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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
KWA
576
Kingswood Wealth Advisors
California
$290K
AIS
577
Advocate Investing Services
Maryland
$289K
HP
578
Havemeyer Place
Connecticut
$289K
GPWM
579
Grant Private Wealth Management
California
$285K
Fidelity International
580
Fidelity International
Bermuda
$285K
FMI
581
Frec Markets Inc
California
$284K
OIA
582
OneDigital Investment Advisors
Kansas
$283K
MCCP
583
Mission Creek Capital Partners
California
$281K
PA
584
Parallel Advisors
California
$279K
GT
585
Greenleaf Trust
Michigan
$278K
RFC
586
Regions Financial Corp
Alabama
$276K
KCM
587
Kathmere Capital Management
Pennsylvania
$275K
TP
588
TritonPoint Partners
Maryland
$275K
CIA
589
Capital Investment Advisors
Georgia
$273K
PTC
590
Philadelphia Trust Company
Pennsylvania
$272K
CTWM
591
Cherry Tree Wealth Management
Minnesota
$272K
NWWA
592
New Wave Wealth Advisors
Arkansas
$270K
BW
593
Basepoint Wealth
Iowa
$269K
RWM
594
Ritholtz Wealth Management
New York
$266K
IWP
595
Insight Wealth Partners
Texas
$264K
SS
596
Sunbelt Securities
Texas
$263K
WMS
597
Wealth Management Strategies
Pennsylvania
$261K
MG
598
Mather Group
Illinois
$261K
JSW
599
Journey Strategic Wealth
New Jersey
$261K
IAS
600
Insigneo Advisory Services
Florida
$259K