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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
NP
276
NorthRock Partners
Minnesota
$1.78M
AssetMark Inc
277
AssetMark Inc
California
$1.78M
SCM
278
Stordahl Capital Management
Colorado
$1.77M
National Pension Service
279
National Pension Service
South Korea
$1.77M
GWP
280
Gateway Wealth Partners
Wisconsin
$1.74M
Pathstone Holdings
281
Pathstone Holdings
New Jersey
$1.74M
EM
282
Excalibur Management
Massachusetts
$1.74M
CAM
283
Cozad Asset Management
Illinois
$1.72M
PMAM
284
Picton Mahoney Asset Management
Ontario, Canada
$1.7M
ET
285
Entropy Technologies
New York
$1.7M
US Bancorp
286
US Bancorp
Minnesota
$1.68M
VOYA Investment Management
287
VOYA Investment Management
Georgia
$1.67M
Nordea Investment Management
288
Nordea Investment Management
Sweden
$1.54M
STA
289
Summit Trail Advisors
New York
$1.54M
IWA
290
Inspirion Wealth Advisors
Illinois
$1.54M
FRA
291
Frank Rimerman Advisors
California
$1.52M
ECSS
292
Eurizon Capital SGR SpA
$1.52M
PS
293
Pensionfund Sabic
Netherlands
$1.52M
HKAM
294
Horizon Kinetics Asset Management
New York
$1.5M
HP
295
Hilltop Partners
Indiana
$1.49M
PCM
296
Penserra Capital Management
California
$1.49M
NIWA
297
New Insight Wealth Advisors
California
$1.49M
DWM
298
Diversify Wealth Management
Utah
$1.48M
BAM
299
Belpointe Asset Management
Nevada
$1.47M
JWM
300
Jeppson Wealth Management
California
$1.46M