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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
VERPA
801
Virginia Estate & Retirement Planning Advisors
Virginia
$13.6K
DCM
802
Davis Capital Management
Florida
$13K
FMII
803
Farmers & Merchants Investments Inc
Nebraska
$12.9K
AWM
804
Abound Wealth Management
Tennessee
$11.9K
BWA
805
Basecamp Wealth Advisors
Washington
$11.3K
BAM
806
Byrne Asset Management
New Jersey
$10.3K
T
807
Tidemark
California
$9.79K
DWM
808
Dogwood Wealth Management
Kansas
$9.7K
SIC
809
SJS Investment Consulting
Ohio
$9.65K
BCM
810
Blume Capital Management
California
$9.11K
PWMG
811
Private Wealth Management Group
New Jersey
$8.84K
OCWP
812
Owl Creek Wealth Partners
Colorado
$8.49K
SMBT
813
Southern Michigan Bank & Trust
Michigan
$7.88K
ACA
814
Atlas Capital Advisors
Wyoming
$7.61K
ZBNA
815
Zions Bancorporation, National Association
Utah
$7.48K
MAS
816
MPWM Advisory Solutions
Georgia
$7.41K
BWL
817
Bogart Wealth LLC
Virginia
$7.27K
HWA
818
HHM Wealth Advisors
Tennessee
$7.07K
SRCM
819
Signature Resources Capital Management
California
$6.18K
KAS
820
Kemnay Advisory Services
New York
$6.05K
WPA
821
Wealth Preservation Advisors
Tennessee
$5.91K
HNW
822
High Note Wealth
Minnesota
$5.84K
B
823
Birchbrook
Maine
$5.44K
WB
824
Webster Bank
Connecticut
$5.1K
WAG
825
Wilkerson Advisory Group
Missouri
$4.76K