W. P. Carey Inc.

WPC

交易所: NYSE
產業: Real Estate Investment Trusts
SEC CIK: 0001025378

SEC 申報列表（在新分頁開啟）

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。

2024 年第 1 季與 2023 年第 4 季比較

持有 W. P. Carey Inc. 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人 2023 年第 4 季全部持有人

WPC 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目	2023 年第 4 季	其中尚未申報 2024 年第 1 季	2024 年第 1 季	變化
持有家數	782	7	773	−2
股數	1.61 億	2.21 萬	1.54 億	−714.6 萬 (−4.4%)
市值	$104.6 億	$143.2 萬	$87.1 億	−$17.5 億 (−16.7%)

7 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（76 家）

2024 年第 1 季季末持有 W. P. Carey Inc.、2023 年第 4 季季末沒有持有的機構。

2024 年第 1 季新進 WPC 的機構
機構	股數	市值	佔組合 %
Equity Investment Corp	1,059,567	$5,980 萬	1.50%
Danske Bank A/S	125,234	$706.8 萬	0.02%
Resona Asset Management Co.,Ltd.	120,944	$682.6 萬	0.04%
State of Tennessee, Treasury Department	91,000	$513.6 萬	0.02%
Holocene Advisors, LP	89,238	$503.7 萬	0.02%
Squarepoint Ops LLC	73,343	$413.9 萬	0.02%
FORA Capital, LLC	35,906	$202.7 萬	0.17%
Boothbay Fund Management, LLC	34,733	$196.0 萬	0.06%
XML Financial, LLC	31,917	$180.1 萬	0.18%
LRI Investments, LLC	18,916	$106.8 萬	0.27%
Prelude Capital Management, LLC	17,776	$100.3 萬	0.07%
Mediolanum International Funds Ltd	17,410	$97.4 萬	0.02%
United Services Automobile Association	16,544	$93.4 萬	0.02%
Walleye Capital LLC	15,253	$86.1 萬	0.01%
HGI Capital Management, LLC	13,818	$78.0 萬	0.84%
Obermeyer Wood Investment Counsel, LLLP	10,881	$61.4 萬	0.04%
Nicholas Hoffman & Company, LLC.	10,195	$57.5 萬	0.03%
Summit Financial, LLC	9,850	$56.4 萬	0.03%
Entropy Technologies, LP	9,760	$55.1 萬	0.06%
Demars Financial Group, LLC	9,223	$52.1 萬	0.26%
Wolverine Trading, LLC	9,015	$50.9 萬	0.01%
PFG Investments, LLC	8,720	$49.2 萬	0.03%
XTX Topco Ltd	8,579	$48.4 萬	0.07%
Modern Wealth Management, LLC	7,705	$43.5 萬	0.04%
Campbell & CO Investment Adviser LLC	7,446	$42.0 萬	0.04%
Two Sigma Investments, LP	7,113	$40.1 萬	0.00%
Impact Partnership Wealth, LLC	6,707	$37.9 萬	0.15%
Scientech Research LLC	6,638	$37.5 萬	0.20%
Focus Financial Network, Inc.	6,682	$36.5 萬	0.02%
Kestra Private Wealth Services, LLC	6,308	$36.1 萬	0.01%
Commerzbank Aktiengesellschaft	6,084	$34.4 萬	0.01%
Toroso Investments, LLC	6,068	$34.2 萬	0.01%
Rockport Wealth LLC	5,782	$32.5 萬	0.22%
Benedetti & Gucer, Inc.	5,726	$32.3 萬	0.16%
Prospera Financial Services Inc	5,654	$31.9 萬	0.01%
Gen-Wealth Partners Inc	5,150	$29.1 萬	0.14%
Diversify Advisory Services, LLC	4,933	$27.7 萬	0.02%
Bright Futures Wealth Management, LLC.	4,791	$26.7 萬	0.14%
D. E. Shaw & Co., Inc.	4,466	$25.2 萬	0.00%
Coppell Advisory Solutions Corp.	4,398	$24.8 萬	0.05%
BTC Capital Management, Inc.	4,390	$24.8 萬	0.02%
Cordatus Wealth Management LLC	4,363	$24.6 萬	0.18%
Atomi Financial Group, Inc.	4,261	$24.0 萬	0.02%
Willis Johnson & Associates, Inc.	4,055	$22.9 萬	0.02%
Trust Point Inc.	4,015	$22.7 萬	0.02%
Gsa Capital Partners LLP	3,996	$22.6 萬	0.02%
Jefferies Financial Group Inc.	4,000	$22.6 萬	0.00%
AIA Group Ltd	3,969	$22.4 萬	0.01%
Boston Private Wealth LLC	3,795	$21.4 萬	0.00%
Keynote Financial Services LLC	3,785	$21.4 萬	0.18%
Systematic Portfolios LLC	2,276	$20.1 萬	0.69%
Twin Tree Management, LP	2,462	$13.9 萬	0.00%
Register Financial Advisors LLC	2,292	$12.9 萬	0.07%
Westend Capital Management, LLC	2,000	$11.3 萬	0.04%
Abich Financial Wealth Management LLC	1,483	$8.37 萬	0.06%
CoreCap Advisors, LLC	1,132	$6.39 萬	0.00%
Central Pacific Bank - Trust Division	961	$5.39 萬	0.01%
JFS Wealth Advisors, LLC	831	$4.69 萬	0.00%
Hilltop National Bank	700	$3.95 萬	0.01%
Opal Wealth Advisors, LLC	651	$3.67 萬	0.01%
Riverview Trust Co	493	$2.78 萬	0.02%
Richardson Financial Services Inc.	463	$2.61 萬	0.02%
ESL Trust Services, LLC	400	$2.26 萬	0.01%
Coastal Investment Advisors, Inc.	339	$1.91 萬	0.00%
Financial Synergies Wealth Advisors, Inc.	271	$1.53 萬	0.00%
Matrix Trust Co	215	$1.20 萬	0.00%
Quarry LP	203	$1.15 萬	0.00%
NCP Inc.	203	$1.14 萬	0.01%
WR Wealth Planners, LLC	81	$4,572	0.00%
Boyd Watterson Asset Management LLC	70	$3,951	0.00%
Annis Gardner Whiting Capital Advisors, LLC	53	$3,038	0.00%
Mather Group, LLC.	31	$2,009	0.00%
Park Place Capital Corp	28	$1,580	0.00%
Continuum Advisory, LLC	20	$1,157	0.00%
Quest Partners LLC	10	$564	0.00%
Global Assets Advisory, LLC	18,391	$328	0.01%

清倉機構（78 家）

2023 年第 4 季季末持有 W. P. Carey Inc.、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 WPC 的機構
機構	2023 年第 4 季股數	2023 年第 4 季市值
Long Pond Capital, LP	967,987	$6,274 萬
Waterfront Capital Partners, LLC	758,042	$4,913 萬
Adelante Capital Management LLC	189,053	$1,225 萬
Cetera Advisors LLC	128,242	$831.1 萬
Zimmer Partners, LP	85,700	$555.4 萬
Cetera Advisor Networks LLC	80,360	$520.8 萬
STRS Ohio	73,306	$475.0 萬
Simplex Trading, LLC	59,991	$388.8 萬
Employees Retirement System of Texas	50,500	$327.3 萬
Granite Bay Wealth Management, LLC	56,217	$325.9 萬
Rench Wealth Management, Inc.	45,471	$294.7 萬
Clear Street Markets LLC	36,398	$235.9 萬
Mirabella Financial Services LLP	33,276	$215.7 萬
Pictet & Cie (Europe) SA	30,645	$198.6 萬
South Dakota Investment Council	24,234	$157.1 萬
Ontario Teachers Pension Plan Board	23,961	$155.3 萬
Bridgewater Associates, LP	22,329	$144.7 萬
M Holdings Securities, Inc.	19,323	$125.2 萬
Prudential PLC	13,558	$87.9 萬
SageView Advisory Group, LLC	13,461	$83.9 萬
Swiss Life Asset Management Ltd	10,921	$70.9 萬
Arbor Capital Management Inc	10,161	$65.6 萬
RK Capital Management, LLC	8,400	$54.4 萬
Perigon Wealth Management, LLC	8,078	$52.4 萬
Marshall Wace, LLP	6,600	$42.8 萬
Capital Investment Advisors, LLC	5,872	$38.1 萬
Man Group plc	5,717	$37.1 萬
Octavia Wealth Advisors, LLC	5,297	$34.8 萬
Integrated Advisors Network LLC	5,248	$34.0 萬
Investment Management Corp of Ontario	5,029	$32.6 萬
Philip James Wealth Mangement, LLC	4,232	$27.4 萬
Telos Capital Management, Inc.	4,230	$27.4 萬
Wedbush Securities Inc	4,183	$27.1 萬
Napa Wealth Management	4,022	$26.1 萬
Bridgefront Capital, LLC	3,927	$25.5 萬
Plancorp, LLC	3,840	$24.9 萬
Waterloo Capital, L.P.	3,835	$24.9 萬
Ellevest, Inc.	3,827	$24.8 萬
Concord Asset Management, LLC	3,740	$24.2 萬
Nebula Research & Development LLC	3,713	$24.1 萬
Moneta Group Investment Advisors LLC	3,528	$22.9 萬
Detalus Advisors, LLC	3,500	$22.7 萬
Archetype Wealth Partners	3,414	$22.1 萬
U.S. Capital Wealth Advisors, LLC	3,363	$21.8 萬
Legacy Capital Wealth Partners, LLC	3,350	$21.7 萬
Naples Global Advisors, LLC	3,300	$21.7 萬
Beacon Bridge Wealth Partners, LLC	3,332	$21.6 萬
Bourgeon Capital Management LLC	3,296	$21.4 萬
Bridgewealth Advisory Group, LLC	3,276	$21.2 萬
First Heartland Consultants, Inc.	3,269	$21.2 萬
Keybank National Association	3,236	$21.0 萬
KPP Advisory Services LLC	3,225	$20.9 萬
Ritholtz Wealth Management	3,206	$20.8 萬
Leo Wealth, LLC	3,332	$20.2 萬
Focused Wealth Management, Inc	3,085	$20.0 萬
Glassman Wealth Services	2,811	$18.2 萬
Laraway Financial Inc	2,751	$17.8 萬
Northwest Financial Advisors	2,030	$13.2 萬
Bramshill Investments, LLC	2,027	$12.7 萬
Planned Solutions, Inc.	1,543	$10.0 萬
Barrett & Company, Inc.	702	$4.55 萬
Resurgent Financial Advisors LLC	509	$3.30 萬
EdgeRock Capital LLC	526	$3.24 萬
Hanson & Doremus Investment Management	500	$3.20 萬
FNY Investment Advisers, LLC	500	$3.20 萬
Central Bank & Trust Co	426	$2.76 萬
Fairfield, Bush & Co.	325	$2.11 萬
Harvest Fund Management Co., Ltd	302	$2.00 萬
Cedar Wealth Management, LLC	300	$1.94 萬
Beacon Capital Management, Inc.	224	$1.45 萬
Thompson Siegel & Walmsley LLC	203	$1.30 萬
Rogco, LP	190	$1.23 萬
Chilton Capital Management LLC	180	$1.17 萬
Spotlight Asset Group, Inc.	190	$1.03 萬
American State Bank (Iowa)	109	$7,064
Psagot Value Holdings Ltd. / (Israel)	50	$3,000
LM Advisors LLC	42	$2,697
Arlington Trust Co LLC	23	$1,491

尚未申報 2024 年第 1 季的機構（7 家）

2023 年第 4 季季末持有 W. P. Carey Inc.、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 WPC、尚未申報 2024 年第 1 季的機構
機構	2023 年第 4 季股數	2023 年第 4 季市值
Hudson Portfolio Management LLC	9,882	$64.0 萬
DFPG Investments, LLC	4,938	$31.9 萬
Coppell Advisory Solutions LLC	3,640	$23.6 萬
Baystate Wealth Management LLC	1,801	$11.7 萬
Desjardins Global Asset Management Inc.	1,027	$6.66 萬
Provence Wealth Management Group	626	$4.05 萬
Hobbs Group Advisors, LLC	200	$1.30 萬