WPC icon

W.P. Carey

859 hedge funds and large institutions have $11.6B invested in W.P. Carey in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 350 increasing their positions, 258 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
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
T
801
Tidemark
California
$9.79K
DWM
802
Dogwood Wealth Management
Kansas
$9.7K
SIC
803
SJS Investment Consulting
Ohio
$9.65K
BCM
804
Blume Capital Management
California
$9.11K
PWMG
805
Private Wealth Management Group
New Jersey
$8.84K
OCWP
806
Owl Creek Wealth Partners
Colorado
$8.49K
SMBT
807
Southern Michigan Bank & Trust
Michigan
$7.88K
ACA
808
Atlas Capital Advisors
Wyoming
$7.61K
ZBNA
809
Zions Bancorporation, National Association
Utah
$7.48K
MAS
810
MPWM Advisory Solutions
Georgia
$7.41K
BWL
811
Bogart Wealth LLC
Virginia
$7.27K
HWA
812
HHM Wealth Advisors
Tennessee
$7.07K
SRCM
813
Signature Resources Capital Management
California
$6.18K
KAS
814
Kemnay Advisory Services
New York
$6.05K
WPA
815
Wealth Preservation Advisors
Tennessee
$5.91K
HNW
816
High Note Wealth
Minnesota
$5.84K
B
817
Birchbrook
Maine
$5.44K
WB
818
Webster Bank
Connecticut
$5.1K
WAG
819
Wilkerson Advisory Group
Missouri
$4.76K
CA
820
Clearstead Advisors
Ohio
$4.69K
FFO
821
Fortitude Family Office
Arizona
$4.35K
First Eagle Investment Management
822
First Eagle Investment Management
New York
$4.01K
MCA
823
McGuire Capital Advisors
Oklahoma
$3.94K
IA
824
IFS Advisors
Kansas
$3.26K
W
825
WealthCollab
Washington
$3.19K