WPC icon

W.P. Carey

862 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
862
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
BWM
901
BCS Wealth Management
Tennessee
Group One Trading
902
Group One Trading
Illinois
FHA
903
Flagship Harbor Advisors
Massachusetts
TPBG
904
Turning Point Benefit Group
Maryland
CWP
905
Concord Wealth Partners
Virginia
JGCM
906
Joseph Group Capital Management
Ohio
NL
907
Navalign LLC
California
EB
908
Eastern Bank
Massachusetts
LFA
909
LGT Financial Advisors
Texas
RBC
910
Roble Belko & Company
Pennsylvania
CRI
911
Commonwealth Retirement Investments
Virginia
LWANC
912
Laurel Wealth Advisors (North Carolina)
North Carolina
IIM
913
IFC & Insurance Marketing
California
FCAS
914
First Command Advisory Services
Texas
FIA
915
FNY Investment Advisers
New York
GAFA
916
Garton & Associates Financial Advisors
Kentucky
KBFS
917
Kohmann Bosshard Financial Services
Ohio
FAMI
918
Fideuram Asset Management (Ireland)
CTB
919
Country Trust Bank
Illinois
EWP
920
Elevation Wealth Partners
California
WETS
921
Wealth Enhancement Trust Services
South Dakota
MB
922
MidFirst Bank
Oklahoma
LIA
923
Luken Investment Analytics
Tennessee
Cohen & Steers
924
Cohen & Steers
New York
Optiver Holding
925
Optiver Holding
Netherlands