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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
MIM
751
MTM Investment Management
South Carolina
$32K
RFS
752
Richardson Financial Services
Massachusetts
$31.5K
OCM
753
Osbon Capital Management
Massachusetts
$30.4K
FUBT
754
First United Bank & Trust
Maryland
$28.2K
PFBT
755
Parkside Financial Bank & Trust
Missouri
$27.9K
FDW
756
Fourth Dimension Wealth
Ohio
$27.5K
HWA
757
Heritage Wealth Advisors
Virginia
$27.3K
MA
758
Montag & Associates
Georgia
$26.9K
GCP
759
Gill Capital Partners
Colorado
$24.9K
NRG
760
Nemes Rush Group
Michigan
$24.5K
NA
761
Networth Advisors
Pennsylvania
$24.1K
C
762
Covestor
United Kingdom
$24K
TIM
763
Thompson Investment Management
Wisconsin
$23.7K
RF
764
Robbins Farley
New Hampshire
$23.4K
CT
765
Clearstead Trust
Maine
$22.7K
BTI
766
Blue Trust Inc
Georgia
$22K
HHCP
767
Hilton Head Capital Partners
South Carolina
$21.9K
BA
768
Blueline Advisors
New Hampshire
$21.1K
SWP
769
Strategic Wealth Partners
Ohio
$21K
AW
770
Ankerstar Wealth
Texas
$20.8K
TPCW
771
TD Private Client Wealth
New York
$20.7K
SSG
772
Summit Securities Group
New York
$20.4K
CT
773
Caldwell Trust
Florida
$20.4K
SL
774
Salomon & Ludwin
Virginia
$19.6K
GIA
775
GHP Investment Advisors
Colorado
$19.5K