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 2 季 13F 持有人
W. P. Carey Inc. 在 2024/6/30 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
- 784
- 較 2024 年第 1 季 +21 家
- 持有股數
- 1.48 億
- 較 2024 年第 1 季 −556.2 萬 (−3.6%)
- 總市值
- $81.6 億
- 較 2024 年第 1 季 −$5.22 億 (−6.0%)
- 新進機構
- 84
- 另有 266 家加碼
- 清倉機構
- 63
- 另有 301 家減碼
另有 10 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Crawford Investment Counsel Inc | 118,684 | $653.4 萬 | 0.12% | −1,778−1.5% | 減碼 |
| Verdence Capital Advisors LLC | 116,553 | $641.6 萬 | 0.57% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 115,891 | $638.0 萬 | 0.02% | −3,162−2.7% | 減碼 |
| Schroder Investment Management Group | 114,738 | $631.6 萬 | 0.01% | +98,149+591.7% | 加碼 |
| Wellington Management Group LLP | 114,207 | $628.7 萬 | 0.00% | +85,002+291.1% | 加碼 |
| Ensign Peak Advisors, Inc | 112,330 | $618.4 萬 | 0.01% | +40,710+56.8% | 加碼 |
| Stony Point Wealth Management Inc. | 112,293 | $618.2 萬 | 2.68% | −3,397−2.9% | 減碼 |
| Royal London Asset Management Ltd | 112,189 | $617.6 萬 | 0.02% | +7,104+6.8% | 加碼 |
| Macquarie Group Ltd | 111,290 | $612.7 萬 | 0.01% | −6,253−5.3% | 減碼 |
| Danske Bank A/S | 110,834 | $610.1 萬 | 0.02% | −14,400−11.5% | 減碼 |
| SG Americas Securities, LLC | 110,192 | $606.6 萬 | 0.04% | −33,185−23.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 108,376 | $596.6 萬 | 0.01% | +80,500+288.8% | 加碼 |
| QRG Capital Management, Inc. | 108,156 | $595.4 萬 | 0.07% | +9,619+9.8% | 加碼 |
| SEI Investments Co | 105,292 | $579.7 萬 | 0.01% | −113,188−51.8% | 減碼 |
| AXA S.A. | 104,572 | $575.7 萬 | 0.02% | +47,744+84.0% | 加碼 |
| Kestra Advisory Services, LLC | 99,879 | $558.5 萬 | 0.03% | +4,158+4.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 100,905 | $555.5 萬 | 0.07% | −20,594−16.9% | 減碼 |
| Yousif Capital Management, LLC | 100,849 | $555.2 萬 | 0.06% | −7,873−7.2% | 減碼 |
| Mercer Global Advisors Inc | 100,505 | $553.3 萬 | 0.02% | +8,048+8.7% | 加碼 |
| Dupree Financial Group, LLC | 98,364 | $541.5 萬 | 2.46% | +2,195+2.3% | 加碼 |
| Thrivent Financial for Lutherans | 94,838 | $522.1 萬 | 0.01% | +23,568+33.1% | 加碼 |
| Allianz Asset Management GmbH | 94,282 | $519.0 萬 | 0.01% | −33,363−26.1% | 減碼 |
| IFM Investors Pty Ltd | 93,888 | $516.9 萬 | 0.05% | +51,528+121.6% | 加碼 |
| Standard Life Aberdeen plc | 93,428 | $514.3 萬 | 0.01% | −25,790−21.6% | 減碼 |
| State of Tennessee, Treasury Department | 92,996 | $511.9 萬 | 0.02% | +1,996+2.2% | 加碼 |
| Meritage Portfolio Management | 88,487 | $487.1 萬 | 0.31% | −2,091−2.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 88,388 | $486.6 萬 | 0.08% | +88,388 | 新進 |
| Van Eck Associates Corp | 88,324 | $486.3 萬 | 0.01% | −2,752−3.0% | 減碼 |
| Hoylecohen, LLC | 88,207 | $485.6 萬 | 0.37% | −4,481−4.8% | 減碼 |
| Storebrand Asset Management AS | 87,754 | $483.1 萬 | 0.02% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 86,850 | $478.1 萬 | 0.03% | −59−0.1% | 減碼 |
| USS Investment Management Ltd | 86,454 | $476.1 萬 | 0.04% | +3,304+4.0% | 加碼 |
| Sheets Smith Wealth Management | 85,112 | $468.5 萬 | 0.56% | −3,500−3.9% | 減碼 |
| Exchange Traded Concepts, LLC | 84,229 | $463.7 萬 | 0.12% | −9,070−9.7% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 83,657 | $462.0 萬 | 2.34% | +1,898+2.3% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 83,181 | $457.9 萬 | 0.88% | −740−0.9% | 減碼 |
| Mariner, LLC | 82,200 | $452.5 萬 | 0.01% | −4,655−5.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 81,798 | $450.3 萬 | 0.01% | −46,463−36.2% | 減碼 |
| Nisa Investment Advisors, LLC | 80,075 | $448.3 萬 | 0.03% | −5,325−6.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 80,323 | $442.2 萬 | 0.05% | +1,499+1.9% | 加碼 |
| Forsta Ap-Fonden | 79,600 | $438.2 萬 | 0.04% | −10,100−11.3% | 減碼 |
| National Pension Service | 79,465 | $437.5 萬 | 0.01% | 00.0% | 不變 |
| Nicholas Company, Inc. | 78,975 | $434.8 萬 | 0.07% | −8,120−9.3% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 78,800 | $433.8 萬 | 0.18% | −7,040−8.2% | 減碼 |
| Prudential Financial Inc | 78,385 | $431.5 萬 | 0.01% | +52,406+201.7% | 加碼 |
| Advocate Group LLC | 76,020 | $418.5 萬 | 0.84% | −2,006−2.6% | 減碼 |
| Russell Investments Group, Ltd. | 75,066 | $414.6 萬 | 0.01% | −89,658−54.4% | 減碼 |
| Squarepoint Ops LLC | 74,273 | $408.9 萬 | 0.02% | +930+1.3% | 加碼 |
| Guggenheim Capital LLC | 74,097 | $407.9 萬 | 0.03% | −7,687−9.4% | 減碼 |
| Victory Capital Management Inc | 73,906 | $406.9 萬 | 0.00% | +169+0.2% | 加碼 |
| Millennium Management LLC | 73,435 | $404.3 萬 | 0.00% | +73,435 | 新進 |
| Teachers Retirement System of the State of Kentucky | 73,400 | $404.1 萬 | 0.04% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 72,391 | $398.5 萬 | 0.02% | −34,658−32.4% | 減碼 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 70,434 | $387.7 萬 | 0.04% | +70,434 | 新進 |
| Gateway Investment Advisers LLC | 70,097 | $385.9 萬 | 0.04% | +65,453+1,409.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 67,573 | $373.0 萬 | 0.04% | −4,270−5.9% | 減碼 |
| UniSuper Management Pty Ltd | 67,522 | $371.7 萬 | 0.03% | +2,322+3.6% | 加碼 |
| Neo Ivy Capital Management | 67,424 | $371.2 萬 | 0.73% | +67,424 | 新進 |
| Karpas Strategies, LLC | 67,271 | $370.3 萬 | 1.16% | +247+0.4% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 66,802 | $367.7 萬 | 0.01% | +66,802 | 新進 |
| Creative Planning | 64,502 | $355.1 萬 | 0.00% | −3,399−5.0% | 減碼 |
| American Century Companies Inc | 63,802 | $351.2 萬 | 0.00% | +4,766+8.1% | 加碼 |
| Prairiewood Capital, LLC | 63,754 | $351.0 萬 | 1.67% | +4,594+7.8% | 加碼 |
| Andra AP-fonden | 62,900 | $346.3 萬 | 0.06% | +10,450+19.9% | 加碼 |
| Louisiana State Employees Retirement System | 61,900 | $340.8 萬 | 0.07% | −1,000−1.6% | 減碼 |
| Avantax Advisory Services, Inc. | 60,818 | $334.8 萬 | 0.02% | +8,558+16.4% | 加碼 |
| Susquehanna International Group, LLP | 60,674 | $334.0 萬 | 0.01% | +39,971+193.1% | 加碼 |
| Cozad Asset Management Inc | 60,493 | $333.0 萬 | 0.33% | −2,042−3.3% | 減碼 |
| Arizona State Retirement System | 60,069 | $330.7 萬 | 0.02% | −76−0.1% | 減碼 |
| Private Advisor Group, LLC | 58,971 | $324.6 萬 | 0.02% | −5,457−8.5% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 58,960 | $324.6 萬 | 2.23% | +12,585+27.1% | 加碼 |
| New Insight Wealth Advisors | 58,955 | $324.5 萬 | 1.91% | −1,637−2.7% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 56,342 | $310.2 萬 | 0.04% | −1,291−2.2% | 減碼 |
| Armstrong, Fleming & Moore, Inc | 56,148 | $309.1 萬 | 1.98% | −6,316−10.1% | 減碼 |
| Nissay Asset Management Corp | 55,503 | $305.5 萬 | 0.02% | +3,008+5.7% | 加碼 |
| Wealthfront Advisers LLC | 55,398 | $305.0 萬 | 0.01% | +13,724+32.9% | 加碼 |
| Cohen Capital Management, Inc. | 55,208 | $303.9 萬 | 0.52% | +420+0.8% | 加碼 |
| Pensionfund DSM Netherlands | 53,800 | $296.2 萬 | 1.57% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 48,260 | $293.4 萬 | 0.18% | −6,953−12.6% | 減碼 |
| Korea Investment CORP | 53,105 | $292.3 萬 | 0.01% | −11,965−18.4% | 減碼 |
| State of Michigan Retirement System | 52,700 | $290.1 萬 | 0.01% | −1,000−1.9% | 減碼 |
| Cerity Partners LLC | 52,122 | $286.9 萬 | 0.01% | +32,818+170.0% | 加碼 |
| Employees Retirement System of Texas | 52,000 | $286.3 萬 | 0.03% | +52,000 | 新進 |
| Romano Brothers and Company | 50,490 | $277.9 萬 | 0.38% | −2,230−4.2% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 50,017 | $275.3 萬 | 0.01% | +1,025+2.1% | 加碼 |
| Hantz Financial Services, Inc. | 49,778 | $274.0 萬 | 0.05% | −2,491−4.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 48,839 | $268.9 萬 | 0.07% | +66+0.1% | 加碼 |
| Capital Square, LLC | 44,669 | $264.0 萬 | 1.72% | −967−2.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 46,544 | $256.2 萬 | 0.09% | −1,739−3.6% | 減碼 |
| Wellington Shields Capital Management, LLC | 46,314 | $255.0 萬 | 0.46% | +116+0.3% | 加碼 |
| HighTower Advisors, LLC | 46,046 | $253.1 萬 | 0.00% | −359−0.8% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 45,962 | $253.0 萬 | 0.82% | −5,540−10.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 45,424 | $250.1 萬 | 0.05% | −8,596−15.9% | 減碼 |
| Handelsbanken Fonder AB | 43,800 | $241.1 萬 | 0.01% | −104,835−70.5% | 減碼 |
| New Mexico Educational Retirement Board | 43,400 | $238.9 萬 | 0.08% | 00.0% | 不變 |
| Pensionfund Sabic | 43,304 | $238.4 萬 | 0.70% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 42,545 | $234.2 萬 | 0.01% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 41,879 | $230.5 萬 | 0.01% | +15,771+60.4% | 加碼 |
| Holocene Advisors, LP | 41,805 | $230.1 萬 | 0.01% | −47,433−53.2% | 減碼 |
| Agf Management Ltd | 41,320 | $227.5 萬 | 0.01% | −144−0.3% | 減碼 |