We are live on ! Find out more
WPC icon

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
IBOK
726
Independence Bank of Kentucky
Kentucky
$59.8K
WWM
727
Wolff Wiese Magana
California
$56.8K
HC
728
Hurley Capital
New York
$53.3K
JFGIW
729
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$52.8K
TFGT
730
TS Financial Group (TSFG)
Illinois
$50K
Bank Julius Baer & Co
731
Bank Julius Baer & Co
Switzerland
$49.2K
AAM
732
Advisors Asset Management
Colorado
$49.1K
FMP
733
Financial Management Professionals
Texas
$47.9K
HNB
734
Hilltop National Bank
Wyoming
$47.2K
QC
735
Quent Capital
New York
$46.5K
MEG
736
Millstone Evans Group
Colorado
$45.7K
AA
737
Ancora Advisors
Ohio
$44.5K
VSQM
738
V-Square Quantitative Management
Illinois
$43.6K
ME
739
McIlrath & Eck
Washington
$41.7K
TWD
740
True Wealth Design
Ohio
$41.5K
CVM
741
Cheviot Value Management
California
$41.3K
POIA
742
Pin Oak Investment Advisors
Texas
$41K
TF
743
Tompkins Financial
New York
$40.8K
FFA
744
Frazier Financial Advisors
Ohio
$40.3K
NECFA
745
New England Capital Financial Advisors
Connecticut
$39.6K
TC
746
Truvestments Capital
Florida
$37.3K
MPWT
747
MassMutual Private Wealth & Trust
Connecticut
$35.4K
CSB
748
City State Bank
Iowa
$35.2K
SFCL
749
Strengthening Families & Communities LLC
Massachusetts
$33.9K
IPS
750
Investors Portfolio Services
Washington
$32.9K