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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
CFM
826
Cornerstone Financial Management
Massachusetts
$3.13K
BIA
827
Bell Investment Advisors
California
$2.99K
KFAS
828
Keating Financial Advisory Services
Kansas
$2.85K
FNWA
829
Financial Network Wealth Advisors
Utah
$2.52K
CH
830
Cromwell Holdings
Wyoming
$2.48K
HWP
831
Highline Wealth Partners
California
$2.45K
RTL
832
Red Tortoise LLC
Georgia
$2.17K
S
833
Sachetta
Massachusetts
$2.03K
CAL
834
Capital Advisors Ltd
Ohio
$2K
CFO
835
CVA Family Office
Colorado
$1.83K
MCM
836
MV Capital Management
Maryland
$1.77K
RWM
837
Rialto Wealth Management
New York
$1.77K
CJ
838
Caitlin John
Michigan
$1.75K
AP
839
Aspect Partners
Virginia
$1.7K
RWS
840
Retirement Wealth Solutions
Wisconsin
$1.61K
HFS
841
Hughes Financial Services
Virginia
$1.56K
MHIP
842
Mountain Hill Investment Partners
New Jersey
$1.17K
NB
843
NBT Bank
New York
$1.09K
CMP
844
Coston McIsaac & Partners
Maine
$1K
FC
845
Financial Consulate
Maryland
$952
DF
846
Dunhill Financial
United Kingdom
$829
VWA
847
Valued Wealth Advisors
Utah
$758
MNA
848
Manning & Napier Advisors
New York
$747
QWM
849
Quaker Wealth Management
New Jersey
$544
ACA
850
American Capital Advisory
Idaho
$476