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