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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。

2023 年第 3 季與 2023 年第 2 季比較

持有 W. P. Carey Inc. 的機構從 2023 年第 2 季到 2023 年第 3 季的變化。

2023 年第 3 季全部持有人2023 年第 2 季全部持有人

WPC 的 13F 持有人:2023 年第 2 季與 2023 年第 3 季比較
項目2023 年第 2 季其中尚未申報 2023 年第 3 季2023 年第 3 季變化
持有家數82012746−62
股數1.36 億13.2 萬1.40 億+358.7 萬 (+2.6%)
市值$92.1 億$889.0 萬$75.9 億−$16.1 億 (−17.5%)

12 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(58 家)

2023 年第 3 季季末持有 W. P. Carey Inc.、2023 年第 2 季季末沒有持有的機構。

2023 年第 3 季新進 WPC 的機構
機構股數市值佔組合 %
Waterfront Capital Partners, LLC676,003$3,656 萬3.70%
Lighthouse Investment Partners, LLC175,000$946.4 萬0.56%
Northwood Liquid Management LP129,497$700.3 萬0.63%
Pictet Asset Management Holding SA108,909$589.0 萬0.01%
Caption Management, LLC75,000$405.6 萬0.52%
Granite Bay Wealth Management, LLC60,826$397.8 萬0.04%
Millennium Management LLC67,002$362.3 萬0.00%
QRG Capital Management, Inc.60,184$325.5 萬0.06%
Y-Intercept (Hong Kong) Ltd56,780$307.1 萬0.30%
Arkfeld Wealth Strategies, L.L.C.42,220$226.7 萬1.63%
Vident Advisory, LLC38,475$208.1 萬0.06%
Pathway Financial Advisers, LLC34,283$185.4 萬0.77%
O'Shaughnessy Asset Management, LLC30,819$166.7 萬0.02%
WCG Wealth Advisors LLC22,621$122.3 萬0.09%
Healthcare of Ontario Pension Plan Trust Fund19,300$104.4 萬0.00%
Warren Averett Asset Management, LLC17,934$97.0 萬0.04%
Quantinno Capital Management LP15,567$84.2 萬0.04%
AXS Investments LLC14,771$79.9 萬0.21%
Garda Capital Partners LP13,889$75.1 萬0.48%
Connectus Wealth, LLC13,645$73.8 萬0.02%
Ontario Teachers Pension Plan Board13,262$71.7 萬0.01%
Oak Thistle LLC11,451$61.9 萬0.18%
Envestnet Portfolio Solutions, Inc.11,326$61.3 萬0.00%
Old Port Advisors10,810$58.5 萬0.21%
Point72 Asset Management, L.P.10,000$54.1 萬0.00%
Coldstream Capital Management Inc9,787$52.9 萬0.02%
Accel Wealth Management9,745$52.7 萬0.29%
NBC Securities, Inc.7,599$41.0 萬0.05%
La Banque Postale Asset Management SA7,565$40.9 萬0.01%
StoneX Group Inc.7,075$38.5 萬0.04%
CIBC Private Wealth Group, LLC5,168$27.9 萬0.00%
Prosperitas Financial LLC4,993$27.0 萬0.21%
Oppenheimer Asset Management Inc.4,920$26.6 萬0.00%
Meiji Yasuda Life Insurance Co4,850$26.2 萬0.01%
Park Avenue Securities LLC4,659$25.2 萬0.00%
Fulton Bank, N.A.4,500$24.3 萬0.01%
Capital Advisory Group Advisory Services, LLC4,082$22.1 萬0.13%
Wexford Capital LP4,000$21.6 萬0.05%
Synovus Financial Corp3,824$20.7 萬0.00%
Headinvest, LLC1,276$6.83 萬0.01%
Impact Partnership Wealth, LLC1,044$5.65 萬0.02%
Provence Wealth Management Group858$4.64 萬0.03%
First Horizon Advisors, Inc.835$4.52 萬0.00%
Householder Group Estate & Retirement Specialist, LLC528$2.86 萬0.01%
Robbins Farley LLC345$1.87 萬0.01%
Semmax Financial Advisors Inc.316$1.69 萬0.01%
Rogco, LP190$1.03 萬0.01%
Cape Investment Advisory, Inc.178$9,6260.01%
Crewe Advisors LLC175$9,4640.00%
M&R Capital Management Inc141$7,6250.00%
Johnson Midwest Financial, LLC100$5,4080.01%
Provenance Wealth Advisors, LLC100$5,4080.00%
Hibernia Wealth Partners, LLC95$5,1130.00%
Salomon & Ludwin, LLC87$4,7050.00%
Venturi Wealth Management, LLC58$3,1370.00%
WR Wealth Planners, LLC33$1,7850.00%
VisionPoint Advisory Group, LLC10$5410.00%
Coston, McIsaac & Partners14$00.00%

清倉機構(120 家)

2023 年第 2 季季末持有 W. P. Carey Inc.、2023 年第 3 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 120 家。

2023 年第 3 季清倉 WPC 的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Epoch Investment Partners, Inc.900,822$6,086 萬
Ranger Global Real Estate Advisors, LLC197,899$1,337 萬
Cubist Systematic Strategies, LLC83,633$565.0 萬
Oxbow Advisors, LLC71,395$482.3 萬
Quantbot Technologies LP59,469$401.8 萬
Oak Harvest Investment Services58,512$395.3 萬
Tectonic Advisors LLC54,074$365.3 萬
Simplex Trading, LLC47,714$322.3 萬
GSI Capital Advisors LLC45,407$306.8 萬
HRT Financial LP43,608$294.6 萬
Holocene Advisors, LP40,870$276.1 萬
Vident Investment Advisory, LLC32,785$221.5 萬
SeaBridge Investment Advisors LLC30,696$207.4 萬
Stratos Wealth Advisors, LLC28,382$191.8 萬
Adage Capital Partners GP, L.L.C.25,000$168.9 萬
Brooks, Moore & Associates, Inc.21,545$145.6 萬
Cipher Capital LP21,025$142.0 萬
V Wealth Advisors LLC20,630$139.4 萬
Mountain Capital Investment Advisors, Inc18,650$136.1 萬
Parallax Volatility Advisers, L.P.19,960$134.8 萬
Ted Buchan & Co19,089$129.0 萬
Community Capital Management, Inc.18,400$124.3 萬
PFG Advisors14,987$101.3 萬
Madison Wealth Management14,000$94.6 萬
Natixis Advisors, L.P.13,816$93.3 萬
NEIRG Wealth Management, LLC13,381$90.4 萬
Man Group plc13,003$87.8 萬
HAP Trading, LLC12,438$84.0 萬
Gsa Capital Partners LLP12,424$83.9 萬
Inceptionr LLC12,168$82.2 萬
Twinbeech Capital LP11,825$79.9 萬
Virtu Financial LLC11,684$78.9 萬
Two Sigma Securities, LLC11,610$78.4 萬
Greenland Capital Management LP11,500$77.7 萬
Vestmark Advisory Solutions, Inc.10,495$70.9 萬
Prudent Man Advisors, LLC10,429$70.5 萬
Twin Tree Management, LP10,003$67.6 萬
Ayrshire Capital Management LLC8,408$58.6 萬
Thoroughbred Financial Services, LLC8,437$57.0 萬
Landmark Financial Advisors, LLC8,253$55.8 萬
Machina Capital S.A.S.8,072$54.5 萬
Bridgefront Capital, LLC7,594$51.3 萬
Sawtooth Solutions, LLC7,396$50.0 萬
Bleakley Financial Group, LLC7,396$50.0 萬
Renaissance Technologies LLC7,200$48.6 萬
Jump Financial, LLC7,018$47.4 萬
Mirador Capital Partners LP6,746$45.6 萬
Wealthspan Partners, LLC6,597$44.6 萬
Transatlantique Private Wealth LLC6,497$43.9 萬
Beverly Hills Private Wealth, LLC6,216$41.3 萬
Kingswood Wealth Advisors, LLC6,105$41.2 萬
Total Clarity Wealth Management, Inc.5,557$37.5 萬
New England Research & Management, Inc.5,537$37.4 萬
Change Path, LLC5,464$36.9 萬
Raub Brock Capital Management LP5,390$36.4 萬
Chesley Taft & Associates LLC5,017$33.9 萬
Evergreen Capital Management LLC4,617$31.3 萬
Mitchell Sinkler & Starr4,625$31.2 萬
DuPont Capital Management Corp4,596$31.1 萬
First Heartland Consultants, Inc.4,546$30.7 萬
Patton Albertson Miller Group, LLC4,492$30.3 萬
Regions Financial Corp4,457$30.1 萬
Bridgewealth Advisory Group, LLC4,238$28.6 萬
Cambria Investment Management, L.P.4,123$27.9 萬
Thrive Wealth Management, LLC3,893$26.3 萬
Van Hulzen Asset Management, LLC3,849$26.0 萬
Snowden Capital Advisors LLC3,809$25.7 萬
U.S. Capital Wealth Advisors, LLC3,714$25.1 萬
Fundamentun, LLC3,701$25.0 萬
Arkadios Wealth Advisors3,698$25.0 萬
TTP Investments, Inc.3,678$24.8 萬
Silverlake Wealth Management LLC3,660$24.7 萬
Beacon Bridge Wealth Partners, LLC3,613$24.4 萬
New York Life Investment Management LLC3,603$24.3 萬
Ritholtz Wealth Management3,565$24.1 萬
Essex Savings Bank3,564$24.1 萬
Fortitude Advisory Group L.L.C.3,560$24.1 萬
Churchill Management Corp3,557$24.0 萬
Wilbanks Smith & Thomas Asset Management LLC3,544$23.9 萬
Level Four Advisory Services, LLC3,450$23.3 萬
Moneta Group Investment Advisors LLC3,417$23.1 萬
Aptus Capital Advisors, LLC3,281$22.2 萬
Archetype Wealth Partners3,276$22.1 萬
Veritable, L.P.3,261$22.0 萬
Patriot Financial Group Insurance Agency, LLC3,251$22.0 萬
Pure Financial Advisors, Inc.3,209$21.7 萬
BOS Asset Management, LLC3,200$21.6 萬
Eaton Financial Holdings Company, LLC3,192$21.6 萬
Morris Retirement Advisors, LLC3,182$21.5 萬
Strategic Blueprint, LLC3,163$21.4 萬
Old National Bancorp3,162$21.4 萬
Maven Securities LTD3,154$21.3 萬
Valmark Advisers, Inc.3,135$21.2 萬
Schnieders Capital Management LLC3,082$20.8 萬
Intelligence Driven Advisers, LLC3,000$20.4 萬
Roof Eidam & Maycock3,000$20.3 萬
M. Kulyk & Associates, LLC2,995$20.2 萬
Savant Capital, LLC2,961$20.0 萬
Horan Securities, Inc.2,045$13.8 萬
Baldwin Brothers Inc800$5.40 萬

尚未申報 2023 年第 3 季的機構(12 家)

2023 年第 2 季季末持有 W. P. Carey Inc.、還沒有申報 2023 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 2 季持有 WPC、尚未申報 2023 年第 3 季的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Pictet Asset Management SA107,954$729.3 萬
EA Series Trust9,892$66.8 萬
Lumature Wealth Partners, LLC7,200$48.6 萬
BFT Financial Group, LLC3,697$25.0 萬
Kistler-Tiffany Companies, LLC940$6.35 萬
McMillion Capital Management Inc653$4.41 萬
Coastal Capital Group, Inc.345$2.33 萬
BerganKDV Wealth Management, LLC250$1.69 萬
First Command Bank200$1.35 萬
First Command Financial Services, Inc.200$1.35 萬
Endurance Wealth Management, Inc.160$1.10 萬
Piershale Financial Group, Inc.100$6,756