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 |
|---|---|---|---|---|---|
| Susquehanna Fundamental Investments, LLC | 46,473 | $293.3 萬 | 0.05% | −3,856−7.7% | 減碼 |
| Capital Square, LLC | 46,365 | $292.6 萬 | 1.72% | −1,924−4.0% | 減碼 |
| Private Advisor Group, LLC | 46,330 | $292.4 萬 | 0.02% | −8,797−16.0% | 減碼 |
| Pensionfund DSM Netherlands | 46,300 | $292.2 萬 | 1.93% | −5,000−9.7% | 減碼 |
| Hantz Financial Services, Inc. | 45,712 | $288.5 萬 | 0.05% | −818−1.8% | 減碼 |
| Freedom Financial Partners LLC | 45,499 | $287.1 萬 | 1.34% | −2,530−5.3% | 減碼 |
| Acadian Asset Management LLC | 44,851 | $282.7 萬 | 0.01% | +6,159+15.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 44,474 | $280.7 萬 | 0.05% | −110−0.2% | 減碼 |
| Pensionfund Sabic | 43,804 | $276.5 萬 | 0.82% | −8,500−16.3% | 減碼 |
| New Mexico Educational Retirement Board | 43,400 | $273.9 萬 | 0.10% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 44,740 | $273.5 萬 | 0.16% | −3,330−6.9% | 減碼 |
| DnB Asset Management AS | 43,089 | $271.9 萬 | 0.01% | +596+1.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 43,060 | $271.8 萬 | 0.09% | −774−1.8% | 減碼 |
| TD Asset Management Inc | 42,417 | $267.7 萬 | 0.00% | +796+1.9% | 加碼 |
| Jane Street Group, LLC | 42,390 | $267.5 萬 | 0.00% | −70,813−62.6% | 減碼 |
| British Columbia Investment Management Corp | 41,844 | $264.1 萬 | 0.02% | −56−0.1% | 減碼 |
| Gateway Investment Advisers LLC | 39,945 | $252.1 萬 | 0.03% | −26,302−39.7% | 減碼 |
| New Insight Wealth Advisors | 39,750 | $250.9 萬 | 1.14% | −10,268−20.5% | 減碼 |
| Signet Financial Management, LLC | 39,563 | $249.7 萬 | 0.34% | +3,919+11.0% | 加碼 |
| SFMG, LLC | 38,518 | $243.1 萬 | 0.19% | +38,518 | 新進 |
| Stifel Financial Corp | 38,435 | $242.6 萬 | 0.00% | +3,296+9.4% | 加碼 |
| Ostrum Asset Management | 38,316 | $241.8 萬 | 0.13% | −548−1.4% | 減碼 |
| Campbell & CO Investment Adviser LLC | 37,570 | $237.1 萬 | 0.18% | +8,176+27.8% | 加碼 |
| Xponance, Inc. | 37,498 | $236.6 萬 | 0.02% | −211−0.6% | 減碼 |
| XML Financial, LLC | 37,361 | $235.8 萬 | 0.22% | +898+2.5% | 加碼 |
| Planning Directions Inc | 37,191 | $234.7 萬 | 1.00% | +37,191 | 新進 |
| Graham Capital Wealth Management, LLC | 37,004 | $233.5 萬 | 2.50% | −16,054−30.3% | 減碼 |
| Pathway Financial Advisers, LLC | 36,904 | $232.9 萬 | 0.80% | +3,044+9.0% | 加碼 |
| Prudential Financial Inc | 36,491 | $230.3 萬 | 0.00% | −10,565−22.5% | 減碼 |
| Voya Investment Management LLC | 36,294 | $229.1 萬 | 0.00% | +8,339+29.8% | 加碼 |
| Bank of Montreal | 35,942 | $226.8 萬 | 0.00% | +150.0% | 加碼 |
| Utah Retirement Systems | 35,876 | $226.4 萬 | 0.03% | 00.0% | 不變 |
| Entropy Technologies, LP | 35,630 | $224.9 萬 | 0.22% | +35,630 | 新進 |
| Sanctuary Advisors, LLC | 35,502 | $224.1 萬 | 0.02% | −9,116−20.4% | 減碼 |
| Arkadios Wealth Advisors | 35,441 | $223.7 萬 | 0.08% | +5,050+16.6% | 加碼 |
| Investmark Advisory Group LLC | 34,814 | $219.7 萬 | 1.09% | +1,849+5.6% | 加碼 |
| Horizon Kinetics Asset Management LLC | 34,750 | $219.3 萬 | 0.02% | −400−1.1% | 減碼 |
| Weaver Consulting Group | 34,602 | $218.4 萬 | 0.66% | −175−0.5% | 減碼 |
| Wellington Shields Capital Management, LLC | 34,527 | $217.9 萬 | 0.40% | −1,383−3.9% | 減碼 |
| Wealthcare Advisory Partners LLC | 34,458 | $217.5 萬 | 0.06% | +2,310+7.2% | 加碼 |
| Tredje AP-fonden | 33,977 | $214.4 萬 | 0.02% | 00.0% | 不變 |
| Meixler Investment Management, Ltd. | 33,741 | $212.9 萬 | 1.48% | +15,256+82.5% | 加碼 |
| Presima Inc. | 32,902 | $207.6 萬 | 0.46% | +602+1.9% | 加碼 |
| Toronto Dominion Bank | 32,831 | $207.2 萬 | 0.01% | +3,417+11.6% | 加碼 |
| Natixis Advisors, L.P. | 32,701 | $206.4 萬 | 0.00% | +6,803+26.3% | 加碼 |
| Griffin Asset Management, Inc. | 32,058 | $202.3 萬 | 0.25% | +2,289+7.7% | 加碼 |
| Teacher Retirement System of Texas | 31,994 | $201.9 萬 | 0.01% | +31,994 | 新進 |
| Cerity Partners LLC | 31,723 | $200.2 萬 | 0.00% | +5,049+18.9% | 加碼 |
| Metis Global Partners, LLC | 31,620 | $199.6 萬 | 0.06% | +3,561+12.7% | 加碼 |
| JustInvest LLC | 31,545 | $199.1 萬 | 0.03% | +3,163+11.1% | 加碼 |
| US Bancorp | 31,483 | $198.7 萬 | 0.00% | −1,281−3.9% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 31,307 | $197.6 萬 | 0.02% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 30,074 | $192.5 萬 | 0.09% | +30,074 | 新進 |
| Gradient Capital Advisors, LLC | 29,261 | $184.7 萬 | 0.60% | −551−1.8% | 減碼 |
| Consolidated Portfolio Review Corp | 28,698 | $181.1 萬 | 0.29% | +13,546+89.4% | 加碼 |
| BridgePort Financial Solutions, LLC | 28,501 | $179.9 萬 | 0.81% | +979+3.6% | 加碼 |
| Dark Forest Capital Management LP | 28,020 | $176.8 萬 | 0.08% | +28,020 | 新進 |
| M&T Bank Corp | 27,979 | $176.6 萬 | 0.01% | −389−1.4% | 減碼 |
| Lecap Asset Management Ltd | 27,871 | $175.9 萬 | 0.41% | +27,871 | 新進 |
| Excalibur Management Corp | 27,551 | $173.9 萬 | 0.68% | +30.0% | 加碼 |
| Captrust Financial Advisors | 27,437 | $173.2 萬 | 0.00% | +8,095+41.9% | 加碼 |
| Neuberger Berman Group LLC | 27,090 | $171.0 萬 | 0.00% | +1,065+4.1% | 加碼 |
| Hilltop Partners LLC | 26,631 | $168.1 萬 | 0.57% | +21+0.1% | 加碼 |
| Federated Hermes, Inc. | 26,352 | $166.3 萬 | 0.00% | −1,142−4.2% | 減碼 |
| Inspirion Wealth Advisors, LLC | 26,300 | $166.0 萬 | 0.23% | −3,783−12.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 26,009 | $164.1 萬 | 0.00% | +772+3.1% | 加碼 |
| Cozad Asset Management Inc | 25,698 | $162.2 萬 | 0.16% | −23,315−47.6% | 減碼 |
| Penserra Capital Management LLC | 25,571 | $161.3 萬 | 0.03% | +4,287+20.1% | 加碼 |
| Walleye Capital LLC | 25,443 | $160.6 萬 | 0.02% | +3,824+17.7% | 加碼 |
| Fiduciary Alliance LLC | 25,222 | $159.2 萬 | 0.16% | −812−3.1% | 減碼 |
| CWM Advisors, LLC | 24,482 | $154.5 萬 | 0.18% | +547+2.3% | 加碼 |
| Heitman Real Estate Securities LLC | 24,119 | $152.2 萬 | 0.10% | +24,119 | 新進 |
| Kestra Private Wealth Services, LLC | 24,034 | $151.7 萬 | 0.03% | −974−3.9% | 減碼 |
| OP Asset Management Ltd | 23,924 | $151.0 萬 | 0.03% | +23,924 | 新進 |
| New York Life Investment Management LLC | 23,729 | $149.8 萬 | 0.02% | +23,729 | 新進 |
| Intech Investment Management LLC | 23,374 | $147.5 萬 | 0.02% | −42,045−64.3% | 減碼 |
| Belpointe Asset Management LLC | 23,221 | $146.6 萬 | 0.08% | +4,278+22.6% | 加碼 |
| PGGM Investments | 23,186 | $146.3 萬 | 0.02% | −2,575,260−99.1% | 減碼 |
| Guggenheim Capital LLC | 22,817 | $144.0 萬 | 0.01% | +1,693+8.0% | 加碼 |
| TFG Advisers LLC | 22,262 | $140.5 萬 | 0.51% | −379−1.7% | 減碼 |
| Cornerstone Wealth Management, LLC | 22,121 | $139.6 萬 | 0.09% | −1,916−8.0% | 減碼 |
| Apollon Wealth Management, LLC | 22,080 | $139.3 萬 | 0.03% | −1,174−5.0% | 減碼 |
| Associated Banc-Corp | 22,007 | $138.9 萬 | 0.04% | 00.0% | 不變 |
| Prudential PLC | 21,990 | $138.8 萬 | 0.01% | +8,592+64.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 22,037 | $138.1 萬 | 0.01% | +2,990+15.7% | 加碼 |
| Swiss Life Asset Management Ltd | 21,857 | $137.9 萬 | 0.01% | +6,903+46.2% | 加碼 |
| Jeppson Wealth Management, LLC | 21,713 | $137.0 萬 | 0.50% | −343−1.6% | 減碼 |
| Quest Partners LLC | 21,684 | $136.8 萬 | 0.15% | +217+1.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 21,427 | $135.2 萬 | 0.07% | −2,820−11.6% | 減碼 |
| Pinebridge Investments, L.P. | 21,248 | $134.1 萬 | 0.01% | −62,377−74.6% | 減碼 |
| Mutual Advisors, LLC | 21,983 | $133.3 萬 | 0.04% | +3,090+16.4% | 加碼 |
| Moors & Cabot, Inc. | 21,065 | $132.9 萬 | 0.07% | −275−1.3% | 減碼 |
| Mackenzie Financial Corp | 20,787 | $131.2 萬 | 0.00% | +1,763+9.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 20,336 | $128.3 萬 | 0.01% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 20,304 | $128.1 萬 | 0.01% | +525+2.7% | 加碼 |
| Erste Asset Management GmbH | 20,200 | $126.7 萬 | 0.02% | 00.0% | 不變 |
| Colonial Trust Advisors | 19,893 | $125.5 萬 | 0.11% | −2,360−10.6% | 減碼 |
| Blair William & Co | 19,722 | $124.5 萬 | 0.00% | −1,916−8.9% | 減碼 |
| Rockefeller Capital Management L.P. | 19,438 | $122.7 萬 | 0.00% | +3,700+23.5% | 加碼 |
| Frank, Rimerman Advisors LLC | 19,309 | $121.9 萬 | 0.10% | +11,905+160.8% | 加碼 |