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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
FMII
801
Farmers & Merchants Investments Inc
Nebraska
$12.9K
AWM
802
Abound Wealth Management
Tennessee
$11.9K
BAM
803
Byrne Asset Management
New Jersey
$10.3K
T
804
Tidemark
California
$9.79K
DWM
805
Dogwood Wealth Management
Kansas
$9.7K
SIC
806
SJS Investment Consulting
Ohio
$9.65K
BCM
807
Blume Capital Management
California
$9.11K
PWMG
808
Private Wealth Management Group
New Jersey
$8.84K
OCWP
809
Owl Creek Wealth Partners
Colorado
$8.49K
SMBT
810
Southern Michigan Bank & Trust
Michigan
$7.88K
ACA
811
Atlas Capital Advisors
Wyoming
$7.61K
ZBNA
812
Zions Bancorporation, National Association
Utah
$7.48K
MAS
813
MPWM Advisory Solutions
Georgia
$7.41K
BWL
814
Bogart Wealth LLC
Virginia
$7.27K
HWA
815
HHM Wealth Advisors
Tennessee
$7.07K
SRCM
816
Signature Resources Capital Management
California
$6.18K
KAS
817
Kemnay Advisory Services
New York
$6.05K
WPA
818
Wealth Preservation Advisors
Tennessee
$5.91K
HNW
819
High Note Wealth
Minnesota
$5.84K
B
820
Birchbrook
Maine
$5.44K
WB
821
Webster Bank
Connecticut
$5.1K
WAG
822
Wilkerson Advisory Group
Missouri
$4.76K
CA
823
Clearstead Advisors
Ohio
$4.69K
FFO
824
Fortitude Family Office
Arizona
$4.35K
First Eagle Investment Management
825
First Eagle Investment Management
New York
$4.01K