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 2 季與 2024 年第 1 季比較

持有 W. P. Carey Inc. 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人 2024 年第 1 季全部持有人

WPC 的 13F 持有人：2024 年第 1 季與 2024 年第 2 季比較
項目	2024 年第 1 季	其中尚未申報 2024 年第 2 季	2024 年第 2 季	變化
持有家數	773	10	784	+21
股數	1.54 億	50.0 萬	1.48 億	−556.2 萬 (−3.6%)
市值	$87.1 億	$2,822 萬	$81.6 億	−$5.22 億 (−6.0%)

10 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（84 家）

2024 年第 2 季季末持有 W. P. Carey Inc.、2024 年第 1 季季末沒有持有的機構。

2024 年第 2 季新進 WPC 的機構
機構	股數	市值	佔組合 %
Waterfront Capital Partners, LLC	463,979	$2,554 萬	3.28%
Corebridge Financial, Inc.	276,770	$1,524 萬	0.08%
Weiss Asset Management LP	216,064	$1,189 萬	0.57%
Susquehanna Fundamental Investments, LLC	166,656	$917.4 萬	0.21%
Mirae Asset Global ETFs Holdings Ltd.	121,061	$666.4 萬	0.02%
Cubist Systematic Strategies, LLC	88,388	$486.6 萬	0.08%
Millennium Management LLC	73,435	$404.3 萬	0.00%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)	70,434	$387.7 萬	0.04%
Neo Ivy Capital Management	67,424	$371.2 萬	0.73%
Caisse de Depot Et Placement du Quebec	66,802	$367.7 萬	0.01%
Employees Retirement System of Texas	52,000	$286.3 萬	0.03%
Ontario Teachers Pension Plan Board	39,433	$217.1 萬	0.02%
Pinebridge Investments, L.P.	36,537	$201.1 萬	0.02%
Sanctuary Advisors, LLC	36,167	$199.0 萬	0.01%
Tredje AP-fonden	33,977	$187.0 萬	0.02%
Point72 Asset Management, L.P.	27,732	$152.7 萬	0.00%
Quantbot Technologies LP	26,564	$146.2 萬	0.07%
Simplex Trading, LLC	24,865	$136.8 萬	0.04%
Engineers Gate Manager LP	24,815	$136.6 萬	0.03%
IMC-Chicago, LLC	20,471	$112.7 萬	0.04%
Marex Group plc	17,070	$94.0 萬	0.03%
Frank, Rimerman Advisors LLC	16,881	$92.9 萬	0.07%
Y-Intercept (Hong Kong) Ltd	16,530	$91.0 萬	0.05%
MBB Public Markets I LLC	15,875	$87.4 萬	0.02%
Tudor Investment Corp Et Al	15,613	$85.9 萬	0.01%
Pearl River Capital, LLC	13,110	$72.2 萬	0.11%
Cornercap Investment Counsel Inc	9,525	$52.4 萬	0.09%
CacheTech Inc.	9,311	$51.3 萬	0.12%
Point72 Asia (Singapore) Pte. Ltd.	7,644	$42.1 萬	0.09%
RSM US Wealth Management LLC	7,634	$41.8 萬	0.01%
Omers Administration Corp	7,582	$41.7 萬	0.00%
Legacy Capital Wealth Partners, LLC	7,549	$41.6 萬	0.11%
Wiley Bros.-Aintree Capital, LLC	7,492	$41.2 萬	0.02%
MQS Management LLC	6,501	$35.8 萬	0.22%
Fifth Third Wealth Advisors LLC	6,284	$34.6 萬	0.03%
Gratus Capital LLC	5,899	$32.5 萬	0.01%
Applied Finance Capital Management, LLC	5,884	$32.4 萬	0.01%
Greenleaf Trust	5,720	$31.5 萬	0.00%
Rafferty Asset Management, LLC	5,392	$29.7 萬	0.00%
SageView Advisory Group, LLC	5,359	$29.5 萬	0.01%
Investment Management Corp of Ontario	4,929	$27.1 萬	0.01%
Credit Agricole S A	4,800	$26.4 萬	0.00%
Veriti Management LLC	4,739	$26.1 萬	0.02%
Seeds Investor LLC	4,165	$22.9 萬	0.12%
Coppell Advisory Solutions LLC	4,090	$22.5 萬	0.04%
KPP Advisory Services LLC	4,024	$22.2 萬	0.06%
Peachtree Investment Partners, LLC	4,022	$22.1 萬	0.09%
Adapt Wealth Advisors, LLC	3,951	$21.8 萬	0.14%
Napa Wealth Management	3,938	$21.7 萬	0.15%
Nomura Holdings Inc	3,909	$21.5 萬	0.00%
iA Global Asset Management Inc.	3,870	$21.3 萬	0.00%
Wedbush Securities Inc	3,805	$20.9 萬	0.01%
Change Path, LLC	3,713	$20.4 萬	0.01%
Group One Trading, L.P.	3,520	$19.4 萬	0.01%
PEAK6 Investments LLC	3,373	$18.6 萬	0.01%
FIL Ltd	2,961	$16.3 萬	0.00%
Catalyst Funds Management Pty Ltd	1,900	$10.5 萬	0.03%
ORG Partners LLC	1,825	$9.99 萬	0.01%
Fairscale Capital, LLC	1,600	$9.32 萬	0.08%
Unique Wealth Strategies, LLC	1,443	$8.14 萬	0.04%
Jones Financial Companies LLLP	1,129	$6.22 萬	0.00%
Flputnam Investment Management Co	875	$4.82 萬	0.00%
Ridgewood Investments LLC	750	$4.13 萬	0.02%
Ibex Wealth Advisors	716	$3.94 萬	0.01%
EdgeRock Capital LLC	715	$3.94 萬	0.03%
Lynx Investment Advisory	622	$3.42 萬	0.03%
Parallax Volatility Advisers, L.P.	613	$3.37 萬	0.00%
Advisors Asset Management, Inc.	502	$2.76 萬	0.00%
Great Lakes Retirement, Inc.	307	$1.72 萬	0.00%
Financial Network Wealth Advisors LLC	298	$1.64 萬	0.01%
Johnson Financial Group, Inc.	270	$1.51 萬	0.00%
Triad Wealth Partners, LLC	274	$1.51 萬	0.01%
SWS Partners	274	$1.51 萬	0.00%
Hobbs Group Advisors, LLC	200	$1.10 萬	0.00%
Meeder Asset Management Inc	129	$7,101	0.00%
Wetzel Investment Advisors, Inc.	100	$5,644	0.00%
Fortitude Family Office, LLC	64	$3,523	0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.	58	$3,192	0.00%
Red Tortoise LLC	32	$1,762	0.00%
CVA Family Office, LLC	29	$1,596	0.00%
Horizon Investments, LLC	23	$1,266	0.00%
Strategic Investment Solutions, Inc.	4	$231	0.00%
Scarborough Advisors, LLC	4	$220	0.00%
TFC Financial Management	2	$111	0.00%

清倉機構（63 家）

2024 年第 1 季季末持有 W. P. Carey Inc.、2024 年第 2 季有申報但已經沒有持有的機構。

2024 年第 2 季清倉 WPC 的機構
機構	2024 年第 1 季股數	2024 年第 1 季市值
Northwood Liquid Management LP	1,235,166	$6,971 萬
American International Group, Inc.	289,443	$1,634 萬
Texas Permanent School Fund	191,379	$1,080 萬
Janney Montgomery Scott LLC	172,649	$974.4 萬
Private Capital Advisors, Inc.	67,386	$380.3 萬
Wolverine Asset Management LLC	31,836	$179.7 萬
Wealthstar Advisors, LLC	18,140	$102.4 萬
Prelude Capital Management, LLC	17,776	$100.3 萬
DoubleLine ETF Adviser LP	16,709	$94.3 萬
HGI Capital Management, LLC	13,818	$78.0 萬
Virtu Financial LLC	11,701	$66.0 萬
Entropy Technologies, LP	9,760	$55.1 萬
LVW Advisors, LLC	9,747	$55.0 萬
Lincoln National Corp	8,913	$50.3 萬
Robertson Stephens Wealth Management, LLC	7,518	$43.1 萬
Metropolitan Life Insurance Co	6,752	$38.1 萬
First City Capital Management, Inc.	6,730	$38.0 萬
Impact Partnership Wealth, LLC	6,707	$37.9 萬
Oppenheimer Asset Management Inc.	6,625	$37.4 萬
BI Asset Management Fondsmaeglerselskab A/S	6,566	$37.1 萬
Kaizen Financial Strategies	6,174	$34.8 萬
Toroso Investments, LLC	6,068	$34.2 萬
Fiera Capital Corp	5,831	$32.9 萬
Alberta Investment Management Corp	5,700	$32.2 萬
Viawealth, LLC	5,202	$29.4 萬
Level Four Advisory Services, LLC	4,503	$29.2 萬
Truvestments Capital LLC	5,134	$29.0 萬
Verition Fund Management LLC	5,038	$28.4 萬
L.M. Kohn & Company	4,361	$24.6 萬
Redwood Financial Network Corp	4,319	$24.4 萬
Venture Visionary Partners LLC	4,144	$23.4 萬
San Luis Wealth Advisors LLC	4,086	$23.1 萬
Trust Point Inc.	4,015	$22.7 萬
Gsa Capital Partners LLP	3,996	$22.6 萬
Jefferies Financial Group Inc.	4,000	$22.6 萬
Evanson Asset Management, LLC	3,960	$22.4 萬
Fortitude Advisory Group L.L.C.	3,888	$21.9 萬
Insight 2811, Inc.	3,878	$21.9 萬
New York Life Investment Management LLC	3,716	$21.0 萬
Regions Financial Corp	3,623	$20.4 萬
Monument Capital Management	3,618	$20.4 萬
Brookstone Capital Management	3,595	$20.3 萬
Flagship Harbor Advisors, LLC	3,590	$20.3 萬
Systematic Portfolios LLC	2,276	$20.1 萬
First Manhattan Co	2,700	$15.2 萬
Westpac Banking Corp	2,664	$15.0 萬
Twin Tree Management, LP	2,462	$13.9 萬
Tobam	1,928	$10.9 萬
Groupama Asset Managment	1,543	$8.71 萬
First Horizon Advisors, Inc.	835	$4.71 萬
JFS Wealth Advisors, LLC	831	$4.69 萬
Newbridge Financial Services Group, Inc.	431	$2.43 萬
EntryPoint Capital, LLC	351	$1.98 萬
Semmax Financial Advisors Inc.	316	$1.85 萬
Financial Synergies Wealth Advisors, Inc.	271	$1.53 萬
Core Wealth Advisors, Inc.	225	$1.27 萬
Citizens National Bank Trust Department	195	$1.10 萬
Boyd Watterson Asset Management LLC	70	$3,951
Financial Avengers, Inc.	55	$3,109
Delos Wealth Advisors, LLC	30	$1,671
Tidemark, LLC	18	$1,016
Castleview Partners, LLC	10	$564
Global Assets Advisory, LLC	18,391	$328

尚未申報 2024 年第 2 季的機構（10 家）

2024 年第 1 季季末持有 W. P. Carey Inc.、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 1 季持有 WPC、尚未申報 2024 年第 2 季的機構
機構	2024 年第 1 季股數	2024 年第 1 季市值
Credit Suisse AG	332,666	$1,878 萬
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	130,534	$736.7 萬
Highlander Capital Management, LLC	10,825	$61.1 萬
Benedetti & Gucer, Inc.	5,726	$32.3 萬
Shell Asset Management Co	5,501	$30.3 萬
Cutler Group LP	4,824	$27.2 萬
Degroof Petercam Asset Management	4,800	$27.1 萬
Coppell Advisory Solutions Corp.	4,398	$24.8 萬
Retirement Group, LLC	842	$4.75 萬
FSA Wealth Management LLC	94	$5,305