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W.P. Carey

862 hedge funds and large institutions have $11.7B invested in W.P. Carey in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 351 increasing their positions, 260 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
862
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.4M
Puts
$17.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
226
Coldstream Capital Management
Washington
$2.85M
NIM
227
NEOS Investment Management
Connecticut
$2.82M
X
228
Xponance
Pennsylvania
$2.79M
CS
229
Capital Square
Tennessee
$2.77M
AIP
230
Ameritas Investment Partners
Nebraska
$2.74M
PAG
231
Private Advisor Group
New Jersey
$2.65M
OAM
232
OP Asset Management
$2.63M
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$2.63M
AC
234
Allstate Corporation
Illinois
$2.61M
II
235
Inspire Investing
Idaho
$2.51M
P
236
&Partners
Tennessee
$2.51M
EI
237
Ethic Inc
New York
$2.49M
NAMI
238
Nomura Asset Management International
Pennsylvania
$2.42M
IAG
239
Investmark Advisory Group
Connecticut
$2.41M
URS
240
Utah Retirement Systems
Utah
$2.39M
VPIM
241
Vanguard Personalized Indexing Management
California
$2.36M
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$2.31M
AWA
243
Arkadios Wealth Advisors
Georgia
$2.3M
WCG
244
Weaver Consulting Group
California
$2.29M
MA
245
Mutual Advisors
Nebraska
$2.27M
Federated Hermes
246
Federated Hermes
Pennsylvania
$2.26M
PFSRSONJ
247
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.26M
SLAM
248
Swiss Life Asset Management
$2.25M
SWA
249
SFMG Wealth Advisors
Texas
$2.25M
Cerity Partners
250
Cerity Partners
New York
$2.24M