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W P Carey & Co LLC
W P Carey & Co LLC. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 3 Institutional holders with a total value of $1,084,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Jacobus Wealth Management, Inc. 15,245 972,000 89.67%
2 PRENTISS SMITH & CO INC 1,000 64,000 5.90%
3 Hanson & Doremus Investment Management 750 48,000 4.43%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.