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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
SWM
751
SHP Wealth Management
Massachusetts
$32.5K
MIM
752
MTM Investment Management
South Carolina
$32K
RFS
753
Richardson Financial Services
Massachusetts
$31.5K
OCM
754
Osbon Capital Management
Massachusetts
$30.4K
FUBT
755
First United Bank & Trust
Maryland
$28.2K
PFBT
756
Parkside Financial Bank & Trust
Missouri
$27.9K
FDW
757
Fourth Dimension Wealth
Ohio
$27.5K
HWA
758
Heritage Wealth Advisors
Virginia
$27.3K
MA
759
Montag & Associates
Georgia
$26.9K
GCP
760
Gill Capital Partners
Colorado
$24.9K
NRG
761
Nemes Rush Group
Michigan
$24.5K
NA
762
Networth Advisors
Pennsylvania
$24.1K
C
763
Covestor
United Kingdom
$24K
TIM
764
Thompson Investment Management
Wisconsin
$23.7K
RF
765
Robbins Farley
New Hampshire
$23.4K
CT
766
Clearstead Trust
Maine
$22.7K
BTI
767
Blue Trust Inc
Georgia
$22K
HHCP
768
Hilton Head Capital Partners
South Carolina
$21.9K
BA
769
Blueline Advisors
New Hampshire
$21.1K
SWP
770
Strategic Wealth Partners
Ohio
$21K
AW
771
Ankerstar Wealth
Texas
$20.8K
TPCW
772
TD Private Client Wealth
New York
$20.7K
SSG
773
Summit Securities Group
New York
$20.4K
CT
774
Caldwell Trust
Florida
$20.4K
SL
775
Salomon & Ludwin
Virginia
$19.6K