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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
Fifth Third Bancorp
551
Fifth Third Bancorp
Ohio
$335K
AF
552
Apollon Financial
South Carolina
$334K
KAS
553
KPP Advisory Services
Kentucky
$332K
PIM
554
Plato Investment Management
Australia
$330K
CF
555
Claris Financial
Virginia
$327K
GVAG
556
Great Valley Advisor Group
Delaware
$326K
MMA
557
Miracle Mile Advisors
California
$325K
PSCM
558
Per Stirling Capital Management
Texas
$325K
PA
559
Profund Advisors
Maryland
$325K
DWP
560
Daymark Wealth Partners
Ohio
$324K
BC
561
Burney Company
Virginia
$321K
TCIIS
562
TIAA-CREF Individual & Institutional Services
New York
$320K
IA
563
Inspire Advisors
Idaho
$318K
OWA
564
Octavia Wealth Advisors
Ohio
$317K
SCA
565
Strathmore Capital Advisors
North Carolina
$316K
EGM
566
Engineers Gate Manager
New York
$316K
JE
567
Jacobs Equity
Utah
$313K
GI
568
GAMMA Investing
California
$313K
VAM
569
Verity Asset Management
North Carolina
$313K
BWP
570
Barlow Wealth Partners
Kentucky
$311K
GSEP
571
Golden State Equity Partners
California
$308K
DAC
572
Dividend Assets Capital
South Carolina
$306K
MAM
573
Mystic Asset Management
Rhode Island
$301K
CAM
574
Carret Asset Management
New York
$294K
National Bank of Canada
575
National Bank of Canada
Quebec, Canada
$291K