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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
SF
626
Symphony Financial
Texas
$239K
Walleye Capital
627
Walleye Capital
New York
$238K
KWMG
628
King Wealth Management Group
Florida
$238K
PFS
629
Prospera Financial Services
Texas
$238K
CFO
630
Callan Family Office
Pennsylvania
$237K
CAM
631
Columbia Asset Management
Michigan
$236K
SRC
632
Sage Rhino Capital
California
$235K
LA
633
LVW Advisors
New York
$234K
SC
634
Sawyer & Company
Massachusetts
$234K
PWG
635
Portside Wealth Group
Utah
$233K
TAM
636
Titleist Asset Management
Texas
$232K
DA
637
Detalus Advisors
Missouri
$231K
OFS
638
OneAscent Financial Services
Alabama
$231K
CSP
639
Cary Street Partners
Virginia
$229K
WP
640
WealthPLAN Partners
Nebraska
$227K
PA
641
Procyon Advisors
Connecticut
$226K
GFM
642
GF Fund Management
China
$225K
M
643
MOTCO
Texas
$225K
EWA
644
EverSource Wealth Advisors
Alabama
$224K
SAI
645
Savvy Advisors Inc
New York
$224K
BCM
646
Bourgeon Capital Management
Connecticut
$224K
WSFS
647
Wilmington Savings Fund Society
Delaware
$224K
AIA
648
Allied Investment Advisors
Montana
$223K
CW
649
CreativeOne Wealth
Kansas
$223K
PFGIA
650
Patriot Financial Group Insurance Agency
Massachusetts
$220K