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