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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
SCM
476
Shelton Capital Management
Colorado
$482K
CA
477
Commerzbank Aktiengesellschaft
Germany
$478K
GWP
478
Gen-Wealth Partners
Michigan
$477K
SOS
479
Silver Oak Securities
Tennessee
$473K
DADC
480
D.A. Davidson & Co
Montana
$471K
EOJOAM
481
E. Ohman J:or Asset Management
Sweden
$459K
FFN
482
Focus Financial Network
Minnesota
$458K
MM
483
MQS Management
New York
$457K
EFS
484
Essex Financial Services
Connecticut
$447K
MA
485
MKT Advisors
California
$444K
GM
486
GeoWealth Management
Illinois
$443K
ECM
487
Everence Capital Management
Indiana
$442K
FTWA
488
Fifth Third Wealth Advisors
Ohio
$439K
IP
489
Ignite Planners
California
$439K
AW
490
Avion Wealth
Texas
$436K
PCA
491
Peddock Capital Advisors
Massachusetts
$432K
DAS
492
Dynamic Advisor Solutions
Arizona
$431K
NDSIB
493
North Dakota State Investment Board
North Dakota
$431K
RW
494
Rockport Wealth
Ohio
$426K
AWP
495
Axis Wealth Partners
Rhode Island
$421K
EH
496
Equitable Holdings
New York
$420K
VFA
497
Valeo Financial Advisors
Indiana
$420K
GC
498
Gilbert & Cook
Iowa
$419K
PP
499
Prudential plc
United Kingdom
$417K
VEA
500
Virtus ETF Advisers
New York
$415K