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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
OIMU
501
Osmosis Investment Management UK
United Kingdom
$414K
HH
502
Hilltop Holdings
Texas
$410K
ACA
503
Aptus Capital Advisors
Alabama
$405K
AWM
504
Accurate Wealth Management
Florida
$402K
JCM
505
Jacobi Capital Management
Pennsylvania
$401K
WDC
506
Woodward Diversified Capital
California
$400K
RPCONE
507
Retirement Planning Company of New England
Rhode Island
$398K
SAM
508
Sagewood Asset Management
New York
$394K
OTL
509
Oak Thistle LLC
New York
$392K
PCIA
510
Prime Capital Investment Advisors
Kansas
$392K
SWM
511
Stronghold Wealth Management
Florida
$388K
KRSITF
512
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$388K
ACG
513
Allen Capital Group
Nebraska
$387K
Fisher Asset Management
514
Fisher Asset Management
Washington
$384K
BMSSC
515
B. Metzler seel. Sohn & Co
Germany
$384K
VT
516
Vise Technologies
New York
$384K
CF
517
Centaurus Financial
California
$382K
QWM
518
Quadcap Wealth Management
Texas
$373K
DDC
519
DF Dent & Co
Maryland
$371K
EFG
520
Ethos Financial Group
Pennsylvania
$370K
CWM
521
CarsonAllaria Wealth Management
Illinois
$370K
HA
522
Herold Advisors
New York
$366K
HI
523
Harbour Investments
Wisconsin
$366K
CPIG
524
Chicago Partners Investment Group
Illinois
$365K
CL
525
Choreo LLC
Illinois
$362K