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W.P. Carey

864 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
864
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
LCWP
401
Legacy Capital Wealth Partners
Arkansas
$760K
VA
402
Vident Advisory
Georgia
$759K
BBA
403
BLB&B Advisors
Pennsylvania
$751K
RIM
404
Rakuten Investment Management
Japan
$743K
EI
405
EFG International
$740K
GCP
406
GSA Capital Partners
United Kingdom
$734K
ECM
407
Evergreen Capital Management
Washington
$727K
Mirae Asset Global ETFs Holdings
408
Mirae Asset Global ETFs Holdings
Hong Kong
$720K
AFG
409
Atomi Financial Group
New York
$708K
FWP
410
Family Wealth Partners
North Carolina
$701K
FNBOMD
411
First National Bank of Mount Dora
Florida
$700K
UCFA
412
United Capital Financial Advisors
Texas
$699K
LWCFA
413
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$699K
DCM
414
Dudley Capital Management
Virginia
$691K
MCM
415
MAI Capital Management
Ohio
$688K
ASN
416
Advisory Services Network
Georgia
$686K
OAC
417
OMERS Administration Corp
Ontario, Canada
$685K
PEAK6
418
PEAK6
Illinois
$685K
PFPG
419
Pinnacle Financial Partners (Georgia)
Georgia
$684K
CIM
420
Centersquare Investment Management
Pennsylvania
$680K
AWM
421
Accel Wealth Management
Iowa
$679K
I
422
INVST
Indiana
$677K
LSWP
423
Liberty Square Wealth Partners
Pennsylvania
$674K
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$670K
NB
425
Norinchukin Bank
Japan
$670K