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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
BFS
726
Bare Financial Services
Pennsylvania
$60.1K
IBOK
727
Independence Bank of Kentucky
Kentucky
$59.8K
WWM
728
Wolff Wiese Magana
California
$56.8K
HC
729
Hurley Capital
New York
$53.3K
JFGIW
730
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$52.8K
TFGT
731
TS Financial Group (TSFG)
Illinois
$50K
Bank Julius Baer & Co
732
Bank Julius Baer & Co
Switzerland
$49.2K
AAM
733
Advisors Asset Management
Colorado
$49.1K
FMP
734
Financial Management Professionals
Texas
$47.9K
HNB
735
Hilltop National Bank
Wyoming
$47.2K
QC
736
Quent Capital
New York
$46.5K
MEG
737
Millstone Evans Group
Colorado
$45.7K
AA
738
Ancora Advisors
Ohio
$44.5K
VSQM
739
V-Square Quantitative Management
Illinois
$43.6K
ME
740
McIlrath & Eck
Washington
$41.7K
TWD
741
True Wealth Design
Ohio
$41.5K
CVM
742
Cheviot Value Management
California
$41.3K
POIA
743
Pin Oak Investment Advisors
Texas
$41K
TF
744
Tompkins Financial
New York
$40.8K
FFA
745
Frazier Financial Advisors
Ohio
$40.3K
NECFA
746
New England Capital Financial Advisors
Connecticut
$39.6K
TC
747
Truvestments Capital
Florida
$37.3K
MPWT
748
MassMutual Private Wealth & Trust
Connecticut
$35.4K
CSB
749
City State Bank
Iowa
$35.2K
SFCL
750
Strengthening Families & Communities LLC
Massachusetts
$33.9K