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