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

Institutional Holders (2015Q4)
Portfolio Summary: 10 Institutional holders with a total value of $26,303,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE ASSET MANAGEMENT LLC/PA 297,399 17,547,000 66.71%
2 STRATTON MANAGEMENT CO 93,341 5,507,000 20.94%
3 CG Asset Management LLC 16,100 950,000 3.61%
4 SVB WEALTH LLC 9,228 544,000 2.07%
5 New England Research & Management, Inc. 6,484 383,000 1.46%
6 Semper Trust Co. 6,000 354,000 1.35%
7 ROTHSCHILD INVESTMENT LLC /IL 5,066 299,000 1.14%
8 CYPRESS CAPITAL MANAGEMENT LLC 4,600 271,000 1.03%
9 World Asset Management Inc 3,955 233,000 0.89%
10 BOSTON FAMILY OFFICE LLC 3,640 215,000 0.82%

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.