증권 기록 · 과거 분기 (아카이브)
WPC
W. P. Carey Inc. · Real Estate · REIT - Diversified
147추적 보유자
+3Δ 보유자
142.63M보유 주식 수
$9.18B보고 가치
+4신규 편입 포지션
−0청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +2.1% ·
주식 흐름 -4.3% ·
순 신규 포지션 +2.7%
— 산식
소유권 분산 — 보유자 수 증가, 총 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 148 | +2 | 133.30M | $9.55B | +9 | −6 |
| Q1 2026 | 148 | 0 | 127.34M | $8.67B | +7 | −8 |
| Q4 2025 | 147 | +3 | 142.63M | $9.18B | +4 | — |
| Q3 2025 | 17 | -2 | 91.40M | $6.19B | +1 | −4 |
| Q2 2025 | 17 | +1 | 80.29M | $5.02B | +1 | — |
| Q1 2025 | 13 | 0 | 21.31M | $1.35B | +1 | −1 |
| Q4 2024 | 13 | 0 | 22.76M | $1.25B | — | — |
| Q3 2024 | 12 | 0 | 9.80M | $609.88M | +1 | −1 |
| Q2 2024 | 12 | — | 7.46M | $410.23M | — | — |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (패시브) | 30.44M | -0.6% | $1.96B | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (패시브) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (패시브) | 12.25M | -0.6% | $799.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Geode Capital Management ✦ (패시브) | 4.80M | +2.4% | $307.91M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 5 | Massachusetts Financial Services Co… | 4.21M | — | $271.15M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 6 | Invesco Ltd. | 3.90M | — | $251.31M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 7 | JPMorgan Chase ✦ | 3.30M | -64.7% | $212.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×12 |
| 8 | Dimensional Fund Advisors Lp | 3.19M | — | $205.46M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 9 | Charles Schwab Investment… | 2.95M | — | $189.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Norges Bank ✦ (패시브) | 2.86M | 신규 | $184.03M | 0.0% | New | 1 | SEC ↗ |
| 11 | Legal & General Group Plc | 2.70M | — | $173.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Northern Trust Corp | 2.61M | — | $167.99M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 13 | Bank of New York Mellon Corp | 2.32M | — | $149.08M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 14 | UBS AM, a distinct business unit of… | 2.16M | — | $139.23M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 15 | Morgan Stanley ✦ | 2.00M | +9.9% | $128.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 16 | Hsbc Holdings Plc | 1.85M | — | $118.74M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 17 | UBS Group AG | 1.40M | — | $90.00M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 18 | Bank Of America Corp /De/ | 1.33M | — | $85.87M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 19 | Wellington Management ✦ | 1.22M | +7.9% | $78.49M | 0.0% | ▲ Add | 7 | SEC ↗ ×4 |
| 20 | Captrust Financial Advisors | 1.03M | — | $66.31M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | LPL Financial LLC | 842.64K | — | $54.23M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 835.93K | — | $53.80M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 835.70K | — | $53.76M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 24 | Amundi | 796.31K | — | $51.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Barclays Plc | 762.00K | — | $49.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Victory Capital Management Inc | 756.62K | — | $48.70M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Caisse De Depot Et Placement Du… | 704.04K | — | $45.31M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Marshall Wace ✦ | 683.99K | +34.6% | $44.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Sumitomo Mitsui Trust Group, Inc. | 666.92K | — | $42.92M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Robeco Institutional Asset… | 664.38K | — | $42.76M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | First Trust Advisors Lp | 638.79K | — | $41.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Rhumbline Advisers | 627.01K | — | $40.35M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Raymond James Financial Inc | 625.74K | — | $40.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Envestnet Asset Management Inc | 601.63K | — | $38.72M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Swiss National Bank | 600.25K | — | $38.63M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | California Public Employees… | 594.86K | — | $38.28M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Nuveen, LLC | 569.10K | — | $36.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | American Century Companies Inc | 533.11K | — | $34.31M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Connor, Clark & Lunn Investment… | 500.99K | — | $32.24M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | Principal Financial Group Inc | 471.16K | — | $30.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Asset Management One Co., Ltd. | 444.01K | — | $28.76M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Alyeska Investment Group, L.P. | 441.65K | — | $28.42M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Two Sigma Investments ✦ | 418.00K | +65.3% | $26.90M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 44 | Nomura Asset Management Co Ltd | 399.95K | — | $25.74M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 399.65K | — | $25.72M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 46 | Citigroup Inc | 396.11K | — | $25.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 47 | California State Teachers… | 394.42K | — | $25.38M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Deutsche Bank Ag\ | 386.51K | — | $24.88M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 49 | Mitsubishi UFJ Asset Management… | 378.80K | — | $24.57M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Brown Advisory Inc | 362.13K | — | $23.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Fidelity (FMR) ✦ | 358.77K | -3.4% | $23.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 52 | Cwm, Llc | 354.21K | — | $22.80M | 0.1% | n/c | 1 | SEC ↗ |
| 53 | Cetera Investment Advisers | 349.91K | — | $22.52M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 324.72K | -32.9% | $20.90M | 0.0% | ▼ Trim | 7 | SEC ↗ ×6 |
| 55 | Alliancebernstein L.P. | 320.32K | — | $20.62M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Zurcher Kantonalbank (Zurich… | 318.59K | — | $20.50M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Wealth Enhancement Advisory… | 317.53K | — | $20.45M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Goldman Sachs Group ✦ | 307.02K | -4.1% | $19.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 59 | Mitsubishi UFJ Trust & Banking Corp | 300.94K | — | $19.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Pictet Asset Management Holding SA | 286.33K | — | $18.43M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | BNP Paribas Asset Management… | 272.31K | — | $17.53M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 62 | Allianz Asset Management GmbH | 270.00K | — | $17.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 63 | Franklin Resources Inc | 262.35K | — | $16.89M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 64 | Toronto Dominion Bank | 252.33K | — | $16.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Royal Bank Of Canada | 234.40K | — | $15.09M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 66 | Korea Investment CORP | 225.63K | — | $14.52M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Focus Partners Wealth | 219.94K | — | $14.16M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Bnp Paribas Financial Markets | 211.18K | — | $13.59M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Osaic Holdings, Inc. | 207.30K | — | $13.35M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 70 | Aviva Plc | 183.92K | — | $11.84M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | T. Rowe Price ✦ | 183.30K | -71.9% | $11.80M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 72 | State Board Of Administration Of… | 181.01K | — | $11.65M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Truist Financial Corp | 175.15K | — | $11.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 74 | Quantinno Capital Management LP | 174.44K | — | $11.23M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Renaissance Technologies ✦ | 164.00K | -11.7% | $10.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 76 | Manufacturers Life Insurance… | 163.34K | — | $10.51M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Nomura Holdings Inc | 150.77K | — | $9.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 78 | State Of Wisconsin Investment Board | 139.29K | — | $8.96M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Creative Planning | 138.65K | — | $8.92M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Aberdeen Group plc | 136.62K | — | $8.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 81 | Swedbank AB | 135.85K | — | $8.74M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Storebrand Asset Management As | 135.80K | — | $8.74M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Danske Bank A/S | 135.04K | — | $8.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 84 | Universal- Beteiligungs- und… | 130.95K | — | $8.48M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 126.04K | — | $8.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 86 | Mml Investors Services, Llc | 116.58K | — | $7.50M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | New York State Common Retirement… | 115.44K | — | $7.43M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Sei Investments Co | 109.30K | — | $7.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 89 | Russell Investments Group, Ltd. | 107.03K | — | $6.89M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 90 | Daiwa Securities Group Inc. | 104.06K | — | $6.70M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Pacer Advisors, Inc. | 103.89K | — | $6.69M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | CIBC Asset Management Inc | 101.08K | — | $6.51M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Qube Research & Technologies Ltd | 99.40K | — | $6.40M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Royal London Asset Management Ltd | 99.27K | — | $6.39M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Neuberger Berman Group LLC | 97.19K | — | $6.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 96 | Mercer Global Advisors Inc /Adv | 96.90K | — | $6.24M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Wealthfront Advisers LLC | 84.96K | — | $5.47M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Ensign Peak Advisors, Inc | 82.56K | — | $5.31M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Citadel Advisors ✦ | 79.54K | 신규 | $5.12M | 0.0% | New | 1 | SEC ↗ ×2 |
| 100 | Corient Private Wealth LP | 202.61K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Norges Bank | $184.03M | 0.0% |
| Citadel Advisors | $5.12M | 0.0% |
청산됨
| 이번 분기 추적된 청산 종목이 없습니다. |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 861 보유 기관, 167.86M 주식, $11.16B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
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