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

Institutional Holders (2016Q4)
Portfolio Summary: 8 Institutional holders with a total value of $21,618,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE ASSET MANAGEMENT LLC/PA 317,948 18,788,000 86.91%
2 CG Asset Management LLC 10,700 632,000 2.92%
3 BOSTON FAMILY OFFICE LLC 8,954 529,000 2.45%
4 New England Research & Management, Inc. 8,634 510,000 2.36%
5 DF DENT & CO INC 5,736 339,000 1.57%
6 World Asset Management Inc 4,991 295,000 1.36%
7 ROTHSCHILD INVESTMENT LLC /IL 4,966 293,000 1.36%
8 SVB WEALTH LLC 3,933 232,000 1.07%

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.