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

Institutional Holders (2014Q1)
Portfolio Summary: 5 Institutional holders with a total value of $17,947,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE ASSET MANAGEMENT LLC/PA 264,813 15,907,000 88.63%
2 CG Asset Management LLC 18,250 1,096,000 6.11%
3 PARSONS CAPITAL MANAGEMENT INC/RI 7,150 430,000 2.40%
4 World Asset Management Inc 4,511 271,000 1.51%
5 New England Research & Management, Inc. 4,050 243,000 1.35%

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.