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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
RF
701
Rossby Financial
Florida
$105K
API
702
Asset Planning Inc
California
$105K
PFA
703
Pillar Financial Advisors
Kentucky
$101K
SWM
704
Spire Wealth Management
Virginia
$96.9K
BGAI
705
Bruce G. Allen Investments
Colorado
$95.9K
TCM
706
Triumph Capital Management
Colorado
$94.7K
WAS
707
Winch Advisory Services
Wisconsin
$92.5K
BSB
708
Bangor Savings Bank
Maine
$88.7K
SC
709
SouthState Corp
Florida
$88.1K
NSIM
710
North Star Investment Management
Illinois
$86K
PWM
711
Proathlete Wealth Management
Florida
$78.8K
MTIC
712
Missouri Trust & Investment Company
Missouri
$77.1K
AA
713
Addison Advisors
Vermont
$74.8K
MA
714
MCF Advisors
Kentucky
$74.3K
VCM
715
Versant Capital Management
Arizona
$71.9K
RFG
716
REAP Financial Group
Texas
$71.2K
SAM
717
Smartleaf Asset Management
Massachusetts
$69.5K
TFIPS
718
Towarzystwo Funduszy Inwestycyjnych PZU SA
$68K
KFI
719
Key Financial Inc
Pennsylvania
$66.9K
OP
720
Oslo Pensjonsforsikring
$66.3K
OC
721
Oakworth Capital
Alabama
$65.9K
CPBTD
722
Central Pacific Bank - Trust Division
Hawaii
$65.3K
AAG
723
Armstrong Advisory Group
Massachusetts
$64.6K
AAF
724
Andra AP-fonden
Sweden
$64K
HI
725
Hoey Investments
Pennsylvania
$60.3K