US92936UAG40 - WP Carey Inc Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază
Proprietari instituționali 0 total, 0 long only, 0 short only, 0 long/short - change of 3,03% MRQ
Alocarea medie a portofoliului 0.0456 % - change of 12,19% MRQ
Proprietatea instituțională și acționarii

WP Carey Inc (US:US92936UAG40) are 0 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Cei mai mari acționari includ .

WP Carey Inc (US92936UAG40) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.

US92936UAG40 / WP Carey Inc - 2.4% 2031-02-01 Institutional Ownership
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Depuneri 13F și NPORT

Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.

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Data fișierului Sursă Investitor Tip Preț mediu
(Est)
Acțiuni Δ Acțiuni
(%)
Raportat
Valoare
(1000 USD)
Valoarea Δ
(%)
Port Alloc
(%)
2025-07-28 NP JCPI - JPMorgan Inflation Managed Bond ETF 694 -0,14
2025-08-27 NP BBTBX - Bridge Builder Core Bond Fund 1.583 1,35
2025-08-22 NP FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 238 1,28
2025-07-24 NP FBND - Fidelity Total Bond ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.393 -0,03
2025-09-22 NP BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 22 175,00
2025-08-28 NP SPAB - SPDR(R) Portfolio Aggregate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 91 130,77
2025-08-25 NP SCHZ - Schwab U.S. Aggregate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 207 1,48
2025-07-24 NP FIBUX - Fidelity Flex U.S. Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 121 0,00
2025-07-30 NP FIWGX - Strategic Advisers Fidelity Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.046 -0,03
2025-08-28 NP TBIIX - TIAA-CREF Bond Index Fund Institutional Class 659 1,38
2025-08-28 NP SPBO - SPDR Portfolio Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 352 350,00
2025-07-28 NP VCAAX - Asset Allocation Fund 122 0,00
2025-07-25 NP IGIB - iShares Intermediate-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.628 -8,50
2025-07-25 NP GVI - iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 65 0,00
2025-07-28 NP JCPB - JPMorgan Core Plus Bond ETF 607 0,00
2025-09-25 NP DFCF - Dimensional Core Fixed Income ETF 127 0,80
2025-08-22 NP Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 419 1,45
2025-08-26 NP JPSRX - JPMorgan SmartRetirement* Blend 2035 Fund Class I 32 0,00
2025-07-24 NP FCBFX - Fidelity Corporate Bond Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.845 0,00
2025-07-25 NP PNIIX - Bond Market Index Fund Institutional Class 56 0,00
2025-09-24 NP SBND - Columbia Short Duration Bond ETF 44 2,33
2025-07-25 NP IMTB - iShares Core 5-10 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 0,00
2025-07-30 NP UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 31 0,00
2025-07-24 NP FHMFX - Fidelity Series Corporate Bond Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 302 0,00
2025-09-24 NP CMPIX - Income Fund Class A 18.502 1,09
2025-07-28 NP JSIAX - JPMorgan Unconstrained Debt Fund Class A 156 0,00
2025-09-25 NP PDBAX - PGIM TOTAL RETURN BOND FUND Class A 5.102 1,05
2025-07-28 NP CBRAX - JPMorgan Corporate Bond Fund Class A 586 0,00
2025-08-19 NP GSCUX - Goldman Sachs Income Fund Class P Shares 22 0,00
2025-07-25 NP AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.519 -0,04
2025-07-28 NP GBOAX - JPMorgan Global Bond Opportunities Fund Class A 503 0,00
2025-08-18 NP PACIFIC SELECT FUND - Intermediate Bond Portfolio I 370 1,37
2025-09-25 NP SKOR - FlexShares Credit-Scored US Corporate Bond Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 220 171,60
2025-07-29 NP VICSX - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.735 -12,31
2025-09-26 NP SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 348 1,16
2025-07-30 NP FPCIX - Strategic Advisers Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.796 -0,06
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 22 0,00
2025-08-22 NP FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.025 1,38
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 354 1,43
2025-07-22 NP FDBAX - Federated Bond Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.974 -0,15
2025-08-26 NP JIJSX - JPMorgan SmartRetirement* Blend Income Fund Class I 193 214,75
2025-05-28 NP JSSRX - JPMorgan SmartRetirement* Blend 2020 Fund Class I 128 2,40
2025-09-24 NP IBDW - iShares iBonds Dec 2031 Term Corporate ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.384 9,56
2025-07-25 NP USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.162 123,70
2025-08-22 NP Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 1.897 1,34
2025-07-25 NP EUSB - iShares ESG Advanced Total USD Bond Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 43 0,00
2025-07-29 NP IBD - Inspire Corporate Bond Impact ETF 867 -0,23
2025-09-23 NP FIIFX - Federated Intermediate Corporate Bond Fund Institutional Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 406 1,00
2025-09-24 NP BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 268 0,75
2025-07-28 NP PFIG - Invesco Fundamental Investment Grade Corporate Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 91 0,00
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 22 0,00
2025-08-26 NP JRBEX - JPMorgan SmartRetirement* Blend 2030 Fund Class I 143 1,42
2025-08-25 NP SCHI - Schwab 5-10 Year Corporate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.783 2,41
2025-09-26 NP SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 176
2025-08-27 NP VBIIX - Vanguard Intermediate-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.783 15,54
2025-08-19 NP GSFIX - Goldman Sachs Core Fixed Income Fund Institutional 638 1,43
2025-09-25 NP JNBAX - JPMorgan Income Builder Fund Class A 29 3,57
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 44 0,00
2025-08-28 NP SPIB - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.397 122,45
2025-07-29 NP Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.637 11,07
2025-09-26 NP SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 1.740 1,10
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Inflation Managed Fund Class I 88
2025-08-19 NP GSGDX - Goldman Sachs Investment Grade Credit Fund Institutional 44 0,00
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.026 1,10
2025-08-26 NP JBSSX - JPMorgan SmartRetirement* Blend 2025 Fund Class I 161 1,27
2025-07-25 NP SWAGX - Schwab U.S. Aggregate Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 87 0,00
2025-08-27 NP ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 2.083 1,46
2025-09-25 NP PQCNX - PGIM Core Conservative Bond Fund Class R6 31 0,00
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