 新進 |
| Te Ahumairangi Investment Management Ltd | 61,691 | $399.8 萬 | 0.76% | −6,198−9.1% | 減碼 |
| Louisiana State Employees Retirement System | 61,400 | $397.9 萬 | 0.08% | +61,400 | 新進 |
| New Insight Wealth Advisors | 60,657 | $393.1 萬 | 2.65% | +60,657 | 新進 |
| Simplex Trading, LLC | 59,991 | $388.8 萬 | 0.12% | +59,991 | 新進 |
| Arizona State Retirement System | 58,795 | $381.1 萬 | 0.03% | +439+0.8% | 加碼 |
| Forsta Ap-Fonden | 58,000 | $375.9 萬 | 0.04% | −30,000−34.1% | 減碼 |
| Lazard Asset Management LLC | 57,951 | $375.5 萬 | 0.00% | +45,073+350.0% | 加碼 |
| Illinois Municipal Retirement Fund | 57,178 | $370.6 萬 | 0.06% | −48,716−46.0% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 55,903 | $362.3 萬 | 0.05% | +1,129+2.1% | 加碼 |
| Hantz Financial Services, Inc. | 54,700 | $354.5 萬 | 0.08% | −4,082−6.9% | 減碼 |
| Romano Brothers and Company | 54,615 | $354.0 萬 | 0.53% | −550−1.0% | 減碼 |
| Cozad Asset Management Inc | 54,540 | $353.5 萬 | 0.41% | −1,524−2.7% | 減碼 |
| Cohen Capital Management, Inc. | 54,535 | $353.4 萬 | 0.67% | 00.0% | 不變 |
| Prairiewood Capital, LLC | 54,237 | $351.5 萬 | 1.82% | +7,768+16.7% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 51,268 | $342.5 萬 | 2.25% | +9,048+21.4% | 加碼 |
| State of Michigan Retirement System | 52,500 | $340.3 萬 | 0.02% | +52,500 | 新進 |
| Nissay Asset Management Corp | 52,403 | $339.6 萬 | 0.03% | +3,873+8.0% | 加碼 |
| AdvisorNet Financial, Inc | 51,841 | $336.0 萬 | 0.31% | −6,954−11.8% | 減碼 |
| Pensionfund DSM Netherlands | 51,800 | $335.7 萬 | 2.02% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,388 | $333.0 萬 | 0.01% | −40,515−44.1% | 減碼 |
| Avantax Advisory Services, Inc. | 51,143 | $331.5 萬 | 0.03% | −1,259−2.4% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 50,975 | $330.4 萬 | 1.23% | +5,804+12.8% | 加碼 |
| Toronto Dominion Bank | 50,740 | $328.8 萬 | 0.00% | −15,589−23.5% | 減碼 |
| Employees Retirement System of Texas | 50,500 | $327.3 萬 | 0.04% | −30,000−37.3% | 減碼 |
| Granite Bay Wealth Management, LLC | 56,217 | $325.9 萬 | 0.03% | −4,609−7.6% | 減碼 |
| Blair William & Co | 48,931 | $317.1 萬 | 0.01% | +3,612+8.0% | 加碼 |
| AQR Capital Management LLC | 48,702 | $315.6 萬 | 0.01% | −19,089−28.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 48,649 | $315.3 萬 | 0.08% | +48,649 | 新進 |
| HighPoint Advisor Group LLC | 56,638 | $314.8 萬 | 0.23% | +56,638 | 新進 |
| Ameritas Investment Partners, Inc. | 48,283 | $312.9 萬 | 0.11% | +48,283 | 新進 |
| AE Wealth Management LLC | 49,793 | $312.9 萬 | 0.02% | −5,509−10.0% | 減碼 |
| Agf Management Ltd | 47,924 | $310.6 萬 | 0.02% | +1,425+3.1% | 加碼 |
| Prudential Financial Inc | 47,347 | $306.9 萬 | 0.00% | +4,199+9.7% | 加碼 |
| Wellington Shields Capital Management, LLC | 47,264 | $306.3 萬 | 0.38% | −2,880−5.7% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 46,375 | $300.6 萬 | 2.18% | −150.0% | 減碼 |
| Rench Wealth Management, Inc. | 45,471 | $294.7 萬 | 1.24% | −1,557−3.3% | 減碼 |
| DnB Asset Management AS | 45,029 | $291.8 萬 | 0.02% | 00.0% | 不變 |
| IFM Investors Pty Ltd | 44,488 | $288.3 萬 | 0.04% | 00.0% | 不變 |
| CI Private Wealth, LLC | 44,365 | $287.5 萬 | 0.01% | −11,641−20.8% | 減碼 |
| HighTower Advisors, LLC | 43,837 | $283.7 萬 | 0.00% | −10,643−19.5% | 減碼 |
| Colonial Trust Advisors | 43,766 | $283.6 萬 | 0.30% | −19,181−30.5% | 減碼 |