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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
SPC
551
Sigma Planning Corp
Michigan
$339K
WFS
552
Widmann Financial Services
Maryland
$339K
Fifth Third Bancorp
553
Fifth Third Bancorp
Ohio
$335K
AF
554
Apollon Financial
South Carolina
$334K
KAS
555
KPP Advisory Services
Kentucky
$332K
PIM
556
Plato Investment Management
Australia
$330K
CF
557
Claris Financial
Virginia
$327K
GVAG
558
Great Valley Advisor Group
Delaware
$326K
MMA
559
Miracle Mile Advisors
California
$325K
PSCM
560
Per Stirling Capital Management
Texas
$325K
PA
561
Profund Advisors
Maryland
$325K
DWP
562
Daymark Wealth Partners
Ohio
$324K
BC
563
Burney Company
Virginia
$321K
TCIIS
564
TIAA-CREF Individual & Institutional Services
New York
$320K
IA
565
Inspire Advisors
Idaho
$318K
OWA
566
Octavia Wealth Advisors
Ohio
$317K
SCA
567
Strathmore Capital Advisors
North Carolina
$316K
EGM
568
Engineers Gate Manager
New York
$316K
JE
569
Jacobs Equity
Utah
$313K
GI
570
GAMMA Investing
California
$313K
VAM
571
Verity Asset Management
North Carolina
$313K
BWP
572
Barlow Wealth Partners
Kentucky
$311K
GSEP
573
Golden State Equity Partners
California
$308K
DAC
574
Dividend Assets Capital
South Carolina
$306K
MAM
575
Mystic Asset Management
Rhode Island
$301K