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 |
|---|---|---|---|---|---|
| Crawford Investment Counsel Inc | 120,462 | $679.9 萬 | 0.13% | +1,975+1.7% | 加碼 |
| Pictet Asset Management Holding SA | 120,402 | $679.5 萬 | 0.01% | +7,458+6.6% | 加碼 |
| MetLife Investment Management | 120,097 | $677.8 萬 | 0.05% | −3,076−2.5% | 減碼 |
| Rock Point Advisors, LLC | 119,394 | $673.9 萬 | 2.00% | +5,642+5.0% | 加碼 |
| Amalgamated Bank | 119,247 | $673.0 萬 | 0.06% | −5,455−4.4% | 減碼 |
| Standard Life Aberdeen plc | 119,218 | $672.9 萬 | 0.01% | +250+0.2% | 加碼 |
| State of Wisconsin Investment Board | 119,053 | $671.9 萬 | 0.02% | +5,446+4.8% | 加碼 |
| Macquarie Group Ltd | 117,543 | $663.4 萬 | 0.01% | +4,737+4.2% | 加碼 |
| Verdence Capital Advisors LLC | 116,553 | $657.8 萬 | 0.60% | 00.0% | 不變 |
| Stony Point Wealth Management Inc. | 115,690 | $653.0 萬 | 2.84% | −377−0.3% | 減碼 |
| Allworth Financial LP | 115,535 | $652.1 萬 | 0.05% | +7,485+6.9% | 加碼 |
| Illinois Municipal Retirement Fund | 109,500 | $618.0 萬 | 0.09% | +52,322+91.5% | 加碼 |
| Treasurer of the State of North Carolina | 109,481 | $617.9 萬 | 0.03% | −5,914−5.1% | 減碼 |
| Yousif Capital Management, LLC | 108,722 | $613.6 萬 | 0.07% | −1,969−1.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 107,049 | $604.2 萬 | 0.02% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 105,085 | $593.1 萬 | 0.01% | −619−0.6% | 減碼 |
| WealthPLAN Partners, LLC | 100,645 | $568.0 萬 | 0.59% | −24,934−19.9% | 減碼 |
| QRG Capital Management, Inc. | 98,537 | $556.1 萬 | 0.07% | −6,435−6.1% | 減碼 |
| Kestra Advisory Services, LLC | 95,721 | $548.5 萬 | 0.04% | +82,754+638.2% | 加碼 |
| Mercer Global Advisors Inc | 92,457 | $543.7 萬 | 0.02% | −6,860−6.9% | 減碼 |
| Dupree Financial Group, LLC | 96,169 | $542.8 萬 | 2.42% | +529+0.6% | 加碼 |
| Exchange Traded Concepts, LLC | 93,299 | $526.6 萬 | 0.14% | +15,447+19.8% | 加碼 |
| Hoylecohen, LLC | 92,688 | $523.1 萬 | 0.40% | −544−0.6% | 減碼 |
| Van Eck Associates Corp | 91,076 | $514.0 萬 | 0.01% | +10,290+12.7% | 加碼 |
| State of Tennessee, Treasury Department | 91,000 | $513.6 萬 | 0.02% | +91,000 | 新進 |
| Meritage Portfolio Management | 90,578 | $511.2 萬 | 0.33% | −5,354−5.6% | 減碼 |
| Forsta Ap-Fonden | 89,700 | $506.3 萬 | 0.04% | +31,700+54.7% | 加碼 |
| Holocene Advisors, LP | 89,238 | $503.7 萬 | 0.02% | +89,238 | 新進 |
| Sheets Smith Wealth Management | 88,612 | $500.1 萬 | 0.56% | +4,580+5.5% | 加碼 |
| Storebrand Asset Management AS | 87,754 | $495.3 萬 | 0.02% | −92,221−51.2% | 減碼 |
| Nicholas Company, Inc. | 87,095 | $491.6 萬 | 0.08% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 86,909 | $490.5 萬 | 0.03% | +120+0.1% | 加碼 |
| Mariner, LLC | 86,855 | $490.2 萬 | 0.01% | +2,267+2.7% | 加碼 |
| Nisa Investment Advisors, LLC | 85,400 | $489.5 萬 | 0.03% | +2,356+2.8% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 85,840 | $484.5 萬 | 0.11% | −640−0.7% | 減碼 |
| Te Ahumairangi Investment Management Ltd | 83,921 | $473.7 萬 | 0.82% | +22,230+36.0% | 加碼 |
| USS Investment Management Ltd | 83,150 | $469.2 萬 | 0.04% | +12,830+18.2% | 加碼 |
| Guggenheim Capital LLC | 81,784 | $461.6 萬 | 0.03% | −20,255−19.9% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 81,759 | $455.1 萬 | 2.49% | +30,491+59.5% | 加碼 |
| National Pension Service | 79,465 | $448.5 萬 | 0.01% | −344,850−81.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 78,824 | $444.9 萬 | 0.06% | +106+0.1% | 加碼 |
| Advocate Group LLC | 78,026 | $440.4 萬 | 0.88% | −8,135−9.4% | 減碼 |
| CIBC World Markets Corp | 77,310 | $436.3 萬 | 0.03% | −1,473−1.9% | 減碼 |
| Victory Capital Management Inc | 73,737 | $416.2 萬 | 0.00% | +2,484+3.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 73,400 | $414.3 萬 | 0.04% | +11,240+18.1% | 加碼 |
| Squarepoint Ops LLC | 73,343 | $413.9 萬 | 0.02% | +73,343 | 新進 |
| Atria Wealth Solutions, Inc. | 71,843 | $411.1 萬 | 0.05% | +424+0.6% | 加碼 |
| Ensign Peak Advisors, Inc | 71,620 | $404.2 萬 | 0.01% | −21,030−22.7% | 減碼 |
| Thrivent Financial for Lutherans | 71,270 | $402.2 萬 | 0.01% | −4,425−5.8% | 減碼 |
| Creative Planning | 67,901 | $383.2 萬 | 0.00% | −1,611−2.3% | 減碼 |
| Private Capital Advisors, Inc. | 67,386 | $380.3 萬 | 0.47% | −1,378−2.0% | 減碼 |
| Karpas Strategies, LLC | 67,024 | $378.3 萬 | 1.18% | +334+0.5% | 加碼 |
| UniSuper Management Pty Ltd | 65,200 | $368.0 萬 | 0.04% | +3,200+5.2% | 加碼 |
| Korea Investment CORP | 65,070 | $367.3 萬 | 0.01% | −5,379−7.6% | 減碼 |
| Private Advisor Group, LLC | 64,428 | $363.6 萬 | 0.03% | −6,835−9.6% | 減碼 |
| Louisiana State Employees Retirement System | 62,900 | $355.0 萬 | 0.07% | +1,500+2.4% | 加碼 |
| Cozad Asset Management Inc | 62,535 | $352.9 萬 | 0.37% | +7,995+14.7% | 加碼 |
| Armstrong, Fleming & Moore, Inc | 62,464 | $352.5 萬 | 2.44% | −40−0.1% | 減碼 |
| New Insight Wealth Advisors | 60,592 | $342.0 萬 | 2.14% | −65−0.1% | 減碼 |
| Arizona State Retirement System | 60,145 | $339.5 萬 | 0.02% | +1,350+2.3% | 加碼 |
| Prairiewood Capital, LLC | 59,160 | $333.9 萬 | 1.57% | +4,923+9.1% | 加碼 |
| American Century Companies Inc | 59,036 | $333.2 萬 | 0.00% | −691,191−92.1% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 57,633 | $325.3 萬 | 0.04% | +1,730+3.1% | 加碼 |
| HighPoint Advisor Group LLC | 55,213 | $323.9 萬 | 0.23% | −1,425−2.5% | 減碼 |
| AXA S.A. | 56,828 | $320.7 萬 | 0.01% | +23,121+68.6% | 加碼 |
| Cohen Capital Management, Inc. | 54,788 | $309.2 萬 | 0.55% | +253+0.5% | 加碼 |
| Oregon Public Employees Retirement Fund | 54,020 | $304.9 萬 | 0.06% | −7,730−12.5% | 減碼 |
| Pensionfund DSM Netherlands | 53,800 | $303.6 萬 | 1.62% | +2,000+3.9% | 加碼 |
| State of Michigan Retirement System | 53,700 | $303.1 萬 | 0.02% | +1,200+2.3% | 加碼 |
| Romano Brothers and Company | 52,720 | $297.6 萬 | 0.41% | −1,895−3.5% | 減碼 |
| Nissay Asset Management Corp | 52,495 | $296.3 萬 | 0.02% | +92+0.2% | 加碼 |
| Andra AP-fonden | 52,450 | $296.0 萬 | 0.05% | −42,250−44.6% | 減碼 |
| Hantz Financial Services, Inc. | 52,269 | $295.0 萬 | 0.06% | −2,431−4.4% | 減碼 |
| Avantax Advisory Services, Inc. | 52,260 | $295.0 萬 | 0.03% | +1,117+2.2% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 51,502 | $290.7 萬 | 0.99% | +527+1.0% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 48,992 | $276.5 萬 | 0.01% | +5,535+12.7% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 48,773 | $275.3 萬 | 0.07% | +124+0.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 48,283 | $272.5 萬 | 0.09% | 00.0% | 不變 |
| HighTower Advisors, LLC | 46,405 | $262.2 萬 | 0.00% | +2,568+5.9% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 46,375 | $261.7 萬 | 1.75% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 46,198 | $260.7 萬 | 0.49% | −1,066−2.3% | 減碼 |
| Capital Square, LLC | 45,636 | $257.6 萬 | 1.82% | +3,212+7.6% | 加碼 |
| New Mexico Educational Retirement Board | 43,400 | $244.9 萬 | 0.09% | 00.0% | 不變 |
| Pensionfund Sabic | 43,304 | $244.4 萬 | 0.72% | +3,000+7.4% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 42,545 | $240.1 萬 | 0.01% | +2,700+6.8% | 加碼 |
| IFM Investors Pty Ltd | 42,360 | $239.1 萬 | 0.03% | −2,128−4.8% | 減碼 |
| Wealthfront Advisers LLC | 41,674 | $235.2 萬 | 0.01% | +9,265+28.6% | 加碼 |
| Agf Management Ltd | 41,464 | $234.0 萬 | 0.01% | −6,460−13.5% | 減碼 |
| Jane Street Group, LLC | 41,179 | $232.4 萬 | 0.00% | −176,020−81.0% | 減碼 |
| CI Private Wealth, LLC | 40,754 | $230.0 萬 | 0.00% | −3,611−8.1% | 減碼 |
| HBW Advisory Services LLC | 33,383 | $216.3 萬 | 0.41% | 00.0% | 不變 |
| Colonial Trust Advisors | 37,657 | $212.5 萬 | 0.21% | −6,109−14.0% | 減碼 |
| Inspirion Wealth Advisors, LLC | 37,361 | $210.9 萬 | 0.35% | −2,549−6.4% | 減碼 |
| Xponance, Inc. | 37,333 | $210.7 萬 | 0.02% | +10,735+40.4% | 加碼 |
| Utah Retirement Systems | 36,876 | $208.1 萬 | 0.02% | +200+0.5% | 加碼 |
| Ostrum Asset Management | 36,693 | $207.1 萬 | 0.16% | 00.0% | 不變 |
| Lecap Asset Management Ltd | 36,612 | $206.6 萬 | 0.43% | +20,148+122.4% | 加碼 |
| Sowell Financial Services LLC | 35,682 | $204.5 萬 | 0.10% | −2,651−6.9% | 減碼 |
| FORA Capital, LLC | 35,906 | $202.7 萬 | 0.17% | +35,906 | 新進 |
| US Bancorp | 35,203 | $198.7 萬 | 0.00% | +244+0.7% | 加碼 |