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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
Walleye Capital
626
Walleye Capital
New York
$238K
KWMG
627
King Wealth Management Group
Florida
$238K
PFS
628
Prospera Financial Services
Texas
$238K
CFO
629
Callan Family Office
Pennsylvania
$237K
CAM
630
Columbia Asset Management
Michigan
$236K
SRC
631
Sage Rhino Capital
California
$235K
LA
632
LVW Advisors
New York
$234K
SC
633
Sawyer & Company
Massachusetts
$234K
PWG
634
Portside Wealth Group
Utah
$233K
TAM
635
Titleist Asset Management
Texas
$232K
DA
636
Detalus Advisors
Missouri
$231K
OFS
637
OneAscent Financial Services
Alabama
$231K
CSP
638
Cary Street Partners
Virginia
$229K
WP
639
WealthPLAN Partners
Nebraska
$227K
PA
640
Procyon Advisors
Connecticut
$226K
GFM
641
GF Fund Management
China
$225K
M
642
MOTCO
Texas
$225K
EWA
643
EverSource Wealth Advisors
Alabama
$224K
SAI
644
Savvy Advisors Inc
New York
$224K
WSFS
645
Wilmington Savings Fund Society
Delaware
$224K
BCM
646
Bourgeon Capital Management
Connecticut
$224K
AIA
647
Allied Investment Advisors
Montana
$223K
CW
648
CreativeOne Wealth
Kansas
$223K
PFGIA
649
Patriot Financial Group Insurance Agency
Massachusetts
$220K
CI
650
CX Institutional
Indiana
$220K