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 |
|---|---|---|---|---|---|
| Lecap Asset Management Ltd | 39,865 | $219.5 萬 | 0.47% | +3,253+8.9% | 加碼 |
| Ontario Teachers Pension Plan Board | 39,433 | $217.1 萬 | 0.02% | +39,433 | 新進 |
| Voya Investment Management LLC | 39,286 | $216.3 萬 | 0.00% | +6,056+18.2% | 加碼 |
| CI Private Wealth, LLC | 38,788 | $213.5 萬 | 0.00% | −1,966−4.8% | 減碼 |
| Pinebridge Investments, L.P. | 36,537 | $201.1 萬 | 0.02% | +36,537 | 新進 |
| DnB Asset Management AS | 36,400 | $200.4 萬 | 0.01% | +2,138+6.2% | 加碼 |
| Inspirion Wealth Advisors, LLC | 36,387 | $200.3 萬 | 0.31% | −974−2.6% | 減碼 |
| Sowell Financial Services LLC | 35,720 | $199.7 萬 | 0.10% | +38+0.1% | 加碼 |
| Sanctuary Advisors, LLC | 36,167 | $199.0 萬 | 0.01% | +36,167 | 新進 |
| Utah Retirement Systems | 35,676 | $196.4 萬 | 0.02% | −1,200−3.3% | 減碼 |
| Xponance, Inc. | 34,433 | $189.6 萬 | 0.02% | −2,900−7.8% | 減碼 |
| Weaver Consulting Group | 34,336 | $189.0 萬 | 0.66% | +415+1.2% | 加碼 |
| Ostrum Asset Management | 34,047 | $187.4 萬 | 0.16% | −2,646−7.2% | 減碼 |
| Bank of Montreal | 33,811 | $187.1 萬 | 0.00% | +2,659+8.5% | 加碼 |
| Tredje AP-fonden | 33,977 | $187.0 萬 | 0.02% | +33,977 | 新進 |
| Colonial Trust Advisors | 33,621 | $185.1 萬 | 0.18% | −4,036−10.7% | 減碼 |
| TD Asset Management Inc | 33,413 | $183.9 萬 | 0.00% | +171+0.5% | 加碼 |
| Excalibur Management Corp | 33,255 | $183.1 萬 | 0.75% | +930+2.9% | 加碼 |
| Pathway Financial Advisers, LLC | 33,297 | $183.0 萬 | 0.66% | −303−0.9% | 減碼 |
| Investmark Advisory Group LLC | 33,171 | $182.6 萬 | 0.97% | +348+1.1% | 加碼 |
| XML Financial, LLC | 33,133 | $182.4 萬 | 0.18% | +1,216+3.8% | 加碼 |
| Gradient Capital Advisors, LLC | 32,656 | $179.8 萬 | 0.64% | −238−0.7% | 減碼 |
| US Bancorp | 31,980 | $176.0 萬 | 0.00% | −3,223−9.2% | 減碼 |
| Swedbank AB | 31,959 | $175.9 萬 | 0.00% | 00.0% | 不變 |
| Presima Inc. | 31,200 | $171.8 萬 | 0.38% | +914+3.0% | 加碼 |
| Vident Advisory, LLC | 31,195 | $171.7 萬 | 0.05% | +225+0.7% | 加碼 |
| Mutual Advisors, LLC | 28,171 | $171.6 萬 | 0.05% | −1,508−5.1% | 減碼 |
| Natixis Advisors, L.P. | 30,440 | $167.6 萬 | 0.00% | +15,169+99.3% | 加碼 |
| JustInvest LLC | 29,911 | $164.7 萬 | 0.03% | +5,755+23.8% | 加碼 |
| Stifel Financial Corp | 29,709 | $163.5 萬 | 0.00% | +5,118+20.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 29,693 | $163.5 萬 | 0.00% | +922+3.2% | 加碼 |
| Griffin Asset Management, Inc. | 29,117 | $160.3 萬 | 0.19% | +3,307+12.8% | 加碼 |
| M&T Bank Corp | 29,105 | $160.2 萬 | 0.01% | −1,703−5.5% | 減碼 |
| Citadel Advisors LLC | 28,728 | $158.1 萬 | 0.00% | +20,501+249.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 28,439 | $156.6 萬 | 0.05% | +1,443+5.3% | 加碼 |
| Point72 Asset Management, L.P. | 27,732 | $152.7 萬 | 0.00% | +27,732 | 新進 |
| Moors & Cabot, Inc. | 27,615 | $152.0 萬 | 0.08% | +323+1.2% | 加碼 |
| Lakeview Capital Partners, LLC | 26,847 | $151.5 萬 | 0.25% | 00.0% | 不變 |
| Hilltop Partners LLC | 26,987 | $148.6 萬 | 0.55% | −481−1.8% | 減碼 |
| AXS Investments LLC | 26,700 | $147.0 萬 | 0.41% | +18,929+243.6% | 加碼 |
| Bahl & Gaynor Inc | 26,607 | $146.5 萬 | 0.01% | −2,516−8.6% | 減碼 |
| Quantbot Technologies LP | 26,564 | $146.2 萬 | 0.07% | +26,564 | 新進 |
| Richard P Slaughter Associates Inc | 26,053 | $143.4 萬 | 0.34% | +1,809+7.5% | 加碼 |
| CWM Advisors, LLC | 25,852 | $142.3 萬 | 0.16% | −5,975−18.8% | 減碼 |
| Two Sigma Investments, LP | 25,602 | $140.9 萬 | 0.00% | +18,489+259.9% | 加碼 |
| Federated Hermes, Inc. | 25,543 | $140.6 萬 | 0.00% | +3,987+18.5% | 加碼 |
| Campbell & CO Investment Adviser LLC | 25,143 | $138.4 萬 | 0.12% | +17,697+237.7% | 加碼 |
| TFG Advisers LLC | 24,965 | $137.4 萬 | 0.53% | −3,676−12.8% | 減碼 |
| 1832 Asset Management L.P. | 24,950 | $137.3 萬 | 0.00% | −5,484−18.0% | 減碼 |
| APG Asset Management N.V. | 26,647 | $136.9 萬 | 0.00% | +17,300+185.1% | 加碼 |
| Simplex Trading, LLC | 24,865 | $136.8 萬 | 0.04% | +24,865 | 新進 |
| Engineers Gate Manager LP | 24,815 | $136.6 萬 | 0.03% | +24,815 | 新進 |
| Associated Banc-Corp | 24,800 | $136.5 萬 | 0.04% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 24,763 | $136.3 萬 | 0.02% | +14+0.1% | 加碼 |
| Blair William & Co | 24,036 | $132.3 萬 | 0.00% | −2,823−10.5% | 減碼 |
| EverSource Wealth Advisors, LLC | 22,819 | $131.9 萬 | 0.09% | +9,353+69.5% | 加碼 |
| Neuberger Berman Group LLC | 23,794 | $131.0 萬 | 0.00% | −6,663−21.9% | 減碼 |
| Pathstone Holdings, LLC | 22,648 | $124.8 萬 | 0.01% | +6,432+39.7% | 加碼 |
| Horan Capital Advisors, LLC. | 22,626 | $124.6 萬 | 0.44% | −182−0.8% | 減碼 |
| Gamco Investors, Inc. Et Al | 22,600 | $124.4 萬 | 0.01% | 00.0% | 不變 |
| Adams Asset Advisors, LLC | 22,099 | $121.7 萬 | 0.16% | −1,958−8.1% | 減碼 |
| Public Sector Pension Investment Board | 21,960 | $120.9 萬 | 0.01% | +924+4.4% | 加碼 |
| Cornerstone Wealth Management, LLC | 21,947 | $120.8 萬 | 0.09% | +3,417+18.4% | 加碼 |
| Summit Financial, LLC | 21,387 | $119.6 萬 | 0.05% | +11,537+117.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 21,681 | $119.4 萬 | 0.03% | +1,701+8.5% | 加碼 |
| Paradiem, LLC | 21,622 | $119.0 萬 | 0.30% | −8,095−27.2% | 減碼 |
| Jeppson Wealth Management, LLC | 21,605 | $118.9 萬 | 0.45% | +3,269+17.8% | 加碼 |
| Horizon Kinetics Asset Management LLC | 21,400 | $117.8 萬 | 0.02% | −400−1.8% | 減碼 |
| Quantinno Capital Management LP | 21,380 | $117.7 萬 | 0.02% | +13,425+168.8% | 加碼 |
| WealthPLAN Partners, LLC | 21,258 | $117.0 萬 | 0.13% | −79,387−78.9% | 減碼 |
| Public Employees Retirement Association of Colorado | 21,116 | $116.2 萬 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 20,965 | $115.4 萬 | 0.00% | −1,919−8.4% | 減碼 |
| WCG Wealth Advisors LLC | 20,849 | $114.8 萬 | 0.09% | −301−1.4% | 減碼 |
| Metis Global Partners, LLC | 20,756 | $114.3 萬 | 0.04% | +2,267+12.3% | 加碼 |
| AQR Capital Management LLC | 20,683 | $113.3 萬 | 0.00% | −3,444−14.3% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 20,492 | $112.8 萬 | 0.06% | +2,552+14.2% | 加碼 |
| IMC-Chicago, LLC | 20,471 | $112.7 萬 | 0.04% | +20,471 | 新進 |
| Captrust Financial Advisors | 20,435 | $112.5 萬 | 0.00% | −569−2.7% | 減碼 |
| Erste Asset Management GmbH | 20,200 | $112.4 萬 | 0.01% | 00.0% | 不變 |
| Walleye Capital LLC | 20,234 | $111.4 萬 | 0.01% | +4,981+32.7% | 加碼 |
| LRI Investments, LLC | 19,613 | $108.0 萬 | 0.12% | +697+3.7% | 加碼 |
| Naviter Wealth, LLC | 19,242 | $107.6 萬 | 0.16% | +1,126+6.2% | 加碼 |
| Belpointe Asset Management LLC | 19,143 | $105.4 萬 | 0.07% | +2,540+15.3% | 加碼 |
| Lazard Asset Management LLC | 18,860 | $103.8 萬 | 0.00% | +166+0.9% | 加碼 |
| Arete Wealth Advisors, LLC | 18,836 | $103.0 萬 | 0.08% | −1,787−8.7% | 減碼 |
| Penserra Capital Management LLC | 18,520 | $102.0 萬 | 0.01% | +3,242+21.2% | 加碼 |
| Centiva Capital, LP | 18,255 | $100.5 萬 | 0.05% | −2,535−12.2% | 減碼 |
| CWM, LLC | 17,902 | $98.6 萬 | 0.00% | −3,951−18.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 17,738 | $97.6 萬 | 0.02% | 00.0% | 不變 |
| KBC Group NV | 17,696 | $97.4 萬 | 0.00% | −5,932−25.1% | 減碼 |
| WealthPlan Investment Management, LLC | 17,693 | $97.4 萬 | 0.15% | −163,230−90.2% | 減碼 |
| Geneos Wealth Management Inc. | 17,485 | $96.3 萬 | 0.04% | +23+0.1% | 加碼 |
| Apollon Wealth Management, LLC | 17,478 | $96.2 萬 | 0.03% | +7,937+83.2% | 加碼 |
| Securian Asset Management, Inc | 17,453 | $96.1 萬 | 0.03% | −529−2.9% | 減碼 |
| Harbor Investment Advisory, LLC | 17,159 | $94.5 萬 | 0.10% | +70.0% | 加碼 |
| Mediolanum International Funds Ltd | 18,133 | $94.2 萬 | 0.02% | +723+4.2% | 加碼 |
| Marex Group plc | 17,070 | $94.0 萬 | 0.03% | +17,070 | 新進 |
| United Services Automobile Association | 17,046 | $93.8 萬 | 0.02% | +502+3.0% | 加碼 |
| Frank, Rimerman Advisors LLC | 16,881 | $92.9 萬 | 0.07% | +16,881 | 新進 |
| RB Capital Management, LLC | 16,821 | $92.6 萬 | 0.24% | −2,329−12.2% | 減碼 |