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。
2026 年第 1 季 13F 持有人
W. P. Carey Inc. 在 2026/3/31 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
- 869
- 較 2025 年第 4 季 +28 家
- 持有股數
- 1.72 億
- 較 2025 年第 4 季 +4,068 萬 (+31.0%)
- 總市值
- $116.9 億
- 較 2025 年第 4 季 +$32.4 億 (+38.4%)
- 新進機構
- 96
- 另有 358 家加碼
- 清倉機構
- 68
- 另有 259 家減碼
另有 16 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 346,578 | $2,355 萬 | 0.03% | +247,182+248.7% | 加碼 |
| FMR LLC | 358,176 | $2,434 萬 | 0.00% | −592−0.2% | 減碼 |
| KLP Kapitalforvaltning AS | 355,400 | $2,443 萬 | 0.10% | 00.0% | 不變 |
| Brown Advisory Inc | 363,294 | $2,469 萬 | 0.04% | +1,166+0.3% | 加碼 |
| Arbejdsmarkedets Tillaegspension | 375,914 | $2,555 萬 | 0.64% | +18,304+5.1% | 加碼 |
| Vanguard Asset Management, Ltd | 384,974 | $2,616 萬 | 0.02% | +384,974 | 新進 |
| California State Teachers Retirement System | 391,940 | $2,664 萬 | 0.03% | −2,478−0.6% | 減碼 |
| Wells Fargo & Company | 401,266 | $2,727 萬 | 0.01% | +1,614+0.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 404,518 | $2,749 萬 | 0.02% | +25,719+6.8% | 加碼 |
| Nomura Asset Management Co Ltd | 409,762 | $2,785 萬 | 0.07% | +9,814+2.5% | 加碼 |
| Asset Management One Co.,Ltd. | 419,021 | $2,848 萬 | 0.08% | −24,987−5.6% | 減碼 |
| Citigroup Inc | 421,740 | $2,866 萬 | 0.02% | +25,632+6.5% | 加碼 |
| Deutsche Bank AG | 465,335 | $3,162 萬 | 0.01% | +78,823+20.4% | 加碼 |
| Gillson Capital LP | 470,700 | $3,199 萬 | 2.62% | +470,700 | 新進 |
| Caisse de Depot Et Placement du Quebec | 485,733 | $3,301 萬 | 0.05% | −218,305−31.0% | 減碼 |
| Principal Financial Group Inc | 488,973 | $3,323 萬 | 0.02% | +17,812+3.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 505,240 | $3,434 萬 | 0.08% | +4,253+0.8% | 加碼 |
| Great West Life Assurance Co | 508,658 | $3,462 萬 | 0.06% | −2350.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 518,754 | $3,525 萬 | 0.03% | +513,957+10,714.1% | 加碼 |
| Virginia Retirement Systems Et Al | 523,909 | $3,560 萬 | 0.26% | +265,219+102.5% | 加碼 |
| Millennium Management LLC | 525,408 | $3,571 萬 | 0.03% | +471,393+872.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 537,187 | $3,651 萬 | 0.19% | −4,036−0.7% | 減碼 |
| Victory Capital Management Inc | 545,123 | $3,705 萬 | 0.02% | −211,499−28.0% | 減碼 |
| California Public Employees Retirement System | 550,877 | $3,744 萬 | 0.02% | −43,979−7.4% | 減碼 |
| Zacks Investment Management | 568,019 | $3,860 萬 | 0.31% | +8,693+1.6% | 加碼 |
| Raymond James Financial Inc | 568,637 | $3,864 萬 | 0.01% | −57,101−9.1% | 減碼 |
| Goldman Sachs Group Inc | 577,782 | $3,927 萬 | 0.01% | +270,763+88.2% | 加碼 |
| APG Asset Management US Inc. | 580,007 | $4,025 萬 | 0.31% | −295,660−33.8% | 減碼 |
| Schroder Investment Management Group | 620,885 | $4,159 萬 | 0.03% | −13,340−2.1% | 減碼 |
| Envestnet Asset Management Inc | 622,947 | $4,234 萬 | 0.01% | +21,312+3.5% | 加碼 |
| Rhumbline Advisers | 632,899 | $4,301 萬 | 0.04% | +5,889+0.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 636,131 | $4,323 萬 | 0.03% | −30,793−4.6% | 減碼 |
| Swiss National Bank | 643,151 | $4,371 萬 | 0.03% | +42,900+7.1% | 加碼 |
| First Trust Advisors LP | 650,197 | $4,419 萬 | 0.03% | +11,409+1.8% | 加碼 |
| Alyeska Investment Group, L.P. | 664,468 | $4,516 萬 | 0.13% | +222,822+50.5% | 加碼 |
| Barclays PLC | 676,739 | $4,599 萬 | 0.02% | −85,263−11.2% | 減碼 |
| American Century Companies Inc | 679,231 | $4,616 萬 | 0.02% | +146,123+27.4% | 加碼 |
| Commonwealth Equity Services, LLC | 792,947 | $5,389 萬 | 0.08% | −42,984−5.1% | 減碼 |
| Two Sigma Investments, LP | 801,704 | $5,448 萬 | 0.05% | +383,709+91.8% | 加碼 |
| LPL Financial LLC | 805,034 | $5,471 萬 | 0.01% | −37,608−4.5% | 減碼 |
| Marshall Wace, LLP | 810,727 | $5,510 萬 | 0.06% | +126,742+18.5% | 加碼 |
| Ameriprise Financial Inc | 843,780 | $5,736 萬 | 0.01% | +8,082+1.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 865,372 | $5,881 萬 | 0.08% | +200,990+30.3% | 加碼 |
| Amundi | 900,194 | $6,118 萬 | 0.02% | +103,884+13.0% | 加碼 |
| HSBC Holdings PLC | 928,438 | $6,310 萬 | 0.04% | +5,898+0.6% | 加碼 |
| Advisors Capital Management, LLC | 1,016,611 | $6,909 萬 | 0.81% | +49,755+5.1% | 加碼 |
| Captrust Financial Advisors | 1,095,162 | $7,443 萬 | 0.13% | +64,797+6.3% | 加碼 |
| Vanguard Fiduciary Trust Co | 1,361,945 | $9,256 萬 | 0.02% | +1,361,945 | 新進 |
| Bank of America Corp | 1,365,724 | $9,281 萬 | 0.01% | +31,476+2.4% | 加碼 |
| Wellington Management Group LLP | 1,425,993 | $9,691 萬 | 0.02% | +206,452+16.9% | 加碼 |
| Citadel Advisors LLC | 1,471,676 | $1.00 億 | 0.07% | +1,392,135+1,750.2% | 加碼 |
| Equity Investment Corp | 1,582,830 | $1.08 億 | 2.11% | −43,281−2.7% | 減碼 |
| UBS Group AG | 1,665,257 | $1.13 億 | 0.02% | +266,825+19.1% | 加碼 |
| Morgan Stanley | 1,991,357 | $1.35 億 | 0.01% | −5,988−0.3% | 減碼 |
| Nuveen, LLC | 2,126,145 | $1.44 億 | 0.04% | +1,557,050+273.6% | 加碼 |
| UBS Asset Management Americas Inc | 2,205,215 | $1.50 億 | 0.03% | +41,930+1.9% | 加碼 |
| Bank of New York Mellon Corp | 2,353,944 | $1.60 億 | 0.03% | +37,649+1.6% | 加碼 |
| Northern Trust Corp | 2,659,540 | $1.81 億 | 0.02% | +49,404+1.9% | 加碼 |
| Legal & General Group Plc | 2,743,172 | $1.86 億 | 0.04% | +44,116+1.6% | 加碼 |
| Charles Schwab Investment Management Inc | 3,046,226 | $2.07 億 | 0.03% | +98,631+3.3% | 加碼 |
| Dimensional Fund Advisors LP | 3,348,132 | $2.28 億 | 0.05% | +155,857+4.9% | 加碼 |
| JPMorgan Chase & Co | 3,358,875 | $2.28 億 | 0.02% | +60,362+1.8% | 加碼 |
| Massachusetts Financial Services Co | 4,190,933 | $2.90 億 | 0.10% | −22,080−0.5% | 減碼 |
| Invesco Ltd. | 4,491,821 | $3.05 億 | 0.03% | +587,054+15.0% | 加碼 |
| Geode Capital Management, LLC | 4,913,911 | $3.33 億 | 0.02% | +118,307+2.5% | 加碼 |
| Vanguard Capital Management LLC | 9,993,190 | $6.79 億 | 0.02% | +9,993,190 | 新進 |
| State Street Corp | 12,338,595 | $8.50 億 | 0.03% | +87,371+0.7% | 加碼 |
| Vanguard Portfolio Management LLC | 19,151,176 | $13.0 億 | 0.07% | +19,151,176 | 新進 |
| BlackRock, Inc. | 30,109,089 | $20.5 億 | 0.04% | +1,752,163+6.2% | 加碼 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −646,950−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −218,700−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −127,571−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −53,017−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −42,707−100.0% | 清倉 |
| XML Financial, LLC | 0 | $0 | 0.00% | −32,027−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −29,947−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −28,339−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −25,086−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −18,022−100.0% | 清倉 |
| Friedenthal Financial | 0 | $0 | 0.00% | −14,504−100.0% | 清倉 |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −13,608−100.0% | 清倉 |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −9,329−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −8,754−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −8,452−100.0% | 清倉 |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −7,091−100.0% | 清倉 |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −6,258−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −6,102−100.0% | 清倉 |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −6,002−100.0% | 清倉 |
| True North Advisors, LLC | 0 | $0 | 0.00% | −5,528−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −5,500−100.0% | 清倉 |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −5,271−100.0% | 清倉 |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −4,709−100.0% | 清倉 |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −4,446−100.0% | 清倉 |
| Pathfinder Wealth Consulting, Inc. | 0 | $0 | 0.00% | −4,313−100.0% | 清倉 |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −4,234−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −4,136−100.0% | 清倉 |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −3,972−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −3,864−100.0% | 清倉 |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −3,717−100.0% | 清倉 |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −3,707−100.0% | 清倉 |