We are live on ! Find out more
WPC icon

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
PFGIA
651
Patriot Financial Group Insurance Agency
Massachusetts
$220K
CI
652
CX Institutional
Indiana
$220K
SIC
653
Salem Investment Counselors
North Carolina
$219K
MAS
654
Meeder Advisory Services
Ohio
$218K
KDA
655
Kraft Davis & Associates
Missouri
$217K
GIA
656
Gateway Investment Advisers
Ohio
$216K
PS
657
Principal Securities
Iowa
$216K
GHA
658
GW Henssler & Associates
Georgia
$215K
HA
659
Helium Advisors
Washington
$215K
MA
660
MONECO Advisors
Connecticut
$214K
EPW
661
Evolve Private Wealth
California
$211K
TFA
662
Transamerica Financial Advisors
Florida
$211K
Rafferty Asset Management
663
Rafferty Asset Management
New York
$210K
Empower Advisory Group
664
Empower Advisory Group
Colorado
$208K
CCA
665
Childress Capital Advisors
Texas
$207K
AWA
666
Adapt Wealth Advisors
Georgia
$207K
DT
667
DV Trading
Illinois
$204K
IDA
668
Intelligence Driven Advisers
California
$204K
SFG
669
Sovereign Financial Group
Connecticut
$203K
SIS
670
Sound Income Strategies
Florida
$201K
SRPTWM
671
Split Rock Private Trading & Wealth Management
Minnesota
$201K
VA
672
Valmark Advisers
Ohio
$200K
HPC
673
HM Payson & Co
Maine
$196K
RCM
674
Raleigh Capital Management
North Carolina
$196K
AUB
675
Atlantic Union Bankshares
Virginia
$185K