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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
SIC
651
Salem Investment Counselors
North Carolina
$219K
MAS
652
Meeder Advisory Services
Ohio
$218K
KDA
653
Kraft Davis & Associates
Missouri
$217K
GIA
654
Gateway Investment Advisers
Ohio
$216K
PS
655
Principal Securities
Iowa
$216K
GHA
656
GW Henssler & Associates
Georgia
$215K
HA
657
Helium Advisors
Washington
$215K
MA
658
MONECO Advisors
Connecticut
$214K
EPW
659
Evolve Private Wealth
California
$211K
TFA
660
Transamerica Financial Advisors
Florida
$211K
Rafferty Asset Management
661
Rafferty Asset Management
New York
$210K
Empower Advisory Group
662
Empower Advisory Group
Colorado
$208K
CCA
663
Childress Capital Advisors
Texas
$207K
AWA
664
Adapt Wealth Advisors
Georgia
$207K
DT
665
DV Trading
Illinois
$204K
IDA
666
Intelligence Driven Advisers
California
$204K
SFG
667
Sovereign Financial Group
Connecticut
$203K
SIS
668
Sound Income Strategies
Florida
$201K
SRPTWM
669
Split Rock Private Trading & Wealth Management
Minnesota
$201K
VA
670
Valmark Advisers
Ohio
$200K
HPC
671
HM Payson & Co
Maine
$196K
RCM
672
Raleigh Capital Management
North Carolina
$196K
AUB
673
Atlantic Union Bankshares
Virginia
$185K
AV
674
ASR Vermogensbeheer
Netherlands
$183K
LFG
675
Larson Financial Group
Missouri
$177K