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 3 季 13F 持有人
W. P. Carey Inc. 在 2024/9/30 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
- 805
- 較 2024 年第 2 季 +34 家
- 持有股數
- 1.47 億
- 較 2024 年第 2 季 +2,656 萬 (+22.0%)
- 總市值
- $91.7 億
- 較 2024 年第 2 季 +$25.0 億 (+37.6%)
- 新進機構
- 93
- 另有 280 家加碼
- 清倉機構
- 59
- 另有 300 家減碼
另有 13 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Crawford Investment Counsel Inc | 124,145 | $773.4 萬 | 0.13% | +5,461+4.6% | 加碼 |
| Jane Street Group, LLC | 123,925 | $772.1 萬 | 0.01% | −193,854−61.0% | 減碼 |
| State of Wisconsin Investment Board | 123,749 | $771.0 萬 | 0.02% | +7,858+6.8% | 加碼 |
| Rock Point Advisors, LLC | 122,662 | $764.2 萬 | 2.09% | −2,112−1.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 122,647 | $764.1 萬 | 0.01% | −7,021−5.4% | 減碼 |
| New York State Common Retirement Fund | 122,338 | $762.2 萬 | 0.01% | −7,600−5.8% | 減碼 |
| Employees Retirement System of Texas | 121,000 | $753.8 萬 | 0.07% | +69,000+132.7% | 加碼 |
| MetLife Investment Management | 119,715 | $745.8 萬 | 0.04% | −2,157−1.8% | 減碼 |
| Resona Asset Management Co.,Ltd. | 117,843 | $737.8 萬 | 0.04% | −6,729−5.4% | 減碼 |
| Mutual of America Capital Management LLC | 118,278 | $736.9 萬 | 0.08% | −7,010−5.6% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 117,298 | $730.8 萬 | 0.02% | −3,763−3.1% | 減碼 |
| QRG Capital Management, Inc. | 117,208 | $730.2 萬 | 0.08% | +9,052+8.4% | 加碼 |
| Verdence Capital Advisors LLC | 117,012 | $729.0 萬 | 0.58% | +459+0.4% | 加碼 |
| Royal London Asset Management Ltd | 113,916 | $709.7 萬 | 0.02% | +1,727+1.5% | 加碼 |
| Stony Point Wealth Management Inc. | 113,129 | $704.8 萬 | 2.97% | +836+0.7% | 加碼 |
| Macquarie Group Ltd | 111,868 | $696.9 萬 | 0.01% | +578+0.5% | 加碼 |
| Quest Partners LLC | 108,748 | $677.5 萬 | 0.60% | +95,918+747.6% | 加碼 |
| Kempen Capital Management N.V. | 108,116 | $673.6 萬 | 0.07% | +108,116 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 107,542 | $670.0 萬 | 0.02% | −23,805−18.1% | 減碼 |
| International Assets Investment Management, LLC | 407,304 | $653.8 萬 | 0.03% | +400,782+6,145.1% | 加碼 |
| Mercer Global Advisors Inc | 106,623 | $652.7 萬 | 0.02% | +6,118+6.1% | 加碼 |
| Amalgamated Bank | 104,201 | $649.2 萬 | 0.05% | −17,416−14.3% | 減碼 |
| Standard Life Aberdeen plc | 102,657 | $639.6 萬 | 0.01% | +9,229+9.9% | 加碼 |
| Danske Bank A/S | 102,034 | $635.7 萬 | 0.02% | −8,800−7.9% | 減碼 |
| Dupree Financial Group, LLC | 98,895 | $616.1 萬 | 2.47% | +531+0.5% | 加碼 |
| State of Tennessee, Treasury Department | 97,621 | $608.2 萬 | 0.02% | +4,625+5.0% | 加碼 |
| Colony Group, LLC | 95,581 | $595.5 萬 | 0.02% | +90,528+1,791.6% | 加碼 |
| IFM Investors Pty Ltd | 93,872 | $584.8 萬 | 0.06% | −160.0% | 減碼 |
| Susquehanna International Group, LLP | 93,863 | $584.8 萬 | 0.01% | +33,189+54.7% | 加碼 |
| Van Eck Associates Corp | 98,733 | $582.8 萬 | 0.01% | +10,409+11.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 93,288 | $581.2 萬 | 0.02% | +11,490+14.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 93,217 | $580.7 萬 | 0.05% | −254,922−73.2% | 減碼 |
| Daiwa Securities Group Inc. | 92,347 | $575.3 萬 | 0.03% | −1,277,167−93.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 91,813 | $572.0 萬 | 0.07% | −9,092−9.0% | 減碼 |
| Davenport & Co LLC | 90,299 | $562.7 萬 | 0.03% | −29,426−24.6% | 減碼 |
| Yousif Capital Management, LLC | 89,622 | $558.3 萬 | 0.06% | −11,227−11.1% | 減碼 |
| Forsta Ap-Fonden | 89,100 | $555.1 萬 | 0.04% | +9,500+11.9% | 加碼 |
| Storebrand Asset Management AS | 87,754 | $546.7 萬 | 0.02% | 00.0% | 不變 |
| Millennium Management LLC | 87,671 | $546.2 萬 | 0.00% | +14,236+19.4% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 86,144 | $536.7 萬 | 0.03% | −706−0.8% | 減碼 |
| Meritage Portfolio Management | 85,068 | $530.0 萬 | 0.32% | −3,419−3.9% | 減碼 |
| Andra AP-fonden | 82,700 | $515.2 萬 | 0.08% | +19,800+31.5% | 加碼 |
| Exchange Traded Concepts, LLC | 82,475 | $513.8 萬 | 0.12% | −1,754−2.1% | 減碼 |
| Gateway Investment Advisers LLC | 81,658 | $508.7 萬 | 0.06% | +11,561+16.5% | 加碼 |
| Weiss Asset Management LP | 80,156 | $499.4 萬 | 0.13% | −135,908−62.9% | 減碼 |
| Te Ahumairangi Investment Management Ltd | 80,281 | $497.3 萬 | 0.88% | −2,900−3.5% | 減碼 |
| Holocene Advisors, LP | 79,428 | $494.8 萬 | 0.02% | +37,623+90.0% | 加碼 |
| Nicholas Company, Inc. | 78,975 | $492.0 萬 | 0.08% | 00.0% | 不變 |
| Susquehanna Portfolio Strategies, LLC | 78,800 | $490.9 萬 | 0.34% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 78,201 | $487.2 萬 | 0.60% | −6,911−8.1% | 減碼 |
| Mariner, LLC | 77,552 | $483.2 萬 | 0.01% | −4,648−5.7% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 76,434 | $476.2 萬 | 0.05% | +76,434 | 新進 |
| Advocate Group LLC | 75,613 | $471.1 萬 | 0.85% | −407−0.5% | 減碼 |
| HGI Capital Management, LLC | 73,728 | $459.3 萬 | 4.01% | +73,728 | 新進 |
| Squarepoint Ops LLC | 73,709 | $459.2 萬 | 0.02% | −564−0.8% | 減碼 |
| Wealthfront Advisers LLC | 73,028 | $455.0 萬 | 0.01% | +17,630+31.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 72,391 | $451.0 萬 | 0.02% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 71,490 | $445.4 萬 | 0.04% | −1,910−2.6% | 減碼 |
| CIBC World Markets Corp | 70,587 | $439.8 萬 | 0.03% | +58,796+498.7% | 加碼 |
| UniSuper Management Pty Ltd | 68,813 | $428.7 萬 | 0.03% | +1,291+1.9% | 加碼 |
| Nisa Investment Advisors, LLC | 66,451 | $420.6 萬 | 0.02% | −13,624−17.0% | 減碼 |
| Prairiewood Capital, LLC | 66,868 | $416.6 萬 | 1.76% | +3,114+4.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 65,719 | $410.4 萬 | 0.04% | −1,854−2.7% | 減碼 |
| NewSquare Capital LLC | 65,791 | $409.9 萬 | 0.33% | +65,535+25,599.6% | 加碼 |
| Handelsbanken Fonder AB | 65,200 | $406.2 萬 | 0.02% | +21,400+48.9% | 加碼 |
| Creative Planning | 64,709 | $403.1 萬 | 0.00% | +207+0.3% | 加碼 |
| Korea Investment CORP | 64,323 | $400.7 萬 | 0.01% | +11,218+21.1% | 加碼 |
| Thrivent Financial for Lutherans | 64,299 | $400.6 萬 | 0.01% | −30,539−32.2% | 減碼 |
| American Century Companies Inc | 63,354 | $394.7 萬 | 0.00% | −448−0.7% | 減碼 |
| Avantax Advisory Services, Inc. | 63,107 | $393.2 萬 | 0.03% | +2,289+3.8% | 加碼 |
| Russell Investments Group, Ltd. | 62,799 | $391.4 萬 | 0.01% | −12,267−16.3% | 減碼 |
| Arizona State Retirement System | 62,693 | $390.6 萬 | 0.02% | +2,624+4.4% | 加碼 |
| Louisiana State Employees Retirement System | 60,700 | $378.2 萬 | 0.07% | −1,200−1.9% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 58,840 | $366.6 萬 | 2.31% | −120−0.2% | 減碼 |
| Pensionfund DSM Netherlands | 58,300 | $363.2 萬 | 1.66% | +4,500+8.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 58,094 | $361.9 萬 | 0.04% | +1,752+3.1% | 加碼 |
| CI Private Wealth, LLC | 58,016 | $361.4 萬 | 0.01% | +19,228+49.6% | 加碼 |
| Cozad Asset Management Inc | 57,927 | $360.9 萬 | 0.34% | −2,566−4.2% | 減碼 |
| Private Advisor Group, LLC | 57,539 | $358.5 萬 | 0.02% | −1,432−2.4% | 減碼 |
| Nissay Asset Management Corp | 57,333 | $357.2 萬 | 0.02% | +1,830+3.3% | 加碼 |
| Cohen Capital Management, Inc. | 56,059 | $349.2 萬 | 0.57% | +851+1.5% | 加碼 |
| National Bank of Canada | 55,922 | $348.4 萬 | 0.00% | −175,100−75.8% | 減碼 |
| New Insight Wealth Advisors | 53,486 | $333.2 萬 | 1.75% | −5,469−9.3% | 減碼 |
| Armstrong, Fleming & Moore, Inc | 52,823 | $329.1 萬 | 1.92% | −3,325−5.9% | 減碼 |
| State of Michigan Retirement System | 52,000 | $324.0 萬 | 0.02% | −700−1.3% | 減碼 |
| Agf Management Ltd | 51,820 | $322.8 萬 | 0.02% | +10,500+25.4% | 加碼 |
| Romano Brothers and Company | 51,020 | $317.9 萬 | 0.40% | +530+1.0% | 加碼 |
| Capital Square, LLC | 50,999 | $317.7 萬 | 1.93% | +6,330+14.2% | 加碼 |
| Graham Capital Wealth Management, LLC | 50,926 | $317.3 萬 | 3.25% | +50,926 | 新進 |
| Pinebridge Investments, L.P. | 50,465 | $314.4 萬 | 0.02% | +13,928+38.1% | 加碼 |
| AXA S.A. | 50,406 | $314.0 萬 | 0.01% | −54,166−51.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 48,554 | $302.5 萬 | 0.07% | −285−0.6% | 減碼 |
| Hantz Financial Services, Inc. | 48,487 | $302.1 萬 | 0.05% | −1,291−2.6% | 減碼 |
| Sowell Financial Services LLC | 47,506 | $300.1 萬 | 0.14% | +11,786+33.0% | 加碼 |
| SEI Investments Co | 47,888 | $298.3 萬 | 0.00% | −57,404−54.5% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 47,615 | $296.6 萬 | 0.01% | −2,402−4.8% | 減碼 |
| Wellington Shields Capital Management, LLC | 47,127 | $293.6 萬 | 0.51% | +813+1.8% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 47,106 | $293.5 萬 | 0.89% | +1,144+2.5% | 加碼 |
| Coldstream Capital Management Inc | 47,132 | $292.1 萬 | 0.06% | +36,001+323.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 44,899 | $279.7 萬 | 0.09% | −1,645−3.5% | 減碼 |