WPC
W. P. Carey Inc. · Real Estate · REIT - Diversified
Input momentum (manajer yang sebanding):
keluasan pemegang -10.5% ·
aliran saham +2.3% ·
posisi baru bersih -17.6%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q3 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 145 | +2 | 132.35M | $9.48B | +9 | −9 |
| Q1 2026 | 148 | 0 | 127.34M | $8.67B | +7 | −8 |
| Q4 2025 | 147 | +3 | 142.63M | $9.18B | +4 | — |
| Q3 2025 | 17 | -2 | 91.40M | $6.19B | +1 | −4 |
| Q2 2025 | 17 | +1 | 80.29M | $5.02B | +1 | — |
| Q1 2025 | 13 | 0 | 21.31M | $1.35B | +1 | −1 |
| Q4 2024 | 13 | 0 | 22.76M | $1.25B | — | — |
| Q3 2024 | 12 | 0 | 9.80M | $609.88M | +1 | −1 |
| Q2 2024 | 12 | — | 7.46M | $410.23M | — | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasif) | 30.63M | -0.5% | $2.07B | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasif) | 28.06M | +1.1% | $1.90B | 0.0% | ▲ Add | 2 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (pasif) | 12.33M | +1.0% | $844.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 9.34M | — | $631.34M | 0.0% | n/c | 1 | SEC ↗ ×26 |
| 5 | Geode Capital Management ✦ (pasif) | 4.69M | +1.7% | $315.79M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 1.82M | — | $122.75M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 7 | Wellington Management ✦ | 1.13M | +1183.6% | $76.38M | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 8 | T. Rowe Price ✦ | 651.82K | +1.8% | $44.04M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 9 | Millennium Management ✦ | 620.30K | -7.8% | $41.91M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 10 | Marshall Wace ✦ | 508.16K | Baru | $34.34M | 0.0% | New | 1 | SEC ↗ ×2 |
| 11 | AQR Capital Management ✦ | 483.91K | +105.0% | $32.61M | 0.0% | ▲ Add | 6 | SEC ↗ ×5 |
| 12 | Fidelity (FMR) ✦ | 371.31K | -32.6% | $25.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Goldman Sachs Group ✦ | 320.18K | — | $21.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Two Sigma Investments ✦ | 252.88K | +67.1% | $17.09M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 185.80K | +51.1% | $12.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 10.82K | -29.2% | $730,972 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 17 | Fisher Asset Management ✦ | 7.04K | +95.9% | $475,996 | 0.0% | ▲ Add | 6 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Marshall Wace | $34.34M | 0.0% |
Telah keluar
| Norges Bank | $151.41M | adalah 0.0% |
| Citadel Advisors | $1.69M | adalah 0.0% |
| GAMCO Investors | $804,640 | adalah 0.0% |
| Bridgewater Associates | $276,281 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 861 pemegang, 167.86M saham, $11.16B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.