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 1 季 13F 持有人
W. P. Carey Inc. 在 2024/3/31 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
- 773
- 較 2023 年第 4 季 −2 家
- 持有股數
- 1.54 億
- 較 2023 年第 4 季 −714.6 萬 (−4.4%)
- 總市值
- $87.1 億
- 較 2023 年第 4 季 −$17.5 億 (−16.7%)
- 新進機構
- 76
- 另有 263 家加碼
- 清倉機構
- 78
- 另有 292 家減碼
另有 7 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| WealthPlan Investment Management, LLC | 180,923 | $1,021 萬 | 1.56% | +26,012+16.8% | 加碼 |
| Texas Permanent School Fund | 191,379 | $1,080 萬 | 0.09% | +2,502+1.3% | 加碼 |
| Truist Financial Corp | 195,328 | $1,102 萬 | 0.02% | +15,322+8.5% | 加碼 |
| New York State Teachers Retirement System | 202,417 | $1,142 萬 | 0.02% | +10,508+5.5% | 加碼 |
| Pacer Advisors, Inc. | 204,659 | $1,155 萬 | 0.03% | +24,429+13.6% | 加碼 |
| Aviva PLC | 205,848 | $1,162 萬 | 0.04% | +34,309+20.0% | 加碼 |
| Aew Capital Management L P | 216,400 | $1,221 萬 | 0.60% | −80,060−27.0% | 減碼 |
| TruWealth Advisors, LLC | 217,018 | $1,225 萬 | 0.85% | −115−0.1% | 減碼 |
| SEI Investments Co | 218,480 | $1,233 萬 | 0.02% | −163,157−42.8% | 減碼 |
| First Trust Advisors LP | 229,624 | $1,296 萬 | 0.01% | −144,134−38.6% | 減碼 |
| HSBC Holdings PLC | 239,570 | $1,352 萬 | 0.01% | −184,821−43.5% | 減碼 |
| Goldman Sachs Group Inc | 241,326 | $1,362 萬 | 0.00% | −66,731−21.7% | 減碼 |
| Royal Bank of Canada | 243,126 | $1,372 萬 | 0.00% | +66,860+37.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 256,033 | $1,445 萬 | 0.02% | +33,790+15.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 265,394 | $1,498 萬 | 0.02% | +36,435+15.9% | 加碼 |
| Retirement Systems of Alabama | 274,596 | $1,550 萬 | 0.06% | +721+0.3% | 加碼 |
| American International Group, Inc. | 289,443 | $1,634 萬 | 0.06% | −5,877−2.0% | 減碼 |
| Raymond James & Associates | 291,631 | $1,646 萬 | 0.01% | +83,998+40.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 212,769 | $1,648 萬 | 0.04% | −16,110−7.0% | 減碼 |
| Deutsche Bank AG | 292,787 | $1,652 萬 | 0.01% | +69,970+31.4% | 加碼 |
| Amundi | 307,538 | $1,681 萬 | 0.01% | −106,503−25.7% | 減碼 |
| Citigroup Inc | 307,874 | $1,738 萬 | 0.02% | +65,849+27.2% | 加碼 |
| California State Teachers Retirement System | 319,176 | $1,801 萬 | 0.02% | −710.0% | 減碼 |
| Nomura Asset Management Co Ltd | 320,337 | $1,808 萬 | 0.07% | +16,035+5.3% | 加碼 |
| Berkshire Asset Management LLC | 327,383 | $1,848 萬 | 0.98% | +1,891+0.6% | 加碼 |
| Credit Suisse AG | 332,666 | $1,878 萬 | 0.02% | −62,866−15.9% | 減碼 |
| Advisor Group Holdings, Inc. | 347,237 | $1,960 萬 | 0.04% | −20,226−5.5% | 減碼 |
| Cetera Investment Advisers | 360,336 | $2,034 萬 | 0.05% | +244,699+211.6% | 加碼 |
| FMR LLC | 364,236 | $2,056 萬 | 0.00% | −32,633−8.2% | 減碼 |
| Alliancebernstein L.P. | 380,134 | $2,145 萬 | 0.01% | +8,900+2.4% | 加碼 |
| Nuveen Asset Management, LLC | 390,015 | $2,202 萬 | 0.01% | −1,770−0.5% | 減碼 |
| Public Employees Retirement System of Ohio | 404,249 | $2,282 萬 | 0.09% | +1,424+0.4% | 加碼 |
| Brown Advisory Inc | 438,982 | $2,478 萬 | 0.03% | −23,067−5.0% | 減碼 |
| Wells Fargo & Company | 451,026 | $2,546 萬 | 0.01% | +11,302+2.6% | 加碼 |
| Great West Life Assurance Co | 456,149 | $2,575 萬 | 0.05% | +9,324+2.1% | 加碼 |
| Asset Management One Co.,Ltd. | 466,220 | $2,631 萬 | 0.10% | −9,634−2.0% | 減碼 |
| Canada Pension Plan Investment Board | 539,529 | $3,045 萬 | 0.03% | −56,100−9.4% | 減碼 |
| Zacks Investment Management | 541,246 | $3,055 萬 | 0.33% | +34,128+6.7% | 加碼 |
| Advisors Capital Management, LLC | 603,313 | $3,405 萬 | 0.62% | +132,443+28.1% | 加碼 |
| Swiss National Bank | 654,851 | $3,696 萬 | 0.03% | −14,100−2.1% | 減碼 |
| Envestnet Asset Management Inc | 670,163 | $3,782 萬 | 0.01% | +85,245+14.6% | 加碼 |
| Rhumbline Advisers | 681,913 | $3,849 萬 | 0.04% | +9,647+1.4% | 加碼 |
| Ameriprise Financial Inc | 684,474 | $3,877 萬 | 0.01% | −121,865−15.1% | 減碼 |
| Barclays PLC | 718,570 | $4,056 萬 | 0.02% | +230,185+47.1% | 加碼 |
| LPL Financial LLC | 724,707 | $4,090 萬 | 0.02% | +9,971+1.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 755,969 | $4,267 萬 | 0.03% | −6,943−0.9% | 減碼 |
| Invesco Ltd. | 761,421 | $4,297 萬 | 0.01% | +136,781+21.9% | 加碼 |
| APG Asset Management US Inc. | 791,037 | $4,435 萬 | 0.26% | 00.0% | 不變 |
| Bank of America Corp | 821,408 | $4,636 萬 | 0.00% | +251,940+44.2% | 加碼 |
| Principal Financial Group Inc | 823,471 | $4,648 萬 | 0.03% | +21,045+2.6% | 加碼 |
| Equity Investment Corp | 1,059,567 | $5,980 萬 | 1.50% | +1,059,567 | 新進 |
| California Public Employees Retirement System | 1,153,360 | $6,510 萬 | 0.05% | −10,930−0.9% | 減碼 |
| Northwood Liquid Management LP | 1,235,166 | $6,971 萬 | 6.06% | +1,023,461+483.4% | 加碼 |
| Commonwealth Equity Services, LLC | 1,319,500 | $7,447 萬 | 0.12% | −107,829−7.6% | 減碼 |
| UBS Group AG | 1,409,026 | $7,953 萬 | 0.03% | +282,458+25.1% | 加碼 |
| Balyasny Asset Management LLC | 1,504,137 | $8,489 萬 | 0.22% | +485,284+47.6% | 加碼 |
| Northern Trust Corp | 1,743,388 | $9,840 萬 | 0.02% | −243,318−12.2% | 減碼 |
| Morgan Stanley | 1,782,191 | $1.01 億 | 0.01% | −114,002−6.0% | 減碼 |
| UBS Asset Management Americas Inc | 1,901,453 | $1.07 億 | 0.04% | −29,839−1.5% | 減碼 |
| PGGM Investments | 2,109,122 | $1.19 億 | 1.73% | +1,0140.0% | 加碼 |
| Daiwa Securities Group Inc. | 2,363,267 | $1.33 億 | 0.75% | −1,277,699−35.1% | 減碼 |
| Charles Schwab Investment Management Inc | 2,491,586 | $1.41 億 | 0.03% | +55,117+2.3% | 加碼 |
| Bank of New York Mellon Corp | 2,516,941 | $1.42 億 | 0.03% | −41,101−1.6% | 減碼 |
| Norges Bank | 2,627,637 | $1.48 億 | 0.02% | +203,522+8.4% | 加碼 |
| Massachusetts Financial Services Co | 2,652,069 | $1.50 億 | 0.04% | +28,520+1.1% | 加碼 |
| Dimensional Fund Advisors LP | 2,948,815 | $1.66 億 | 0.05% | −89,259−2.9% | 減碼 |
| Legal & General Group Plc | 2,986,604 | $1.69 億 | 0.05% | +20,358+0.7% | 加碼 |
| JPMorgan Chase & Co | 3,232,125 | $1.82 億 | 0.02% | −783,275−19.5% | 減碼 |
| Geode Capital Management, LLC | 4,298,573 | $2.42 億 | 0.02% | +539,779+14.4% | 加碼 |
| Cohen & Steers, Inc. | 6,760,136 | $3.82 億 | 0.80% | −4,530,705−40.1% | 減碼 |
| State Street Corp | 12,074,590 | $6.92 億 | 0.03% | −841,055−6.5% | 減碼 |
| BlackRock Inc. | 26,834,035 | $15.1 億 | 0.04% | +391,216+1.5% | 加碼 |
| Vanguard Group Inc | 30,971,062 | $17.5 億 | 0.03% | +187,022+0.6% | 加碼 |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −967,987−100.0% | 清倉 |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −758,042−100.0% | 清倉 |
| Adelante Capital Management LLC | 0 | $0 | 0.00% | −189,053−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −128,242−100.0% | 清倉 |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −85,700−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −80,360−100.0% | 清倉 |
| STRS Ohio | 0 | $0 | 0.00% | −73,306−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −59,991−100.0% | 清倉 |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −50,500−100.0% | 清倉 |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −56,217−100.0% | 清倉 |
| Rench Wealth Management, Inc. | 0 | $0 | 0.00% | −45,471−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −36,398−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −33,276−100.0% | 清倉 |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −30,645−100.0% | 清倉 |
| South Dakota Investment Council | 0 | $0 | 0.00% | −24,234−100.0% | 清倉 |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −23,961−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −22,329−100.0% | 清倉 |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −19,323−100.0% | 清倉 |
| Prudential PLC | 0 | $0 | 0.00% | −13,558−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −13,461−100.0% | 清倉 |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −10,921−100.0% | 清倉 |
| Arbor Capital Management Inc | 0 | $0 | 0.00% | −10,161−100.0% | 清倉 |
| RK Capital Management, LLC | 0 | $0 | 0.00% | −8,400−100.0% | 清倉 |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −8,078−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −6,600−100.0% | 清倉 |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −5,872−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −5,717−100.0% | 清倉 |