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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
CAM
576
Carret Asset Management
New York
$294K
National Bank of Canada
577
National Bank of Canada
Quebec, Canada
$291K
KWA
578
Kingswood Wealth Advisors
California
$290K
AIS
579
Advocate Investing Services
Maryland
$289K
HP
580
Havemeyer Place
Connecticut
$289K
GPWM
581
Grant Private Wealth Management
California
$285K
Fidelity International
582
Fidelity International
Bermuda
$285K
FMI
583
Frec Markets Inc
California
$284K
OIA
584
OneDigital Investment Advisors
Kansas
$283K
MCCP
585
Mission Creek Capital Partners
California
$281K
PA
586
Parallel Advisors
California
$279K
GT
587
Greenleaf Trust
Michigan
$278K
RFC
588
Regions Financial Corp
Alabama
$276K
KCM
589
Kathmere Capital Management
Pennsylvania
$275K
TP
590
TritonPoint Partners
Maryland
$275K
CIA
591
Capital Investment Advisors
Georgia
$273K
PTC
592
Philadelphia Trust Company
Pennsylvania
$272K
CTWM
593
Cherry Tree Wealth Management
Minnesota
$272K
NWWA
594
New Wave Wealth Advisors
Arkansas
$270K
BW
595
Basepoint Wealth
Iowa
$269K
RWM
596
Ritholtz Wealth Management
New York
$266K
IWP
597
Insight Wealth Partners
Texas
$264K
SS
598
Sunbelt Securities
Texas
$263K
WMS
599
Wealth Management Strategies
Pennsylvania
$261K
MG
600
Mather Group
Illinois
$261K