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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
BFS
451
Bradley Foster & Sargent
Connecticut
$570K
CT
452
Colonial Trust
South Carolina
$568K
AC
453
Apella Capital
Connecticut
$568K
SCM
454
Sterling Capital Management
North Carolina
$559K
AIC
455
Archer Investment Corporation
Indiana
$558K
NS
456
NBC Securities
Alabama
$555K
SCB
457
Saudi Central Bank
Saudi Arabia
$550K
IF
458
Intrua Financial
Texas
$546K
DAS
459
Diversify Advisory Services
Utah
$545K
CCIA
460
Campbell & Co Investment Adviser
Maryland
$539K
HPM
461
Hudson Portfolio Management
New York
$535K
BHCM
462
Brevan Howard Capital Management
Jersey
$528K
KFA
463
Krane Funds Advisors
New York
$526K
MYAM
464
Meiji Yasuda Asset Management
Japan
$520K
FCA
465
FLC Capital Advisors
California
$519K
RRA
466
Round Rock Advisors
Connecticut
$519K
MPG
467
My Portfolio Guide
California
$511K
HAG
468
HighPoint Advisor Group
Illinois
$508K
BA
469
Bridgewater Associates
Connecticut
$502K
QC
470
Quadrature Capital
United Kingdom
$501K
AFM
471
Armstrong Fleming & Moore
District of Columbia
$498K
KOMWMG
472
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$496K
DI
473
Diligent Investors
California
$494K
TFA
474
Teamwork Financial Advisors
Texas
$490K
EIA
475
Eldridge Investment Advisors
New Hampshire
$488K