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。
2024 年第 1 季 13F 持有人
W. P. Carey Inc. 在 2024/3/31 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
- 773
- 較 2023 年第 4 季 −2 家
- 持有股數
- 1.54 億
- 較 2023 年第 4 季 −714.6 萬 (−4.4%)
- 總市值
- $87.1 億
- 較 2023 年第 4 季 −$17.5 億 (−16.7%)
- 新進機構
- 76
- 另有 263 家加碼
- 清倉機構
- 78
- 另有 292 家減碼
另有 7 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 17,982 | $101.5 萬 | 0.03% | −472−2.6% | 減碼 |
| Wealthstar Advisors, LLC | 18,140 | $102.4 萬 | 0.36% | −3,692−16.9% | 減碼 |
| Jeppson Wealth Management, LLC | 18,336 | $103.5 萬 | 0.40% | −2,464−11.8% | 減碼 |
| Naviter Wealth, LLC | 18,116 | $103.8 萬 | 0.17% | +2,691+17.4% | 加碼 |
| Metis Global Partners, LLC | 18,489 | $104.4 萬 | 0.04% | +535+3.0% | 加碼 |
| Cornerstone Wealth Management, LLC | 18,530 | $104.6 萬 | 0.08% | +673+3.8% | 加碼 |
| Lazard Asset Management LLC | 18,694 | $105.4 萬 | 0.00% | −39,257−67.7% | 減碼 |
| LRI Investments, LLC | 18,916 | $106.8 萬 | 0.27% | +18,916 | 新進 |
| Rockefeller Capital Management L.P. | 18,932 | $106.9 萬 | 0.00% | +4,352+29.8% | 加碼 |
| RB Capital Management, LLC | 19,150 | $108.1 萬 | 0.29% | −1,016−5.0% | 減碼 |
| Janus Henderson Group PLC | 19,206 | $108.4 萬 | 0.00% | +40.0% | 加碼 |
| Cerity Partners LLC | 19,304 | $109.0 萬 | 0.00% | +3,884+25.2% | 加碼 |
| Atria Investments LLC | 19,449 | $109.8 萬 | 0.02% | +3,466+21.7% | 加碼 |
| Elo Mutual Pension Insurance Co | 19,980 | $112.8 萬 | 0.03% | +1,303+7.0% | 加碼 |
| Erste Asset Management GmbH | 20,200 | $113.1 萬 | 0.02% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 20,183 | $113.9 萬 | 0.01% | +1,753+9.5% | 加碼 |
| Spirit of America Management Corp | 20,200 | $114.0 萬 | 0.23% | −7,000−25.7% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 13,251 | $116.4 萬 | 0.03% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 20,623 | $116.4 萬 | 0.11% | −156−0.8% | 減碼 |
| Susquehanna International Group, LLP | 20,703 | $116.8 萬 | 0.00% | −110,033−84.2% | 減碼 |
| Centiva Capital, LP | 20,790 | $117.3 萬 | 0.07% | +20,502+7,118.8% | 加碼 |
| Captrust Financial Advisors | 21,004 | $118.5 萬 | 0.00% | −6,470−23.5% | 減碼 |
| Public Sector Pension Investment Board | 21,036 | $118.7 萬 | 0.01% | +235+1.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 21,116 | $119.2 萬 | 0.01% | 00.0% | 不變 |
| WCG Wealth Advisors LLC | 21,150 | $119.4 萬 | 0.10% | +352+1.7% | 加碼 |
| Federated Hermes, Inc. | 21,556 | $121.7 萬 | 0.00% | −1,845−7.9% | 減碼 |
| Horizon Kinetics Asset Management LLC | 21,800 | $123.0 萬 | 0.02% | +2,000+10.1% | 加碼 |
| CWM, LLC | 21,853 | $123.3 萬 | 0.01% | +634+3.0% | 加碼 |
| Gamco Investors, Inc. Et Al | 22,600 | $127.6 萬 | 0.01% | 00.0% | 不變 |
| Horan Capital Advisors, LLC. | 22,808 | $128.7 萬 | 0.46% | −582−2.5% | 減碼 |
| Toronto Dominion Bank | 22,884 | $129.2 萬 | 0.00% | −27,856−54.9% | 減碼 |
| KBC Group NV | 23,628 | $133.3 萬 | 0.00% | +3,486+17.3% | 加碼 |
| Adams Asset Advisors, LLC | 24,057 | $135.8 萬 | 0.18% | +1,784+8.0% | 加碼 |
| AQR Capital Management LLC | 24,127 | $136.2 萬 | 0.00% | −24,575−50.5% | 減碼 |
| JustInvest LLC | 24,156 | $136.3 萬 | 0.03% | +583+2.5% | 加碼 |
| Richard P Slaughter Associates Inc | 24,244 | $136.8 萬 | 0.33% | +577+2.4% | 加碼 |
| Stifel Financial Corp | 24,591 | $138.8 萬 | 0.00% | −2,855−10.4% | 減碼 |
| Integrated Wealth Concepts LLC | 24,749 | $139.7 萬 | 0.02% | −902−3.5% | 減碼 |
| Associated Banc-Corp | 24,800 | $140.0 萬 | 0.04% | 00.0% | 不變 |
| Griffin Asset Management, Inc. | 25,810 | $145.7 萬 | 0.17% | +1,094+4.4% | 加碼 |
| Prudential Financial Inc | 25,979 | $146.6 萬 | 0.00% | −21,368−45.1% | 減碼 |
| British Columbia Investment Management Corp | 26,108 | $147.4 萬 | 0.01% | +1,480+6.0% | 加碼 |
| Lakeview Capital Partners, LLC | 26,847 | $151.5 萬 | 0.25% | +620+2.4% | 加碼 |
| Blair William & Co | 26,859 | $151.6 萬 | 0.00% | −22,072−45.1% | 減碼 |
| Wealthcare Advisory Partners LLC | 26,996 | $152.4 萬 | 0.05% | −363−1.3% | 減碼 |
| Moors & Cabot, Inc. | 27,292 | $154.0 萬 | 0.08% | +201+0.7% | 加碼 |
| Hilltop Partners LLC | 27,468 | $155.0 萬 | 0.55% | −1,068−3.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 27,876 | $157.3 萬 | 0.00% | −1,064−3.7% | 減碼 |
| TFG Advisers LLC | 28,641 | $161.6 萬 | 0.63% | −50.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 28,771 | $162.4 萬 | 0.00% | −9,228−24.3% | 減碼 |
| Bahl & Gaynor Inc | 29,123 | $164.4 萬 | 0.01% | −533−1.8% | 減碼 |
| Wellington Management Group LLP | 29,205 | $164.8 萬 | 0.00% | +1,731+6.3% | 加碼 |
| Mutual Advisors, LLC | 29,679 | $167.5 萬 | 0.05% | +4,065+15.9% | 加碼 |
| Paradiem, LLC | 29,717 | $167.7 萬 | 0.41% | 00.0% | 不變 |
| Presima Inc. | 30,286 | $170.9 萬 | 0.40% | −950−3.0% | 減碼 |
| 1832 Asset Management L.P. | 30,434 | $171.8 萬 | 0.00% | +3,485+12.9% | 加碼 |
| Neuberger Berman Group LLC | 30,457 | $171.9 萬 | 0.00% | −6,362−17.3% | 減碼 |
| M&T Bank Corp | 30,808 | $174.1 萬 | 0.01% | −383−1.2% | 減碼 |
| Bank of Montreal | 31,152 | $174.8 萬 | 0.00% | −3,434−9.9% | 減碼 |
| Vident Advisory, LLC | 30,970 | $174.8 萬 | 0.04% | −7,268−19.0% | 減碼 |
| CWM Advisors, LLC | 31,827 | $179.6 萬 | 0.18% | +4,330+15.7% | 加碼 |
| Wolverine Asset Management LLC | 31,836 | $179.7 萬 | 0.03% | +27,797+688.2% | 加碼 |
| XML Financial, LLC | 31,917 | $180.1 萬 | 0.18% | +31,917 | 新進 |
| Swedbank AB | 31,959 | $180.4 萬 | 0.00% | −60−0.2% | 減碼 |
| Excalibur Management Corp | 32,325 | $182.4 萬 | 0.77% | +1,570+5.1% | 加碼 |
| Investmark Advisory Group LLC | 32,823 | $185.3 萬 | 1.02% | +76+0.2% | 加碼 |
| Gradient Capital Advisors, LLC | 32,894 | $185.7 萬 | 0.68% | −1,286−3.8% | 減碼 |
| Voya Investment Management LLC | 33,230 | $187.6 萬 | 0.00% | −5,348−13.9% | 減碼 |
| TD Asset Management Inc | 33,242 | $187.6 萬 | 0.00% | +547+1.7% | 加碼 |
| Pathway Financial Advisers, LLC | 33,600 | $189.6 萬 | 0.68% | +1,588+5.0% | 加碼 |
| Weaver Consulting Group | 33,921 | $191.5 萬 | 0.71% | +278+0.8% | 加碼 |
| DnB Asset Management AS | 34,262 | $193.4 萬 | 0.01% | −10,767−23.9% | 減碼 |
| Boothbay Fund Management, LLC | 34,733 | $196.0 萬 | 0.06% | +34,733 | 新進 |
| US Bancorp | 35,203 | $198.7 萬 | 0.00% | +244+0.7% | 加碼 |
| FORA Capital, LLC | 35,906 | $202.7 萬 | 0.17% | +35,906 | 新進 |
| Sowell Financial Services LLC | 35,682 | $204.5 萬 | 0.10% | −2,651−6.9% | 減碼 |
| Lecap Asset Management Ltd | 36,612 | $206.6 萬 | 0.43% | +20,148+122.4% | 加碼 |
| Ostrum Asset Management | 36,693 | $207.1 萬 | 0.16% | 00.0% | 不變 |
| Utah Retirement Systems | 36,876 | $208.1 萬 | 0.02% | +200+0.5% | 加碼 |
| Xponance, Inc. | 37,333 | $210.7 萬 | 0.02% | +10,735+40.4% | 加碼 |
| Inspirion Wealth Advisors, LLC | 37,361 | $210.9 萬 | 0.35% | −2,549−6.4% | 減碼 |
| Colonial Trust Advisors | 37,657 | $212.5 萬 | 0.21% | −6,109−14.0% | 減碼 |
| HBW Advisory Services LLC | 33,383 | $216.3 萬 | 0.41% | 00.0% | 不變 |
| CI Private Wealth, LLC | 40,754 | $230.0 萬 | 0.00% | −3,611−8.1% | 減碼 |
| Jane Street Group, LLC | 41,179 | $232.4 萬 | 0.00% | −176,020−81.0% | 減碼 |
| Agf Management Ltd | 41,464 | $234.0 萬 | 0.01% | −6,460−13.5% | 減碼 |
| Wealthfront Advisers LLC | 41,674 | $235.2 萬 | 0.01% | +9,265+28.6% | 加碼 |
| IFM Investors Pty Ltd | 42,360 | $239.1 萬 | 0.03% | −2,128−4.8% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 42,545 | $240.1 萬 | 0.01% | +2,700+6.8% | 加碼 |
| Pensionfund Sabic | 43,304 | $244.4 萬 | 0.72% | +3,000+7.4% | 加碼 |
| New Mexico Educational Retirement Board | 43,400 | $244.9 萬 | 0.09% | 00.0% | 不變 |
| Capital Square, LLC | 45,636 | $257.6 萬 | 1.82% | +3,212+7.6% | 加碼 |
| Wellington Shields Capital Management, LLC | 46,198 | $260.7 萬 | 0.49% | −1,066−2.3% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 46,375 | $261.7 萬 | 1.75% | 00.0% | 不變 |
| HighTower Advisors, LLC | 46,405 | $262.2 萬 | 0.00% | +2,568+5.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 48,283 | $272.5 萬 | 0.09% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 48,773 | $275.3 萬 | 0.07% | +124+0.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 48,992 | $276.5 萬 | 0.01% | +5,535+12.7% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 51,502 | $290.7 萬 | 0.99% | +527+1.0% | 加碼 |
| Avantax Advisory Services, Inc. | 52,260 | $295.0 萬 | 0.03% | +1,117+2.2% | 加碼 |