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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
NA
451
NewEdge Advisors
Louisiana
$572K
BFS
452
Bradley Foster & Sargent
Connecticut
$570K
CT
453
Colonial Trust
South Carolina
$568K
AC
454
Apella Capital
Connecticut
$568K
SCM
455
Sterling Capital Management
North Carolina
$559K
AIC
456
Archer Investment Corporation
Indiana
$558K
NS
457
NBC Securities
Alabama
$555K
SCB
458
Saudi Central Bank
Saudi Arabia
$550K
IF
459
Intrua Financial
Texas
$546K
DAS
460
Diversify Advisory Services
Utah
$545K
CCIA
461
Campbell & Co Investment Adviser
Maryland
$539K
HPM
462
Hudson Portfolio Management
New York
$535K
BHCM
463
Brevan Howard Capital Management
Jersey
$528K
KFA
464
Krane Funds Advisors
New York
$526K
MYAM
465
Meiji Yasuda Asset Management
Japan
$520K
FCA
466
FLC Capital Advisors
California
$519K
RRA
467
Round Rock Advisors
Connecticut
$519K
MPG
468
My Portfolio Guide
California
$511K
HAG
469
HighPoint Advisor Group
Illinois
$508K
BA
470
Bridgewater Associates
Connecticut
$502K
QC
471
Quadrature Capital
United Kingdom
$501K
AFM
472
Armstrong Fleming & Moore
District of Columbia
$498K
KOMWMG
473
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$496K
DI
474
Diligent Investors
California
$494K
TFA
475
Teamwork Financial Advisors
Texas
$490K