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