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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 44,445 | $276.9 萬 | 0.01% | +1,900+4.5% | 加碼 |
| Pensionfund Sabic | 44,304 | $276.0 萬 | 0.86% | +1,000+2.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 44,254 | $275.7 萬 | 0.05% | −1,170−2.6% | 減碼 |
| HighTower Advisors, LLC | 44,188 | $274.8 萬 | 0.00% | −1,858−4.0% | 減碼 |
| New Mexico Educational Retirement Board | 43,400 | $270.4 萬 | 0.09% | 00.0% | 不變 |
| Adams Asset Advisors, LLC | 43,126 | $268.7 萬 | 0.36% | +21,027+95.1% | 加碼 |
| HighPoint Advisor Group LLC | 48,017 | $264.7 萬 | 0.15% | −243−0.5% | 減碼 |
| DnB Asset Management AS | 40,643 | $253.2 萬 | 0.01% | +4,243+11.7% | 加碼 |
| Simplex Trading, LLC | 37,155 | $231.4 萬 | 0.08% | +12,290+49.4% | 加碼 |
| Two Sigma Investments, LP | 36,617 | $228.1 萬 | 0.01% | +11,015+43.0% | 加碼 |
| British Columbia Investment Management Corp | 36,506 | $227.4 萬 | 0.01% | −5,373−12.8% | 減碼 |
| Utah Retirement Systems | 35,876 | $223.5 萬 | 0.03% | +200+0.6% | 加碼 |
| Voya Investment Management LLC | 35,454 | $220.9 萬 | 0.00% | −3,832−9.8% | 減碼 |
| Weaver Consulting Group | 34,847 | $217.1 萬 | 0.69% | +511+1.5% | 加碼 |
| XML Financial, LLC | 34,817 | $216.9 萬 | 0.20% | +1,684+5.1% | 加碼 |
| Xponance, Inc. | 34,632 | $215.8 萬 | 0.02% | +199+0.6% | 加碼 |
| Ostrum Asset Management | 34,466 | $214.7 萬 | 0.18% | +419+1.2% | 加碼 |
| Investmark Advisory Group LLC | 34,425 | $214.5 萬 | 1.04% | +1,254+3.8% | 加碼 |
| Wealthcare Advisory Partners LLC | 34,356 | $214.0 萬 | 0.06% | +5,917+20.8% | 加碼 |
| Pathway Financial Advisers, LLC | 34,352 | $214.0 萬 | 0.97% | +1,055+3.2% | 加碼 |
| Vident Advisory, LLC | 34,260 | $213.4 萬 | 0.05% | +3,065+9.8% | 加碼 |
| Inspirion Wealth Advisors, LLC | 34,179 | $212.9 萬 | 0.30% | −2,208−6.1% | 減碼 |
| TD Asset Management Inc | 33,847 | $212.4 萬 | 0.00% | +434+1.3% | 加碼 |
| Tredje AP-fonden | 33,977 | $211.7 萬 | 0.02% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 33,700 | $210.0 萬 | 0.03% | +12,300+57.5% | 加碼 |
| Bank of Montreal | 33,157 | $208.0 萬 | 0.00% | −654−1.9% | 減碼 |
| Presima Inc. | 33,300 | $207.5 萬 | 0.46% | +2,100+6.7% | 加碼 |
| Sanctuary Advisors, LLC | 35,582 | $203.2 萬 | 0.01% | −585−1.6% | 減碼 |
| Excalibur Management Corp | 32,210 | $200.7 萬 | 0.77% | −1,045−3.1% | 減碼 |
| Swedbank AB | 31,959 | $199.1 萬 | 0.00% | 00.0% | 不變 |
| Stifel Financial Corp | 31,784 | $198.0 萬 | 0.00% | +2,075+7.0% | 加碼 |
| Vestcor Inc | 31,597 | $196.8 萬 | 0.06% | +27,138+608.6% | 加碼 |
| Gradient Capital Advisors, LLC | 31,442 | $195.9 萬 | 0.65% | −1,214−3.7% | 減碼 |
| UBS Oconnor LLC | 31,185 | $194.3 萬 | 0.05% | +31,185 | 新進 |
| Griffin Asset Management, Inc. | 30,562 | $190.4 萬 | 0.21% | +1,445+5.0% | 加碼 |
| US Bancorp | 30,265 | $188.6 萬 | 0.00% | −1,715−5.4% | 減碼 |
| JustInvest LLC | 29,985 | $186.8 萬 | 0.03% | +74+0.2% | 加碼 |
| Natixis Advisors, L.P. | 29,767 | $185.4 萬 | 0.00% | −673−2.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 28,809 | $179.5 萬 | 0.00% | −884−3.0% | 減碼 |
| Public Sector Pension Investment Board | 28,520 | $177.7 萬 | 0.01% | +6,560+29.9% | 加碼 |
| M&T Bank Corp | 28,455 | $177.3 萬 | 0.01% | −650−2.2% | 減碼 |
| Richard P Slaughter Associates Inc | 28,457 | $177.3 萬 | 0.41% | +2,404+9.2% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 27,859 | $173.6 萬 | 0.09% | +7,367+36.0% | 加碼 |
| Moors & Cabot, Inc. | 27,590 | $171.9 萬 | 0.09% | −25−0.1% | 減碼 |
| Toronto Dominion Bank | 27,551 | $171.6 萬 | 0.00% | +6,586+31.4% | 加碼 |
| Colonial Trust Advisors | 27,179 | $169.3 萬 | 0.15% | −6,442−19.2% | 減碼 |
| Stoneridge Investment Partners LLC | 27,163 | $169.2 萬 | 0.63% | +27,163 | 新進 |
| Hilltop Partners LLC | 26,664 | $166.1 萬 | 0.56% | −323−1.2% | 減碼 |
| Metis Global Partners, LLC | 26,131 | $162.8 萬 | 0.05% | +5,375+25.9% | 加碼 |
| Lakeview Capital Partners, LLC | 26,092 | $162.6 萬 | 0.26% | −755−2.8% | 減碼 |
| Prudential Financial Inc | 25,739 | $160.4 萬 | 0.00% | −52,646−67.2% | 減碼 |
| New York Life Investment Management LLC | 25,726 | $160.3 萬 | 0.02% | +25,726 | 新進 |
| Neuberger Berman Group LLC | 25,352 | $157.9 萬 | 0.00% | +1,558+6.5% | 加碼 |
| Campbell & CO Investment Adviser LLC | 25,025 | $155.9 萬 | 0.12% | −118−0.5% | 減碼 |
| Cerity Partners LLC | 24,911 | $155.2 萬 | 0.00% | −27,211−52.2% | 減碼 |
| Bahl & Gaynor Inc | 24,868 | $154.9 萬 | 0.01% | −1,739−6.5% | 減碼 |
| Mutual Advisors, LLC | 26,427 | $154.7 萬 | 0.05% | −1,744−6.2% | 減碼 |
| CWM Advisors, LLC | 24,732 | $154.1 萬 | 0.16% | −1,120−4.3% | 減碼 |
| XTX Topco Ltd | 24,729 | $154.1 萬 | 0.11% | +17,784+256.1% | 加碼 |
| Associated Banc-Corp | 24,700 | $153.9 萬 | 0.05% | −100−0.4% | 減碼 |
| Federated Hermes, Inc. | 24,693 | $153.8 萬 | 0.00% | −850−3.3% | 減碼 |
| Lecap Asset Management Ltd | 24,159 | $150.5 萬 | 0.32% | −15,706−39.4% | 減碼 |
| 1832 Asset Management L.P. | 23,699 | $147.6 萬 | 0.00% | −1,251−5.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 23,677 | $147.5 萬 | 0.09% | +858+3.8% | 加碼 |
| Royal Fund Management, LLC | 23,192 | $144.7 萬 | 0.10% | +11,093+91.7% | 加碼 |
| Blair William & Co | 23,175 | $144.4 萬 | 0.00% | −861−3.6% | 減碼 |
| TFG Advisers LLC | 23,157 | $144.3 萬 | 0.52% | −1,808−7.2% | 減碼 |
| Cornerstone Wealth Management, LLC | 22,933 | $142.9 萬 | 0.10% | +986+4.5% | 加碼 |
| Quantinno Capital Management LP | 22,884 | $142.6 萬 | 0.02% | +1,504+7.0% | 加碼 |
| Naviter Wealth, LLC | 22,321 | $141.0 萬 | 0.20% | +3,079+16.0% | 加碼 |
| Gamco Investors, Inc. Et Al | 22,600 | $140.8 萬 | 0.01% | 00.0% | 不變 |
| Penserra Capital Management LLC | 22,404 | $139.4 萬 | 0.03% | +3,884+21.0% | 加碼 |
| Wolverine Trading, LLC | 22,118 | $138.8 萬 | 0.04% | +8,905+67.4% | 加碼 |
| Horan Capital Advisors, LLC. | 22,216 | $138.4 萬 | 0.46% | −410−1.8% | 減碼 |
| Jeppson Wealth Management, LLC | 22,085 | $137.6 萬 | 0.49% | +480+2.2% | 加碼 |
| Integrated Wealth Concepts LLC | 22,054 | $137.4 萬 | 0.02% | −2,709−10.9% | 減碼 |
| AQR Capital Management LLC | 22,113 | $135.9 萬 | 0.00% | +1,430+6.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 21,116 | $131.6 萬 | 0.01% | 00.0% | 不變 |
| Savant Capital, LLC | 21,105 | $131.5 萬 | 0.01% | +21,105 | 新進 |
| Belpointe Asset Management LLC | 21,008 | $130.9 萬 | 0.08% | +1,865+9.7% | 加碼 |
| Pathstone Holdings, LLC | 20,831 | $129.9 萬 | 0.01% | −1,817−8.0% | 減碼 |
| Rockefeller Capital Management L.P. | 20,623 | $128.5 萬 | 0.00% | +5,224+33.9% | 加碼 |
| Erste Asset Management GmbH | 20,200 | $126.7 萬 | 0.02% | 00.0% | 不變 |
| Ontario Teachers Pension Plan Board | 19,572 | $121.9 萬 | 0.01% | −19,861−50.4% | 減碼 |
| Captrust Financial Advisors | 19,537 | $121.7 萬 | 0.00% | −898−4.4% | 減碼 |
| Elo Mutual Pension Insurance Co | 19,437 | $121.1 萬 | 0.03% | −2,244−10.4% | 減碼 |
| ProShare Advisors LLC | 19,080 | $118.9 萬 | 0.00% | +8,760+84.9% | 加碼 |
| Arkadios Wealth Advisors | 18,913 | $117.8 萬 | 0.07% | +3,430+22.2% | 加碼 |
| Walleye Capital LLC | 18,725 | $116.7 萬 | 0.01% | −1,509−7.5% | 減碼 |
| Summit Financial, LLC | 17,980 | $113.6 萬 | 0.04% | −3,407−15.9% | 減碼 |
| Arete Wealth Advisors, LLC | 18,104 | $111.9 萬 | 0.10% | −732−3.9% | 減碼 |
| Mediolanum International Funds Ltd | 17,710 | $110.9 萬 | 0.02% | −423−2.3% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 17,699 | $110.3 萬 | 0.07% | +1,169+7.1% | 加碼 |
| CWM, LLC | 17,621 | $109.8 萬 | 0.00% | −281−1.6% | 減碼 |
| Geneos Wealth Management Inc. | 17,324 | $107.9 萬 | 0.04% | −161−0.9% | 減碼 |
| LRI Investments, LLC | 19,514 | $107.0 萬 | 0.10% | −99−0.5% | 減碼 |
| Harbor Investment Advisory, LLC | 17,162 | $106.9 萬 | 0.11% | +30.0% | 加碼 |
| Gulf International Bank (UK) Ltd | 17,137 | $106.7 萬 | 0.03% | −601−3.4% | 減碼 |
| Securian Asset Management, Inc | 17,017 | $106.0 萬 | 0.03% | −436−2.5% | 減碼 |
| Apollon Wealth Management, LLC | 16,887 | $105.2 萬 | 0.03% | −591−3.4% | 減碼 |