US92936UAG40 - WP凱裡公司 股票 - 股價，機構持股，股東

基本數據
機構持有者 0 total, 0 long only, 0 short only, 0 long/short - change of -1.47% MRQ
平均投資組合配置 0.0461 % - change of 1.00% MRQ
機構持股和股東

WP Carey Inc (US:US92936UAG40)擁有 0 家已向美國證券交易委員會（SEC）提交了13D/G或13F表格的機構持有人和股東。 最大的股東包括 .

WP Carey Inc (US92936UAG40)的機構持股結構顯示了機構和基金在該公司的當前持倉情況，以及最新的持倉變動。主要的股東可能包括個人投資者，互惠基金，對沖基金或機構。《13D附表》表示投資者持有（或曾持有）該公司超過5%的股份並且打算（或曾打算）積極追求業務策略的變化。《13G附表》表示被動投資超過5%。

US92936UAG40 / WP Carey Inc - 2.4% 2031-02-01 Institutional Ownership
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13F和NPORT申報文件

13F文件的詳細信息可免費查閱。而NP文件的詳細信息則需要高級會員資格。 綠色行表示新增倉位。 紅色行表示已平倉位。 點擊連結 查看完整交易記錄。

升級 解鎖高級數據並導出至Excel .

呈報日期 來源 投資者 類型 均價
(預計)		 股份數量 Δ 持股
(%)		 申報
價值
（$1000）		 Δ 市值
(%)		 投組占比
（%）
2025-07-28 NP JCPI - 摩根大通通膨管理債券 ETF 694 -0.14
2025-08-27 NP BBTBX - Bridge Builder 核心債券基金 1,583 1.35
2025-08-22 NP 聯邦保險系列 - 聯邦優質債券基金 II 主要股票 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 - 富達全債券 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 信託 - BondBloxx BBB 評級 5-10 年期公司債 ETF 22 175.00
2025-08-28 NP SPAB - SPDR(R) 投資組合綜合債券 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 - 嘉信理財美國綜合債券 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 美國債券指數基金 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 - 策略顧問富達核心收入基金 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 債券指數基金機構類別 659 1.38
2025-08-28 NP SPBO - SPDR 投資組合公司債 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 - 資產配置基金 122 0.00
2025-07-25 NP IGIB - iShares 中期公司債 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 中級政府/信用債券 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 - 摩根大通核心+債券ETF 607 0.00
2025-09-25 NP DFCF - 維度核心固定收益 ETF 127 0.80
2025-08-22 NP 可變保險產品基金 V - 投資等級債券 II 投資組合初始類別 419 1.45
2025-08-26 NP JPSRX - 摩根大通 SmartRetirement* Blend 2035 基金 I 類 32 0.00
2025-07-24 NP FCBFX - 富達公司債基金 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 - 債券市場指數基金機構類別 56 0.00
2025-09-24 NP SBND - 哥倫比亞短期債券 ETF 44 2.33
2025-07-25 NP IMTB - iShares 核心 5-10 年美元債券 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 收益增強型美元萬能債券基金 不適用 31 0.00
2025-07-24 NP FHMFX - 富達系列公司債基金 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 - A 類收入基金 18,502 1.09
2025-07-28 NP JSIAX - 摩根大通無約束債務基金 A 類 156 0.00
2025-09-25 NP PDBAX - PGIM 總報酬債券基金 A 類 5,102 1.05
2025-07-28 NP CBRAX - 摩根大通公司債基金A類 586 0.00
2025-08-19 NP GSCUX - 高盛收入基金 P 類股票 22 0.00
2025-07-25 NP AGG - iShares 核心美國綜合債券 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 - 摩根大通全球債券機會基金 A 類 503 0.00
2025-08-18 NP 太平洋精選基金 - 中級債券投資組合 I 370 1.37
2025-09-25 NP SKOR - FlexShares 信用評分美國公司債指數基金 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 - 先鋒中期企業債券指數基金 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 系列信託 - SA 摩根大通 MFS 核心債券投資組合 1 級 348 1.16
2025-07-30 NP FPCIX - 策略顧問核心收入基金 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 高盛核心固定收益投資組合 I 類股票 22 0.00
2025-08-22 NP FIDELITY GARRISON STREET TRUST - 富達 VIP 投資級中央基金 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 泛美系列信託 - 泛美摩根大通戰術分配副總裁初始 354 1.43
2025-07-22 NP FDBAX - 聯邦債券基金 A 類股票 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 - 摩根大通 SmartRetirement* 混合收入基金 I 類 193 214.75
2025-09-24 NP IBDW - iShares iBonds Dec 2031 固定企業 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 美元投資等級公司債 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 可變保險產品基金 V - 投資等級債券投資組合初始類別 1,897 1.34
2025-07-25 NP EUSB - iShares ESG Advanced 總美元債券市場 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 公司債影響力 ETF 867 -0.23
2025-09-23 NP FIIFX - 聯合中型企業債券基金機構股票 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 美國中級信用債券指數基金 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 基本投資等級公司債 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 高盛可變保險信託 - 高盛核心固定收益基金服務 22 0.00
2025-08-26 NP JRBEX - 摩根大通 SmartRetirement* Blend 2030 基金 I 類 143 1.42
2025-08-25 NP SCHI - 嘉信理財 5-10 年期公司債 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 系列信託 - SA 固定收益指數投資組合 1 類 176
2025-08-27 NP VBIIX - 先鋒中期債券指數基金投資人股票 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 - 高盛機構核心固定收益基金 638 1.43
2025-09-25 NP JNBAX - 摩根大通創收基金 A 類 29 3.57
2025-08-06 NP 林肯可變保險產品信託 - LVIP SSGA 債券指數基金標準類別 44 0.00
2025-08-28 NP SPIB - SPDR(R) 投資組合中期公司債 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 交易所交易自指數基金信託 - Invesco BulletShares 2031 公司債 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 系列信託 - SA 聯合企業債券投資組合 1 級 1,740 1.10
2025-08-20 NP 全國可變保險信託 - NVIT 摩根大通通膨管理基金 I 類 88
2025-08-19 NP GSGDX - 高盛投資等級機構信貸基金 44 0.00
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA 投資等級投資組合機構類股票 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 - 摩根大通 SmartRetirement* Blend 2025 基金 I 類 161 1.27
2025-07-25 NP SWAGX - 施瓦布美國綜合債券指數基金 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 高級系列信託 - AST 摩根大通固定收益中央投資組合 2,083 1.46
2025-09-25 NP PQCNX - PGIM 核心保守債券基金 R6 級 31 0.00
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