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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
WWM
726
Wolff Wiese Magana
California
$56.8K
HC
727
Hurley Capital
New York
$53.3K
JFGIW
728
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$52.8K
TFGT
729
TS Financial Group (TSFG)
Illinois
$50K
Bank Julius Baer & Co
730
Bank Julius Baer & Co
Switzerland
$49.2K
AAM
731
Advisors Asset Management
Colorado
$49.1K
FMP
732
Financial Management Professionals
Texas
$47.9K
HNB
733
Hilltop National Bank
Wyoming
$47.2K
QC
734
Quent Capital
New York
$46.5K
MEG
735
Millstone Evans Group
Colorado
$45.7K
AA
736
Ancora Advisors
Ohio
$44.5K
VSQM
737
V-Square Quantitative Management
Illinois
$43.6K
ME
738
McIlrath & Eck
Washington
$41.7K
TWD
739
True Wealth Design
Ohio
$41.5K
CVM
740
Cheviot Value Management
California
$41.3K
POIA
741
Pin Oak Investment Advisors
Texas
$41K
TF
742
Tompkins Financial
New York
$40.8K
FFA
743
Frazier Financial Advisors
Ohio
$40.3K
NECFA
744
New England Capital Financial Advisors
Connecticut
$39.6K
TC
745
Truvestments Capital
Florida
$37.3K
MPWT
746
MassMutual Private Wealth & Trust
Connecticut
$35.4K
CSB
747
City State Bank
Iowa
$35.2K
SFCL
748
Strengthening Families & Communities LLC
Massachusetts
$33.9K
IPS
749
Investors Portfolio Services
Washington
$32.9K
SWM
750
SHP Wealth Management
Massachusetts
$32.5K