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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
LOIM
426
Liberty One Investment Management
Illinois
$660K
O
427
Ossiam
France
$656K
CWM
428
C2C Wealth Management
Arizona
$651K
PCG
429
Prosperity Consulting Group
Maryland
$645K
MOS
430
MGO One Seven
Ohio
$643K
Mirae Asset Global Investments
431
Mirae Asset Global Investments
South Korea
$634K
OPA
432
Old Port Advisors
Maine
$634K
LFA
433
Laraway Financial Advisors
Minnesota
$629K
AAP
434
Arax Advisory Partners
Colorado
$628K
CIM
435
Cambria Investment Management
California
$627K
SOAMC
436
Spirit of America Management Corp
New York
$625K
Envestnet Portfolio Solutions
437
Envestnet Portfolio Solutions
Illinois
$609K
CIAS
438
Capital Investment Advisory Services
North Carolina
$607K
BP
439
Ballentine Partners
Massachusetts
$602K
ProShare Advisors
440
ProShare Advisors
Maryland
$597K
VA
441
VestGen Advisors
Illinois
$597K
GLF
442
Groupe la Francaise
France
$595K
WSC
443
Wellington Shields & Co
New York
$589K
CPCPP
444
Canada Post Corporation Pension Plan
Canada
$588K
BIG
445
Brookwood Investment Group
Arizona
$588K
TMAM
446
Tokio Marine Asset Management
Japan
$588K
SC
447
Savant Capital
Illinois
$584K
WP
448
Woodline Partners
California
$583K
NA
449
NewEdge Advisors
Louisiana
$572K
BFS
450
Bradley Foster & Sargent
Connecticut
$570K