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。
2022 年第 1 季 13F 持有人
W. P. Carey Inc. 在 2022/3/31 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
- 785
- 較 2021 年第 4 季 +26 家
- 持有股數
- 1.16 億
- 較 2021 年第 4 季 +265.3 萬 (+2.3%)
- 總市值
- $93.7 億
- 較 2021 年第 4 季 +$7,807 萬 (+0.8%)
- 新進機構
- 83
- 另有 331 家加碼
- 清倉機構
- 57
- 另有 206 家減碼
另有 9 家機構在 2021 年第 4 季持有、還沒有申報 2022 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 |
2022 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 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 27,334,613 | $22.1 億 | 0.05% | +1,016,340+3.9% | 加碼 |
| BlackRock Inc. | 13,839,499 | $11.2 億 | 0.03% | −272,600−1.9% | 減碼 |
| State Street Corp | 9,572,789 | $7.83 億 | 0.04% | +1,400,997+17.1% | 加碼 |
| JPMorgan Chase & Co | 4,930,341 | $3.99 億 | 0.05% | +50,728+1.0% | 加碼 |
| Geode Capital Management, LLC | 3,159,890 | $2.55 億 | 0.03% | +116,277+3.8% | 加碼 |
| Dimensional Fund Advisors LP | 2,546,592 | $2.06 億 | 0.06% | +17,709+0.7% | 加碼 |
| Legal & General Group Plc | 2,096,531 | $1.69 億 | 0.05% | +88,270+4.4% | 加碼 |
| Charles Schwab Investment Management Inc | 1,915,703 | $1.55 億 | 0.05% | +97,795+5.4% | 加碼 |
| Norges Bank | 1,874,410 | $1.52 億 | 0.03% | +46,418+2.5% | 加碼 |
| UBS Group AG | 1,595,104 | $1.29 億 | 0.06% | +140,864+9.7% | 加碼 |
| Massachusetts Financial Services Co | 1,562,702 | $1.26 億 | 0.04% | +28,324+1.8% | 加碼 |
| Northern Trust Corp | 1,504,559 | $1.22 億 | 0.02% | −10,085−0.7% | 減碼 |
| Morgan Stanley | 1,456,380 | $1.18 億 | 0.02% | +210,392+16.9% | 加碼 |
| UBS Asset Management Americas Inc | 1,434,469 | $1.16 億 | 0.05% | −8,665−0.6% | 減碼 |
| Commonwealth Equity Services, LLC | 1,403,219 | $1.13 億 | 0.26% | +9,326+0.7% | 加碼 |
| Ameriprise Financial Inc | 1,325,337 | $1.07 億 | 0.03% | −920.0% | 減碼 |
| APG Asset Management US Inc. | 1,292,994 | $1.05 億 | 0.58% | −101,806−7.3% | 減碼 |
| Epoch Investment Partners, Inc. | 1,191,744 | $9,634 萬 | 0.47% | +241,881+25.5% | 加碼 |
| Bank of New York Mellon Corp | 1,113,351 | $9,000 萬 | 0.02% | +43,783+4.1% | 加碼 |
| Brown Advisory Inc | 914,329 | $7,392 萬 | 0.11% | +137,688+17.7% | 加碼 |
| Swiss National Bank | 806,794 | $6,522 萬 | 0.04% | +103,700+14.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 690,686 | $5,584 萬 | 0.04% | −10,042−1.4% | 減碼 |
| Nordea Investment Management AB | 631,197 | $5,199 萬 | 0.07% | −12,891−2.0% | 減碼 |
| LPL Financial LLC | 635,675 | $5,139 萬 | 0.04% | +10,579+1.7% | 加碼 |
| Wells Fargo & Company | 589,674 | $4,767 萬 | 0.01% | +63,080+12.0% | 加碼 |
| Nuveen Asset Management, LLC | 577,931 | $4,625 萬 | 0.02% | +22,223+4.0% | 加碼 |
| Advisors Capital Management, LLC | 544,328 | $4,400 萬 | 1.20% | +44,439+8.9% | 加碼 |
| Canada Pension Plan Investment Board | 533,640 | $4,314 萬 | 0.06% | −218,000−29.0% | 減碼 |
| Alyeska Investment Group, L.P. | 525,523 | $4,248 萬 | 0.47% | +525,523 | 新進 |
| Old Republic International Corporation | 522,000 | $4,220 萬 | 0.86% | 00.0% | 不變 |
| Zacks Investment Management | 477,110 | $3,857 萬 | 0.54% | +32,489+7.3% | 加碼 |
| Allianz Asset Management GmbH | 459,578 | $3,715 萬 | 0.03% | +141,641+44.6% | 加碼 |
| Asset Management One Co.,Ltd. | 453,189 | $3,664 萬 | 0.14% | −12,618−2.7% | 減碼 |
| Public Employees Retirement System of Ohio | 442,465 | $3,577 萬 | 0.13% | +170,154+62.5% | 加碼 |
| Barclays PLC | 438,465 | $3,545 萬 | 0.03% | +38,190+9.5% | 加碼 |
| Bank of America Corp | 436,763 | $3,531 萬 | 0.00% | −55,141−11.2% | 減碼 |
| Goldman Sachs Group Inc | 420,797 | $3,402 萬 | 0.01% | −342,089−44.8% | 減碼 |
| California Public Employees Retirement System | 373,599 | $3,020 萬 | 0.02% | −22,321−5.6% | 減碼 |
| Envestnet Asset Management Inc | 364,850 | $2,949 萬 | 0.01% | +30,993+9.3% | 加碼 |
| Deutsche Bank AG | 338,138 | $2,734 萬 | 0.01% | +58,498+20.9% | 加碼 |
| Raymond James & Associates | 335,520 | $2,712 萬 | 0.02% | +95,476+39.8% | 加碼 |
| Credit Suisse AG | 333,018 | $2,692 萬 | 0.02% | −14,500−4.2% | 減碼 |
| 1832 Asset Management L.P. | 327,373 | $2,610 萬 | 0.04% | +27,316+9.1% | 加碼 |
| Royal Bank of Canada | 319,317 | $2,581 萬 | 0.01% | −633−0.2% | 減碼 |
| Presima Inc. | 318,300 | $2,573 萬 | 5.22% | −133,700−29.6% | 減碼 |
| Advisor Group Holdings, Inc. | 345,115 | $2,565 萬 | 0.05% | −19,344−5.3% | 減碼 |
| Alliancebernstein L.P. | 309,548 | $2,502 萬 | 0.01% | +134,955+77.3% | 加碼 |
| California State Teachers Retirement System | 302,895 | $2,449 萬 | 0.03% | −16,329−5.1% | 減碼 |
| Citigroup Inc | 301,049 | $2,434 萬 | 0.03% | −37,135−11.0% | 減碼 |
| Berkshire Asset Management LLC | 291,817 | $2,359 萬 | 1.49% | +7,200+2.5% | 加碼 |
| Parametric Portfolio Associates LLC | 279,393 | $2,259 萬 | 0.01% | +16,478+6.3% | 加碼 |
| PGGM Investments | 274,986 | $2,256 萬 | 0.11% | 00.0% | 不變 |
| Invesco Ltd. | 277,147 | $2,241 萬 | 0.01% | +4,209+1.5% | 加碼 |
| National Pension Service | 272,852 | $2,206 萬 | 0.04% | +272,816+757,822.2% | 加碼 |
| Crawford Investment Counsel Inc | 264,788 | $2,141 萬 | 0.41% | +18,830+7.7% | 加碼 |
| HighTower Advisors, LLC | 264,466 | $2,131 萬 | 0.05% | +14,071+5.6% | 加碼 |
| Centersquare Investment Management LLC | 247,899 | $2,004 萬 | 0.19% | −47,094−16.0% | 減碼 |
| Renaissance Technologies LLC | 243,800 | $1,971 萬 | 0.02% | −75,500−23.6% | 減碼 |
| Great West Life Assurance Co | 232,785 | $1,966 萬 | 0.04% | +9,039+4.0% | 加碼 |
| Swedbank AB | 236,497 | $1,912 萬 | 0.04% | +200.0% | 加碼 |
| STRS Ohio | 234,581 | $1,896 萬 | 0.07% | +6,624+2.9% | 加碼 |
| Amundi | 227,490 | $1,858 萬 | 0.01% | −240−0.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 228,925 | $1,851 萬 | 0.04% | +15,760+7.4% | 加碼 |
| Korea Investment CORP | 223,400 | $1,806 萬 | 0.04% | +166,300+291.2% | 加碼 |
| Kempen Capital Management N.V. | 222,200 | $1,796 萬 | 0.55% | −113,000−33.7% | 減碼 |
| Virginia Retirement Systems Et Al | 221,400 | $1,790 萬 | 0.17% | +31,900+16.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 214,743 | $1,736 萬 | 0.08% | +8,443+4.1% | 加碼 |
| WealthPLAN Partners, LLC | 214,077 | $1,729 萬 | 1.20% | +12,648+6.3% | 加碼 |
| WealthPlan Investment Management, LLC | 214,077 | $1,729 萬 | 1.20% | +214,077 | 新進 |
| Nomura Asset Management Co Ltd | 212,615 | $1,719 萬 | 0.09% | +1,750+0.8% | 加碼 |
| NN Investment Partners Holdings N.V. | 206,965 | $1,673 萬 | 0.09% | +7,800+3.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 192,956 | $1,560 萬 | 0.03% | +485+0.3% | 加碼 |
| Rhumbline Advisers | 189,116 | $1,529 萬 | 0.02% | +8,419+4.7% | 加碼 |
| Cbre Clarion Securities LLC | 183,000 | $1,479 萬 | 0.21% | +3,600+2.0% | 加碼 |
| Qube Research & Technologies Ltd | 181,467 | $1,467 萬 | 0.13% | +98,001+117.4% | 加碼 |
| Davenport & Co LLC | 181,270 | $1,466 萬 | 0.10% | −3,600−1.9% | 減碼 |
| New York State Common Retirement Fund | 180,732 | $1,461 萬 | 0.02% | −6,960−3.7% | 減碼 |
| HSBC Holdings PLC | 176,368 | $1,432 萬 | 0.02% | −21,520−10.9% | 減碼 |
| Citadel Advisors LLC | 175,648 | $1,420 萬 | 0.02% | −34,738−16.5% | 減碼 |
| Truist Financial Corp | 173,249 | $1,401 萬 | 0.02% | +10,052+6.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 161,192 | $1,303 萬 | 0.02% | +15,158+10.4% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 157,747 | $1,275 萬 | 0.04% | +10,413+7.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 152,625 | $1,234 萬 | 0.14% | −69,152−31.2% | 減碼 |
| Guardian Capital LP | 150,210 | $1,214 萬 | 0.24% | +146,708+4,189.3% | 加碼 |
| Commerce Bank | 142,075 | $1,149 萬 | 0.08% | +3,738+2.7% | 加碼 |
| Private Capital Advisors, Inc. | 141,518 | $1,144 萬 | 1.67% | +12,793+9.9% | 加碼 |
| TruWealth Advisors, LLC | 141,209 | $1,142 萬 | 1.19% | −6,431−4.4% | 減碼 |
| State of Wisconsin Investment Board | 137,345 | $1,110 萬 | 0.02% | +1,138+0.8% | 加碼 |
| Voya Investment Management LLC | 135,308 | $1,094 萬 | 0.02% | +107,893+393.6% | 加碼 |
| Exchange Traded Concepts, LLC | 135,251 | $1,093 萬 | 0.22% | −79−0.1% | 減碼 |
| TD Asset Management Inc | 133,062 | $1,076 萬 | 0.01% | +40,879+44.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 127,501 | $1,031 萬 | 0.04% | +4,577+3.7% | 加碼 |
| First Trust Advisors LP | 125,969 | $1,018 萬 | 0.01% | −40,972−24.5% | 減碼 |
| Cetera Advisors LLC | 122,185 | $987.7 萬 | 0.20% | +5,987+5.2% | 加碼 |
| Pictet Asset Management SA | 120,401 | $973.3 萬 | 0.01% | −20,329−14.4% | 減碼 |
| Macquarie Group Ltd | 120,178 | $928.7 萬 | 0.01% | +42,763+55.2% | 加碼 |
| Neuberger Berman Group LLC | 112,615 | $910.4 萬 | 0.01% | +7,434+7.1% | 加碼 |
| Eaton Vance Management | 112,071 | $906.0 萬 | 0.01% | +661+0.6% | 加碼 |
| Janney Montgomery Scott LLC | 111,369 | $900.3 萬 | 0.04% | +2,642+2.4% | 加碼 |
| Susquehanna International Group, LLP | 109,119 | $882.1 萬 | 0.01% | +22,850+26.5% | 加碼 |