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 3 季與 2024 年第 2 季比較

持有 W. P. Carey Inc. 的機構從 2024 年第 2 季到 2024 年第 3 季的變化。

2024 年第 3 季全部持有人 2024 年第 2 季全部持有人

WPC 的 13F 持有人：2024 年第 2 季與 2024 年第 3 季比較
項目	2024 年第 2 季	其中尚未申報 2024 年第 3 季	2024 年第 3 季	變化
持有家數	784	13	805	+34
股數	1.48 億	2,721 萬	1.47 億	+2,656 萬 (+22.0%)
市值	$81.6 億	$15.0 億	$91.7 億	+$25.0 億 (+37.6%)

13 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（93 家）

2024 年第 3 季季末持有 W. P. Carey Inc.、2024 年第 2 季季末沒有持有的機構。

2024 年第 3 季新進 WPC 的機構
機構	股數	市值	佔組合 %
BlackRock, Inc.	26,931,685	$16.8 億	0.04%
Lighthouse Investment Partners, LLC	200,000	$1,246 萬	0.67%
Marshall Wace, LLP	191,930	$1,196 萬	0.02%
Qube Research & Technologies Ltd	177,299	$1,105 萬	0.02%
Janney Montgomery Scott LLC	145,838	$908.6 萬	0.03%
Gillson Capital LP	141,601	$882.2 萬	0.80%
Kempen Capital Management N.V.	108,116	$673.6 萬	0.07%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	76,434	$476.2 萬	0.05%
HGI Capital Management, LLC	73,728	$459.3 萬	4.01%
Graham Capital Wealth Management, LLC	50,926	$317.3 萬	3.25%
UBS Oconnor LLC	31,185	$194.3 萬	0.05%
Stoneridge Investment Partners LLC	27,163	$169.2 萬	0.63%
New York Life Investment Management LLC	25,726	$160.3 萬	0.02%
Savant Capital, LLC	21,105	$131.5 萬	0.01%
Carnegie Lake Advisors LLC	16,030	$99.9 萬	0.40%
DoubleLine ETF Adviser LP	15,640	$97.4 萬	0.24%
Edgestream Partners, L.P.	15,269	$95.1 萬	0.04%
FNY Investment Advisers, LLC	14,300	$89.0 萬	0.43%
Perigon Wealth Management, LLC	13,928	$86.8 萬	0.02%
Prudential PLC	11,808	$73.6 萬	0.00%
Wealthspire Advisors, LLC	11,578	$72.1 萬	0.01%
B. Metzler seel. Sohn & Co. Holding AG	10,279	$64.0 萬	0.01%
Hudson Portfolio Management LLC	9,732	$60.6 萬	0.60%
Crestline Management, LP	8,619	$53.7 萬	0.03%
Sterling Capital Management LLC	8,401	$52.3 萬	0.01%
Gsa Capital Partners LLP	8,343	$52.0 萬	0.04%
ABLE Financial Group, LLC	8,010	$49.9 萬	0.15%
Impact Partnership Wealth, LLC	8,010	$49.9 萬	0.11%
Twinbeech Capital LP	7,937	$49.4 萬	0.01%
Cambria Investment Management, L.P.	6,812	$42.4 萬	0.03%
Everstar Asset Management, LLC	6,517	$40.6 萬	0.28%
Clear Street Markets LLC	6,100	$38.0 萬	0.24%
Clarity Financial LLC	6,034	$37.6 萬	0.04%
Apollon Financial, LLC	5,876	$36.6 萬	0.11%
Swiss Life Asset Management Ltd	5,542	$34.5 萬	0.00%
Shell Asset Management Co	5,501	$34.3 萬	0.02%
Fox Run Management, L.L.C.	5,381	$33.5 萬	0.07%
Private Advisory Group LLC	5,319	$33.1 萬	0.04%
Hilltop Holdings Inc.	4,670	$29.1 萬	0.02%
Regions Financial Corp	4,517	$28.1 萬	0.00%
Bryn Mawr Trust Co	4,213	$26.2 萬	0.00%
Paloma Partners Management Co	4,200	$26.2 萬	0.01%
Applied Capital LLC	4,191	$26.1 萬	0.20%
GW Henssler & Associates Ltd	4,159	$25.9 萬	0.01%
NorthRock Partners, LLC	3,696	$23.3 萬	0.01%
Battery Global Advisors, LLC	3,655	$23.1 萬	0.13%
Fiera Capital Corp	3,627	$22.6 萬	0.00%
Merit Financial Group, LLC	3,627	$22.6 萬	0.01%
Modera Wealth Management, LLC	3,580	$22.3 萬	0.00%
Trust Point Inc.	3,540	$22.1 萬	0.02%
Empowered Funds, LLC	3,507	$21.8 萬	0.00%
King Wealth	3,495	$21.8 萬	0.03%
LVW Advisors, LLC	3,406	$21.2 萬	0.03%
Detalus Advisors, LLC	3,400	$21.2 萬	0.07%
Goldstone Financial Group, LLC	3,345	$20.8 萬	0.04%
First Heartland Consultants, Inc.	3,339	$20.8 萬	0.02%
Bourgeon Capital Management LLC	3,301	$20.6 萬	0.04%
New Wave Wealth Advisors LLC	3,286	$20.5 萬	0.09%
Heritage Oak Wealth Advisors LLC	3,286	$20.5 萬	0.09%
Focused Wealth Management, Inc	3,269	$20.4 萬	0.03%
Capital Investment Advisors, LLC	3,268	$20.4 萬	0.00%
Tyche Wealth Partners LLC	3,258	$20.3 萬	0.05%
Ritholtz Wealth Management	3,246	$20.2 萬	0.01%
Principle Wealth Partners LLC	3,240	$20.2 萬	0.01%
Meeder Advisory Services, Inc.	3,231	$20.1 萬	0.01%
Venture Visionary Partners LLC	3,220	$20.1 萬	0.01%
Globeflex Capital L P	2,547	$15.9 萬	0.02%
Truvestments Capital LLC	2,492	$15.5 萬	0.04%
Belvedere Trading LLC	2,262	$14.1 萬	0.01%
Oarsman Capital, Inc.	2,250	$14.0 萬	0.03%
Northwest Financial Advisors	2,030	$12.6 萬	0.10%
Headlands Technologies LLC	1,778	$11.1 萬	0.01%
Planned Solutions, Inc.	1,543	$9.61 萬	0.04%
Financial Gravity Companies, Inc.	1,359	$8.47 萬	0.02%
FSA Wealth Management LLC	1,298	$8.09 萬	0.03%
Baldwin Brothers Inc	1,117	$7.06 萬	0.00%
Avondale Wealth Management	1,000	$6.23 萬	0.04%
Eastern Bank	965	$6.01 萬	0.00%
Maia Wealth LLC	650	$4.05 萬	0.01%
Claris Advisors, LLC	455	$2.84 萬	0.01%
Aster Capital Management (DIFC) Ltd	421	$2.62 萬	0.01%
Skopos Labs, Inc.	383	$2.39 萬	0.01%
Golden State Equity Partners	266	$1.66 萬	0.00%
Ashton Thomas Securities, LLC	220	$1.37 萬	0.00%
Kennebec Savings Bank	165	$1.03 萬	0.01%
Birchbrook, Inc.	80	$4,984	0.00%
Capital Performance Advisors LLP	24	$1,495	0.00%
Dunhill Financial, LLC	14	$900	0.00%
Valued Wealth Advisors LLC	11	$695	0.00%
1620 Investment Advisors, Inc.	10	$629	0.00%
Voisard Asset Management Group, Inc.	9	$561	0.00%
CBIZ Investment Advisory Services, LLC	8	$505	0.00%
West Branch Capital LLC	3	$187	0.00%

清倉機構（59 家）

2024 年第 2 季季末持有 W. P. Carey Inc.、2024 年第 3 季有申報但已經沒有持有的機構。

2024 年第 3 季清倉 WPC 的機構
機構	2024 年第 2 季股數	2024 年第 2 季市值
Canada Pension Plan Investment Board	583,851	$3,214 萬
Cubist Systematic Strategies, LLC	88,388	$486.6 萬
USS Investment Management Ltd	86,454	$476.1 萬
Arkfeld Wealth Strategies, L.L.C.	83,657	$462.0 萬
National Pension Service	79,465	$437.5 萬
Neo Ivy Capital Management	67,424	$371.2 萬
Caisse de Depot Et Placement du Quebec	66,802	$367.7 萬
Point72 Asset Management, L.P.	27,732	$152.7 萬
Quantbot Technologies LP	26,564	$146.2 萬
APG Asset Management N.V.	26,647	$136.9 萬
Paradiem, LLC	21,622	$119.0 萬
IMC-Chicago, LLC	20,471	$112.7 萬
Centiva Capital, LP	18,255	$100.5 萬
La Banque Postale Asset Management SA	16,677	$91.8 萬
MBB Public Markets I LLC	15,875	$87.4 萬
Pearl River Capital, LLC	13,110	$72.2 萬
Scientech Research LLC	12,958	$71.3 萬
Global Wealth Management Investment Advisory, Inc.	8,206	$45.2 萬
FORA Capital, LLC	8,011	$44.1 萬
Point72 Asia (Singapore) Pte. Ltd.	7,644	$42.1 萬
MQS Management LLC	6,501	$35.8 萬
Lockheed Martin Investment Management Co	5,750	$31.7 萬
BTC Capital Management, Inc.	5,068	$27.9 萬
Willis Johnson & Associates, Inc.	4,598	$25.3 萬
Virtue Capital Management, LLC	4,243	$25.0 萬
Teacher Retirement System of Texas	4,252	$23.4 萬
Catalytic Wealth RIA, LLC	4,033	$22.2 萬
Prosperitas Financial LLC	4,001	$22.0 萬
Nomura Holdings Inc	3,909	$21.5 萬
iA Global Asset Management Inc.	3,870	$21.3 萬
Wedbush Securities Inc	3,805	$20.9 萬
Boston Private Wealth LLC	3,716	$20.5 萬
Kelly Financial Services LLC	1,784	$9.82 萬
Unique Wealth Strategies, LLC	1,443	$8.14 萬
Tyler-Stone Wealth Management	1,200	$6.61 萬
Cassady Schiller Wealth Management, LLC	740	$4.07 萬
Register Financial Advisors LLC	718	$3.95 萬
Ibex Wealth Advisors	716	$3.94 萬
EdgeRock Capital LLC	715	$3.94 萬
Alta Advisers Ltd	700	$3.85 萬
State of Wyoming	688	$3.79 萬
Moser Wealth Advisors, LLC	681	$3.75 萬
Lynx Investment Advisory	622	$3.42 萬
Quarry LP	560	$3.08 萬
Mark Sheptoff Financial Planning, LLC	558	$3.07 萬
Gradient Investments LLC	489	$2.69 萬
Coastal Investment Advisors, Inc.	344	$1.89 萬
Great Lakes Retirement, Inc.	307	$1.72 萬
Triad Wealth Partners, LLC	274	$1.51 萬
SWS Partners	274	$1.51 萬
Bank of New Hampshire	231	$1.27 萬
Matrix Trust Co	222	$1.20 萬
Opal Wealth Advisors, LLC	209	$1.15 萬
Rosenberg Matthew Hamilton	129	$7,047
Wetzel Investment Advisors, Inc.	100	$5,644
RFP Financial Group LLC	100	$5,505
Zions Bancorporation, N.A.	33	$1,817
BFSG, LLC	10	$551
Scarborough Advisors, LLC	4	$220

尚未申報 2024 年第 3 季的機構（13 家）

2024 年第 2 季季末持有 W. P. Carey Inc.、還沒有申報 2024 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 2 季持有 WPC、尚未申報 2024 年第 3 季的機構
機構	2024 年第 2 季股數	2024 年第 2 季市值
BlackRock Inc.	26,789,725	$14.7 億
Susquehanna Fundamental Investments, LLC	166,656	$917.4 萬
Hoylecohen, LLC	88,207	$485.6 萬
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)	70,434	$387.7 萬
Karpas Strategies, LLC	67,271	$370.3 萬
Walden Wealth Partners LLC	9,851	$54.2 萬
Gratus Capital LLC	5,899	$32.5 萬
Benjamin F. Edwards & Company, Inc.	4,130	$22.7 萬
Buckingham Strategic Wealth, LLC	3,928	$21.6 萬
JJJ Advisors Inc.	1,370	$7.59 萬
Sofos Investments, Inc.	1,359	$7.48 萬
Institutional & Family Asset Management, LLC	1,319	$7.26 萬
Private Ocean, LLC	92	$5,065