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
AV
676
ASR Vermogensbeheer
Netherlands
$183K
LFG
677
Larson Financial Group
Missouri
$177K
SWA
678
SOA Wealth Advisors
New York
$165K
IWP
679
IAG Wealth Partners
Wisconsin
$162K
Bessemer Group
680
Bessemer Group
New Jersey
$156K
HI
681
Horizon Investments
North Carolina
$152K
PWPS
682
Pinnacle Wealth Planning Services
Ohio
$150K
BL
683
BFSG LLC
California
$143K
DJSG
684
D.J. St. Germain
Massachusetts
$139K
AF
685
Advisornet Financial
Minnesota
$139K
Los Angeles Capital Management
686
Los Angeles Capital Management
California
$134K
WT
687
Whittier Trust
California
$132K
OCM
688
Orion Capital Management
California
$129K
HDIM
689
Hanson & Doremus Investment Management
Vermont
$123K
CA
690
CoreCap Advisors
Michigan
$121K
BIAS
691
Beacon Investment Advisory Services
New Jersey
$120K
CCWM
692
Cassaday & Co Wealth Management
Virginia
$119K
IA
693
IFP Advisors
Florida
$118K
WCM
694
Westend Capital Management
California
$117K
AG
695
AmeriFlex Group
Nevada
$115K
CSPIA
696
Cary Street Partners Investment Advisory
Virginia
$111K
GSWM
697
Golden State Wealth Management
California
$110K
FC
698
Fairscale Capital
New Hampshire
$110K
CAL
699
Capital Analysts LLC
Pennsylvania
$110K
BA
700
Ballast Advisors
Minnesota
$105K