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 |
|---|---|---|---|---|---|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 143,319 | $904.5 萬 | 0.02% | +143,319 | 新進 |
| First Trust Advisors LP | 141,033 | $890.1 萬 | 0.01% | +37,817+36.6% | 加碼 |
| Aew Capital Management L P | 139,640 | $881.3 萬 | 0.43% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 142,649 | $875.0 萬 | 0.02% | −1,277−0.9% | 減碼 |
| Employees Retirement System of Texas | 136,000 | $858.3 萬 | 0.08% | +50,000+58.1% | 加碼 |
| Martingale Asset Management L P | 134,463 | $848.6 萬 | 0.22% | +116,579+651.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 132,333 | $835.2 萬 | 0.12% | +782+0.6% | 加碼 |
| QRG Capital Management, Inc. | 132,034 | $833.3 萬 | 0.09% | +14,689+12.5% | 加碼 |
| State of Alaska, Department of Revenue | 131,500 | $829.8 萬 | 0.09% | +2,009+1.6% | 加碼 |
| Macquarie Group Ltd | 129,696 | $818.5 萬 | 0.01% | +12,751+10.9% | 加碼 |
| Resona Asset Management Co.,Ltd. | 129,356 | $812.4 萬 | 0.05% | +9,794+8.2% | 加碼 |
| MetLife Investment Management | 127,738 | $806.2 萬 | 0.04% | −2,016−1.6% | 減碼 |
| Allworth Financial LP | 131,703 | $799.6 萬 | 0.05% | −4,767−3.5% | 減碼 |
| Standard Life Aberdeen plc | 125,957 | $793.4 萬 | 0.02% | +1,728+1.4% | 加碼 |
| Andra AP-fonden | 125,600 | $792.7 萬 | 0.13% | −1,314−1.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 125,138 | $789.7 萬 | 0.02% | +423+0.3% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 122,800 | $775.0 萬 | 0.05% | +3,981+3.4% | 加碼 |
| Crawford Investment Counsel Inc | 121,269 | $765.3 萬 | 0.14% | −1,262−1.0% | 減碼 |
| STRS Ohio | 119,808 | $756.1 萬 | 0.03% | +38,149+46.7% | 加碼 |
| Verdence Capital Advisors LLC | 116,907 | $737.8 萬 | 0.56% | +30.0% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 115,535 | $729.1 萬 | 0.22% | +66,591+136.1% | 加碼 |
| New York State Common Retirement Fund | 114,838 | $724.7 萬 | 0.01% | +1,300+1.1% | 加碼 |
| Rock Point Advisors, LLC | 114,525 | $722.8 萬 | 2.23% | −11,397−9.1% | 減碼 |
| Stony Point Wealth Management Inc. | 113,813 | $718.3 萬 | 3.06% | +3,094+2.8% | 加碼 |
| Royal London Asset Management Ltd | 113,202 | $714.4 萬 | 0.02% | −1,697−1.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 113,100 | $713.8 萬 | 0.02% | −6,736−5.6% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 112,901 | $712.5 萬 | 0.02% | +106,089+1,557.4% | 加碼 |
| Mutual of America Capital Management LLC | 112,637 | $710.9 萬 | 0.08% | −2,968−2.6% | 減碼 |
| APG Asset Management N.V. | 119,400 | $697.6 萬 | 0.02% | −400−0.3% | 減碼 |
| Russell Investments Group, Ltd. | 110,157 | $695.0 萬 | 0.01% | +26,663+31.9% | 加碼 |
| Edgestream Partners, L.P. | 104,769 | $661.2 萬 | 0.22% | +104,769 | 新進 |
| Danske Bank A/S | 104,534 | $659.7 萬 | 0.02% | −800−0.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 104,160 | $658.0 萬 | 0.08% | +2,087+2.0% | 加碼 |
| Van Eck Associates Corp | 103,086 | $650.6 萬 | 0.01% | +3,995+4.0% | 加碼 |
| Ontario Teachers Pension Plan Board | 102,798 | $648.8 萬 | 0.10% | +46,402+82.3% | 加碼 |
| Dupree Financial Group, LLC | 101,823 | $642.6 萬 | 2.61% | +995+1.0% | 加碼 |
| Mercer Global Advisors Inc | 100,470 | $634.1 萬 | 0.01% | +6,695+7.1% | 加碼 |
| Amalgamated Bank | 100,262 | $632.8 萬 | 0.05% | −4,276−4.1% | 減碼 |
| Ensign Peak Advisors, Inc | 99,841 | $630.1 萬 | 0.01% | −56,250−36.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 98,905 | $624.2 萬 | 0.00% | −63,463−39.1% | 減碼 |
| Wealthfront Advisers LLC | 98,894 | $624.1 萬 | 0.02% | +22,692+29.8% | 加碼 |
| Sheets Smith Wealth Management | 95,715 | $604.1 萬 | 0.75% | +67+0.1% | 加碼 |
| Daiwa Securities Group Inc. | 95,540 | $603.0 萬 | 0.03% | +3,468+3.8% | 加碼 |
| Quantinno Capital Management LP | 92,343 | $582.8 萬 | 0.04% | +41,961+83.3% | 加碼 |
| Wellington Management Group LLP | 92,092 | $581.2 萬 | 0.00% | −227,646−71.2% | 減碼 |
| Verition Fund Management LLC | 86,300 | $544.6 萬 | 0.03% | +42,658+97.7% | 加碼 |
| State of Tennessee, Treasury Department | 85,334 | $538.5 萬 | 0.02% | +22,000+34.7% | 加碼 |
| Yousif Capital Management, LLC | 84,502 | $533.3 萬 | 0.06% | −1,530−1.8% | 減碼 |
| IFM Investors Pty Ltd | 84,365 | $532.4 萬 | 0.06% | −6,515−7.2% | 減碼 |
| Creative Planning | 83,689 | $528.2 萬 | 0.00% | +15,956+23.6% | 加碼 |
| SEI Investments Co | 82,216 | $518.9 萬 | 0.01% | +26,131+46.6% | 加碼 |
| Kestra Advisory Services, LLC | 78,387 | $494.7 萬 | 0.02% | +380.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 78,319 | $494.3 萬 | 0.06% | −4,373−5.3% | 減碼 |
| Advocate Group LLC | 77,529 | $489.3 萬 | 0.89% | +2,073+2.7% | 加碼 |
| Prairiewood Capital, LLC | 77,457 | $488.8 萬 | 1.99% | +6,845+9.7% | 加碼 |
| Meritage Portfolio Management | 77,144 | $486.9 萬 | 0.32% | −2,179−2.7% | 減碼 |
| New Age Alpha Advisors, LLC | 76,348 | $481.8 萬 | 0.22% | +14,702+23.8% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 74,627 | $471.0 萬 | 1.00% | −9,400−11.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 74,000 | $467.0 萬 | 0.01% | +74,000 | 新進 |
| Jump Financial, LLC | 72,966 | $460.5 萬 | 0.07% | +72,966 | 新進 |
| American Century Companies Inc | 72,070 | $454.8 萬 | 0.00% | +6,685+10.2% | 加碼 |
| CIBC World Markets Corp | 71,094 | $448.7 萬 | 0.04% | −2,450−3.3% | 減碼 |
| Avantax Advisory Services, Inc. | 70,297 | $443.6 萬 | 0.03% | +6,673+10.5% | 加碼 |
| CIBC World Markets Inc. | 70,285 | $443.6 萬 | 0.01% | 00.0% | 不變 |
| Cohen Capital Management, Inc. | 70,140 | $442.7 萬 | 0.76% | +901+1.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 69,439 | $438.2 萬 | 0.04% | +8,832+14.6% | 加碼 |
| Citadel Advisors LLC | 68,574 | $432.8 萬 | 0.00% | −1,204,156−94.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 68,120 | $429.9 萬 | 0.04% | 00.0% | 不變 |
| Mariner, LLC | 66,013 | $416.6 萬 | 0.01% | −2,385−3.5% | 減碼 |
| UniSuper Management Pty Ltd | 65,400 | $412.7 萬 | 0.03% | +300+0.5% | 加碼 |
| NewSquare Capital LLC | 65,388 | $412.7 萬 | 0.34% | −341−0.5% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 65,134 | $411.1 萬 | 0.05% | −4,800−6.9% | 減碼 |
| Colony Group, LLC | 64,376 | $406.5 萬 | 0.01% | −19,862−23.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 63,738 | $402.3 萬 | 0.02% | −2,080−3.2% | 減碼 |
| Arizona State Retirement System | 63,288 | $399.4 萬 | 0.03% | −254−0.4% | 減碼 |
| Forsta Ap-Fonden | 62,500 | $394.4 萬 | 0.03% | −28,800−31.5% | 減碼 |
| Handelsbanken Fonder AB | 62,200 | $392.5 萬 | 0.02% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 61,300 | $386.9 萬 | 0.08% | +600+1.0% | 加碼 |
| Adams Asset Advisors, LLC | 60,203 | $379.9 萬 | 0.52% | +537+0.9% | 加碼 |
| Exchange Traded Concepts, LLC | 59,941 | $378.3 萬 | 0.07% | −13,484−18.4% | 減碼 |
| Storebrand Asset Management AS | 59,621 | $376.3 萬 | 0.01% | −4,245−6.6% | 減碼 |
| Greenland Capital Management LP | 59,024 | $372.5 萬 | 0.64% | +59,024 | 新進 |
| Thrivent Financial for Lutherans | 59,884 | $371.6 萬 | 0.01% | −182−0.3% | 減碼 |
| Nissay Asset Management Corp | 58,510 | $369.3 萬 | 0.02% | +60+0.1% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 57,085 | $360.3 萬 | 2.40% | 00.0% | 不變 |
| Renaissance Technologies LLC | 54,500 | $343.9 萬 | 0.01% | +54,500 | 新進 |
| TT Capital Management LLC | 54,474 | $343.8 萬 | 2.89% | −1,850−3.3% | 減碼 |
| Alpha Omega Wealth Management LLC | 52,833 | $333.4 萬 | 0.64% | −119−0.2% | 減碼 |
| State of Michigan Retirement System | 52,400 | $330.7 萬 | 0.02% | +600+1.2% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 51,764 | $326.7 萬 | 0.01% | +1,767+3.5% | 加碼 |
| Oak Thistle LLC | 51,452 | $324.7 萬 | 0.65% | +51,452 | 新進 |
| Coldstream Capital Management Inc | 50,782 | $320.5 萬 | 0.07% | +2,024+4.2% | 加碼 |
| Baird Financial Group, Inc. | 50,337 | $317.7 萬 | 0.01% | −666−1.3% | 減碼 |
| CI Private Wealth, LLC | 50,250 | $317.2 萬 | 0.01% | +4,349+9.5% | 加碼 |
| Romano Brothers and Company | 49,960 | $315.3 萬 | 0.41% | −885−1.7% | 減碼 |
| Nisa Investment Advisors, LLC | 48,979 | $314.2 萬 | 0.02% | −7,596−13.4% | 減碼 |
| KBC Group NV | 49,362 | $311.5 萬 | 0.01% | −19,050−27.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 48,659 | $307.1 萬 | 0.05% | +210.0% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 47,994 | $302.9 萬 | 0.88% | −647−1.3% | 減碼 |
| HighTower Advisors, LLC | 47,885 | $302.2 萬 | 0.00% | +3,504+7.9% | 加碼 |