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