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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
VEA
501
Virtus ETF Advisers
New York
$415K
OIMU
502
Osmosis Investment Management UK
United Kingdom
$414K
HH
503
Hilltop Holdings
Texas
$410K
ACA
504
Aptus Capital Advisors
Alabama
$405K
AWM
505
Accurate Wealth Management
Florida
$402K
JCM
506
Jacobi Capital Management
Pennsylvania
$401K
WDC
507
Woodward Diversified Capital
California
$400K
RPCONE
508
Retirement Planning Company of New England
Rhode Island
$398K
SAM
509
Sagewood Asset Management
New York
$394K
OTL
510
Oak Thistle LLC
New York
$392K
PCIA
511
Prime Capital Investment Advisors
Kansas
$392K
SWM
512
Stronghold Wealth Management
Florida
$388K
KRSITF
513
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$388K
ACG
514
Allen Capital Group
Nebraska
$387K
Fisher Asset Management
515
Fisher Asset Management
Washington
$384K
BMSSC
516
B. Metzler seel. Sohn & Co
Germany
$384K
VT
517
Vise Technologies
New York
$384K
CF
518
Centaurus Financial
California
$382K
QWM
519
Quadcap Wealth Management
Texas
$373K
DDC
520
DF Dent & Co
Maryland
$371K
EFG
521
Ethos Financial Group
Pennsylvania
$370K
CWM
522
CarsonAllaria Wealth Management
Illinois
$370K
HA
523
Herold Advisors
New York
$366K
HI
524
Harbour Investments
Wisconsin
$366K
CPIG
525
Chicago Partners Investment Group
Illinois
$365K