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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
JSW
601
Journey Strategic Wealth
New Jersey
$261K
IAS
602
Insigneo Advisory Services
Florida
$259K
Lazard Asset Management
603
Lazard Asset Management
New York
$257K
WS
604
Wedbush Securities
California
$257K
HNWAG
605
High Net Worth Advisory Group
Florida
$256K
CCFM
606
Clear Creek Financial Management
Washington
$256K
SC
607
Syon Capital
California
$254K
PIA
608
Perennial Investment Advisors
California
$252K
KFS
609
Keynote Financial Services
Connecticut
$252K
MWM
610
Meridian Wealth Management
Kentucky
$252K
BGA
611
Battery Global Advisors
Massachusetts
$252K
PWA
612
Physician Wealth Advisors
Utah
$251K
CPA
613
Capital Planning Advisors
California
$250K
HAS
614
HBW Advisory Services
California
$248K
KMWM
615
Keudell/Morrison Wealth Management
Oregon
$247K
NAMNJ
616
NorthStar Asset Management (New Jersey)
New Jersey
$247K
UB
617
UMB Bank
Missouri
$247K
Fiera Capital (Canada)
618
Fiera Capital (Canada)
Quebec, Canada
$246K
LA
619
LexAurum Advisors
Kansas
$245K
TG
620
TCW Group
California
$244K
PTC
621
Private Trust Company
Ohio
$242K
CTC
622
Central Trust Company
Missouri
$242K
FISPB
623
Fideuram - Intesa Sanpaolo Private Banking
$240K
KWM
624
Kingsview Wealth Management
Oregon
$240K
KIM
625
Kestra Investment Management
Texas
$239K