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 2 季 13F 持有人
W. P. Carey Inc. 在 2025/6/30 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
- 820
- 較 2025 年第 1 季 +10 家
- 持有股數
- 1.57 億
- 較 2025 年第 1 季 +50.1 萬 (+0.3%)
- 總市值
- $97.9 億
- 較 2025 年第 1 季 −$1,132 萬 (−0.1%)
- 新進機構
- 85
- 另有 341 家加碼
- 清倉機構
- 75
- 另有 261 家減碼
另有 13 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 | 811 | $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 | 698 | $80.9 億 |
| 2021 年第 1 季 | 652 | $72.5 億 |
2025 年第 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,779,041 | $19.2 億 | 0.03% | +32,189+0.1% | 加碼 |
| BlackRock, Inc. | 27,744,376 | $17.3 億 | 0.03% | +383,389+1.4% | 加碼 |
| State Street Corp | 12,209,342 | $7.72 億 | 0.03% | −245,975−2.0% | 減碼 |
| JPMorgan Chase & Co | 5,101,061 | $3.18 億 | 0.02% | −11,129−0.2% | 減碼 |
| Geode Capital Management, LLC | 4,606,018 | $2.87 億 | 0.02% | +87,150+1.9% | 加碼 |
| Massachusetts Financial Services Co | 3,716,050 | $2.32 億 | 0.07% | −502,369−11.9% | 減碼 |
| Dimensional Fund Advisors LP | 3,121,698 | $1.95 億 | 0.05% | −52,267−1.6% | 減碼 |
| Charles Schwab Investment Management Inc | 2,769,189 | $1.73 億 | 0.03% | +106,879+4.0% | 加碼 |
| Northern Trust Corp | 2,723,181 | $1.70 億 | 0.02% | +26,337+1.0% | 加碼 |
| UBS Asset Management Americas Inc | 2,567,832 | $1.60 億 | 0.03% | +310,815+13.8% | 加碼 |
| Legal & General Group Plc | 2,551,251 | $1.59 億 | 0.04% | +120,498+5.0% | 加碼 |
| Norges Bank | 2,427,234 | $1.51 億 | 0.02% | +51,008+2.1% | 加碼 |
| Bank of New York Mellon Corp | 2,237,186 | $1.40 億 | 0.03% | −10,833−0.5% | 減碼 |
| Morgan Stanley | 1,843,990 | $1.15 億 | 0.01% | −180,910−8.9% | 減碼 |
| Equity Investment Corp | 1,806,639 | $1.13 億 | 2.47% | −142,756−7.3% | 減碼 |
| UBS Group AG | 1,449,368 | $9,041 萬 | 0.02% | −154,111−9.6% | 減碼 |
| Bank of America Corp | 1,127,990 | $7,036 萬 | 0.01% | −9,569−0.8% | 減碼 |
| Commonwealth Equity Services, LLC | 984,484 | $6,141 萬 | 0.08% | −75,688−7.1% | 減碼 |
| Advisors Capital Management, LLC | 875,988 | $5,464 萬 | 0.75% | +52,660+6.4% | 加碼 |
| California Public Employees Retirement System | 859,273 | $5,360 萬 | 0.03% | −136,227−13.7% | 減碼 |
| Balyasny Asset Management LLC | 830,543 | $5,181 萬 | 0.12% | +517,855+165.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 824,734 | $5,145 萬 | 0.08% | −47,762−5.5% | 減碼 |
| APG Asset Management US Inc. | 812,241 | $5,116 萬 | 0.38% | +52,222+6.9% | 加碼 |
| Ameriprise Financial Inc | 784,333 | $4,893 萬 | 0.01% | +59,497+8.2% | 加碼 |
| Captrust Financial Advisors | 771,534 | $4,813 萬 | 0.11% | +744,097+2,712.0% | 加碼 |
| LPL Financial LLC | 756,299 | $4,718 萬 | 0.02% | +75,431+11.1% | 加碼 |
| Invesco Ltd. | 753,196 | $4,698 萬 | 0.01% | +11,635+1.6% | 加碼 |
| Victory Capital Management Inc | 750,590 | $4,682 萬 | 0.03% | +59,507+8.6% | 加碼 |
| First Trust Advisors LP | 736,437 | $4,594 萬 | 0.04% | +595,404+422.2% | 加碼 |
| Rhumbline Advisers | 674,282 | $4,206 萬 | 0.04% | +10,534+1.6% | 加碼 |
| Millennium Management LLC | 672,682 | $4,196 萬 | 0.04% | +459,488+215.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 670,445 | $4,182 萬 | 0.03% | +1,458+0.2% | 加碼 |
| Swiss National Bank | 662,851 | $4,135 萬 | 0.02% | +45,600+7.4% | 加碼 |
| Price T Rowe Associates Inc | 640,505 | $3,996 萬 | 0.00% | −441,714−40.8% | 減碼 |
| Envestnet Asset Management Inc | 616,284 | $3,844 萬 | 0.01% | +9,857+1.6% | 加碼 |
| GEM Realty Capital | 604,270 | $3,769 萬 | 3.62% | +604,270 | 新進 |
| Raymond James Financial Inc | 602,208 | $3,757 萬 | 0.01% | +16,587+2.8% | 加碼 |
| Zacks Investment Management | 569,650 | $3,553 萬 | 0.30% | +7,253+1.3% | 加碼 |
| HSBC Holdings PLC | 559,406 | $3,488 萬 | 0.02% | +154,704+38.2% | 加碼 |
| FMR LLC | 550,870 | $3,436 萬 | 0.00% | +64,196+13.2% | 加碼 |
| Alyeska Investment Group, L.P. | 520,293 | $3,246 萬 | 0.12% | +520,293 | 新進 |
| Principal Financial Group Inc | 496,415 | $3,097 萬 | 0.02% | −6,919−1.4% | 減碼 |
| Great West Life Assurance Co | 494,164 | $3,085 萬 | 0.05% | +18,689+3.9% | 加碼 |
| Private Management Group Inc | 484,265 | $3,021 萬 | 0.98% | +10,121+2.1% | 加碼 |
| Asset Management One Co.,Ltd. | 463,714 | $2,893 萬 | 0.09% | +24,368+5.5% | 加碼 |
| Gillson Capital LP | 437,945 | $2,732 萬 | 2.09% | +437,945 | 新進 |
| Alliancebernstein L.P. | 395,036 | $2,464 萬 | 0.01% | −28,651−6.8% | 減碼 |
| Amundi | 386,651 | $2,448 萬 | 0.01% | +109,980+39.8% | 加碼 |
| Public Employees Retirement System of Ohio | 384,328 | $2,397 萬 | 0.08% | +4,942+1.3% | 加碼 |
| Wells Fargo & Company | 381,755 | $2,381 萬 | 0.01% | +7,048+1.9% | 加碼 |
| California State Teachers Retirement System | 376,908 | $2,351 萬 | 0.03% | +61,023+19.3% | 加碼 |
| Nomura Asset Management Co Ltd | 375,443 | $2,342 萬 | 0.06% | +7,150+1.9% | 加碼 |
| Brown Advisory Inc | 364,590 | $2,274 萬 | 0.03% | −2,517−0.7% | 減碼 |
| Jain Global LLC | 353,240 | $2,204 萬 | 0.34% | +61,055+20.9% | 加碼 |
| Deutsche Bank AG | 352,853 | $2,201 萬 | 0.01% | +61,545+21.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 336,007 | $2,096 萬 | 0.02% | +4,459+1.3% | 加碼 |
| Berkshire Asset Management LLC | 328,306 | $2,048 萬 | 0.93% | +1020.0% | 加碼 |
| Nuveen, LLC | 320,551 | $2,000 萬 | 0.01% | −157,883−33.0% | 減碼 |
| Allianz Asset Management GmbH | 311,346 | $1,942 萬 | 0.03% | +17,097+5.8% | 加碼 |
| KLP Kapitalforvaltning AS | 307,300 | $1,940 萬 | 0.08% | +34,800+12.8% | 加碼 |
| Franklin Resources Inc | 303,660 | $1,894 萬 | 0.01% | +55,518+22.4% | 加碼 |
| Treasurer of the State of North Carolina | 299,915 | $1,871 萬 | 0.06% | +130,906+77.5% | 加碼 |
| Goldman Sachs Group Inc | 299,000 | $1,865 萬 | 0.00% | −9,729−3.2% | 減碼 |
| Citigroup Inc | 298,701 | $1,863 萬 | 0.01% | +82,179+38.0% | 加碼 |
| Geneos Wealth Management Inc. | 291,828 | $1,820 萬 | 0.44% | +273,841+1,522.4% | 加碼 |
| Cetera Investment Advisers | 277,660 | $1,732 萬 | 0.03% | −8,383−2.9% | 減碼 |
| Retirement Systems of Alabama | 267,639 | $1,670 萬 | 0.06% | +1,273+0.5% | 加碼 |
| Lighthouse Investment Partners, LLC | 265,000 | $1,653 萬 | 0.72% | −61,100−18.7% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 263,873 | $1,646 萬 | 0.07% | −23,972−8.3% | 減碼 |
| TruWealth Advisors, LLC | 253,957 | $1,584 萬 | 0.87% | +5,676+2.3% | 加碼 |
| Virginia Retirement Systems Et Al | 252,290 | $1,574 萬 | 0.11% | +3,300+1.3% | 加碼 |
| Royal Bank of Canada | 252,053 | $1,572 萬 | 0.00% | −211−0.1% | 減碼 |
| AQR Capital Management LLC | 236,045 | $1,452 萬 | 0.01% | +70,413+42.5% | 加碼 |
| CSM Advisors, LLC | 232,513 | $1,450 萬 | 0.42% | +232,513 | 新進 |
| STRS Ohio | 231,337 | $1,443 萬 | 0.05% | +111,529+93.1% | 加碼 |
| Advisor Group Holdings, Inc. | 217,051 | $1,355 萬 | 0.02% | +9,706+4.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 211,494 | $1,337 萬 | 0.02% | +3,985+1.9% | 加碼 |
| Achmea Investment Management B.V. | 213,363 | $1,331 萬 | 0.17% | +40,161+23.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 203,775 | $1,271 萬 | 0.02% | +640+0.3% | 加碼 |
| Barclays PLC | 199,858 | $1,247 萬 | 0.00% | −35,271−15.0% | 減碼 |
| Waterfront Capital Partners, LLC | 196,015 | $1,223 萬 | 3.04% | −74,757−27.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 190,795 | $1,190 萬 | 0.24% | +27,882+17.1% | 加碼 |
| AXA S.A. | 182,938 | $1,141 萬 | 0.03% | +11,997+7.0% | 加碼 |
| Sonora Investment Management Group, LLC | 182,822 | $1,140 萬 | 0.85% | +4,817+2.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 181,372 | $1,131 萬 | 0.01% | +82,467+83.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 175,378 | $1,094 萬 | 0.01% | −3,951−2.2% | 減碼 |
| Pictet Asset Management Holding SA | 171,379 | $1,069 萬 | 0.01% | +20,911+13.9% | 加碼 |
| American Century Companies Inc | 169,692 | $1,059 萬 | 0.01% | +97,622+135.5% | 加碼 |
| Truist Financial Corp | 164,739 | $1,028 萬 | 0.02% | −4,018−2.4% | 減碼 |
| Aviva PLC | 162,924 | $1,016 萬 | 0.02% | +12,184+8.1% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 162,207 | $1,012 萬 | 0.02% | +18,888+13.2% | 加碼 |
| Andra AP-fonden | 160,700 | $1,002 萬 | 0.14% | +35,100+27.9% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 159,637 | $995.8 萬 | 0.02% | −526,505−76.7% | 減碼 |
| New York State Teachers Retirement System | 159,423 | $994.5 萬 | 0.02% | −64,410−28.8% | 減碼 |
| Davenport & Co LLC | 155,630 | $971.0 萬 | 0.05% | −1,729−1.1% | 減碼 |
| MML Investors Services, LLC | 152,324 | $950.2 萬 | 0.03% | −9,107−5.6% | 減碼 |
| Two Sigma Investments, LP | 151,352 | $944.1 萬 | 0.02% | −103,466−40.6% | 減碼 |
| Two Sigma Advisers, LP | 151,301 | $943.8 萬 | 0.02% | −27,399−15.3% | 減碼 |
| Illinois Municipal Retirement Fund | 151,092 | $942.5 萬 | 0.13% | −64,240−29.8% | 減碼 |
| Janney Montgomery Scott LLC | 147,833 | $922.2 萬 | 0.02% | −393−0.3% | 減碼 |