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

Institutional Holders (2015Q3)
Portfolio Summary: 6 Institutional holders with a total value of $21,017,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE ASSET MANAGEMENT LLC/PA 309,870 17,914,000 85.24%
2 SVB WEALTH LLC 20,064 1,160,000 5.52%
3 CG Asset Management LLC 17,300 1,000,000 4.76%
4 New England Research & Management, Inc. 6,484 375,000 1.78%
5 ROTHSCHILD INVESTMENT LLC /IL 5,066 293,000 1.39%
6 CYPRESS CAPITAL MANAGEMENT LLC 4,765 275,000 1.31%

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.