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

Institutional Holders (2014Q4)
Portfolio Summary: 10 Institutional holders with a total value of $26,943,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE ASSET MANAGEMENT LLC/PA 295,470 20,712,000 76.87%
2 SVB WEALTH LLC 30,396 2,131,000 7.91%
3 CG Asset Management LLC 24,050 1,686,000 6.26%
4 CYPRESS CAPITAL MANAGEMENT LLC 8,400 589,000 2.19%
5 PARSONS CAPITAL MANAGEMENT INC/RI 7,500 526,000 1.95%
6 New England Research & Management, Inc. 6,484 455,000 1.69%
7 BOSTON FAMILY OFFICE LLC 3,125 219,000 0.81%
8 HEADINVEST, LLC 3,109 218,000 0.81%
9 World Asset Management Inc 2,933 206,000 0.76%
10 ROTHSCHILD INVESTMENT LLC /IL 2,866 201,000 0.75%

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.