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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
CPIG
526
Chicago Partners Investment Group
Illinois
$365K
CL
527
Choreo LLC
Illinois
$362K
SWP
528
Stratos Wealth Partners
Ohio
$361K
AAS
529
Ameritas Advisory Services
Nebraska
$358K
AP
530
Advisortrust Partners
North Carolina
$357K
JWM
531
Jackson Wealth Management
Florida
$356K
IAIM
532
International Assets Investment Management
Florida
$355K
FPW
533
Flagship Private Wealth
Massachusetts
$353K
SO
534
STRS Ohio
Ohio
$352K
HNB
535
Huntington National Bank
Ohio
$352K
PAS
536
Park Avenue Securities
New York
$352K
TW
537
ticino wealth
California
$351K
RB
538
Rodgers Brothers
Pennsylvania
$350K
BEI
539
Benjamin Edwards Inc
Missouri
$347K
WWM
540
Western Wealth Management
Colorado
$347K
RBWA
541
RFG - Bristol Wealth Advisors
Massachusetts
$347K
GWA
542
Gutierrez Wealth Advisory
Arkansas
$346K
HIP
543
HUB Investment Partners
Texas
$345K
FLI
544
Family Legacy Inc
South Carolina
$344K
Credit Agricole
545
Credit Agricole
France
$342K
AHL
546
Abel Hall LLC
Louisiana
$341K
SWG
547
Summit Wealth Group
Vermont
$340K
SI
548
Seeds Investor
New York
$340K
FAFN
549
First Affirmative Financial Network
Colorado
$340K
S
550
SignatureFD
Georgia
$339K