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。
2023 年第 1 季 13F 持有人
W. P. Carey Inc. 在 2023/3/31 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
- 838
- 較 2022 年第 4 季 +2 家
- 持有股數
- 1.39 億
- 較 2022 年第 4 季 +277.7 萬 (+2.0%)
- 總市值
- $106.4 億
- 較 2022 年第 4 季 +$4,340 萬 (+0.4%)
- 新進機構
- 64
- 另有 347 家加碼
- 清倉機構
- 62
- 另有 272 家減碼
另有 19 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,439,373 | $23.6 億 | 0.06% | +1,130,158+3.9% | 加碼 |
| BlackRock Inc. | 15,373,667 | $11.9 億 | 0.04% | +368,425+2.5% | 加碼 |
| State Street Corp | 10,228,412 | $8.03 億 | 0.05% | +208,561+2.1% | 加碼 |
| JPMorgan Chase & Co | 6,558,610 | $5.08 億 | 0.07% | +2,068,458+46.1% | 加碼 |
| Geode Capital Management, LLC | 3,260,119 | $2.52 億 | 0.03% | −219,373−6.3% | 減碼 |
| Dimensional Fund Advisors LP | 2,857,252 | $2.21 億 | 0.07% | +104,372+3.8% | 加碼 |
| Legal & General Group Plc | 2,776,868 | $2.15 億 | 0.08% | +221,575+8.7% | 加碼 |
| Capital World Investors | 2,601,691 | $2.02 億 | 0.04% | −570,074−18.0% | 減碼 |
| Deutsche Bank AG | 2,468,072 | $1.91 億 | 0.11% | −197,338−7.4% | 減碼 |
| Norges Bank | 2,309,025 | $1.79 億 | 0.04% | +77,347+3.5% | 加碼 |
| Charles Schwab Investment Management Inc | 2,278,720 | $1.76 億 | 0.05% | +47,762+2.1% | 加碼 |
| Morgan Stanley | 1,986,743 | $1.54 億 | 0.02% | −31,436−1.6% | 減碼 |
| Massachusetts Financial Services Co | 1,926,027 | $1.49 億 | 0.05% | −20,096−1.0% | 減碼 |
| Northern Trust Corp | 1,883,033 | $1.46 億 | 0.03% | +4,179+0.2% | 加碼 |
| Commonwealth Equity Services, LLC | 1,834,247 | $1.42 億 | 0.32% | −56,081−3.0% | 減碼 |
| PGGM Investments | 1,809,698 | $1.40 億 | 2.36% | +36,522+2.1% | 加碼 |
| Ameriprise Financial Inc | 1,744,132 | $1.35 億 | 0.04% | +10,157+0.6% | 加碼 |
| UBS Asset Management Americas Inc | 1,730,094 | $1.34 億 | 0.06% | +44,201+2.6% | 加碼 |
| UBS Group AG | 1,364,315 | $1.06 億 | 0.05% | −117,574−7.9% | 減碼 |
| Bank of New York Mellon Corp | 1,117,832 | $8,658 萬 | 0.02% | −23,341−2.0% | 減碼 |
| California Public Employees Retirement System | 980,721 | $7,596 萬 | 0.07% | −15,207−1.5% | 減碼 |
| American Century Companies Inc | 960,087 | $7,436 萬 | 0.06% | +6,130+0.6% | 加碼 |
| Epoch Investment Partners, Inc. | 937,932 | $7,264 萬 | 0.43% | −115,409−11.0% | 減碼 |
| Wellington Management Group LLP | 935,076 | $7,242 萬 | 0.01% | −77,176−7.6% | 減碼 |
| Russell Investments Group, Ltd. | 906,602 | $7,017 萬 | 0.14% | −77,678−7.9% | 減碼 |
| Swiss National Bank | 825,651 | $6,395 萬 | 0.04% | +41,600+5.3% | 加碼 |
| LPL Financial LLC | 782,538 | $6,061 萬 | 0.05% | −33,509−4.1% | 減碼 |
| APG Asset Management US Inc. | 768,823 | $5,955 萬 | 0.49% | −59,799−7.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 755,972 | $5,855 萬 | 0.04% | +38,999+5.4% | 加碼 |
| Brown Advisory Inc | 686,995 | $5,321 萬 | 0.09% | +18,101+2.7% | 加碼 |
| Bank of America Corp | 681,197 | $5,276 萬 | 0.01% | +174,201+34.4% | 加碼 |
| Wells Fargo & Company | 576,581 | $4,466 萬 | 0.01% | −50,662−8.1% | 減碼 |
| Canada Pension Plan Investment Board | 565,229 | $4,378 萬 | 0.07% | −1,811−0.3% | 減碼 |
| Zacks Investment Management | 559,384 | $4,332 萬 | 0.58% | −639,695−53.3% | 減碼 |
| Envestnet Asset Management Inc | 1,782,450 | $4,111 萬 | 0.02% | +1,270,889+248.4% | 加碼 |
| Virginia Retirement Systems Et Al | 504,682 | $3,909 萬 | 0.40% | −110,518−18.0% | 減碼 |
| HSBC Holdings PLC | 485,506 | $3,756 萬 | 0.05% | +80,053+19.7% | 加碼 |
| Advisors Capital Management, LLC | 481,263 | $3,727 萬 | 0.97% | +18,781+4.1% | 加碼 |
| Asset Management One Co.,Ltd. | 474,827 | $3,678 萬 | 0.17% | +14,400+3.1% | 加碼 |
| Credit Suisse AG | 468,219 | $3,626 萬 | 0.04% | +43,521+10.2% | 加碼 |
| Nuveen Asset Management, LLC | 437,874 | $3,391 萬 | 0.01% | −58,877−11.9% | 減碼 |
| Resolution Capital Ltd | 410,199 | $3,177 萬 | 0.54% | −965,227−70.2% | 減碼 |
| Barclays PLC | 408,139 | $3,161 萬 | 0.03% | −483,371−54.2% | 減碼 |
| Allianz Asset Management GmbH | 406,525 | $3,149 萬 | 0.07% | −60,523−13.0% | 減碼 |
| Bank of Montreal | 388,095 | $3,080 萬 | 0.02% | +197,247+103.4% | 加碼 |
| Public Employees Retirement System of Ohio | 388,660 | $3,010 萬 | 0.13% | +38,331+10.9% | 加碼 |
| Advisor Group Holdings, Inc. | 376,314 | $2,907 萬 | 0.05% | −697−0.2% | 減碼 |
| Invesco Ltd. | 365,757 | $2,833 萬 | 0.01% | +33,196+10.0% | 加碼 |
| Raymond James & Associates | 351,627 | $2,723 萬 | 0.02% | +18,300+5.5% | 加碼 |
| California State Teachers Retirement System | 342,817 | $2,655 萬 | 0.04% | +15,537+4.7% | 加碼 |
| Royal Bank of Canada | 322,753 | $2,500 萬 | 0.01% | −60,765−15.8% | 減碼 |
| Great West Life Assurance Co | 311,670 | $2,416 萬 | 0.06% | +32,225+11.5% | 加碼 |
| National Pension Service | 310,761 | $2,396 萬 | 0.04% | +31,212+11.2% | 加碼 |
| Berkshire Asset Management LLC | 304,364 | $2,357 萬 | 1.46% | −2,606−0.8% | 減碼 |
| Qube Research & Technologies Ltd | 300,450 | $2,327 萬 | 0.13% | +271,513+938.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 288,927 | $2,238 萬 | 0.11% | −7,958−2.7% | 減碼 |
| HighTower Advisors, LLC | 282,334 | $2,188 萬 | 0.05% | −4,331−1.5% | 減碼 |
| Nomura Asset Management Co Ltd | 278,085 | $2,154 萬 | 0.11% | +12,482+4.7% | 加碼 |
| Goldman Sachs Group Inc | 271,695 | $2,104 萬 | 0.01% | −117,855−30.3% | 減碼 |
| Amundi | 278,256 | $2,072 萬 | 0.01% | +3,316+1.2% | 加碼 |
| Swedbank AB | 262,039 | $2,029 萬 | 0.04% | 00.0% | 不變 |
| Rhumbline Advisers | 261,455 | $2,025 萬 | 0.02% | −1180.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 250,512 | $1,940 萬 | 0.19% | −127,268−33.7% | 減碼 |
| Susquehanna International Group, LLP | 242,943 | $1,882 萬 | 0.03% | −38,585−13.7% | 減碼 |
| Franklin Resources Inc | 240,958 | $1,866 萬 | 0.01% | +23,707+10.9% | 加碼 |
| Centersquare Investment Management LLC | 230,559 | $1,786 萬 | 0.21% | +4,030+1.8% | 加碼 |
| Prudential Financial Inc | 203,458 | $1,696 萬 | 0.03% | +192,542+1,763.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 212,769 | $1,648 萬 | 0.04% | 00.0% | 不變 |
| Truist Financial Corp | 200,493 | $1,553 萬 | 0.03% | +4,195+2.1% | 加碼 |
| New York State Common Retirement Fund | 199,512 | $1,545 萬 | 0.02% | −6,355−3.1% | 減碼 |
| Renaissance Technologies LLC | 199,100 | $1,542 萬 | 0.02% | −78,195−28.2% | 減碼 |
| SEI Investments Co | 194,271 | $1,505 萬 | 0.03% | −81,458−29.5% | 減碼 |
| Citigroup Inc | 192,388 | $1,490 萬 | 0.02% | +43,662+29.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 191,093 | $1,480 萬 | 0.04% | +19,858+11.6% | 加碼 |
| Point72 Asset Management, L.P. | 189,500 | $1,468 萬 | 0.05% | +189,500 | 新進 |
| Handelsbanken Fonder AB | 188,791 | $1,462 萬 | 0.08% | −530−0.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 184,651 | $1,430 萬 | 0.05% | +58,551+46.4% | 加碼 |
| STRS Ohio | 179,851 | $1,393 萬 | 0.06% | −11,479−6.0% | 減碼 |
| Davenport & Co LLC | 166,787 | $1,292 萬 | 0.10% | −4,065−2.4% | 減碼 |
| TruWealth Advisors, LLC | 158,007 | $1,224 萬 | 1.12% | +2,250+1.4% | 加碼 |
| WealthPlan Investment Management, LLC | 153,387 | $1,188 萬 | 2.05% | −122,475−44.4% | 減碼 |
| Alliancebernstein L.P. | 150,892 | $1,169 萬 | 0.01% | +2,355+1.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 147,781 | $1,145 萬 | 0.02% | +5,517+3.9% | 加碼 |
| State of Alaska, Department of Revenue | 147,665 | $1,144 萬 | 0.14% | +5,196+3.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 145,418 | $1,126 萬 | 0.03% | +26,500+22.3% | 加碼 |
| Foundry Partners, LLC | 142,208 | $1,101 萬 | 0.69% | −29,852−17.3% | 減碼 |
| Storebrand Asset Management AS | 139,063 | $1,077 萬 | 0.05% | −4,788−3.3% | 減碼 |
| Carnegie Capital Asset Management, LLC | 138,084 | $1,069 萬 | 0.43% | +24,010+21.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 138,040 | $1,069 萬 | 0.03% | −90,039−39.5% | 減碼 |
| WealthPLAN Partners, LLC | 135,097 | $1,046 萬 | 1.19% | −142,250−51.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 136,611 | $1,044 萬 | 0.03% | +11,054+8.8% | 加碼 |
| MML Investors Services, LLC | 130,567 | $1,011 萬 | 0.07% | +2,443+1.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 128,822 | $997.7 萬 | 0.18% | +740+0.6% | 加碼 |
| Price T Rowe Associates Inc | 128,731 | $997.1 萬 | 0.00% | −6,199−4.6% | 減碼 |
| Cbre Clarion Securities LLC | 128,182 | $992.8 萬 | 0.17% | −20,202−13.6% | 減碼 |
| Neuberger Berman Group LLC | 126,833 | $982.3 萬 | 0.01% | +4,103+3.3% | 加碼 |
| Guggenheim Capital LLC | 126,822 | $982.2 萬 | 0.08% | −1,570−1.2% | 減碼 |
| Commerce Bank | 124,016 | $960.5 萬 | 0.08% | −4,427−3.4% | 減碼 |
| TD Asset Management Inc | 122,869 | $951.6 萬 | 0.01% | −8,890−6.7% | 減碼 |
| Stony Point Wealth Management Inc. | 121,963 | $944.6 萬 | 4.90% | −7,262−5.6% | 減碼 |