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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
RIL
776
Rothschild Investment LLC
Illinois
$18.8K
PSB
777
Piscataqua Savings Bank
New Hampshire
$18.7K
RFP
778
Root Financial Partners
California
$18.5K
TPWA
779
Twin Peaks Wealth Advisors
California
$17.9K
IAAG
780
Innovative Asset Advisors Group
Connecticut
$17.4K
GAM
781
Generali Asset Management
Italy
$17.4K
BBHC
782
Brown Brothers Harriman & Co
New York
$17.3K
MHR
783
Matthew Hamilton Rosenberg
$17K
RBI
784
Raiffeisen Bank International
Austria
$16.6K
OW
785
Olistico Wealth
Oklahoma
$16K
WIM
786
Westside Investment Management
California
$15.7K
EP
787
Essential Partners
California
$15.6K
AWM
788
Ameliora Wealth Management
Switzerland
$15.6K
DPW
789
DiNuzzo Private Wealth
Pennsylvania
$15.4K
TWC
790
TD Waterhouse Canada
Ontario, Canada
$15.2K
RDFA
791
Ritter Daniher Financial Advisory
Ohio
$15.2K
GA
792
GoalVest Advisory
New York
$15.1K
PAG
793
Paladin Advisory Group
Iowa
$15K
TWIM
794
TIAA Wealth Investment Management
New York
$14.9K
CPG
795
Cornerstone Planning Group
New Jersey
$14.6K
NWM
796
Nova Wealth Management
Florida
$14.3K
ST
797
Smithfield Trust
Pennsylvania
$14K
QL
798
Quarry LP
New York
$13.9K
VERPA
799
Virginia Estate & Retirement Planning Advisors
Virginia
$13.6K
DCM
800
Davis Capital Management
Florida
$13K