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

Institutional Holders (2015Q2)
Portfolio Summary: 7 Institutional holders with a total value of $21,414,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE ASSET MANAGEMENT LLC/PA 302,147 17,809,000 83.17%
2 SVB WEALTH LLC 21,501 1,267,000 5.92%
3 CG Asset Management LLC 18,600 1,096,000 5.12%
4 New England Research & Management, Inc. 6,484 382,000 1.78%
5 CYPRESS CAPITAL MANAGEMENT LLC 5,365 316,000 1.48%
6 ROTHSCHILD INVESTMENT LLC /IL 5,066 299,000 1.40%
7 Garrison Asset Management, LLC 4,155 245,000 1.14%

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.