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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
PFA
701
Pillar Financial Advisors
Kentucky
$101K
SWM
702
Spire Wealth Management
Virginia
$96.9K
BGAI
703
Bruce G. Allen Investments
Colorado
$95.9K
TCM
704
Triumph Capital Management
Colorado
$94.7K
WAS
705
Winch Advisory Services
Wisconsin
$92.5K
BSB
706
Bangor Savings Bank
Maine
$88.7K
SC
707
SouthState Corp
Florida
$88.1K
NSIM
708
North Star Investment Management
Illinois
$86K
PWM
709
Proathlete Wealth Management
Florida
$78.8K
MTIC
710
Missouri Trust & Investment Company
Missouri
$77.1K
AA
711
Addison Advisors
Vermont
$74.8K
MA
712
MCF Advisors
Kentucky
$74.3K
VCM
713
Versant Capital Management
Arizona
$71.9K
RFG
714
REAP Financial Group
Texas
$71.2K
SAM
715
Smartleaf Asset Management
Massachusetts
$69.5K
TFIPS
716
Towarzystwo Funduszy Inwestycyjnych PZU SA
$68K
KFI
717
Key Financial Inc
Pennsylvania
$66.9K
OP
718
Oslo Pensjonsforsikring
$66.3K
OC
719
Oakworth Capital
Alabama
$65.9K
CPBTD
720
Central Pacific Bank - Trust Division
Hawaii
$65.3K
AAG
721
Armstrong Advisory Group
Massachusetts
$64.6K
AAF
722
Andra AP-fonden
Sweden
$64K
HI
723
Hoey Investments
Pennsylvania
$60.3K
BFS
724
Bare Financial Services
Pennsylvania
$60.1K
IBOK
725
Independence Bank of Kentucky
Kentucky
$59.8K