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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
SWA
676
SOA Wealth Advisors
New York
$165K
IWP
677
IAG Wealth Partners
Wisconsin
$162K
Bessemer Group
678
Bessemer Group
New Jersey
$156K
HI
679
Horizon Investments
North Carolina
$152K
PWPS
680
Pinnacle Wealth Planning Services
Ohio
$150K
BL
681
BFSG LLC
California
$143K
DJSG
682
D.J. St. Germain
Massachusetts
$139K
AF
683
Advisornet Financial
Minnesota
$139K
Los Angeles Capital Management
684
Los Angeles Capital Management
California
$134K
WT
685
Whittier Trust
California
$132K
OCM
686
Orion Capital Management
California
$129K
HDIM
687
Hanson & Doremus Investment Management
Vermont
$123K
CA
688
CoreCap Advisors
Michigan
$121K
BIAS
689
Beacon Investment Advisory Services
New Jersey
$120K
CCWM
690
Cassaday & Co Wealth Management
Virginia
$119K
IA
691
IFP Advisors
Florida
$118K
WCM
692
Westend Capital Management
California
$117K
AG
693
AmeriFlex Group
Nevada
$115K
CSPIA
694
Cary Street Partners Investment Advisory
Virginia
$111K
GSWM
695
Golden State Wealth Management
California
$110K
FC
696
Fairscale Capital
New Hampshire
$110K
CAL
697
Capital Analysts LLC
Pennsylvania
$110K
RF
698
Rossby Financial
Florida
$105K
BA
699
Ballast Advisors
Minnesota
$105K
API
700
Asset Planning Inc
California
$105K