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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
DCM
801
Davis Capital Management
Florida
$13K
FMII
802
Farmers & Merchants Investments Inc
Nebraska
$12.9K
AWM
803
Abound Wealth Management
Tennessee
$11.9K
BWA
804
Basecamp Wealth Advisors
Washington
$11.3K
BAM
805
Byrne Asset Management
New Jersey
$10.3K
T
806
Tidemark
California
$9.79K
DWM
807
Dogwood Wealth Management
Kansas
$9.7K
SIC
808
SJS Investment Consulting
Ohio
$9.65K
BCM
809
Blume Capital Management
California
$9.11K
PWMG
810
Private Wealth Management Group
New Jersey
$8.84K
OCWP
811
Owl Creek Wealth Partners
Colorado
$8.49K
SMBT
812
Southern Michigan Bank & Trust
Michigan
$7.88K
ACA
813
Atlas Capital Advisors
Wyoming
$7.61K
ZBNA
814
Zions Bancorporation, National Association
Utah
$7.48K
MAS
815
MPWM Advisory Solutions
Georgia
$7.41K
BWL
816
Bogart Wealth LLC
Virginia
$7.27K
HWA
817
HHM Wealth Advisors
Tennessee
$7.07K
SRCM
818
Signature Resources Capital Management
California
$6.18K
KAS
819
Kemnay Advisory Services
New York
$6.05K
WPA
820
Wealth Preservation Advisors
Tennessee
$5.91K
HNW
821
High Note Wealth
Minnesota
$5.84K
B
822
Birchbrook
Maine
$5.44K
WB
823
Webster Bank
Connecticut
$5.1K
WAG
824
Wilkerson Advisory Group
Missouri
$4.76K
CA
825
Clearstead Advisors
Ohio
$4.69K