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

Institutional Holders (2016Q1)
Portfolio Summary: 11 Institutional holders with a total value of $24,504,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE ASSET MANAGEMENT LLC/PA 333,582 20,762,000 84.73%
2 CG Asset Management LLC 13,600 846,000 3.45%
3 SVB WEALTH LLC 7,949 495,000 2.02%
4 New England Research & Management, Inc. 6,484 404,000 1.65%
5 ROTHSCHILD INVESTMENT LLC /IL 6,266 390,000 1.59%
6 DF DENT & CO INC 5,676 353,000 1.44%
7 Veritable, L.P. 5,172 322,000 1.31%
8 CYPRESS CAPITAL MANAGEMENT LLC 4,600 286,000 1.17%
9 World Asset Management Inc 4,227 263,000 1.07%
10 BOSTON FAMILY OFFICE LLC 3,450 215,000 0.88%
11 TRUIST FINANCIAL CORP 2,700 168,000 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.