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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
IPS
751
Investors Portfolio Services
Washington
$32.9K
SWM
752
SHP Wealth Management
Massachusetts
$32.5K
MIM
753
MTM Investment Management
South Carolina
$32K
RFS
754
Richardson Financial Services
Massachusetts
$31.5K
OCM
755
Osbon Capital Management
Massachusetts
$30.4K
FUBT
756
First United Bank & Trust
Maryland
$28.2K
PFBT
757
Parkside Financial Bank & Trust
Missouri
$27.9K
FDW
758
Fourth Dimension Wealth
Ohio
$27.5K
HWA
759
Heritage Wealth Advisors
Virginia
$27.3K
MA
760
Montag & Associates
Georgia
$26.9K
GCP
761
Gill Capital Partners
Colorado
$24.9K
NRG
762
Nemes Rush Group
Michigan
$24.5K
NA
763
Networth Advisors
Pennsylvania
$24.1K
C
764
Covestor
United Kingdom
$24K
TIM
765
Thompson Investment Management
Wisconsin
$23.7K
RF
766
Robbins Farley
New Hampshire
$23.4K
CT
767
Clearstead Trust
Maine
$22.7K
BTI
768
Blue Trust Inc
Georgia
$22K
HHCP
769
Hilton Head Capital Partners
South Carolina
$21.9K
BA
770
Blueline Advisors
New Hampshire
$21.1K
SWP
771
Strategic Wealth Partners
Ohio
$21K
AW
772
Ankerstar Wealth
Texas
$20.8K
TPCW
773
TD Private Client Wealth
New York
$20.7K
SSG
774
Summit Securities Group
New York
$20.4K
CT
775
Caldwell Trust
Florida
$20.4K