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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 378,799 | $2,457 萬 | 0.02% | +6,587+1.8% | 加碼 |
| Deutsche Bank AG | 386,512 | $2,488 萬 | 0.01% | +27,905+7.8% | 加碼 |
| California State Teachers Retirement System | 394,418 | $2,538 萬 | 0.03% | −30,472−7.2% | 減碼 |
| Citigroup Inc | 396,108 | $2,549 萬 | 0.02% | +91,428+30.0% | 加碼 |
| Wells Fargo & Company | 399,652 | $2,572 萬 | 0.01% | +15,303+4.0% | 加碼 |
| Nomura Asset Management Co Ltd | 399,948 | $2,574 萬 | 0.07% | +11,035+2.8% | 加碼 |
| Two Sigma Investments, LP | 417,995 | $2,690 萬 | 0.04% | +165,112+65.3% | 加碼 |
| Alyeska Investment Group, L.P. | 441,646 | $2,842 萬 | 0.08% | −29,163−6.2% | 減碼 |
| Asset Management One Co.,Ltd. | 444,008 | $2,876 萬 | 0.08% | −13,586−3.0% | 減碼 |
| Principal Financial Group Inc | 471,161 | $3,032 萬 | 0.02% | −15,112−3.1% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 500,987 | $3,224 萬 | 0.08% | +500,987 | 新進 |
| Great West Life Assurance Co | 508,893 | $3,276 萬 | 0.06% | −37,532−6.9% | 減碼 |
| American Century Companies Inc | 533,108 | $3,431 萬 | 0.02% | +321,122+151.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 541,223 | $3,483 萬 | 0.17% | +389,918+257.7% | 加碼 |
| Zacks Investment Management | 559,326 | $3,600 萬 | 0.28% | −12,612−2.2% | 減碼 |
| Nuveen, LLC | 569,095 | $3,663 萬 | 0.01% | +252,901+80.0% | 加碼 |
| California Public Employees Retirement System | 594,856 | $3,828 萬 | 0.02% | −131,799−18.1% | 減碼 |
| Swiss National Bank | 600,251 | $3,863 萬 | 0.02% | −30,900−4.9% | 減碼 |
| Envestnet Asset Management Inc | 601,635 | $3,872 萬 | 0.01% | −6,033−1.0% | 減碼 |
| Raymond James Financial Inc | 625,738 | $4,027 萬 | 0.01% | +29,575+5.0% | 加碼 |
| Rhumbline Advisers | 627,010 | $4,035 萬 | 0.03% | −28,361−4.3% | 減碼 |
| Schroder Investment Management Group | 634,225 | $4,082 萬 | 0.03% | +585,923+1,213.0% | 加碼 |
| First Trust Advisors LP | 638,788 | $4,111 萬 | 0.03% | −18,104−2.8% | 減碼 |
| Jupiter Asset Management Ltd | 646,950 | $4,164 萬 | 0.33% | +646,950 | 新進 |
| Robeco Institutional Asset Management B.V. | 664,382 | $4,276 萬 | 0.06% | −47,750−6.7% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 666,924 | $4,292 萬 | 0.03% | −8,452−1.3% | 減碼 |
| Marshall Wace, LLP | 683,985 | $4,402 萬 | 0.04% | +175,827+34.6% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 704,038 | $4,531 萬 | 0.08% | +592,142+529.2% | 加碼 |
| Victory Capital Management Inc | 756,622 | $4,870 萬 | 0.03% | +24,682+3.4% | 加碼 |
| Barclays PLC | 762,002 | $4,904 萬 | 0.02% | −99,428−11.5% | 減碼 |
| Amundi | 796,310 | $5,125 萬 | 0.01% | +349,358+78.2% | 加碼 |
| Ameriprise Financial Inc | 835,698 | $5,376 萬 | 0.01% | +10,936+1.3% | 加碼 |
| Commonwealth Equity Services, LLC | 835,931 | $5,380 萬 | 0.07% | −36,450−4.2% | 減碼 |
| LPL Financial LLC | 842,642 | $5,423 萬 | 0.01% | +14,853+1.8% | 加碼 |
| APG Asset Management US Inc. | 875,667 | $5,636 萬 | 0.44% | −40,939−4.5% | 減碼 |
| HSBC Holdings PLC | 922,540 | $5,937 萬 | 0.03% | +71,463+8.4% | 加碼 |
| Advisors Capital Management, LLC | 966,856 | $6,223 萬 | 0.73% | +51,887+5.7% | 加碼 |
| Captrust Financial Advisors | 1,030,365 | $6,631 萬 | 0.13% | +188,259+22.4% | 加碼 |
| Wellington Management Group LLP | 1,219,541 | $7,849 萬 | 0.01% | +89,139+7.9% | 加碼 |
| Bank of America Corp | 1,334,248 | $8,587 萬 | 0.01% | −12,242−0.9% | 減碼 |
| UBS Group AG | 1,398,432 | $9,000 萬 | 0.02% | −148,550−9.6% | 減碼 |
| Equity Investment Corp | 1,626,111 | $1.05 億 | 2.11% | +43,668+2.8% | 加碼 |
| Morgan Stanley | 1,997,345 | $1.29 億 | 0.01% | +180,716+9.9% | 加碼 |
| UBS Asset Management Americas Inc | 2,163,285 | $1.39 億 | 0.03% | +2,156,467+31,629.0% | 加碼 |
| Bank of New York Mellon Corp | 2,316,295 | $1.49 億 | 0.03% | +161,405+7.5% | 加碼 |
| Northern Trust Corp | 2,610,136 | $1.68 億 | 0.02% | −16,473−0.6% | 減碼 |
| Legal & General Group Plc | 2,699,056 | $1.74 億 | 0.04% | +128,761+5.0% | 加碼 |
| Norges Bank | 2,859,460 | $1.84 億 | 0.02% | +2,859,460 | 新進 |
| Charles Schwab Investment Management Inc | 2,947,595 | $1.90 億 | 0.03% | +143,876+5.1% | 加碼 |
| Dimensional Fund Advisors LP | 3,192,275 | $2.05 億 | 0.04% | +20,585+0.6% | 加碼 |
| JPMorgan Chase & Co | 3,298,513 | $2.12 億 | 0.01% | −1,373,179−29.4% | 減碼 |
| Invesco Ltd. | 3,904,767 | $2.51 億 | 0.02% | +12,305+0.3% | 加碼 |
| Massachusetts Financial Services Co | 4,213,013 | $2.71 億 | 0.09% | +441,526+11.7% | 加碼 |
| Geode Capital Management, LLC | 4,795,604 | $3.08 億 | 0.02% | +110,306+2.4% | 加碼 |
| State Street Corp | 12,251,224 | $7.99 億 | 0.03% | −77,935−0.6% | 減碼 |
| BlackRock, Inc. | 28,356,926 | $18.3 億 | 0.03% | +300,995+1.1% | 加碼 |
| Vanguard Group Inc | 30,437,061 | $19.6 億 | 0.03% | −188,480−0.6% | 減碼 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −456,623−100.0% | 清倉 |
| Gillson Capital LP | 0 | $0 | 0.00% | −367,367−100.0% | 清倉 |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −180,815−100.0% | 清倉 |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −114,000−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −102,977−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −74,000−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −66,186−100.0% | 清倉 |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −57,876−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −45,353−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −39,551−100.0% | 清倉 |
| Graham Capital Wealth Management, LLC | 0 | $0 | 0.00% | −33,624−100.0% | 清倉 |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −28,899−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −22,665−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −19,627−100.0% | 清倉 |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −14,747−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,269−100.0% | 清倉 |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −9,898−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −8,345−100.0% | 清倉 |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −7,283−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,284−100.0% | 清倉 |
| H&H Retirement Design & Management INC | 0 | $0 | 0.00% | −5,494−100.0% | 清倉 |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −4,517−100.0% | 清倉 |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −4,461−100.0% | 清倉 |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −4,407−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,289−100.0% | 清倉 |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −4,257−100.0% | 清倉 |
| Peachtree Investment Partners, LLC | 0 | $0 | 0.00% | −4,218−100.0% | 清倉 |
| Tritonpoint Wealth, LLC | 0 | $0 | 0.00% | −3,992−100.0% | 清倉 |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −3,777−100.0% | 清倉 |
| HBW Advisory Services LLC | 0 | $0 | 0.00% | −3,588−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −3,420−100.0% | 清倉 |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −3,403−100.0% | 清倉 |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −3,120−100.0% | 清倉 |
| Change Path, LLC | 0 | $0 | 0.00% | −3,090−100.0% | 清倉 |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,068−100.0% | 清倉 |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −3,056−100.0% | 清倉 |
| Intelligence Driven Advisers, LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Adapt Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,994−100.0% | 清倉 |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −2,994−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −2,538−100.0% | 清倉 |
| Ci Investments Inc. | 0 | $0 | 0.00% | −2,399−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −1,724−100.0% | 清倉 |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −1,303−100.0% | 清倉 |