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 3 季 13F 持有人
W. P. Carey Inc. 在 2025/9/30 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
- 819
- 較 2025 年第 2 季 +12 家
- 持有股數
- 1.57 億
- 較 2025 年第 2 季 +242.6 萬 (+1.6%)
- 總市值
- $105.9 億
- 較 2025 年第 2 季 +$9.73 億 (+10.1%)
- 新進機構
- 80
- 另有 300 家加碼
- 清倉機構
- 68
- 另有 281 家減碼
另有 13 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Signet Financial Management, LLC | 39,551 | $267.2 萬 | 0.31% | +58+0.1% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 40,040 | $270.6 萬 | 0.15% | +9,489+31.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 41,050 | $277.4 萬 | 0.08% | −1,466−3.4% | 減碼 |
| Natixis Advisors, L.P. | 41,478 | $280.3 萬 | 0.00% | +2,366+6.0% | 加碼 |
| QRG Capital Management, Inc. | 42,120 | $284.6 萬 | 0.03% | −95,270−69.3% | 減碼 |
| Private Advisor Group, LLC | 42,752 | $288.9 萬 | 0.01% | −2,920−6.4% | 減碼 |
| Presima Inc. | 42,862 | $289.6 萬 | 0.80% | +9,028+26.7% | 加碼 |
| New Mexico Educational Retirement Board | 43,400 | $293.3 萬 | 0.09% | 00.0% | 不變 |
| Stifel Financial Corp | 43,517 | $294.0 萬 | 0.00% | +2,652+6.5% | 加碼 |
| Capital Square, LLC | 43,771 | $295.8 萬 | 1.51% | −1,469−3.2% | 減碼 |
| Pensionfund Sabic | 43,804 | $296.0 萬 | 0.81% | −2,000−4.4% | 減碼 |
| Oregon Public Employees Retirement Fund | 44,119 | $298.1 萬 | 0.04% | −700−1.6% | 減碼 |
| Hantz Financial Services, Inc. | 44,160 | $298.4 萬 | 0.05% | −526−1.2% | 減碼 |
| New Age Alpha Advisors, LLC | 44,856 | $303.1 萬 | 0.13% | −1,527−3.3% | 減碼 |
| HighPoint Advisor Group LLC | 45,188 | $305.3 萬 | 0.15% | +5,210+13.0% | 加碼 |
| Balyasny Asset Management LLC | 45,353 | $306.5 萬 | 0.01% | −785,190−94.5% | 減碼 |
| Freedom Financial Partners LLC | 45,757 | $309.2 萬 | 1.18% | +130+0.3% | 加碼 |
| Ostrum Asset Management | 45,938 | $310.4 萬 | 0.14% | +7,208+18.6% | 加碼 |
| Pensionfund DSM Netherlands | 46,300 | $312.8 萬 | 2.03% | 00.0% | 不變 |
| Uniplan Investment Counsel, Inc. | 46,581 | $314.8 萬 | 0.31% | +46,581 | 新進 |
| HighTower Advisors, LLC | 46,820 | $316.4 萬 | 0.00% | −90.0% | 減碼 |
| CI Private Wealth, LLC | 46,842 | $316.5 萬 | 0.01% | +140.0% | 加碼 |
| Bank of Montreal | 46,966 | $317.3 萬 | 0.00% | +2,270+5.1% | 加碼 |
| Coldstream Capital Management Inc | 47,241 | $319.2 萬 | 0.04% | −3,916−7.7% | 減碼 |
| Schroder Investment Management Group | 48,302 | $324.4 萬 | 0.00% | +16,580+52.3% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 48,812 | $329.8 萬 | 0.05% | −79−0.2% | 減碼 |
| Baird Financial Group, Inc. | 49,535 | $334.7 萬 | 0.01% | +531+1.1% | 加碼 |
| Romano Brothers and Company | 50,235 | $339.4 萬 | 0.39% | −1,700−3.3% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 50,925 | $344.1 萬 | 0.01% | −669−1.3% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 51,655 | $349.0 萬 | 2.25% | −5,370−9.4% | 減碼 |
| Metis Global Partners, LLC | 51,820 | $350.1 萬 | 0.08% | +12,888+33.1% | 加碼 |
| Alpha Omega Wealth Management LLC | 51,838 | $350.3 萬 | 0.58% | −925−1.8% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 53,601 | $362.2 萬 | 0.93% | +5,454+11.3% | 加碼 |
| Neuberger Berman Group LLC | 54,905 | $371.0 萬 | 0.00% | +16,203+41.9% | 加碼 |
| Cresset Asset Management, LLC | 54,586 | $373.8 萬 | 0.02% | +1,059+2.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 57,481 | $388.4 萬 | 0.02% | +43,850+321.7% | 加碼 |
| Thrivent Financial for Lutherans | 57,858 | $390.9 萬 | 0.01% | −6,694−10.4% | 減碼 |
| Ieq Capital, LLC | 57,876 | $391.1 萬 | 0.01% | +53,340+1,175.9% | 加碼 |
| Handelsbanken Fonder AB | 58,800 | $397.3 萬 | 0.01% | 00.0% | 不變 |
| State of Michigan Retirement System | 59,800 | $404.1 萬 | 0.02% | −600−1.0% | 減碼 |
| Nissay Asset Management Corp | 60,392 | $408.1 萬 | 0.02% | −376−0.6% | 減碼 |
| Swedbank AB | 60,596 | $409.4 萬 | 0.00% | +11,821+24.2% | 加碼 |
| Louisiana State Employees Retirement System | 61,000 | $412.2 萬 | 0.07% | −600−1.0% | 減碼 |
| Ensign Peak Advisors, Inc | 61,353 | $414.6 萬 | 0.01% | −14,467−19.1% | 減碼 |
| Exchange Traded Concepts, LLC | 61,601 | $416.2 萬 | 0.04% | −2,326−3.6% | 減碼 |
| TT Capital Management LLC | 61,992 | $418.9 萬 | 3.20% | −4,401−6.6% | 減碼 |
| Forsta Ap-Fonden | 64,200 | $433.8 萬 | 0.03% | +4,500+7.5% | 加碼 |
| Arizona State Retirement System | 64,534 | $436.1 萬 | 0.02% | +532+0.8% | 加碼 |
| UniSuper Management Pty Ltd | 65,400 | $441.9 萬 | 0.03% | 00.0% | 不變 |
| CIBC Bancorp USA Inc. | 65,407 | $442.0 萬 | 0.03% | +65,407 | 新進 |
| CIBC World Markets Inc. | 66,186 | $447.2 萬 | 0.01% | +1,901+3.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 66,958 | $452.4 萬 | 0.04% | −7,446−10.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 67,825 | $458.3 萬 | 0.02% | +4,087+6.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 68,120 | $460.3 萬 | 0.04% | 00.0% | 不變 |
| NewSquare Capital LLC | 68,673 | $464.0 萬 | 0.31% | +280+0.4% | 加碼 |
| Colony Group, LLC | 69,048 | $466.7 萬 | 0.01% | −228−0.3% | 減碼 |
| Cohen Capital Management, Inc. | 70,141 | $473.9 萬 | 0.74% | +10.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 71,048 | $480.1 萬 | 0.04% | −78−0.1% | 減碼 |
| Adams Asset Advisors, LLC | 71,438 | $482.7 萬 | 0.62% | −537−0.7% | 減碼 |
| Meritage Portfolio Management | 73,810 | $498.7 萬 | 0.33% | −1,227−1.6% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 74,000 | $500.0 萬 | 0.01% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 74,475 | $503.2 萬 | 0.02% | −189,398−71.8% | 減碼 |
| Advocate Group LLC | 78,016 | $527.2 萬 | 0.87% | +337+0.4% | 加碼 |
| Yousif Capital Management, LLC | 78,083 | $527.6 萬 | 0.06% | −5,083−6.1% | 減碼 |
| Heitman Real Estate Securities LLC | 79,403 | $536.5 萬 | 0.37% | +15,469+24.2% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 79,497 | $537.2 萬 | 0.91% | +950+1.2% | 加碼 |
| IFM Investors Pty Ltd | 78,512 | $537.4 萬 | 0.05% | +481+0.6% | 加碼 |
| STRS Ohio | 80,883 | $546.5 萬 | 0.02% | −150,454−65.0% | 減碼 |
| Mariner, LLC | 82,960 | $560.6 萬 | 0.01% | +18,322+28.3% | 加碼 |
| Andra AP-fonden | 83,200 | $562.2 萬 | 0.07% | −77,500−48.2% | 減碼 |
| Prudential PLC | 84,748 | $572.6 萬 | 0.04% | +84,748 | 新進 |
| State of Tennessee, Treasury Department | 85,334 | $576.6 萬 | 0.02% | 00.0% | 不變 |
| Prairiewood Capital, LLC | 85,495 | $577.7 萬 | 1.92% | +6,567+8.3% | 加碼 |
| Sheets Smith Wealth Management | 85,510 | $577.8 萬 | 0.65% | −6,208−6.8% | 減碼 |
| Dupree Financial Group, LLC | 86,389 | $583.7 萬 | 2.22% | +2,933+3.5% | 加碼 |
| Wealthfront Advisers LLC | 87,362 | $590.3 萬 | 0.01% | −13,341−13.2% | 減碼 |
| Prudential Financial Inc | 94,332 | $637.4 萬 | 0.01% | −20,324−17.7% | 減碼 |
| Mercer Global Advisors Inc | 96,232 | $650.2 萬 | 0.01% | −11,761−10.9% | 減碼 |
| Royal London Asset Management Ltd | 98,574 | $666.1 萬 | 0.01% | −9,403−8.7% | 減碼 |
| Daiwa Securities Group Inc. | 99,736 | $673.9 萬 | 0.02% | +2,761+2.8% | 加碼 |
| Amalgamated Bank | 100,237 | $677.3 萬 | 0.05% | −420.0% | 減碼 |
| Mutual of America Capital Management LLC | 101,136 | $683.4 萬 | 0.07% | −7,761−7.1% | 減碼 |
| APG Asset Management N.V. | 120,700 | $694.1 萬 | 0.02% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 102,703 | $694.2 萬 | 0.01% | +15,509+17.8% | 加碼 |
| Verition Fund Management LLC | 102,977 | $695.8 萬 | 0.04% | +102,977 | 新進 |
| SEI Investments Co | 104,786 | $708.0 萬 | 0.01% | +7,803+8.0% | 加碼 |
| Creative Planning | 110,350 | $745.6 萬 | 0.01% | +22,785+26.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 111,896 | $756.1 萬 | 0.01% | −47,741−29.9% | 減碼 |
| Rock Point Advisors, LLC | 112,990 | $763.5 萬 | 2.02% | −730−0.6% | 減碼 |
| Pacer Advisors, Inc. | 113,835 | $769.2 萬 | 0.02% | +14,098+14.1% | 加碼 |
| Waterfront Capital Partners, LLC | 114,000 | $770.3 萬 | 5.04% | −82,015−41.8% | 減碼 |
| State of Wisconsin Investment Board | 114,372 | $772.8 萬 | 0.02% | −4,347−3.7% | 減碼 |
| Danske Bank A/S | 114,538 | $773.9 萬 | 0.02% | +5,900+5.4% | 加碼 |
| Verdence Capital Advisors LLC | 116,221 | $776.9 萬 | 0.45% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 115,023 | $777.2 萬 | 0.01% | +2,461+2.2% | 加碼 |
| New York State Common Retirement Fund | 115,438 | $780.0 萬 | 0.01% | +600+0.5% | 加碼 |
| Crawford Investment Counsel Inc | 118,222 | $798.8 萬 | 0.13% | +1,355+1.2% | 加碼 |
| MetLife Investment Management | 118,649 | $801.7 萬 | 0.04% | −5,439−4.4% | 減碼 |
| MML Investors Services, LLC | 119,986 | $810.7 萬 | 0.02% | −32,338−21.2% | 減碼 |
| Stony Point Wealth Management Inc. | 121,363 | $820.0 萬 | 3.31% | +3,009+2.5% | 加碼 |