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W.P. Carey

865 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, 352 increasing their positions, 260 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
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
P
381
PensionDanmark
Denmark
$828K
BAMF
382
BI Asset Management Fondsmaeglerselskab
Denmark
$825K
FGAM
383
Financial Gravity Asset Management
Texas
$823K
PI
384
PFG Investments
New York
$819K
WPW
385
Waldron Private Wealth
Pennsylvania
$818K
DS
386
DRW Securities
Illinois
$815K
VVP
387
Venture Visionary Partners
Ohio
$814K
IAA
388
Independent Advisor Alliance
North Carolina
$812K
AWM
389
AE Wealth Management
Kansas
$807K
FFA
390
Founders Financial Alliance
North Carolina
$807K
MFG
391
Merit Financial Group
Georgia
$807K
TI
392
Tidal Investments
Wisconsin
$805K
CFG
393
Cooper Financial Group
California
$803K
WIM
394
WealthPlan Investment Management
Nebraska
$800K
SI
395
Stephens Inc
Arkansas
$787K
YIH
396
Y-Intercept (HK)
Hong Kong
$781K
MSRPS
397
Maryland State Retirement & Pension System
Maryland
$775K
SPIA
398
Steward Partners Investment Advisory
New York
$773K
DEA
399
DoubleLine ETF Adviser
Florida
$772K
JSSH
400
J. Safra Sarasin Holding
$770K