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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
PWM
376
Perigon Wealth Management
California
$858K
DFG
377
Demars Financial Group
Washington
$856K
WIA
378
World Investment Advisors
California
$843K
RCM
379
RB Capital Management
Nevada
$834K
MSWM
380
McGlone Suttner Wealth Management
Wisconsin
$830K
BAMF
381
BI Asset Management Fondsmaeglerselskab
Denmark
$825K
FGAM
382
Financial Gravity Asset Management
Texas
$823K
PI
383
PFG Investments
New York
$819K
WPW
384
Waldron Private Wealth
Pennsylvania
$818K
DS
385
DRW Securities
Illinois
$815K
VVP
386
Venture Visionary Partners
Ohio
$814K
IAA
387
Independent Advisor Alliance
North Carolina
$812K
AWM
388
AE Wealth Management
Kansas
$807K
FFA
389
Founders Financial Alliance
North Carolina
$807K
MFG
390
Merit Financial Group
Georgia
$807K
TI
391
Tidal Investments
Wisconsin
$805K
CFG
392
Cooper Financial Group
California
$803K
WIM
393
WealthPlan Investment Management
Nebraska
$800K
SI
394
Stephens Inc
Arkansas
$787K
YIH
395
Y-Intercept (HK)
Hong Kong
$781K
MSRPS
396
Maryland State Retirement & Pension System
Maryland
$775K
SPIA
397
Steward Partners Investment Advisory
New York
$773K
DEA
398
DoubleLine ETF Adviser
Florida
$772K
JSSH
399
J. Safra Sarasin Holding
$770K
C1AG
400
Client 1st Advisory Group
Florida
$762K