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 4 季 13F 持有人
W. P. Carey Inc. 在 2023/12/31 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
- 782
- 較 2023 年第 3 季 +45 家
- 持有股數
- 1.61 億
- 較 2023 年第 3 季 +2,190 萬 (+15.7%)
- 總市值
- $104.6 億
- 較 2023 年第 3 季 +$29.0 億 (+38.4%)
- 新進機構
- 120
- 另有 232 家加碼
- 清倉機構
- 75
- 另有 312 家減碼
另有 9 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 | 811 | $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 | 698 | $80.9 億 |
| 2021 年第 1 季 | 652 | $72.5 億 |
2023 年第 4 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,784,040 | $20.0 億 | 0.04% | +657,188+2.2% | 加碼 |
| BlackRock Inc. | 26,442,819 | $17.1 億 | 0.04% | +10,637,187+67.3% | 加碼 |
| State Street Corp | 12,915,645 | $8.48 億 | 0.04% | +2,765,100+27.2% | 加碼 |
| Cohen & Steers, Inc. | 11,290,841 | $7.32 億 | 1.48% | +5,407,289+91.9% | 加碼 |
| JPMorgan Chase & Co | 4,015,400 | $2.60 億 | 0.03% | −1,335,035−25.0% | 減碼 |
| Geode Capital Management, LLC | 3,758,794 | $2.43 億 | 0.03% | +285,249+8.2% | 加碼 |
| Daiwa Securities Group Inc. | 3,640,966 | $2.36 億 | 1.47% | +1,124,010+44.7% | 加碼 |
| Dimensional Fund Advisors LP | 3,038,074 | $1.97 億 | 0.06% | +43,959+1.5% | 加碼 |
| Legal & General Group Plc | 2,966,246 | $1.92 億 | 0.06% | +130,590+4.6% | 加碼 |
| Massachusetts Financial Services Co | 2,623,549 | $1.70 億 | 0.05% | +338,194+14.8% | 加碼 |
| Bank of New York Mellon Corp | 2,558,042 | $1.66 億 | 0.03% | +1,467,712+134.6% | 加碼 |
| Charles Schwab Investment Management Inc | 2,436,469 | $1.58 億 | 0.04% | +99,413+4.3% | 加碼 |
| Norges Bank | 2,424,115 | $1.57 億 | 0.03% | +58,840+2.5% | 加碼 |
| PGGM Investments | 2,108,108 | $1.37 億 | 2.08% | −8550.0% | 減碼 |
| Northern Trust Corp | 1,986,706 | $1.29 億 | 0.02% | +281,613+16.5% | 加碼 |
| UBS Asset Management Americas Inc | 1,931,292 | $1.25 億 | 0.05% | +88,340+4.8% | 加碼 |
| Morgan Stanley | 1,896,193 | $1.23 億 | 0.01% | −72,518−3.7% | 減碼 |
| Commonwealth Equity Services, LLC | 1,427,329 | $9,251 萬 | 0.17% | −121,616−7.9% | 減碼 |
| California Public Employees Retirement System | 1,164,290 | $7,546 萬 | 0.06% | +51,682+4.6% | 加碼 |
| UBS Group AG | 1,126,568 | $7,301 萬 | 0.03% | −356,376−24.0% | 減碼 |
| Balyasny Asset Management LLC | 1,018,853 | $6,603 萬 | 0.18% | −281,312−21.6% | 減碼 |
| Long Pond Capital, LP | 967,987 | $6,274 萬 | 5.04% | +967,987 | 新進 |
| Ameriprise Financial Inc | 806,339 | $5,227 萬 | 0.02% | −755,168−48.4% | 減碼 |
| Principal Financial Group Inc | 802,426 | $5,201 萬 | 0.03% | +785,766+4,716.5% | 加碼 |
| APG Asset Management US Inc. | 791,037 | $5,127 萬 | 0.31% | +95,933+13.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 762,912 | $4,944 萬 | 0.04% | +12,601+1.7% | 加碼 |
| Waterfront Capital Partners, LLC | 758,042 | $4,913 萬 | 4.30% | +82,039+12.1% | 加碼 |
| American Century Companies Inc | 750,227 | $4,862 萬 | 0.03% | −394,519−34.5% | 減碼 |
| LPL Financial LLC | 714,736 | $4,632 萬 | 0.03% | −44,602−5.9% | 減碼 |
| Rhumbline Advisers | 672,266 | $4,357 萬 | 0.05% | +388,565+137.0% | 加碼 |
| Swiss National Bank | 668,951 | $4,335 萬 | 0.03% | −19,100−2.8% | 減碼 |
| Invesco Ltd. | 624,640 | $4,048 萬 | 0.01% | +199,001+46.8% | 加碼 |
| Canada Pension Plan Investment Board | 595,629 | $3,860 萬 | 0.05% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 584,918 | $3,791 萬 | 0.02% | −49,578−7.8% | 減碼 |
| Bank of America Corp | 569,468 | $3,691 萬 | 0.00% | +974+0.2% | 加碼 |
| Zacks Investment Management | 507,118 | $3,287 萬 | 0.40% | −48,566−8.7% | 減碼 |
| Barclays PLC | 488,385 | $3,165 萬 | 0.02% | −13,756−2.7% | 減碼 |
| Asset Management One Co.,Ltd. | 475,854 | $3,125 萬 | 0.13% | +21,678+4.8% | 加碼 |
| Advisors Capital Management, LLC | 470,870 | $3,052 萬 | 0.62% | −68,335−12.7% | 減碼 |
| Brown Advisory Inc | 462,049 | $2,995 萬 | 0.04% | −188,366−29.0% | 減碼 |
| Great West Life Assurance Co | 446,825 | $2,889 萬 | 0.06% | +121,376+37.3% | 加碼 |
| Wells Fargo & Company | 439,724 | $2,850 萬 | 0.01% | −99,425−18.4% | 減碼 |
| Amundi | 414,041 | $2,766 萬 | 0.01% | −68,417−14.2% | 減碼 |
| HSBC Holdings PLC | 424,391 | $2,751 萬 | 0.03% | +20,110+5.0% | 加碼 |
| National Pension Service | 424,315 | $2,750 萬 | 0.04% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 402,825 | $2,611 萬 | 0.10% | +9,503+2.4% | 加碼 |
| FMR LLC | 396,869 | $2,572 萬 | 0.00% | +134,060+51.0% | 加碼 |
| Credit Suisse AG | 395,532 | $2,563 萬 | 0.02% | −79,290−16.7% | 減碼 |
| Nuveen Asset Management, LLC | 391,785 | $2,540 萬 | 0.01% | −66,834−14.6% | 減碼 |
| SEI Investments Co | 381,637 | $2,473 萬 | 0.04% | +79,981+26.5% | 加碼 |
| First Trust Advisors LP | 373,758 | $2,422 萬 | 0.03% | +290,455+348.7% | 加碼 |
| Alliancebernstein L.P. | 371,234 | $2,406 萬 | 0.01% | +214,591+137.0% | 加碼 |
| Advisor Group Holdings, Inc. | 367,463 | $2,382 萬 | 0.04% | −24,901−6.3% | 減碼 |
| Russell Investments Group, Ltd. | 351,187 | $2,281 萬 | 0.04% | +175,347+99.7% | 加碼 |
| Berkshire Asset Management LLC | 325,492 | $2,110 萬 | 1.20% | −3,680−1.1% | 減碼 |
| California State Teachers Retirement System | 319,247 | $2,069 萬 | 0.03% | −1,846−0.6% | 減碼 |
| Goldman Sachs Group Inc | 308,057 | $1,997 萬 | 0.00% | +42,239+15.9% | 加碼 |
| Nomura Asset Management Co Ltd | 304,302 | $1,972 萬 | 0.08% | +11,484+3.9% | 加碼 |
| Aew Capital Management L P | 296,460 | $1,921 萬 | 0.70% | +142,600+92.7% | 加碼 |
| American International Group, Inc. | 295,320 | $1,914 萬 | 0.08% | +293,532+16,416.8% | 加碼 |
| Retirement Systems of Alabama | 273,875 | $1,775 萬 | 0.08% | +273,875 | 新進 |
| Allianz Asset Management GmbH | 248,379 | $1,610 萬 | 0.03% | −41,671−14.4% | 減碼 |
| Citigroup Inc | 242,025 | $1,569 萬 | 0.02% | +87,617+56.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 228,959 | $1,484 萬 | 0.03% | +75,994+49.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 228,879 | $1,483 萬 | 0.03% | +9,888+4.5% | 加碼 |
| Deutsche Bank AG | 222,817 | $1,444 萬 | 0.01% | −26,710−10.7% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 222,243 | $1,434 萬 | 0.03% | +3,084+1.4% | 加碼 |
| Jane Street Group, LLC | 217,199 | $1,408 萬 | 0.02% | +192,067+764.2% | 加碼 |
| TruWealth Advisors, LLC | 217,133 | $1,407 萬 | 1.07% | +51,380+31.0% | 加碼 |
| Northwood Liquid Management LP | 211,705 | $1,372 萬 | 1.25% | +82,208+63.5% | 加碼 |
| Raymond James & Associates | 207,633 | $1,346 萬 | 0.01% | −20,786−9.1% | 減碼 |
| Franklin Resources Inc | 204,534 | $1,326 萬 | 0.01% | −976−0.5% | 減碼 |
| New York State Teachers Retirement System | 191,909 | $1,244 萬 | 0.03% | +191,909 | 新進 |
| Adelante Capital Management LLC | 189,053 | $1,225 萬 | 0.85% | +189,053 | 新進 |
| Texas Permanent School Fund | 188,877 | $1,224 萬 | 0.11% | +188,877 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 185,327 | $1,201 萬 | 0.05% | −37,281−16.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 181,860 | $1,179 萬 | 0.01% | +149,124+455.5% | 加碼 |
| Pacer Advisors, Inc. | 180,230 | $1,168 萬 | 0.03% | +180,230 | 新進 |
| Truist Financial Corp | 180,006 | $1,167 萬 | 0.02% | −32,275−15.2% | 減碼 |
| Storebrand Asset Management AS | 179,975 | $1,166 萬 | 0.04% | +3,383+1.9% | 加碼 |
| Royal Bank of Canada | 176,266 | $1,142 萬 | 0.00% | −22,185−11.2% | 減碼 |
| Aviva PLC | 171,539 | $1,112 萬 | 0.04% | +69,158+67.5% | 加碼 |
| State of Alaska, Department of Revenue | 168,907 | $1,095 萬 | 0.13% | +14,404+9.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 168,080 | $1,089 萬 | 0.09% | −384,853−69.6% | 減碼 |
| Janney Montgomery Scott LLC | 167,658 | $1,087 萬 | 0.04% | +15,959+10.5% | 加碼 |
| WealthPlan Investment Management, LLC | 154,911 | $1,004 萬 | 1.61% | −3,851−2.4% | 減碼 |
| Foundry Partners, LLC | 153,834 | $997.0 萬 | 0.60% | −19,635−11.3% | 減碼 |
| Price T Rowe Associates Inc | 151,796 | $983.9 萬 | 0.00% | +16,941+12.6% | 加碼 |
| Davenport & Co LLC | 150,210 | $973.9 萬 | 0.07% | −6,030−3.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 146,274 | $948.0 萬 | 0.03% | −781−0.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 144,810 | $938.5 萬 | 0.02% | +3,133+2.2% | 加碼 |
| New York State Common Retirement Fund | 142,772 | $925.3 萬 | 0.01% | −18,367−11.4% | 減碼 |
| Cullen/Frost Bankers, Inc. | 140,454 | $910.3 萬 | 0.14% | +2,367+1.7% | 加碼 |
| Handelsbanken Fonder AB | 139,094 | $901.5 萬 | 0.04% | +6,921+5.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 138,200 | $900.4 萬 | 0.02% | +50,470+57.5% | 加碼 |
| Mutual of America Capital Management LLC | 135,023 | $875.1 萬 | 0.10% | +135,023 | 新進 |
| Sonora Investment Management Group, LLC | 134,792 | $873.6 萬 | 0.71% | +13,897+11.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 131,476 | $852.1 萬 | 0.03% | +51,320+64.0% | 加碼 |
| Susquehanna International Group, LLP | 130,736 | $847.3 萬 | 0.01% | −377,594−74.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 129,253 | $837.7 萬 | 0.01% | −13,026−9.2% | 減碼 |