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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
CI
651
CX Institutional
Indiana
$220K
SIC
652
Salem Investment Counselors
North Carolina
$219K
MAS
653
Meeder Advisory Services
Ohio
$218K
KDA
654
Kraft Davis & Associates
Missouri
$217K
GIA
655
Gateway Investment Advisers
Ohio
$216K
PS
656
Principal Securities
Iowa
$216K
GHA
657
GW Henssler & Associates
Georgia
$215K
HA
658
Helium Advisors
Washington
$215K
MA
659
MONECO Advisors
Connecticut
$214K
EPW
660
Evolve Private Wealth
California
$211K
TFA
661
Transamerica Financial Advisors
Florida
$211K
Rafferty Asset Management
662
Rafferty Asset Management
New York
$210K
Empower Advisory Group
663
Empower Advisory Group
Colorado
$208K
CCA
664
Childress Capital Advisors
Texas
$207K
AWA
665
Adapt Wealth Advisors
Georgia
$207K
DT
666
DV Trading
Illinois
$204K
IDA
667
Intelligence Driven Advisers
California
$204K
SFG
668
Sovereign Financial Group
Connecticut
$203K
SIS
669
Sound Income Strategies
Florida
$201K
SRPTWM
670
Split Rock Private Trading & Wealth Management
Minnesota
$201K
VA
671
Valmark Advisers
Ohio
$200K
HPC
672
HM Payson & Co
Maine
$196K
RCM
673
Raleigh Capital Management
North Carolina
$196K
AUB
674
Atlantic Union Bankshares
Virginia
$185K
AV
675
ASR Vermogensbeheer
Netherlands
$183K