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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。

2024 年第 4 季與 2024 年第 3 季比較

持有 W. P. Carey Inc. 的機構從 2024 年第 3 季到 2024 年第 4 季的變化。

2024 年第 4 季全部持有人2024 年第 3 季全部持有人

WPC 的 13F 持有人:2024 年第 3 季與 2024 年第 4 季比較
項目2024 年第 3 季其中尚未申報 2024 年第 4 季2024 年第 4 季變化
持有家數80514782−9
股數1.47 億55.4 萬1.51 億+375.1 萬 (+2.6%)
市值$91.7 億$3,451 萬$81.6 億−$9.72 億 (−10.6%)

14 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(100 家)

2024 年第 4 季季末持有 W. P. Carey Inc.、2024 年第 3 季季末沒有持有的機構。

2024 年第 4 季新進 WPC 的機構
機構股數市值佔組合 %
Raymond James Financial Inc577,139$3,144 萬0.01%
Caisse de Depot Et Placement du Quebec571,289$3,112 萬0.06%
Alyeska Investment Group, L.P.232,463$1,266 萬0.05%
Natixis141,553$771.2 萬0.05%
APG Asset Management N.V.119,800$630.3 萬0.02%
KLP Kapitalforvaltning AS113,300$625.7 萬0.03%
STRS Ohio81,659$444.9 萬0.02%
CIBC World Markets Inc.70,285$382.9 萬0.01%
New Age Alpha Advisors, LLC61,646$335.8 萬0.14%
Twin Tree Management, LP59,955$326.6 萬0.08%
TT Capital Management LLC56,324$311.0 萬2.48%
Nomura Holdings Inc52,806$287.7 萬0.02%
Generali Asset Management SPA SGR52,635$286.8 萬0.07%
Susquehanna Fundamental Investments, LLC50,329$274.2 萬0.05%
U.S. Capital Wealth Advisors, LLC48,944$266.6 萬0.08%
Freedom Financial Partners LLC48,029$261.7 萬1.26%
Verition Fund Management LLC43,642$237.8 萬0.01%
Mubadala Investment Co PJSC43,389$236.4 萬0.01%
Rodgers Brothers Inc.41,750$227.5 萬0.30%
Acadian Asset Management LLC38,692$210.6 萬0.01%
Inceptionr LLC36,449$198.6 萬0.44%
Signet Financial Management, LLC35,644$194.2 萬0.25%
BridgePort Financial Solutions, LLC27,522$176.7 萬0.80%
Police & Firemen's Retirement System of New Jersey31,307$170.6 萬0.02%
Fiduciary Alliance LLC26,034$141.8 萬0.14%
Sabal Trust CO18,922$103.1 萬0.06%
Meixler Investment Management, Ltd.18,485$100.7 萬0.75%
Martingale Asset Management L P17,884$97.4 萬0.02%
Wealthstar Advisors, LLC15,840$86.3 萬0.37%
Consolidated Portfolio Review Corp15,152$82.5 萬0.13%
Liberty Square Wealth Partners LLC11,099$65.1 萬0.24%
Stevens Capital Management LP11,036$60.1 萬0.24%
BI Asset Management Fondsmaeglerselskab A/S10,955$59.7 萬0.01%
Virtu Financial LLC10,375$56.5 萬0.03%
Diversified Trust Co9,799$53.4 萬0.01%
Axis Wealth Partners, LLC8,597$46.8 萬0.39%
Two Sigma Advisers, LP8,400$45.8 萬0.00%
Gutierrez Wealth Advisory, LLC7,528$41.0 萬0.34%
Machina Capital S.A.S.7,159$39.0 萬0.16%
Allstate Corp6,725$36.6 萬0.01%
Pensionmark Financial Group, LLC6,625$36.1 萬0.01%
EntryPoint Capital, LLC6,488$35.3 萬0.15%
Claris Financial LLC5,258$28.6 萬0.19%
Everence Capital Management Inc5,250$28.6 萬0.02%
RFG - Bristol Wealth Advisors, LLC5,067$27.6 萬0.09%
PEAK6 LLC4,923$26.8 萬0.01%
Tiaa Trust, National Association4,791$26.1 萬0.00%
Mystic Asset Management, Inc.4,611$25.1 萬0.07%
iA Global Asset Management Inc.4,370$23.8 萬0.00%
BlueStem Wealth Partners, LLC4,344$23.7 萬0.03%
Strathmore Capital Advisors, Inc.4,327$23.6 萬0.17%
Wealth Management Strategies, Inc.4,305$23.5 萬0.18%
Silver Oak Securities, Inc4,271$23.3 萬0.02%
Ieq Capital, LLC4,173$22.7 萬0.00%
Keudell/Morrison Wealth Management4,092$22.3 萬0.06%
GF Fund Management Co. Ltd.3,977$21.7 萬0.00%
PharVision Advisers, LLC3,911$21.3 萬0.18%
Summit Trail Advisors, LLC3,617$20.1 萬0.01%
Cary Street Partners Financial LLC3,570$19.4 萬0.01%
Ameriflex Group, Inc.1,879$10.5 萬0.05%
Transce3nd, LLC1,686$9.22 萬0.03%
Van Hulzen Asset Management, LLC1,624$8.85 萬0.01%
Golden State Wealth Management, LLC1,622$8.84 萬0.01%
Asset Planning,Inc1,540$8.39 萬0.06%
Pillar Financial Advisors, LLC1,489$8.11 萬0.06%
Winch Advisory Services, LLC1,268$6.91 萬0.02%
Roxbury Financial LLC1,014$5.79 萬0.06%
Quarry LP924$5.03 萬0.01%
Hoey Investments, Inc887$4.83 萬0.01%
Plato Investment Management Ltd877$4.80 萬0.00%
Fourth Dimension Wealth, LLC800$4.36 萬0.02%
Wingate Wealth Advisors, Inc.673$3.67 萬0.04%
Millstone Evans Group, LLC672$3.66 萬0.02%
National Pension Service465$2.53 萬0.00%
True Wealth Design, LLC353$1.92 萬0.01%
TCTC Holdings, LLC240$1.31 萬0.00%
Nova Wealth Management, Inc.210$1.14 萬0.01%
Hoese & Co LLP160$8,7150.01%
Crews Bank & Trust150$8,1720.00%
Retirement Wealth Solutions LLC140$7,5690.01%
Plante Moran Financial Advisors, LLC132$7,1910.00%
Sierra Ocean, LLC131$7,1370.01%
MPWM Advisory Solutions, LLC116$6,3190.00%
Park Square Financial Group, LLC110$5,9930.00%
Rosenberg Matthew Hamilton108$5,8840.00%
Capital A Wealth Management, LLC100$5,4480.01%
Parkworth Wealth Management, Inc.100$5,4470.00%
Caitong International Asset Management Co., Ltd95$5,1760.01%
Synergy Investment Management, LLC48$2,6150.00%
High Note Wealth, LLC38$2,0700.00%
Studio Investment Management LLC35$1,9380.00%
FLP Wealth Management, LLC25$1,3620.00%
Mountain Hill Investment Partners Corp.16$8730.00%
Rothschild Investment LLC10$5450.00%
Old Second National Bank of Aurora7$3810.00%
Crewe Advisors LLC5$2730.00%
New Millennium Group LLC5$2720.00%
Winnow Wealth LLC4$1830.00%
Principia Wealth Advisory, LLC2$1090.00%
Cassady Schiller Wealth Management, LLC1$540.00%

清倉機構(109 家)

2024 年第 3 季季末持有 W. P. Carey Inc.、2024 年第 4 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 109 家。

2024 年第 4 季清倉 WPC 的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Balyasny Asset Management LLC1,167,685$7,275 萬
Waterfront Capital Partners, LLC246,111$1,533 萬
Gillson Capital LP141,601$882.2 萬
Kempen Capital Management N.V.108,116$673.6 萬
Weiss Asset Management LP80,156$499.4 萬
Nicholas Company, Inc.78,975$492.0 萬
Susquehanna Portfolio Strategies, LLC78,800$490.9 萬
HGI Capital Management, LLC73,728$459.3 萬
Sowell Financial Services LLC47,506$300.1 萬
Simplex Trading, LLC37,155$231.4 萬
UBS Oconnor LLC31,185$194.3 萬
Public Sector Pension Investment Board28,520$177.7 萬
Ashton Thomas Private Wealth, LLC27,859$173.6 萬
Lakeview Capital Partners, LLC26,092$162.6 萬
New York Life Investment Management LLC25,726$160.3 萬
XTX Topco Ltd24,729$154.1 萬
Lecap Asset Management Ltd24,159$150.5 萬
Y-Intercept (Hong Kong) Ltd17,699$110.3 萬
Edgestream Partners, L.P.15,269$95.1 萬
FNY Investment Advisers, LLC14,300$89.0 萬
Dai-Ichi Life Insurance Company, Ltd13,251$82.6 萬
Dynamic Advisor Solutions LLC12,800$79.7 萬
Boothbay Fund Management, LLC11,915$74.2 萬
Walleye Trading LLC9,484$59.1 萬
Candriam Luxembourg S.C.A.9,090$56.6 萬
Marex Group plc9,070$56.5 萬
ABLE Financial Group, LLC8,010$49.9 萬
Twinbeech Capital LP7,937$49.4 萬
Axxcess Wealth Management, LLC7,114$44.3 萬
Clarity Financial LLC6,034$37.6 萬
Panagora Asset Management Inc5,990$37.3 萬
Cullen Capital Management LLC5,723$35.7 萬
Fox Run Management, L.L.C.5,381$33.5 萬
Greenleaf Trust5,173$32.2 萬
Mesirow Financial Investment Management, Inc.4,970$31.0 萬
Cordatus Wealth Management LLC4,734$29.5 萬
Napa Wealth Management4,716$29.4 萬
Woodward Diversified Capital, LLC4,698$29.3 萬
Veriti Management LLC4,636$28.9 萬
Engineers Gate Manager LP4,522$28.2 萬
Berger Financial Group, Inc4,387$27.3 萬
Paloma Partners Management Co4,200$26.2 萬
SWP Financial LLC4,173$26.0 萬
Bright Futures Wealth Management, LLC.4,626$26.0 萬
Centersquare Investment Management LLC4,064$25.3 萬
Two Sigma Securities, LLC4,023$25.1 萬
LexAurum Advisors, LLC4,014$25.0 萬
Tradition Wealth Management, LLC3,880$24.2 萬
Mach-1 Financial Group, Inc.3,799$23.7 萬
Capital Advisory Group Advisory Services, LLC3,782$23.6 萬
NorthRock Partners, LLC3,696$23.3 萬
360 Financial, Inc.3,718$23.2 萬
Lido Advisors, LLC3,710$23.1 萬
Adapt Wealth Advisors, LLC3,710$23.1 萬
Capital Planning Advisors, LLC3,657$22.8 萬
Fiera Capital Corp3,627$22.6 萬
Merit Financial Group, LLC3,627$22.6 萬
Clearview Wealth Advisors LLC3,567$22.2 萬
Diversify Advisory Services, LLC3,761$22.2 萬
Trust Point Inc.3,540$22.1 萬
Cornerstone Wealth Group, LLC3,508$21.9 萬
Argent Trust Co3,500$21.8 萬
King Wealth3,495$21.8 萬
Syntegra Private Wealth Group, LLC3,421$21.3 萬
LVW Advisors, LLC3,406$21.2 萬
Detalus Advisors, LLC3,400$21.2 萬
Heirloom Wealth Management3,362$20.9 萬
Goldstone Financial Group, LLC3,345$20.8 萬
First Heartland Consultants, Inc.3,339$20.8 萬
Bourgeon Capital Management LLC3,301$20.6 萬
Heritage Oak Wealth Advisors LLC3,286$20.5 萬
Focused Wealth Management, Inc3,269$20.4 萬
Capital Investment Advisors, LLC3,268$20.4 萬
Tyche Wealth Partners LLC3,258$20.3 萬
Ritholtz Wealth Management3,246$20.2 萬
Principle Wealth Partners LLC3,240$20.2 萬
Meeder Advisory Services, Inc.3,231$20.1 萬
Guyasuta Investment Advisors Inc3,230$20.1 萬
Venture Visionary Partners LLC3,220$20.1 萬
Globeflex Capital L P2,547$15.9 萬
Northwest Financial Advisors2,030$12.6 萬
Catalyst Funds Management Pty Ltd2,000$12.5 萬
Headlands Technologies LLC1,778$11.1 萬
Planned Solutions, Inc.1,543$9.61 萬
Baldwin Brothers Inc1,117$7.06 萬
Avondale Wealth Management1,000$6.23 萬
Princeton Global Asset Management LLC869$5.41 萬
Allspring Global Investments Holdings, LLC824$5.13 萬
Householder Group Estate & Retirement Specialist, LLC528$3.20 萬
Claris Advisors, LLC455$2.84 萬
Aster Capital Management (DIFC) Ltd421$2.62 萬
Richard W. Paul & Associates, LLC370$2.31 萬
Hobbs Group Advisors, LLC351$2.19 萬
Financial Network Wealth Advisors LLC316$1.97 萬
Golden State Equity Partners266$1.66 萬
Ashton Thomas Securities, LLC220$1.37 萬
Broadwater Capital Management LLC200$1.25 萬
Kennebec Savings Bank165$1.03 萬
Flputnam Investment Management Co300$9,675
Main Street Group, LTD117$7,300

尚未申報 2024 年第 4 季的機構(14 家)

2024 年第 3 季季末持有 W. P. Carey Inc.、還沒有申報 2024 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 3 季持有 WPC、尚未申報 2024 年第 4 季的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Raymond James & Associates370,669$2,309 萬
Raymond James Financial Services Advisors, Inc.122,647$764.1 萬
Raymond James Trust N.A.13,109$81.7 萬
B. Metzler seel. Sohn & Co. Holding AG10,279$64.0 萬
CIC Wealth, LLC9,498$59.2 萬
Aspire Wealth Management Corp6,211$38.7 萬
Kowal Investment Group, LLC6,103$38.0 萬
PEAK6 Investments LLC5,840$36.4 萬
Garrison Asset Management, LLC4,259$26.5 萬
Rakuten Investment Management, Inc.4,003$25.1 萬
Abich Financial Wealth Management LLC668$4.16 萬
VitalStone Financial, LLC267$1.66 萬
M&R Capital Management Inc209$1.30 萬
Carmichael Hill & Associates, Inc.104$6,480