WPC
W. P. Carey Inc. · Real Estate · REIT - Diversified
Momentum-inputs (vergelijkbare managers):
breedte van houders -10.5% ·
aandelenstroom +2.3% ·
netto nieuwe posities -17.6%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 30.63M | -0.5% | $2.07B | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passief) | 28.06M | +1.1% | $1.90B | 0.0% | ▲ Add | 2 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (passief) | 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 ✦ (passief) | 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 | Nieuw | $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 ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Marshall Wace | $34.34M | 0.0% |
Verlaten
| Norges Bank | $151.41M | was 0.0% |
| Citadel Advisors | $1.69M | was 0.0% |
| GAMCO Investors | $804,640 | was 0.0% |
| Bridgewater Associates | $276,281 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 861 houders, 167.86M aandelen, $11.16B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.