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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
CA
826
Clearstead Advisors
Ohio
$4.69K
FFO
827
Fortitude Family Office
Arizona
$4.35K
First Eagle Investment Management
828
First Eagle Investment Management
New York
$4.01K
MCA
829
McGuire Capital Advisors
Oklahoma
$3.94K
IA
830
IFS Advisors
Kansas
$3.26K
W
831
WealthCollab
Washington
$3.19K
CFM
832
Cornerstone Financial Management
Massachusetts
$3.13K
BIA
833
Bell Investment Advisors
California
$2.99K
KFAS
834
Keating Financial Advisory Services
Kansas
$2.85K
FNWA
835
Financial Network Wealth Advisors
Utah
$2.52K
CH
836
Cromwell Holdings
Wyoming
$2.48K
HWP
837
Highline Wealth Partners
California
$2.45K
RTL
838
Red Tortoise LLC
Georgia
$2.17K
S
839
Sachetta
Massachusetts
$2.03K
CAL
840
Capital Advisors Ltd
Ohio
$2K
CFO
841
CVA Family Office
Colorado
$1.83K
MCM
842
MV Capital Management
Maryland
$1.77K
RWM
843
Rialto Wealth Management
New York
$1.77K
CJ
844
Caitlin John
Michigan
$1.75K
AP
845
Aspect Partners
Virginia
$1.7K
RWS
846
Retirement Wealth Solutions
Wisconsin
$1.61K
HFS
847
Hughes Financial Services
Virginia
$1.56K
MHIP
848
Mountain Hill Investment Partners
New Jersey
$1.17K
NB
849
NBT Bank
New York
$1.09K
CMP
850
Coston McIsaac & Partners
Maine
$1K