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 | 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 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 |
|---|---|---|---|---|---|
| Generali Asset Management SPA SGR | 29,524 | $190.0 萬 | 0.04% | +29,524 | 新進 |
| ExodusPoint Capital Management, LP | 29,947 | $192.7 萬 | 0.02% | +8,306+38.4% | 加碼 |
| Waldron Private Wealth LLC | 30,074 | $193.6 萬 | 0.08% | 00.0% | 不變 |
| M&T Bank Corp | 30,127 | $193.9 萬 | 0.01% | +19,696+188.8% | 加碼 |
| Wellington Shields Capital Management, LLC | 30,177 | $194.2 萬 | 0.28% | −1,600−5.0% | 減碼 |
| NEOS Investment Management LLC | 30,288 | $194.9 萬 | 0.01% | +9,130+43.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 30,292 | $195.0 萬 | 0.01% | +330+1.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 30,758 | $198.0 萬 | 0.00% | +3,714+13.7% | 加碼 |
| US Bancorp | 31,954 | $205.7 萬 | 0.00% | −648−2.0% | 減碼 |
| XML Financial, LLC | 32,027 | $206.1 萬 | 0.17% | −922−2.8% | 減碼 |
| Vestcor Inc | 32,611 | $209.9 萬 | 0.06% | +28,174+635.0% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 33,025 | $212.5 萬 | 0.02% | −1,912−5.5% | 減碼 |
| Bridgewater Associates, LP | 33,703 | $216.9 萬 | 0.01% | +33,703 | 新進 |
| Weaver Consulting Group | 33,927 | $218.4 萬 | 0.53% | −281−0.8% | 減碼 |
| Apollon Wealth Management, LLC | 34,127 | $219.6 萬 | 0.04% | +1,454+4.5% | 加碼 |
| Xponance, Inc. | 34,159 | $219.8 萬 | 0.02% | −4,024−10.5% | 減碼 |
| Prudential Financial Inc | 34,288 | $220.7 萬 | 0.00% | −60,044−63.7% | 減碼 |
| Wealthcare Advisory Partners LLC | 34,381 | $221.3 萬 | 0.04% | +135+0.4% | 加碼 |
| Ostrum Asset Management | 34,507 | $222.1 萬 | 0.11% | −11,431−24.9% | 減碼 |
| Prudential PLC | 34,563 | $222.4 萬 | 0.02% | −50,185−59.2% | 減碼 |
| Investmark Advisory Group LLC | 34,957 | $225.0 萬 | 0.96% | −340−1.0% | 減碼 |
| JustInvest LLC | 35,137 | $226.1 萬 | 0.02% | +180+0.5% | 加碼 |
| Osmosis Investment Management UK Ltd | 34,822 | $226.9 萬 | 0.06% | +34,822 | 新進 |
| Utah Retirement Systems | 35,703 | $229.8 萬 | 0.02% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 36,357 | $234.0 萬 | 0.03% | −5,763−13.7% | 減碼 |
| SFMG, LLC | 36,748 | $236.5 萬 | 0.16% | −1,750−4.5% | 減碼 |
| Heitman Real Estate Securities LLC | 36,987 | $238.0 萬 | 0.17% | −42,416−53.4% | 減碼 |
| Royal Fund Management, LLC | 37,262 | $239.8 萬 | 0.22% | +21,332+133.9% | 加碼 |
| Nomura Asset Management International Inc. | 37,387 | $240.6 萬 | 0.00% | +37,387 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 37,695 | $242.6 萬 | 0.05% | +37,695 | 新進 |
| Meixler Investment Management, Ltd. | 37,844 | $243.6 萬 | 1.48% | +1,146+3.1% | 加碼 |
| Arkadios Wealth Advisors | 37,954 | $244.3 萬 | 0.05% | +1,524+4.2% | 加碼 |
| Rockefeller Capital Management L.P. | 37,985 | $244.5 萬 | 0.00% | +3,052+8.7% | 加碼 |
| Capital Square, LLC | 38,193 | $245.8 萬 | 1.25% | −5,578−12.7% | 減碼 |
| British Columbia Investment Management Corp | 38,794 | $249.7 萬 | 0.01% | +7,322+23.3% | 加碼 |
| DnB Asset Management AS | 38,987 | $250.9 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 40,162 | $258.5 萬 | 0.08% | −888−2.2% | 減碼 |
| Private Advisor Group, LLC | 40,277 | $259.2 萬 | 0.01% | −2,475−5.8% | 減碼 |
| Bank of Montreal | 40,740 | $262.2 萬 | 0.00% | −6,226−13.3% | 減碼 |
| Hantz Financial Services, Inc. | 40,843 | $262.9 萬 | 0.04% | −3,317−7.5% | 減碼 |
| Natixis Advisors, L.P. | 41,428 | $266.6 萬 | 0.00% | −50−0.1% | 減碼 |
| Dark Forest Capital Management LP | 42,707 | $274.9 萬 | 0.13% | +42,707 | 新進 |
| Pensionfund Sabic | 42,804 | $275.4 萬 | 0.75% | −1,000−2.3% | 減碼 |
| Coldstream Capital Management Inc | 43,119 | $277.5 萬 | 0.04% | −4,122−8.7% | 減碼 |
| Presima Inc. | 43,207 | $278.1 萬 | 1.60% | +345+0.8% | 加碼 |
| New Mexico Educational Retirement Board | 43,400 | $279.3 萬 | 0.08% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 43,619 | $280.7 萬 | 0.04% | −500−1.1% | 減碼 |
| Mariner, LLC | 43,789 | $281.6 萬 | 0.00% | −39,171−47.2% | 減碼 |
| Stifel Financial Corp | 44,014 | $283.3 萬 | 0.00% | +497+1.1% | 加碼 |
| Freedom Financial Partners LLC | 44,288 | $285.0 萬 | 1.04% | −1,469−3.2% | 減碼 |
| Pensionfund DSM Netherlands | 44,300 | $285.1 萬 | 1.88% | −2,000−4.3% | 減碼 |
| CI Private Wealth, LLC | 44,677 | $287.5 萬 | 0.00% | −2,165−4.6% | 減碼 |
| Oak Thistle LLC | 45,404 | $292.2 萬 | 0.41% | +45,404 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 46,934 | $302.1 萬 | 0.03% | +46,934 | 新進 |
| TT Capital Management LLC | 48,214 | $310.3 萬 | 2.47% | −13,778−22.2% | 減碼 |
| UniSuper Management Pty Ltd | 48,500 | $312.1 萬 | 0.02% | −16,900−25.8% | 減碼 |
| NewSquare Capital LLC | 48,897 | $314.7 萬 | 0.28% | −19,776−28.8% | 減碼 |
| Romano Brothers and Company | 48,910 | $314.8 萬 | 0.36% | −1,325−2.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 49,030 | $315.6 萬 | 0.04% | +218+0.4% | 加碼 |
| Baird Financial Group, Inc. | 49,135 | $316.2 萬 | 0.00% | −400−0.8% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 49,199 | $316.6 萬 | 0.01% | −1,726−3.4% | 減碼 |
| HighTower Advisors, LLC | 49,540 | $318.8 萬 | 0.00% | +2,720+5.8% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 49,630 | $319.4 萬 | 2.07% | −2,025−3.9% | 減碼 |
| HighPoint Advisor Group LLC | 50,238 | $323.3 萬 | 0.07% | +5,050+11.2% | 加碼 |
| Alpha Omega Wealth Management LLC | 51,420 | $330.9 萬 | 0.55% | −418−0.8% | 減碼 |
| Point72 Asset Management, L.P. | 53,017 | $341.2 萬 | 0.01% | +53,017 | 新進 |
| Millennium Management LLC | 54,015 | $347.6 萬 | 0.00% | −566,289−91.3% | 減碼 |
| Metis Global Partners, LLC | 54,076 | $348.0 萬 | 0.08% | +2,256+4.4% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 55,794 | $359.1 萬 | 0.88% | +2,193+4.1% | 加碼 |
| Engineers Gate Manager LP | 56,054 | $360.8 萬 | 0.04% | +56,054 | 新進 |
| Cresset Asset Management, LLC | 55,897 | $364.9 萬 | 0.02% | +1,311+2.4% | 加碼 |
| LMR Partners LLP | 57,558 | $370.4 萬 | 0.04% | +57,558 | 新進 |
| Andra AP-fonden | 58,000 | $373.3 萬 | 0.05% | −25,200−30.3% | 減碼 |
| Handelsbanken Fonder AB | 58,800 | $378.4 萬 | 0.01% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 59,571 | $383.4 萬 | 0.03% | −7,387−11.0% | 減碼 |
| Arizona State Retirement System | 60,171 | $387.3 萬 | 0.02% | −4,363−6.8% | 減碼 |
| Louisiana State Employees Retirement System | 60,600 | $390.0 萬 | 0.07% | −400−0.7% | 減碼 |
| Nissay Asset Management Corp | 61,750 | $397.4 萬 | 0.02% | +1,358+2.2% | 加碼 |
| State of Michigan Retirement System | 62,700 | $403.5 萬 | 0.02% | +2,900+4.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 62,826 | $404.3 萬 | 0.01% | −4,999−7.4% | 減碼 |
| Forsta Ap-Fonden | 64,500 | $415.1 萬 | 0.02% | +300+0.5% | 加碼 |
| New Age Alpha Advisors, LLC | 64,743 | $416.7 萬 | 0.18% | +19,887+44.3% | 加碼 |
| Exchange Traded Concepts, LLC | 65,475 | $421.4 萬 | 0.04% | +3,874+6.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 65,544 | $421.8 萬 | 0.02% | +8,063+14.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 68,120 | $438.4 萬 | 0.03% | 00.0% | 不變 |
| Uniplan Investment Counsel, Inc. | 68,618 | $441.6 萬 | 0.44% | +22,037+47.3% | 加碼 |
| Cohen Capital Management, Inc. | 70,141 | $451.4 萬 | 0.68% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 70,726 | $455.2 萬 | 0.04% | +70,726 | 新進 |
| Adams Asset Advisors, LLC | 73,318 | $471.9 萬 | 0.62% | +1,880+2.6% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 73,636 | $473.9 萬 | 0.04% | +2,588+3.6% | 加碼 |
| Meritage Portfolio Management | 73,770 | $474.8 萬 | 0.32% | −40−0.1% | 減碼 |
| IFM Investors Pty Ltd | 78,536 | $505.5 萬 | 0.04% | +240.0% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 79,297 | $510.4 萬 | 0.91% | −200−0.3% | 減碼 |
| Citadel Advisors LLC | 79,541 | $511.9 萬 | 0.00% | +79,541 | 新進 |
| Ensign Peak Advisors, Inc | 82,561 | $531.4 萬 | 0.01% | +21,208+34.6% | 加碼 |
| Yousif Capital Management, LLC | 76,711 | $536.4 萬 | 0.06% | −1,372−1.8% | 減碼 |
| Sheets Smith Wealth Management | 83,420 | $536.9 萬 | 0.59% | −2,090−2.4% | 減碼 |
| Wealthfront Advisers LLC | 84,959 | $546.8 萬 | 0.01% | −2,403−2.8% | 減碼 |
| Advocate Group LLC | 87,383 | $562.4 萬 | 0.91% | +9,367+12.0% | 加碼 |
| Dupree Financial Group, LLC | 88,502 | $569.6 萬 | 2.08% | +2,113+2.4% | 加碼 |