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 |
|---|---|---|---|---|---|
| Fuller & Thaler Asset Management, Inc. | 43,457 | $281.6 萬 | 0.01% | −8,951−17.1% | 減碼 |
| New Mexico Educational Retirement Board | 43,400 | $281.3 萬 | 0.11% | +43,400 | 新進 |
| Capital Square, LLC | 42,424 | $275.0 萬 | 3.11% | −2,058−4.6% | 減碼 |
| Inspirion Wealth Advisors, LLC | 39,910 | $262.7 萬 | 0.47% | −12,240−23.5% | 減碼 |
| Pensionfund Sabic | 40,304 | $261.3 萬 | 0.82% | +2,000+5.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 39,845 | $258.2 萬 | 0.01% | +507+1.3% | 加碼 |
| Teacher Retirement System of Texas | 38,831 | $251.7 萬 | 0.02% | −43,886−53.1% | 減碼 |
| Sowell Financial Services LLC | 38,333 | $251.7 萬 | 0.14% | +4,424+13.0% | 加碼 |
| Voya Investment Management LLC | 38,578 | $250.0 萬 | 0.00% | −99,979−72.2% | 減碼 |
| Vident Advisory, LLC | 38,238 | $247.8 萬 | 0.06% | −237−0.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 37,999 | $246.3 萬 | 0.00% | +2,104+5.9% | 加碼 |
| Neuberger Berman Group LLC | 36,819 | $238.6 萬 | 0.00% | −34,367−48.3% | 減碼 |
| Ostrum Asset Management | 36,693 | $237.8 萬 | 0.21% | +8,563+30.4% | 加碼 |
| Utah Retirement Systems | 36,676 | $237.7 萬 | 0.03% | +200+0.5% | 加碼 |
| Clear Street Markets LLC | 36,398 | $235.9 萬 | 0.95% | +32,298+787.8% | 加碼 |
| Bank of Montreal | 34,586 | $227.3 萬 | 0.00% | −936,410−96.4% | 減碼 |
| US Bancorp | 34,959 | $226.6 萬 | 0.00% | +1,586+4.8% | 加碼 |
| Gradient Capital Advisors, LLC | 34,180 | $221.5 萬 | 0.84% | +199+0.6% | 加碼 |
| AXA S.A. | 33,707 | $218.5 萬 | 0.01% | +2,632+8.5% | 加碼 |
| Weaver Consulting Group | 33,643 | $218.0 萬 | 0.89% | −1,304−3.7% | 減碼 |
| HBW Advisory Services LLC | 33,383 | $216.3 萬 | 0.41% | −310−0.9% | 減碼 |
| Mirabella Financial Services LLP | 33,276 | $215.7 萬 | 0.31% | +33,276 | 新進 |
| Tower Research Capital LLC (TRC) | 33,168 | $215.0 萬 | 0.03% | +16,052+93.8% | 加碼 |
| Investmark Advisory Group LLC | 32,747 | $212.2 萬 | 1.24% | −275−0.8% | 減碼 |
| TD Asset Management Inc | 32,695 | $211.9 萬 | 0.00% | +4,082+14.3% | 加碼 |
| Wealthfront Advisers LLC | 32,409 | $210.0 萬 | 0.01% | −1,776−5.2% | 減碼 |
| Swedbank AB | 32,019 | $207.5 萬 | 0.00% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 32,012 | $207.5 萬 | 0.79% | −2,271−6.6% | 減碼 |
| Presima Inc. | 31,236 | $202.4 萬 | 0.46% | −3,080−9.0% | 減碼 |
| M&T Bank Corp | 31,191 | $202.4 萬 | 0.01% | +825+2.7% | 加碼 |
| Excalibur Management Corp | 30,755 | $202.0 萬 | 0.95% | +613+2.0% | 加碼 |
| Pictet & Cie (Europe) SA | 30,645 | $198.6 萬 | 0.06% | −226−0.7% | 減碼 |
| Paradiem, LLC | 29,717 | $192.6 萬 | 0.54% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 29,656 | $192.2 萬 | 0.01% | −2,100−6.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 28,940 | $187.6 萬 | 0.00% | −48,670−62.7% | 減碼 |
| TFG Advisers LLC | 28,646 | $185.7 萬 | 0.78% | −4,729−14.2% | 減碼 |
| Hilltop Partners LLC | 28,536 | $184.9 萬 | 0.73% | −1,815−6.0% | 減碼 |
| Mission Creek Capital Partners, Inc. | 27,610 | $178.9 萬 | 0.46% | +1,739+6.7% | 加碼 |
| CWM Advisors, LLC | 27,497 | $178.2 萬 | 0.20% | −1,678−5.8% | 減碼 |
| Captrust Financial Advisors | 27,474 | $178.1 萬 | 0.01% | +2,521+10.1% | 加碼 |
| Wellington Management Group LLP | 27,474 | $178.1 萬 | 0.00% | −9,720−26.1% | 減碼 |
| Stifel Financial Corp | 27,446 | $177.9 萬 | 0.00% | −73,069−72.7% | 減碼 |
| Wealthcare Advisory Partners LLC | 27,359 | $177.3 萬 | 0.07% | −2,151−7.3% | 減碼 |
| Spirit of America Management Corp | 27,200 | $176.3 萬 | 0.39% | −1,750−6.0% | 減碼 |
| Moors & Cabot, Inc. | 27,091 | $175.6 萬 | 0.11% | −669−2.4% | 減碼 |
| 1832 Asset Management L.P. | 26,949 | $174.7 萬 | 0.00% | −1,347−4.8% | 減碼 |
| Xponance, Inc. | 26,598 | $172.4 萬 | 0.02% | +18,450+226.4% | 加碼 |
| Lakeview Capital Partners, LLC | 26,227 | $170.0 萬 | 0.30% | −307−1.2% | 減碼 |
| Integrated Wealth Concepts LLC | 25,651 | $166.2 萬 | 0.03% | −3,144−10.9% | 減碼 |
| Mutual Advisors, LLC | 25,614 | $166.0 萬 | 0.06% | −3,621−12.4% | 減碼 |
| Associated Banc-Corp | 24,800 | $160.7 萬 | 0.06% | 00.0% | 不變 |
| Griffin Asset Management, Inc. | 24,716 | $160.2 萬 | 0.20% | +5,438+28.2% | 加碼 |
| British Columbia Investment Management Corp | 24,628 | $159.6 萬 | 0.01% | +5,330+27.6% | 加碼 |
| South Dakota Investment Council | 24,234 | $157.1 萬 | 0.03% | 00.0% | 不變 |
| Ontario Teachers Pension Plan Board | 23,961 | $155.3 萬 | 0.02% | +10,699+80.7% | 加碼 |
| Versor Investments LP | 23,892 | $154.8 萬 | 0.32% | +11,100+86.8% | 加碼 |
| Richard P Slaughter Associates Inc | 23,667 | $153.4 萬 | 0.38% | +2,128+9.9% | 加碼 |
| JustInvest LLC | 23,573 | $152.8 萬 | 0.04% | +8,870+60.3% | 加碼 |
| Federated Hermes, Inc. | 23,401 | $151.7 萬 | 0.00% | +23,401 | 新進 |
| Horan Capital Advisors, LLC. | 23,390 | $151.6 萬 | 0.56% | −936−3.8% | 減碼 |
| Ethic Inc. | 22,981 | $148.9 萬 | 0.04% | +11,497+100.1% | 加碼 |
| Gamco Investors, Inc. Et Al | 22,600 | $146.5 萬 | 0.02% | 00.0% | 不變 |
| Bridgewater Associates, LP | 22,329 | $144.7 萬 | 0.01% | +9,625+75.8% | 加碼 |
| Adams Asset Advisors, LLC | 22,273 | $144.4 萬 | 0.19% | +424+1.9% | 加碼 |
| Wealthstar Advisors, LLC | 21,832 | $141.5 萬 | 0.53% | −3,210−12.8% | 減碼 |
| Citadel Advisors LLC | 21,233 | $137.6 萬 | 0.00% | −221,637−91.3% | 減碼 |
| CWM, LLC | 21,219 | $137.5 萬 | 0.01% | −3,845−15.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 21,116 | $136.9 萬 | 0.01% | 00.0% | 不變 |
| Truvestments Capital LLC | 21,039 | $136.4 萬 | 0.62% | −10,112−32.5% | 減碼 |
| Public Sector Pension Investment Board | 20,801 | $134.8 萬 | 0.01% | +190+0.9% | 加碼 |
| Jeppson Wealth Management, LLC | 20,800 | $134.8 萬 | 0.56% | −267−1.3% | 減碼 |
| WCG Wealth Advisors LLC | 20,798 | $134.8 萬 | 0.10% | −1,823−8.1% | 減碼 |
| Arete Wealth Advisors, LLC | 20,779 | $134.7 萬 | 0.10% | −1,190−5.4% | 減碼 |
| Erste Asset Management GmbH | 20,200 | $132.7 萬 | 0.02% | +5,800+40.3% | 加碼 |
| RB Capital Management, LLC | 20,166 | $130.7 萬 | 0.38% | −1,536−7.1% | 減碼 |
| KBC Group NV | 20,142 | $130.5 萬 | 0.00% | +6,628+49.0% | 加碼 |
| Horizon Kinetics Asset Management LLC | 19,800 | $128.3 萬 | 0.03% | +4,000+25.3% | 加碼 |
| M Holdings Securities, Inc. | 19,323 | $125.2 萬 | 0.14% | −831−4.1% | 減碼 |
| Janus Henderson Group PLC | 19,202 | $124.5 萬 | 0.00% | −138−0.7% | 減碼 |
| Centersquare Investment Management LLC | 19,029 | $123.3 萬 | 0.01% | −110,160−85.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 18,836 | $122.2 萬 | 0.05% | −756−3.9% | 減碼 |
| Elo Mutual Pension Insurance Co | 18,677 | $121.0 萬 | 0.03% | +756+4.2% | 加碼 |
| Securian Asset Management, Inc | 18,454 | $119.6 萬 | 0.03% | +18,454 | 新進 |
| O'Shaughnessy Asset Management, LLC | 18,430 | $119.4 萬 | 0.02% | −12,389−40.2% | 減碼 |
| Geneos Wealth Management Inc. | 17,998 | $116.6 萬 | 0.06% | −6,899−27.7% | 減碼 |
| Metis Global Partners, LLC | 17,954 | $116.4 萬 | 0.05% | +1,433+8.7% | 加碼 |
| Cornerstone Wealth Management, LLC | 17,857 | $115.7 萬 | 0.10% | +3,643+25.6% | 加碼 |
| Gulf International Bank (UK) Ltd | 17,738 | $114.9 萬 | 0.03% | −2,049−10.4% | 減碼 |
| Paradigm Financial Partners, LLC | 17,703 | $114.7 萬 | 0.28% | +12+0.1% | 加碼 |
| Apollon Wealth Management, LLC | 17,504 | $113.4 萬 | 0.04% | +255+1.5% | 加碼 |
| Harbor Investment Advisory, LLC | 17,124 | $111.0 萬 | 0.13% | −2,868−14.3% | 減碼 |
| Belpointe Asset Management LLC | 17,031 | $110.4 萬 | 0.10% | +1,111+7.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 16,925 | $109.7 萬 | 0.02% | −1,758−9.4% | 減碼 |
| SRS Capital Advisors, Inc. | 16,922 | $109.7 萬 | 0.12% | +191+1.1% | 加碼 |
| Schroder Investment Management Group | 16,834 | $109.1 萬 | 0.00% | −593−3.4% | 減碼 |
| Bank of Nova Scotia | 16,729 | $108.4 萬 | 0.00% | +5,195+45.0% | 加碼 |
| Warren Averett Asset Management, LLC | 16,725 | $108.4 萬 | 0.04% | −1,209−6.7% | 減碼 |
| Founders Financial Alliance, LLC | 16,555 | $107.3 萬 | 0.42% | −271−1.6% | 減碼 |
| Lecap Asset Management Ltd | 16,464 | $106.7 萬 | 0.39% | +16,464 | 新進 |
| Maryland State Retirement & Pension System | 16,211 | $105.1 萬 | 0.02% | 00.0% | 不變 |