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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
SL
776
Salomon & Ludwin
Virginia
$19.6K
GIA
777
GHP Investment Advisors
Colorado
$19.5K
RIL
778
Rothschild Investment LLC
Illinois
$18.8K
PSB
779
Piscataqua Savings Bank
New Hampshire
$18.7K
RFP
780
Root Financial Partners
California
$18.5K
TPWA
781
Twin Peaks Wealth Advisors
California
$17.9K
IAAG
782
Innovative Asset Advisors Group
Connecticut
$17.4K
GAM
783
Generali Asset Management
Italy
$17.4K
BBHC
784
Brown Brothers Harriman & Co
New York
$17.3K
MHR
785
Matthew Hamilton Rosenberg
$17K
RBI
786
Raiffeisen Bank International
Austria
$16.6K
OW
787
Olistico Wealth
Oklahoma
$16K
WIM
788
Westside Investment Management
California
$15.7K
EP
789
Essential Partners
California
$15.6K
AWM
790
Ameliora Wealth Management
Switzerland
$15.6K
DPW
791
DiNuzzo Private Wealth
Pennsylvania
$15.4K
TWC
792
TD Waterhouse Canada
Ontario, Canada
$15.2K
RDFA
793
Ritter Daniher Financial Advisory
Ohio
$15.2K
GA
794
GoalVest Advisory
New York
$15.1K
PAG
795
Paladin Advisory Group
Iowa
$15K
TWIM
796
TIAA Wealth Investment Management
New York
$14.9K
CPG
797
Cornerstone Planning Group
New Jersey
$14.6K
NWM
798
Nova Wealth Management
Florida
$14.3K
ST
799
Smithfield Trust
Pennsylvania
$14K
QL
800
Quarry LP
New York
$13.9K