WPC icon

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
KPWS
301
Kestra Private Wealth Services
Texas
$1.46M
HWM
302
HB Wealth Management
Georgia
$1.44M
Jones Financial Companies
303
Jones Financial Companies
Missouri
$1.44M
SF
304
Summit Financial
New Jersey
$1.43M
CWM
305
Cornerstone Wealth Management
Missouri
$1.43M
Janus Henderson Group
306
Janus Henderson Group
United Kingdom
$1.41M
GCM
307
Graham Capital Management
Connecticut
$1.41M
GAM
308
Griffin Asset Management
New York
$1.39M
Public Employees Retirement Association of Colorado
309
Public Employees Retirement Association of Colorado
Colorado
$1.38M
Mackenzie Financial
310
Mackenzie Financial
Ontario, Canada
$1.35M
MC
311
Moors & Cabot
Massachusetts
$1.35M
HW
312
HORAN Wealth
Ohio
$1.34M
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$1.34M
LOWM
314
Laurel Oak Wealth Management
New Jersey
$1.32M
RFM
315
Royal Fund Management
Florida
$1.32M
AF
316
Avanza Fonder
Sweden
$1.3M
Bank of Nova Scotia
317
Bank of Nova Scotia
Ontario, Canada
$1.3M
JWCA
318
J.W. Cole Advisors
Florida
$1.29M
HW
319
Hancock Whitney
Mississippi
$1.29M
NW
320
NewEdge Wealth
Pennsylvania
$1.28M
CWMP
321
Clarion Wealth Managment Partners
Virginia
$1.26M
SG
322
Sienna Gestion
France
$1.24M
NW
323
Naviter Wealth
Arkansas
$1.24M
IFG
324
Independent Financial Group
California
$1.23M
AC
325
AXQ Capital
New Jersey
$1.2M