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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
Lazard Asset Management
601
Lazard Asset Management
New York
$257K
WS
602
Wedbush Securities
California
$257K
HNWAG
603
High Net Worth Advisory Group
Florida
$256K
CCFM
604
Clear Creek Financial Management
Washington
$256K
SC
605
Syon Capital
California
$254K
PIA
606
Perennial Investment Advisors
California
$252K
KFS
607
Keynote Financial Services
Connecticut
$252K
MWM
608
Meridian Wealth Management
Kentucky
$252K
BGA
609
Battery Global Advisors
Massachusetts
$252K
PWA
610
Physician Wealth Advisors
Utah
$251K
CPA
611
Capital Planning Advisors
California
$250K
HAS
612
HBW Advisory Services
California
$248K
KMWM
613
Keudell/Morrison Wealth Management
Oregon
$247K
NAMNJ
614
NorthStar Asset Management (New Jersey)
New Jersey
$247K
UB
615
UMB Bank
Missouri
$247K
Fiera Capital (Canada)
616
Fiera Capital (Canada)
Quebec, Canada
$246K
LA
617
LexAurum Advisors
Kansas
$245K
TG
618
TCW Group
California
$244K
PTC
619
Private Trust Company
Ohio
$242K
CTC
620
Central Trust Company
Missouri
$242K
FISPB
621
Fideuram - Intesa Sanpaolo Private Banking
$240K
KWM
622
Kingsview Wealth Management
Oregon
$240K
KIM
623
Kestra Investment Management
Texas
$239K
DBRC
624
D.B. Root & Company
Pennsylvania
$239K
SF
625
Symphony Financial
Texas
$239K