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。
2025 年第 1 季 13F 持有人
W. P. Carey Inc. 在 2025/3/31 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
- 823
- 較 2024 年第 4 季 +52 家
- 持有股數
- 1.57 億
- 較 2024 年第 4 季 +649.3 萬 (+4.3%)
- 總市值
- $98.2 億
- 較 2024 年第 4 季 +$16.9 億 (+20.7%)
- 新進機構
- 114
- 另有 311 家加碼
- 清倉機構
- 62
- 另有 265 家減碼
另有 11 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,746,852 | $19.4 億 | 0.04% | −73,813−0.2% | 減碼 |
| BlackRock, Inc. | 27,360,987 | $17.3 億 | 0.04% | −164,981−0.6% | 減碼 |
| State Street Corp | 12,455,317 | $7.97 億 | 0.03% | +368,281+3.0% | 加碼 |
| JPMorgan Chase & Co | 5,112,190 | $3.23 億 | 0.02% | +3,747,898+274.7% | 加碼 |
| Geode Capital Management, LLC | 4,518,868 | $2.85 億 | 0.02% | −190,160−4.0% | 減碼 |
| Massachusetts Financial Services Co | 4,218,419 | $2.66 億 | 0.09% | +195,466+4.9% | 加碼 |
| Dimensional Fund Advisors LP | 3,173,965 | $2.00 億 | 0.05% | +3,229+0.1% | 加碼 |
| Northern Trust Corp | 2,696,844 | $1.70 億 | 0.03% | +55,615+2.1% | 加碼 |
| Charles Schwab Investment Management Inc | 2,662,310 | $1.68 億 | 0.03% | +20,495+0.8% | 加碼 |
| Legal & General Group Plc | 2,430,753 | $1.53 億 | 0.04% | +83,396+3.6% | 加碼 |
| Norges Bank | 2,376,226 | $1.50 億 | 0.02% | −182,162−7.1% | 減碼 |
| UBS Asset Management Americas Inc | 2,257,017 | $1.42 億 | 0.04% | +68,414+3.1% | 加碼 |
| Bank of New York Mellon Corp | 2,248,019 | $1.42 億 | 0.03% | +10,114+0.5% | 加碼 |
| Morgan Stanley | 2,024,900 | $1.28 億 | 0.01% | −63,870−3.1% | 減碼 |
| Equity Investment Corp | 1,949,395 | $1.23 億 | 2.75% | +78,661+4.2% | 加碼 |
| Pacer Advisors, Inc. | 1,751,921 | $1.11 億 | 0.26% | +1,595,045+1,016.8% | 加碼 |
| UBS Group AG | 1,603,479 | $1.01 億 | 0.02% | −310,396−16.2% | 減碼 |
| Bank of America Corp | 1,137,559 | $7,179 萬 | 0.01% | +332,535+41.3% | 加碼 |
| Price T Rowe Associates Inc | 1,082,219 | $6,830 萬 | 0.01% | +23,868+2.3% | 加碼 |
| Commonwealth Equity Services, LLC | 1,060,172 | $6,691 萬 | 0.09% | −6,324−0.6% | 減碼 |
| California Public Employees Retirement System | 995,500 | $6,283 萬 | 0.04% | −30,756−3.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 872,496 | $5,506 萬 | 0.11% | +372,433+74.5% | 加碼 |
| Advisors Capital Management, LLC | 823,328 | $5,196 萬 | 0.80% | +260,674+46.3% | 加碼 |
| APG Asset Management US Inc. | 760,019 | $4,790 萬 | 0.37% | 00.0% | 不變 |
| Invesco Ltd. | 741,561 | $4,680 萬 | 0.01% | −8,590−1.1% | 減碼 |
| Ameriprise Financial Inc | 724,836 | $4,576 萬 | 0.01% | −5,442−0.7% | 減碼 |
| Victory Capital Management Inc | 691,083 | $4,361 萬 | 0.04% | +27,766+4.2% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 686,142 | $4,330 萬 | 0.09% | +114,853+20.1% | 加碼 |
| LPL Financial LLC | 680,868 | $4,297 萬 | 0.02% | −19,093−2.7% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 668,987 | $4,222 萬 | 0.03% | −1,040−0.2% | 減碼 |
| Rhumbline Advisers | 663,748 | $4,189 萬 | 0.04% | +1,635+0.2% | 加碼 |
| Swiss National Bank | 617,251 | $3,895 萬 | 0.03% | −1,000−0.2% | 減碼 |
| Envestnet Asset Management Inc | 606,427 | $3,827 萬 | 0.01% | +26,665+4.6% | 加碼 |
| Raymond James Financial Inc | 585,621 | $3,696 萬 | 0.01% | +8,482+1.5% | 加碼 |
| Zacks Investment Management | 562,397 | $3,549 萬 | 0.33% | +47,499+9.2% | 加碼 |
| Principal Financial Group Inc | 503,334 | $3,177 萬 | 0.02% | +1,768+0.4% | 加碼 |
| FMR LLC | 486,674 | $3,071 萬 | 0.00% | +118,195+32.1% | 加碼 |
| Nuveen, LLC | 478,434 | $3,019 萬 | 0.01% | +478,434 | 新進 |
| Great West Life Assurance Co | 475,475 | $3,002 萬 | 0.05% | +20,755+4.6% | 加碼 |
| Private Management Group Inc | 474,144 | $2,992 萬 | 1.07% | +474,144 | 新進 |
| Asset Management One Co.,Ltd. | 439,346 | $2,773 萬 | 0.10% | +6,105+1.4% | 加碼 |
| Alliancebernstein L.P. | 423,687 | $2,674 萬 | 0.01% | +2,111+0.5% | 加碼 |
| HSBC Holdings PLC | 404,702 | $2,553 萬 | 0.02% | +132,889+48.9% | 加碼 |
| Public Employees Retirement System of Ohio | 379,386 | $2,394 萬 | 0.09% | −9,934−2.6% | 減碼 |
| Wells Fargo & Company | 374,707 | $2,365 萬 | 0.01% | +10,471+2.9% | 加碼 |
| Nomura Asset Management Co Ltd | 368,293 | $2,324 萬 | 0.07% | +12,960+3.6% | 加碼 |
| Brown Advisory Inc | 367,107 | $2,317 萬 | 0.03% | −19,236−5.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 331,548 | $2,092 萬 | 0.02% | +29,554+9.8% | 加碼 |
| Lighthouse Investment Partners, LLC | 326,100 | $2,058 萬 | 0.94% | +136,100+71.6% | 加碼 |
| ExodusPoint Capital Management, LP | 319,647 | $2,017 萬 | 0.27% | +319,647 | 新進 |
| Berkshire Asset Management LLC | 328,204 | $1,995 萬 | 0.96% | +5,433+1.7% | 加碼 |
| California State Teachers Retirement System | 315,885 | $1,994 萬 | 0.02% | +2,433+0.8% | 加碼 |
| Balyasny Asset Management LLC | 312,688 | $1,973 萬 | 0.05% | +312,688 | 新進 |
| Goldman Sachs Group Inc | 308,729 | $1,948 萬 | 0.00% | −155,011−33.4% | 減碼 |
| Allianz Asset Management GmbH | 294,249 | $1,857 萬 | 0.03% | +123,053+71.9% | 加碼 |
| Jain Global LLC | 292,185 | $1,844 萬 | 0.38% | +292,185 | 新進 |
| Deutsche Bank AG | 291,308 | $1,838 萬 | 0.01% | +5,701+2.0% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 287,845 | $1,817 萬 | 0.09% | +75,500+35.6% | 加碼 |
| Cetera Investment Advisers | 286,043 | $1,805 萬 | 0.03% | +32,564+12.8% | 加碼 |
| KLP Kapitalforvaltning AS | 272,500 | $1,740 萬 | 0.09% | +159,200+140.5% | 加碼 |
| Waterfront Capital Partners, LLC | 270,772 | $1,709 萬 | 2.93% | +270,772 | 新進 |
| Amundi | 276,671 | $1,698 萬 | 0.01% | +4,968+1.8% | 加碼 |
| Retirement Systems of Alabama | 266,366 | $1,681 萬 | 0.07% | +265+0.1% | 加碼 |
| Schroder Investment Management Group | 266,958 | $1,650 萬 | 0.02% | −15,410−5.5% | 減碼 |
| Two Sigma Investments, LP | 254,818 | $1,608 萬 | 0.03% | +207,021+433.1% | 加碼 |
| Royal Bank of Canada | 252,264 | $1,592 萬 | 0.00% | +4,125+1.7% | 加碼 |
| Virginia Retirement Systems Et Al | 248,990 | $1,571 萬 | 0.12% | +248,990 | 新進 |
| TruWealth Advisors, LLC | 248,281 | $1,567 萬 | 0.95% | +6,004+2.5% | 加碼 |
| Franklin Resources Inc | 248,142 | $1,566 萬 | 0.00% | +63,089+34.1% | 加碼 |
| Corebridge Financial, Inc. | 241,712 | $1,525 萬 | 0.09% | −5,906−2.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 236,875 | $1,495 萬 | 0.09% | +236,875 | 新進 |
| Barclays PLC | 235,129 | $1,484 萬 | 0.01% | −152,710−39.4% | 減碼 |
| Foundry Partners, LLC | 234,344 | $1,479 萬 | 0.78% | +23,964+11.4% | 加碼 |
| New York State Teachers Retirement System | 223,833 | $1,413 萬 | 0.03% | +361+0.2% | 加碼 |
| Citigroup Inc | 216,522 | $1,366 萬 | 0.01% | −42,262−16.3% | 減碼 |
| Illinois Municipal Retirement Fund | 215,332 | $1,359 萬 | 0.20% | 00.0% | 不變 |
| Millennium Management LLC | 213,194 | $1,345 萬 | 0.01% | −325,739−60.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 207,509 | $1,310 萬 | 0.03% | +6,000+3.0% | 加碼 |
| Advisor Group Holdings, Inc. | 207,345 | $1,309 萬 | 0.03% | −65,806−24.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 203,135 | $1,282 萬 | 0.03% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 179,329 | $1,132 萬 | 0.01% | −650−0.4% | 減碼 |
| Two Sigma Advisers, LP | 178,700 | $1,128 萬 | 0.03% | +170,300+2,027.4% | 加碼 |
| Sonora Investment Management Group, LLC | 178,005 | $1,123 萬 | 0.89% | +19,493+12.3% | 加碼 |
| State of Wisconsin Investment Board | 174,724 | $1,103 萬 | 0.03% | +4,389+2.6% | 加碼 |
| Achmea Investment Management B.V. | 173,202 | $1,093 萬 | 0.16% | +16,540+10.6% | 加碼 |
| AXA S.A. | 170,941 | $1,079 萬 | 0.04% | +118,419+225.5% | 加碼 |
| Treasurer of the State of North Carolina | 169,009 | $1,067 萬 | 0.04% | +20,404+13.7% | 加碼 |
| Truist Financial Corp | 168,757 | $1,065 萬 | 0.02% | +10,027+6.3% | 加碼 |
| AQR Capital Management LLC | 165,632 | $1,044 萬 | 0.01% | +114,723+225.3% | 加碼 |
| MML Investors Services, LLC | 161,431 | $1,019 萬 | 0.03% | +12,916+8.7% | 加碼 |
| Korea Investment CORP | 161,423 | $1,019 萬 | 0.02% | +95,900+146.4% | 加碼 |
| Davenport & Co LLC | 157,359 | $992.9 萬 | 0.06% | +36,869+30.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 156,194 | $985.7 萬 | 0.02% | +40,738+35.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 153,497 | $968.7 萬 | 0.03% | +1,288+0.8% | 加碼 |
| Aviva PLC | 150,740 | $951.3 萬 | 0.02% | +16,892+12.6% | 加碼 |
| Pictet Asset Management Holding SA | 150,468 | $949.6 萬 | 0.01% | +26,067+21.0% | 加碼 |
| Eisler Capital Management Ltd. | 149,123 | $941.2 萬 | 0.28% | +149,123 | 新進 |
| Janney Montgomery Scott LLC | 148,226 | $935.5 萬 | 0.03% | −1,028−0.7% | 減碼 |
| Carnegie Capital Asset Management, LLC | 162,913 | $928.0 萬 | 0.22% | +1,725+1.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 146,276 | $923.1 萬 | 0.07% | −2,733−1.8% | 減碼 |