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

Institutional Holders (2017Q1)
Portfolio Summary: 8 Institutional holders with a total value of $21,044,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE ASSET MANAGEMENT LLC/PA 287,354 17,879,000 84.96%
2 SVB WEALTH LLC 13,173 820,000 3.90%
3 BOSTON FAMILY OFFICE LLC 9,389 584,000 2.78%
4 MORSE ASSET MANAGEMENT, INC 6,400 398,000 1.89%
5 DF DENT & CO INC 5,758 358,000 1.70%
6 New England Research & Management, Inc. 5,759 358,000 1.70%
7 ROTHSCHILD INVESTMENT LLC /IL 5,266 328,000 1.56%
8 World Asset Management Inc 5,123 319,000 1.52%

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.