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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
GIA
776
GHP Investment Advisors
Colorado
$19.5K
RIL
777
Rothschild Investment LLC
Illinois
$18.8K
PSB
778
Piscataqua Savings Bank
New Hampshire
$18.7K
RFP
779
Root Financial Partners
California
$18.5K
TPWA
780
Twin Peaks Wealth Advisors
California
$17.9K
IAAG
781
Innovative Asset Advisors Group
Connecticut
$17.4K
GAM
782
Generali Asset Management
Italy
$17.4K
BBHC
783
Brown Brothers Harriman & Co
New York
$17.3K
MHR
784
Matthew Hamilton Rosenberg
$17K
RBI
785
Raiffeisen Bank International
Austria
$16.6K
OW
786
Olistico Wealth
Oklahoma
$16K
WIM
787
Westside Investment Management
California
$15.7K
EP
788
Essential Partners
California
$15.6K
AWM
789
Ameliora Wealth Management
Switzerland
$15.6K
DPW
790
DiNuzzo Private Wealth
Pennsylvania
$15.4K
TWC
791
TD Waterhouse Canada
Ontario, Canada
$15.2K
RDFA
792
Ritter Daniher Financial Advisory
Ohio
$15.2K
GA
793
GoalVest Advisory
New York
$15.1K
PAG
794
Paladin Advisory Group
Iowa
$15K
TWIM
795
TIAA Wealth Investment Management
New York
$14.9K
CPG
796
Cornerstone Planning Group
New Jersey
$14.6K
NWM
797
Nova Wealth Management
Florida
$14.3K
ST
798
Smithfield Trust
Pennsylvania
$14K
QL
799
Quarry LP
New York
$13.9K
VERPA
800
Virginia Estate & Retirement Planning Advisors
Virginia
$13.6K