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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
CTA
326
Colonial Trust Advisors
South Carolina
$1.2M
AWA
327
Arete Wealth Advisors
Illinois
$1.19M
Prudential Financial
328
Prudential Financial
New Jersey
$1.17M
GIBU
329
Gulf International Bank (UK)
United Kingdom
$1.17M
HIA
330
Harbor Investment Advisory
Maryland
$1.16M
Grantham, Mayo, Van Otterloo & Co (GMO)
331
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.15M
SIC
332
Samalin Investment Counsel
New York
$1.15M
BIG
333
Brooklyn Investment Group
New York
$1.14M
ABC
334
Associated Banc-Corp
Wisconsin
$1.14M
CGH
335
Crossmark Global Holdings
Texas
$1.12M
William Blair & Company
336
William Blair & Company
Illinois
$1.12M
OC
337
Oppenheimer & Co
New York
$1.11M
CLA
338
Carnegie Lake Advisors
New Jersey
$1.11M
SFI
339
Siemens Fonds Invest
Germany
$1.1M
SAM
340
Securian Asset Management
Minnesota
$1.1M
CRC
341
Curi RMB Capital
Illinois
$1.09M
Nisa Investment Advisors
342
Nisa Investment Advisors
Missouri
$1.08M
QCG
343
Quadrant Capital Group
Ohio
$1.07M
IMCOOI
344
Investment Management Corp of Ontario (IMCO)
Canada
$1.07M
IWM
345
IHT Wealth Management
Illinois
$1.06M
WA
346
Wealthstar Advisors
Texas
$1.05M
KA
347
Kovack Advisors
Florida
$1.03M
SWGC
348
Summit Wealth Group (Colorado)
Colorado
$1.02M
VU
349
Vanderbilt University
Tennessee
$1.02M
Verition Fund Management
350
Verition Fund Management
Connecticut
$1.01M