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

Institutional Holders (2015Q1)
Portfolio Summary: 9 Institutional holders with a total value of $30,412,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE ASSET MANAGEMENT LLC/PA 362,254 24,633,000 81.00%
2 SVB WEALTH LLC 24,231 1,648,000 5.42%
3 CG Asset Management LLC 23,000 1,564,000 5.14%
4 CANNELL CAPITAL LLC 15,300 1,040,000 3.42%
5 New England Research & Management, Inc. 6,484 441,000 1.45%
6 CYPRESS CAPITAL MANAGEMENT LLC 5,565 378,000 1.24%
7 Garrison Asset Management, LLC 4,155 283,000 0.93%
8 BOSTON FAMILY OFFICE LLC 3,150 214,000 0.70%
9 HEADINVEST, LLC 3,109 211,000 0.69%

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.