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 4 季 13F 持有人
W. P. Carey Inc. 在 2024/12/31 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 2024 年第 3 季 −9 家
- 持有股數
- 1.51 億
- 較 2024 年第 3 季 +375.1 萬 (+2.6%)
- 總市值
- $81.6 億
- 較 2024 年第 3 季 −$9.72 億 (−10.6%)
- 新進機構
- 100
- 另有 271 家加碼
- 清倉機構
- 109
- 另有 289 家減碼
另有 14 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 | 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 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | 124,401 | $677.7 萬 | 0.01% | −1,655−1.3% | 減碼 |
| Crawford Investment Counsel Inc | 122,531 | $667.6 萬 | 0.12% | −1,614−1.3% | 減碼 |
| Davenport & Co LLC | 120,490 | $656.5 萬 | 0.04% | +30,191+33.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 119,836 | $652.9 萬 | 0.02% | +12,294+11.4% | 加碼 |
| Resona Asset Management Co.,Ltd. | 119,562 | $651.6 萬 | 0.04% | +1,719+1.5% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 118,819 | $647.3 萬 | 0.04% | +32,675+37.9% | 加碼 |
| QRG Capital Management, Inc. | 117,345 | $639.3 萬 | 0.07% | +137+0.1% | 加碼 |
| Macquarie Group Ltd | 116,945 | $637.1 萬 | 0.01% | +5,077+4.5% | 加碼 |
| Verdence Capital Advisors LLC | 116,904 | $636.9 萬 | 0.51% | −108−0.1% | 減碼 |
| APG Asset Management N.V. | 119,800 | $630.3 萬 | 0.02% | +119,800 | 新進 |
| Mutual of America Capital Management LLC | 115,605 | $629.8 萬 | 0.07% | −2,673−2.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 115,456 | $629.0 萬 | 0.01% | −1,842−1.6% | 減碼 |
| Royal London Asset Management Ltd | 114,899 | $626.0 萬 | 0.02% | +983+0.9% | 加碼 |
| KLP Kapitalforvaltning AS | 113,300 | $625.7 萬 | 0.03% | +113,300 | 新進 |
| New York State Common Retirement Fund | 113,538 | $618.6 萬 | 0.01% | −8,800−7.2% | 減碼 |
| Jane Street Group, LLC | 113,203 | $616.7 萬 | 0.01% | −10,722−8.7% | 減碼 |
| Stony Point Wealth Management Inc. | 110,719 | $603.2 萬 | 2.40% | −2,410−2.1% | 減碼 |
| Danske Bank A/S | 105,334 | $573.9 萬 | 0.02% | +3,300+3.2% | 加碼 |
| Amalgamated Bank | 104,538 | $569.5 萬 | 0.05% | +337+0.3% | 加碼 |
| First Trust Advisors LP | 103,216 | $562.3 萬 | 0.00% | −141,809−57.9% | 減碼 |
| Atria Wealth Solutions, Inc. | 102,073 | $556.7 萬 | 0.06% | +36,354+55.3% | 加碼 |
| Dupree Financial Group, LLC | 100,828 | $549.3 萬 | 2.51% | +1,933+2.0% | 加碼 |
| Tudor Investment Corp Et Al | 99,378 | $541.4 萬 | 0.06% | −102,013−50.7% | 減碼 |
| Van Eck Associates Corp | 99,091 | $539.9 萬 | 0.01% | +358+0.4% | 加碼 |
| Marshall Wace, LLP | 96,981 | $528.4 萬 | 0.01% | −94,949−49.5% | 減碼 |
| Sheets Smith Wealth Management | 95,648 | $521.1 萬 | 0.64% | +17,447+22.3% | 加碼 |
| Mercer Global Advisors Inc | 93,775 | $510.9 萬 | 0.01% | −12,848−12.0% | 減碼 |
| Qube Research & Technologies Ltd | 92,470 | $503.8 萬 | 0.01% | −84,829−47.8% | 減碼 |
| Daiwa Securities Group Inc. | 92,072 | $501.6 萬 | 0.02% | −275−0.3% | 減碼 |
| Forsta Ap-Fonden | 91,300 | $497.4 萬 | 0.04% | +2,200+2.5% | 加碼 |
| IFM Investors Pty Ltd | 90,880 | $495.1 萬 | 0.05% | −2,992−3.2% | 減碼 |
| Yousif Capital Management, LLC | 86,032 | $468.7 萬 | 0.05% | −3,590−4.0% | 減碼 |
| Employees Retirement System of Texas | 86,000 | $468.5 萬 | 0.04% | −35,000−28.9% | 減碼 |
| Colony Group, LLC | 84,238 | $459.2 萬 | 0.01% | −11,343−11.9% | 減碼 |
| Te Ahumairangi Investment Management Ltd | 84,027 | $457.8 萬 | 0.96% | +3,746+4.7% | 加碼 |
| Pinebridge Investments, L.P. | 83,625 | $455.6 萬 | 0.03% | +33,160+65.7% | 加碼 |
| Russell Investments Group, Ltd. | 83,494 | $454.9 萬 | 0.01% | +20,695+33.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 82,692 | $450.5 萬 | 0.05% | −9,121−9.9% | 減碼 |
| STRS Ohio | 81,659 | $444.9 萬 | 0.02% | +81,659 | 新進 |
| Meritage Portfolio Management | 79,323 | $432.2 萬 | 0.27% | −5,745−6.8% | 減碼 |
| Kestra Advisory Services, LLC | 78,349 | $426.8 萬 | 0.02% | +74,062+1,727.6% | 加碼 |
| Wealthfront Advisers LLC | 76,202 | $415.1 萬 | 0.01% | +3,174+4.3% | 加碼 |
| Advocate Group LLC | 75,456 | $411.1 萬 | 0.77% | −157−0.2% | 減碼 |
| CIBC World Markets Corp | 73,544 | $400.7 萬 | 0.02% | +2,957+4.2% | 加碼 |
| Exchange Traded Concepts, LLC | 73,425 | $400.0 萬 | 0.08% | −9,050−11.0% | 減碼 |
| Prairiewood Capital, LLC | 70,612 | $384.7 萬 | 1.64% | +3,744+5.6% | 加碼 |
| CIBC World Markets Inc. | 70,285 | $382.9 萬 | 0.01% | +70,285 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 69,934 | $381.0 萬 | 0.04% | −6,500−8.5% | 減碼 |
| Vestcor Inc | 69,640 | $379.4 萬 | 0.13% | +38,043+120.4% | 加碼 |
| Cohen Capital Management, Inc. | 69,239 | $377.2 萬 | 0.63% | +13,180+23.5% | 加碼 |
| KBC Group NV | 68,412 | $372.7 萬 | 0.01% | −81,408−54.3% | 減碼 |
| Mariner, LLC | 68,398 | $372.6 萬 | 0.01% | −9,154−11.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 68,120 | $371.1 萬 | 0.03% | −3,370−4.7% | 減碼 |
| Creative Planning | 67,733 | $369.0 萬 | 0.00% | +3,024+4.7% | 加碼 |
| Gateway Investment Advisers LLC | 66,247 | $360.9 萬 | 0.04% | −15,411−18.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 65,818 | $358.6 萬 | 0.01% | −6,573−9.1% | 減碼 |
| NewSquare Capital LLC | 65,729 | $358.1 萬 | 0.29% | −62−0.1% | 減碼 |
| Korea Investment CORP | 65,523 | $357.0 萬 | 0.01% | +1,200+1.9% | 加碼 |
| Intech Investment Management LLC | 65,419 | $356.4 萬 | 0.03% | +56,414+626.5% | 加碼 |
| American Century Companies Inc | 65,385 | $356.2 萬 | 0.00% | +2,031+3.2% | 加碼 |
| UniSuper Management Pty Ltd | 65,100 | $354.7 萬 | 0.03% | −3,713−5.4% | 減碼 |
| Storebrand Asset Management AS | 63,866 | $347.9 萬 | 0.01% | −23,888−27.2% | 減碼 |
| Avantax Advisory Services, Inc. | 63,624 | $346.6 萬 | 0.02% | +517+0.8% | 加碼 |
| Arizona State Retirement System | 63,542 | $346.2 萬 | 0.02% | +849+1.4% | 加碼 |
| State of Tennessee, Treasury Department | 63,334 | $345.0 萬 | 0.01% | −34,287−35.1% | 減碼 |
| Handelsbanken Fonder AB | 62,200 | $338.9 萬 | 0.01% | −3,000−4.6% | 減碼 |
| New Age Alpha Advisors, LLC | 61,646 | $335.8 萬 | 0.14% | +61,646 | 新進 |
| Louisiana State Employees Retirement System | 60,700 | $330.7 萬 | 0.06% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,607 | $330.2 萬 | 0.03% | +2,513+4.3% | 加碼 |
| Thrivent Financial for Lutherans | 60,066 | $328.3 萬 | 0.01% | −4,233−6.6% | 減碼 |
| Twin Tree Management, LP | 59,955 | $326.6 萬 | 0.08% | +59,955 | 新進 |
| Adams Asset Advisors, LLC | 59,666 | $325.1 萬 | 0.42% | +16,540+38.4% | 加碼 |
| Nissay Asset Management Corp | 58,450 | $318.6 萬 | 0.02% | +1,117+1.9% | 加碼 |
| Nisa Investment Advisors, LLC | 56,575 | $313.8 萬 | 0.01% | −9,876−14.9% | 減碼 |
| TT Capital Management LLC | 56,324 | $311.0 萬 | 2.48% | +56,324 | 新進 |
| Creegan & Nassoura Financial Group, LLC | 57,085 | $311.0 萬 | 2.09% | −1,755−3.0% | 減碼 |
| Ontario Teachers Pension Plan Board | 56,396 | $307.2 萬 | 0.04% | +36,824+188.1% | 加碼 |
| SEI Investments Co | 56,085 | $305.6 萬 | 0.00% | +8,197+17.1% | 加碼 |
| Private Advisor Group, LLC | 55,127 | $300.3 萬 | 0.02% | −2,412−4.2% | 減碼 |
| Graham Capital Wealth Management, LLC | 53,058 | $289.1 萬 | 2.49% | +2,132+4.2% | 加碼 |
| Alpha Omega Wealth Management LLC | 52,952 | $288.5 萬 | 0.55% | +37,435+241.3% | 加碼 |
| Nomura Holdings Inc | 52,806 | $287.7 萬 | 0.02% | +52,806 | 新進 |
| Generali Asset Management SPA SGR | 52,635 | $286.8 萬 | 0.07% | +52,635 | 新進 |
| AXA S.A. | 52,522 | $286.1 萬 | 0.01% | +2,116+4.2% | 加碼 |
| Pensionfund Sabic | 52,304 | $284.9 萬 | 0.75% | +8,000+18.1% | 加碼 |
| State of Michigan Retirement System | 51,800 | $282.2 萬 | 0.01% | −200−0.4% | 減碼 |
| Pensionfund DSM Netherlands | 51,300 | $279.5 萬 | 1.74% | −7,000−12.0% | 減碼 |
| Baird Financial Group, Inc. | 51,003 | $277.9 萬 | 0.01% | +35,761+234.6% | 加碼 |
| Romano Brothers and Company | 50,845 | $277.0 萬 | 0.35% | −175−0.3% | 減碼 |
| AQR Capital Management LLC | 50,909 | $275.1 萬 | 0.00% | +28,796+130.2% | 加碼 |
| Quantinno Capital Management LP | 50,382 | $274.5 萬 | 0.03% | +27,498+120.2% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 50,329 | $274.2 萬 | 0.05% | +50,329 | 新進 |
| New Insight Wealth Advisors | 50,018 | $272.5 萬 | 1.36% | −3,468−6.5% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 49,997 | $272.4 萬 | 0.01% | +2,382+5.0% | 加碼 |
| HighPoint Advisor Group LLC | 48,070 | $269.9 萬 | 0.15% | +53+0.1% | 加碼 |
| Cozad Asset Management Inc | 49,013 | $267.0 萬 | 0.25% | −8,914−15.4% | 減碼 |
| Capital Square, LLC | 48,289 | $266.8 萬 | 1.52% | −2,710−5.3% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 48,944 | $266.6 萬 | 0.08% | +48,944 | 新進 |
| Coldstream Capital Management Inc | 48,758 | $265.6 萬 | 0.06% | +1,626+3.4% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 48,641 | $265.0 萬 | 0.79% | +1,535+3.3% | 加碼 |