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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
IWC
351
Integrated Wealth Concepts
Massachusetts
$1.01M
Simplex Trading
352
Simplex Trading
Illinois
$1.01M
MWM
353
Modern Wealth Management
Kansas
$971K
FPAS
354
Focus Partners Advisor Solutions
Missouri
$969K
FFA
355
Farther Finance Advisors
California
$966K
SAW
356
Signal Advisors Wealth
Michigan
$959K
EWA
357
EP Wealth Advisors
California
$958K
ACL
358
Applied Capital LLC
Florida
$955K
REMPR
359
Roof Eidam Maycock Peralta (REMP)
California
$943K
BG
360
Bahl & Gaynor
Ohio
$941K
CCM
361
Cullen Capital Management
New York
$939K
TYCC
362
Texas Yale Capital Corp
Florida
$939K
NHC
363
Nicholas Hoffman & Company
Georgia
$929K
CIA
364
Concurrent Investment Advisors
Florida
$929K
AI
365
Atria Investments
North Carolina
$927K
AAIS
366
ABN AMRO Investment Solutions
$920K
LI
367
LRI Investments
Florida
$920K
WA
368
Waverly Advisors
Alabama
$915K
TRCT
369
Tower Research Capital (TRC)
New York
$910K
AG
370
AIA Group
Hong Kong
$904K
VIM
371
Vista Investment Management
Pennsylvania
$893K
EAM
372
Everstar Asset Management
North Carolina
$890K
HR
373
Howe & Rusling
New York
$887K
PPW
374
Pasadena Private Wealth
California
$878K
WANY
375
Wealthspire Advisors (New York)
New York
$867K