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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 4 季與 2023 年第 3 季比較

持有 W. P. Carey Inc. 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人2023 年第 3 季全部持有人

WPC 的 13F 持有人:2023 年第 3 季與 2023 年第 4 季比較
項目2023 年第 3 季其中尚未申報 2023 年第 4 季2023 年第 4 季變化
持有家數7469782+45
股數1.40 億54.4 萬1.61 億+2,190 萬 (+15.7%)
市值$75.9 億$2,944 萬$104.6 億+$29.0 億 (+38.4%)

9 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(120 家)

2023 年第 4 季季末持有 W. P. Carey Inc.、2023 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 120 家。

2023 年第 4 季新進 WPC 的機構
機構股數市值佔組合 %
Long Pond Capital, LP967,987$6,274 萬5.04%
Retirement Systems of Alabama273,875$1,775 萬0.08%
New York State Teachers Retirement System191,909$1,244 萬0.03%
Adelante Capital Management LLC189,053$1,225 萬0.85%
Texas Permanent School Fund188,877$1,224 萬0.11%
Pacer Advisors, Inc.180,230$1,168 萬0.03%
Mutual of America Capital Management LLC135,023$875.1 萬0.10%
Dupree Financial Group, LLC95,640$619.8 萬3.03%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys86,789$562.5 萬0.04%
Susquehanna Portfolio Strategies, LLC86,480$560.5 萬0.10%
Zimmer Partners, LP85,700$555.4 萬0.20%
CIBC World Markets Corp78,783$510.6 萬0.03%
Teachers Retirement System of the State of Kentucky62,160$402.9 萬0.04%
Oregon Public Employees Retirement Fund61,750$400.2 萬0.07%
Louisiana State Employees Retirement System61,400$397.9 萬0.08%
New Insight Wealth Advisors60,657$393.1 萬2.65%
Simplex Trading, LLC59,991$388.8 萬0.12%
State of Michigan Retirement System52,500$340.3 萬0.02%
Northwestern Mutual Investment Management Company, LLC48,649$315.3 萬0.08%
HighPoint Advisor Group LLC56,638$314.8 萬0.23%
Ameritas Investment Partners, Inc.48,283$312.9 萬0.11%
New Mexico Educational Retirement Board43,400$281.3 萬0.11%
Mirabella Financial Services LLP33,276$215.7 萬0.31%
Federated Hermes, Inc.23,401$151.7 萬0.00%
Securian Asset Management, Inc18,454$119.6 萬0.03%
Lecap Asset Management Ltd16,464$106.7 萬0.39%
Crossmark Global Holdings, Inc.15,105$97.9 萬0.02%
DoubleLine ETF Adviser LP15,047$97.5 萬0.28%
Principal Securities, Inc.14,680$95.1 萬0.04%
Natixis Advisors, L.P.14,218$92.1 萬0.00%
Ashton Thomas Private Wealth, LLC13,507$87.5 萬0.06%
Kestra Advisory Services, LLC12,967$85.2 萬0.01%
ProShare Advisors LLC11,502$74.5 萬0.00%
Concurrent Investment Advisors, LLC10,961$71.0 萬0.03%
Pathstone Holdings, LLC10,811$70.9 萬0.00%
Swiss Life Asset Management Ltd10,921$70.9 萬0.01%
Arkadios Wealth Advisors10,278$66.6 萬0.06%
Walden Wealth Partners LLC9,851$63.8 萬0.40%
Mesirow Financial Investment Management, Inc.9,467$61.4 萬0.02%
Shelton Capital Management9,221$59.8 萬0.02%
RK Capital Management, LLC8,400$54.4 萬0.25%
Kingswood Wealth Advisors, LLC8,285$53.7 萬0.06%
Ballentine Partners, LLC6,965$45.1 萬0.01%
Quadcap Wealth Management, LLC6,845$44.4 萬0.11%
Profund Advisors LLC6,064$39.3 萬0.02%
SWP Financial LLC5,824$37.7 萬0.29%
Man Group plc5,717$37.1 萬0.00%
Evergreen Capital Management LLC5,428$35.7 萬0.01%
Tritonpoint Wealth, LLC5,358$35.2 萬0.03%
Integrated Advisors Network LLC5,248$34.0 萬0.02%
Barlow Wealth Partners, Inc.5,049$32.7 萬0.05%
Investment Management Corp of Ontario5,029$32.6 萬0.01%
Degroof Petercam Asset Management4,800$31.1 萬0.00%
Colony Group, LLC4,735$30.7 萬0.00%
GeoWealth Management, LLC4,519$29.3 萬0.02%
Level Four Advisory Services, LLC4,503$29.2 萬0.02%
Philip James Wealth Mangement, LLC4,232$27.4 萬0.21%
Telos Capital Management, Inc.4,230$27.4 萬0.03%
Virtu Financial LLC4,083$26.5 萬0.02%
Catalytic Wealth RIA, LLC4,083$26.5 萬0.12%
Napa Wealth Management4,022$26.1 萬0.14%
Two Sigma Securities, LLC3,958$25.7 萬0.01%
Bridgefront Capital, LLC3,927$25.5 萬0.19%
Waterloo Capital, L.P.3,835$24.9 萬0.04%
Ellevest, Inc.3,827$24.8 萬0.02%
Nebula Research & Development LLC3,713$24.1 萬0.07%
New York Life Investment Management LLC3,614$23.4 萬0.00%
Regions Financial Corp3,606$23.4 萬0.00%
Venture Visionary Partners LLC3,570$23.1 萬0.01%
Moneta Group Investment Advisors LLC3,528$22.9 萬0.00%
Archetype Wealth Partners3,414$22.1 萬0.04%
HB Wealth Management, LLC3,368$21.8 萬0.00%
U.S. Capital Wealth Advisors, LLC3,363$21.8 萬0.01%
Legacy Capital Wealth Partners, LLC3,350$21.7 萬0.06%
Beacon Bridge Wealth Partners, LLC3,332$21.6 萬0.11%
Bridgewealth Advisory Group, LLC3,276$21.2 萬0.16%
First Heartland Consultants, Inc.3,269$21.2 萬0.03%
Keybank National Association3,236$21.0 萬0.00%
KPP Advisory Services LLC3,225$20.9 萬0.18%
Fortitude Advisory Group L.L.C.3,211$20.8 萬0.13%
Ritholtz Wealth Management3,206$20.8 萬0.01%
Leo Wealth, LLC3,332$20.2 萬0.02%
Northwest Financial Advisors2,030$13.2 萬0.11%
Groupama Asset Managment3,638$11.9 萬0.00%
Planned Solutions, Inc.1,543$10.0 萬0.05%
Sofos Investments, Inc.1,359$8.81 萬0.02%
Creekmur Asset Management LLC1,301$8.43 萬0.03%
REAP Financial Group, LLC1,031$6.68 萬0.02%
GAMMA Investing LLC1,013$6.28 萬0.02%
Tidemark, LLC653$4.23 萬0.03%
Transcendent Capital Group LLC562$3.64 萬0.02%
EdgeRock Capital LLC526$3.24 萬0.02%
FNY Investment Advisers, LLC500$3.20 萬0.04%
Central Bank & Trust Co426$2.76 萬0.00%
First United Bank Trust415$2.69 萬0.01%
EntryPoint Capital, LLC408$2.64 萬0.03%
Fairfield, Bush & Co.325$2.11 萬0.01%
Davis Capital Management316$2.05 萬0.02%
Towarzystwo Funduszy Inwestycyjnych Pzu SA300$1.94 萬0.01%
Centiva Capital, LP288$1.87 萬0.00%

清倉機構(75 家)

2023 年第 3 季季末持有 W. P. Carey Inc.、2023 年第 4 季有申報但已經沒有持有的機構。

2023 年第 4 季清倉 WPC 的機構
機構2023 年第 3 季股數2023 年第 3 季市值
ExodusPoint Capital Management, LP288,241$1,559 萬
Lighthouse Investment Partners, LLC175,000$946.4 萬
Cbre Clarion Securities LLC153,656$831.0 萬
Qube Research & Technologies Ltd142,218$769.1 萬
Westwood Holdings Group Inc.110,000$594.9 萬
Morgan Dempsey Capital Management LLC106,061$573.6 萬
EWG Elevate Inc.80,837$437.2 萬
Demars Financial Group, LLC76,214$412.2 萬
Caption Management, LLC75,000$405.6 萬
Millennium Management LLC67,002$362.3 萬
Y-Intercept (Hong Kong) Ltd56,780$307.1 萬
XML Financial, LLC47,202$255.3 萬
Squarepoint Ops LLC46,816$253.2 萬
Bensler, LLC36,604$198.0 萬
D L Carlson Investment Group Inc34,046$184.1 萬
Dark Forest Capital Management LP33,033$178.6 萬
PEAK6 Investments LLC27,025$146.2 萬
Worldquant Millennium Advisors LLC21,212$114.7 萬
Healthcare of Ontario Pension Plan Trust Fund19,300$104.4 萬
Jag Capital Management, LLC18,462$99.8 萬
FORA Capital, LLC14,750$79.8 萬
Fox Run Management, L.L.C.14,158$76.6 萬
Garda Capital Partners LP13,889$75.1 萬
D. E. Shaw & Co., Inc.13,845$74.9 萬
Walleye Capital LLC13,839$74.8 萬
Connectus Wealth, LLC13,645$73.8 萬
Oak Thistle LLC11,451$61.9 萬
Elequin Capital LP10,580$57.2 萬
Rainsberger Wealth Advisors, Inc.10,482$56.7 萬
Point72 Asset Management, L.P.10,000$54.1 萬
Sheaff Brock Investment Advisors, LLC9,245$50.0 萬
Triumph Capital Management9,044$49.9 萬
Wolverine Trading, LLC8,374$45.3 萬
Empowered Funds, LLC7,299$39.5 萬
StoneX Group Inc.7,075$38.5 萬
Harrell Investment Partners, LLC6,430$34.4 萬
Boston Private Wealth LLC6,269$33.9 萬
Matisse Capital6,063$32.8 萬
Benedetti & Gucer, Inc.5,834$31.6 萬
David R. Rahn & Associates Inc.5,359$29.0 萬
KC Investment Advisors, LLC5,065$27.4 萬
Meiji Yasuda Life Insurance Co4,850$26.2 萬
Herbst Group, LLC4,850$26.2 萬
Keudell/Morrison Wealth Management4,800$26.0 萬
Fulton Bank, N.A.4,500$24.3 萬
Chase Investment Counsel Corp4,378$23.6 萬
Campbell & CO Investment Adviser LLC4,350$23.5 萬
Alpha Cubed Investments, LLC4,300$23.3 萬
Vishria Bird Financial Group, LLC4,240$22.9 萬
Wexford Capital LP4,000$21.6 萬
Avidian Wealth Solutions, LLC3,956$21.4 萬
Gallacher Capital Management LLC3,901$21.1 萬
Synovus Financial Corp3,824$20.7 萬
PFG Investments, LLC3,735$20.2 萬
Banque Cantonale Vaudoise3,284$17.8 萬
Register Financial Advisors LLC2,682$14.5 萬
Headinvest, LLC1,276$6.83 萬
Impact Partnership Wealth, LLC1,044$5.65 萬
TD Waterhouse Canada Inc.969$5.18 萬
Stonebridge Capital Advisors LLC895$4.84 萬
Certified Advisory Corp869$4.70 萬
ORG Partners LLC791$4.28 萬
Financial Synergies Wealth Advisors, Inc.262$1.42 萬
Sittner & Nelson, LLC200$1.08 萬
Crewe Advisors LLC175$9,464
Earnest Partners LLC114$6,165
Hibernia Wealth Partners, LLC95$5,113
WR Wealth Planners, LLC33$1,785
Park Place Capital Corp29$1,568
Northwest Capital Management Inc25$1,352
Carolinas Wealth Consulting LLC19$1,019
AlphaMark Advisors, LLC25$1,000
Baker Avenue Asset Management, LP14$757
VisionPoint Advisory Group, LLC10$541
TFC Financial Management6$325

尚未申報 2023 年第 4 季的機構(9 家)

2023 年第 3 季季末持有 W. P. Carey Inc.、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 3 季持有 WPC、尚未申報 2023 年第 4 季的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Virginia Retirement Systems Et Al473,382$2,560 萬
First Republic Investment Management, Inc.40,173$217.3 萬
Focus Financial Network, Inc.9,433$52.0 萬
Pathstone Family Office, LLC5,794$32.0 萬
Advisor Partners II, LLC5,272$28.5 萬
Colony Group LLC5,072$27.4 萬
BTC Capital Management, Inc.4,268$23.1 萬
Sutton Wealth Advisors Inc.551$2.98 萬
Johnson Midwest Financial, LLC100$5,408