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 4 季 13F 持有人
W. P. Carey Inc. 在 2025/12/31 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
- 857
- 較 2025 年第 3 季 +55 家
- 持有股數
- 1.65 億
- 較 2025 年第 3 季 +872.5 萬 (+5.6%)
- 總市值
- $106.2 億
- 較 2025 年第 3 季 +$5,197 萬 (+0.5%)
- 新進機構
- 119
- 另有 278 家加碼
- 清倉機構
- 64
- 另有 310 家減碼
另有 17 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,437,061 | $19.6 億 | 0.03% | −188,480−0.6% | 減碼 |
| BlackRock, Inc. | 28,356,926 | $18.3 億 | 0.03% | +300,995+1.1% | 加碼 |
| State Street Corp | 12,251,224 | $7.99 億 | 0.03% | −77,935−0.6% | 減碼 |
| Geode Capital Management, LLC | 4,795,604 | $3.08 億 | 0.02% | +110,306+2.4% | 加碼 |
| Massachusetts Financial Services Co | 4,213,013 | $2.71 億 | 0.09% | +441,526+11.7% | 加碼 |
| Invesco Ltd. | 3,904,767 | $2.51 億 | 0.02% | +12,305+0.3% | 加碼 |
| JPMorgan Chase & Co | 3,298,513 | $2.12 億 | 0.01% | −1,373,179−29.4% | 減碼 |
| Dimensional Fund Advisors LP | 3,192,275 | $2.05 億 | 0.04% | +20,585+0.6% | 加碼 |
| Charles Schwab Investment Management Inc | 2,947,595 | $1.90 億 | 0.03% | +143,876+5.1% | 加碼 |
| Norges Bank | 2,859,460 | $1.84 億 | 0.02% | +2,859,460 | 新進 |
| Legal & General Group Plc | 2,699,056 | $1.74 億 | 0.04% | +128,761+5.0% | 加碼 |
| Northern Trust Corp | 2,610,136 | $1.68 億 | 0.02% | −16,473−0.6% | 減碼 |
| Bank of New York Mellon Corp | 2,316,295 | $1.49 億 | 0.03% | +161,405+7.5% | 加碼 |
| UBS Asset Management Americas Inc | 2,163,285 | $1.39 億 | 0.03% | +2,156,467+31,629.0% | 加碼 |
| Morgan Stanley | 1,997,345 | $1.29 億 | 0.01% | +180,716+9.9% | 加碼 |
| Equity Investment Corp | 1,626,111 | $1.05 億 | 2.11% | +43,668+2.8% | 加碼 |
| UBS Group AG | 1,398,432 | $9,000 萬 | 0.02% | −148,550−9.6% | 減碼 |
| Bank of America Corp | 1,334,248 | $8,587 萬 | 0.01% | −12,242−0.9% | 減碼 |
| Wellington Management Group LLP | 1,219,541 | $7,849 萬 | 0.01% | +89,139+7.9% | 加碼 |
| Captrust Financial Advisors | 1,030,365 | $6,631 萬 | 0.13% | +188,259+22.4% | 加碼 |
| Advisors Capital Management, LLC | 966,856 | $6,223 萬 | 0.73% | +51,887+5.7% | 加碼 |
| HSBC Holdings PLC | 922,540 | $5,937 萬 | 0.03% | +71,463+8.4% | 加碼 |
| APG Asset Management US Inc. | 875,667 | $5,636 萬 | 0.44% | −40,939−4.5% | 減碼 |
| LPL Financial LLC | 842,642 | $5,423 萬 | 0.01% | +14,853+1.8% | 加碼 |
| Commonwealth Equity Services, LLC | 835,931 | $5,380 萬 | 0.07% | −36,450−4.2% | 減碼 |
| Ameriprise Financial Inc | 835,698 | $5,376 萬 | 0.01% | +10,936+1.3% | 加碼 |
| Amundi | 796,310 | $5,125 萬 | 0.01% | +349,358+78.2% | 加碼 |
| Barclays PLC | 762,002 | $4,904 萬 | 0.02% | −99,428−11.5% | 減碼 |
| Victory Capital Management Inc | 756,622 | $4,870 萬 | 0.03% | +24,682+3.4% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 704,038 | $4,531 萬 | 0.08% | +592,142+529.2% | 加碼 |
| Marshall Wace, LLP | 683,985 | $4,402 萬 | 0.04% | +175,827+34.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 666,924 | $4,292 萬 | 0.03% | −8,452−1.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 664,382 | $4,276 萬 | 0.06% | −47,750−6.7% | 減碼 |
| Jupiter Asset Management Ltd | 646,950 | $4,164 萬 | 0.33% | +646,950 | 新進 |
| First Trust Advisors LP | 638,788 | $4,111 萬 | 0.03% | −18,104−2.8% | 減碼 |
| Schroder Investment Management Group | 634,225 | $4,082 萬 | 0.03% | +585,923+1,213.0% | 加碼 |
| Rhumbline Advisers | 627,010 | $4,035 萬 | 0.03% | −28,361−4.3% | 減碼 |
| Raymond James Financial Inc | 625,738 | $4,027 萬 | 0.01% | +29,575+5.0% | 加碼 |
| Envestnet Asset Management Inc | 601,635 | $3,872 萬 | 0.01% | −6,033−1.0% | 減碼 |
| Swiss National Bank | 600,251 | $3,863 萬 | 0.02% | −30,900−4.9% | 減碼 |
| California Public Employees Retirement System | 594,856 | $3,828 萬 | 0.02% | −131,799−18.1% | 減碼 |
| Nuveen, LLC | 569,095 | $3,663 萬 | 0.01% | +252,901+80.0% | 加碼 |
| Zacks Investment Management | 559,326 | $3,600 萬 | 0.28% | −12,612−2.2% | 減碼 |
| Candriam Luxembourg S.C.A. | 541,223 | $3,483 萬 | 0.17% | +389,918+257.7% | 加碼 |
| American Century Companies Inc | 533,108 | $3,431 萬 | 0.02% | +321,122+151.5% | 加碼 |
| Great West Life Assurance Co | 508,893 | $3,276 萬 | 0.06% | −37,532−6.9% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 500,987 | $3,224 萬 | 0.08% | +500,987 | 新進 |
| Principal Financial Group Inc | 471,161 | $3,032 萬 | 0.02% | −15,112−3.1% | 減碼 |
| Asset Management One Co.,Ltd. | 444,008 | $2,876 萬 | 0.08% | −13,586−3.0% | 減碼 |
| Alyeska Investment Group, L.P. | 441,646 | $2,842 萬 | 0.08% | −29,163−6.2% | 減碼 |
| Two Sigma Investments, LP | 417,995 | $2,690 萬 | 0.04% | +165,112+65.3% | 加碼 |
| Nomura Asset Management Co Ltd | 399,948 | $2,574 萬 | 0.07% | +11,035+2.8% | 加碼 |
| Wells Fargo & Company | 399,652 | $2,572 萬 | 0.01% | +15,303+4.0% | 加碼 |
| Citigroup Inc | 396,108 | $2,549 萬 | 0.02% | +91,428+30.0% | 加碼 |
| California State Teachers Retirement System | 394,418 | $2,538 萬 | 0.03% | −30,472−7.2% | 減碼 |
| Deutsche Bank AG | 386,512 | $2,488 萬 | 0.01% | +27,905+7.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 378,799 | $2,457 萬 | 0.02% | +6,587+1.8% | 加碼 |
| Public Employees Retirement System of Ohio | 369,948 | $2,381 萬 | 0.07% | −12,437−3.3% | 減碼 |
| Private Management Group Inc | 363,183 | $2,337 萬 | 0.68% | −114,326−23.9% | 減碼 |
| Brown Advisory Inc | 362,128 | $2,331 萬 | 0.03% | −1,873−0.5% | 減碼 |
| KLP Kapitalforvaltning AS | 355,400 | $2,315 萬 | 0.09% | +75,900+27.2% | 加碼 |
| FMR LLC | 358,768 | $2,309 萬 | 0.00% | −12,543−3.4% | 減碼 |
| Arbejdsmarkedets Tillaegspension | 357,610 | $2,302 萬 | 0.59% | +357,610 | 新進 |
| CWM, LLC | 354,209 | $2,280 萬 | 0.06% | −16,971−4.6% | 減碼 |
| Cetera Investment Advisers | 349,914 | $2,252 萬 | 0.02% | −4,808−1.4% | 減碼 |
| Berkshire Asset Management LLC | 328,144 | $2,112 萬 | 0.93% | −1,382−0.4% | 減碼 |
| AQR Capital Management LLC | 324,722 | $2,090 萬 | 0.01% | −159,190−32.9% | 減碼 |
| Alliancebernstein L.P. | 320,324 | $2,062 萬 | 0.01% | +388+0.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 318,588 | $2,050 萬 | 0.04% | +6,747+2.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 317,530 | $2,045 萬 | 0.03% | +7,330+2.4% | 加碼 |
| Goldman Sachs Group Inc | 307,019 | $1,976 萬 | 0.00% | −13,161−4.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 300,943 | $1,937 萬 | 0.05% | +17,898+6.3% | 加碼 |
| TruWealth Advisors, LLC | 300,021 | $1,931 萬 | 0.94% | +6,717+2.3% | 加碼 |
| Treasurer of the State of North Carolina | 288,953 | $1,860 萬 | 0.06% | −7,000−2.4% | 減碼 |
| Pictet Asset Management Holding SA | 286,333 | $1,843 萬 | 0.02% | +84,903+42.2% | 加碼 |
| CSM Advisors, LLC | 278,779 | $1,795 萬 | 0.49% | +67,690+32.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 272,311 | $1,753 萬 | 0.02% | +142,274+109.4% | 加碼 |
| Allianz Asset Management GmbH | 269,999 | $1,738 萬 | 0.02% | +39,887+17.3% | 加碼 |
| Geneos Wealth Management Inc. | 267,504 | $1,722 萬 | 0.42% | −15,561−5.5% | 減碼 |
| Retirement Systems of Alabama | 263,010 | $1,693 萬 | 0.05% | −1,764−0.7% | 減碼 |
| Franklin Resources Inc | 262,354 | $1,689 萬 | 0.00% | −43,113−14.1% | 減碼 |
| Virginia Retirement Systems Et Al | 258,690 | $1,665 萬 | 0.10% | 00.0% | 不變 |
| Toronto Dominion Bank | 252,327 | $1,624 萬 | 0.03% | +216,739+609.0% | 加碼 |
| Jain Global LLC | 243,027 | $1,564 萬 | 0.15% | +7,596+3.2% | 加碼 |
| Royal Bank of Canada | 234,398 | $1,509 萬 | 0.00% | +7,154+3.1% | 加碼 |
| Korea Investment CORP | 225,634 | $1,452 萬 | 0.03% | +51,904+29.9% | 加碼 |
| Colony Group, LLC | 219,935 | $1,416 萬 | 0.02% | +150,887+218.5% | 加碼 |
| Two Sigma Advisers, LP | 218,700 | $1,408 萬 | 0.03% | +88,100+67.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 211,176 | $1,359 萬 | 0.01% | +28,614+15.7% | 加碼 |
| Carnegie Capital Asset Management, LLC | 207,574 | $1,336 萬 | 0.25% | −1,064−0.5% | 減碼 |
| Advisor Group Holdings, Inc. | 207,303 | $1,335 萬 | 0.02% | −30,741−12.9% | 減碼 |
| Aviva PLC | 183,916 | $1,184 萬 | 0.02% | +9,655+5.5% | 加碼 |
| Price T Rowe Associates Inc | 183,298 | $1,180 萬 | 0.00% | −468,518−71.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 181,007 | $1,165 萬 | 0.02% | 00.0% | 不變 |
| KBC Group NV | 179,209 | $1,153 萬 | 0.03% | +152,479+570.4% | 加碼 |
| New York State Teachers Retirement System | 178,165 | $1,147 萬 | 0.02% | +15,817+9.7% | 加碼 |
| Truist Financial Corp | 175,152 | $1,127 萬 | 0.02% | +9,874+6.0% | 加碼 |
| Tectonic Advisors LLC | 174,498 | $1,123 萬 | 0.59% | +11,467+7.0% | 加碼 |
| Quantinno Capital Management LP | 174,441 | $1,123 萬 | 0.02% | +12,536+7.7% | 加碼 |
| Achmea Investment Management B.V. | 173,202 | $1,115 萬 | 0.28% | −40,161−18.8% | 減碼 |