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W P CAREY INC
W P CAREY INC. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 279 Institutional holders with a total value of $2,566,225,633.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Partnervest Advisory Services LLC 87 6,000 0.00%
2 Gradient Investments LLC 190 12,000 0.00%
3 NEW ENGLAND SECURITIES CORP /MA/ 189 12,000 0.00%
4 JNBA Financial Advisors 181 12,000 0.00%
5 SOUTH GEORGIA CAPITAL, LLC 252 16,000 0.00%
6 Financial Management Professionals, Inc. 294 18,000 0.00%
7 DUBUQUE BANK & TRUST CO 305 20,000 0.00%
8 Amica Retiree Medical Trust 376 24,000 0.00%
9 B. Riley Wealth Management, Inc. 375 24,000 0.00%
10 TOMPKINS FINANCIAL CORP 405 26,000 0.00%
11 Carroll Financial Associates, Inc. 432 28,000 0.00%
12 Madden Advisory Services, Inc. 465 30,000 0.00%
13 MCF Advisors LLC 505 30,000 0.00%
14 QCI ASSET MANAGEMENT INC/NY 466 30,000 0.00%
15 MUFG Americas Holdings Corp 500 32,000 0.00%
16 TCI Wealth Advisors, Inc. 500 32,000 0.00%
17 SOLARIS ASSET MANAGEMENT LLC 500 32,000 0.00%
18 Kistler-Tiffany Companies, LLC 551 35,000 0.00%
19 Field & Main Bank 550 35,000 0.00%
20 Winch Advisory Services, LLC 577 37,000 0.00%
21 Elite Wealth Management, Inc. 600 38,000 0.00%
22 SUMMIT SECURITIES GROUP LLC 600 39,000 0.00%
23 CENTRAL TRUST Co 656 42,000 0.00%
24 WealthTrust-Arizona, LLC 673 43,000 0.00%
25 Transamerica Financial Advisors, LLC 700 46,000 0.00%
26 Crosspoint Capital Strategies, LLC 700 47,000 0.00%
27 Johnson Financial Group, Inc. 850 55,000 0.00%
28 ENVESTNET ASSET MANAGEMENT INC 932 60,000 0.00%
29 Zurcher Kantonalbank (Zurich Cantonalbank) 959 62,000 0.00%
30 Spot Trading L.L.C 1,000 64,000 0.00% Put
31 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,099 71,000 0.00%
32 1919 Investment Counsel, LLC 1,260 82,000 0.00%
33 MSI Financial Services Inc 1,364 88,000 0.00%
34 FIFTH THIRD BANCORP 1,541 99,000 0.00%
35 Daiwa Securities Group Inc. 1,600 103,000 0.00%
36 Evercore Wealth Management, LLC 1,600 103,000 0.00%
37 CANADA PENSION PLAN INVESTMENT BOARD 1,600 103,000 0.00%
38 BHF Kleinwort Benson Group S.A. 1,700 109,000 0.00%
39 Gary Goldberg Planning Services Inc 1,744 112,000 0.00%
40 Regal Investment Advisors LLC 1,789 115,000 0.00%
41 KANALY TRUST CO 1,968 127,000 0.00%
42 D.A. DAVIDSON & CO. 2,306 148,000 0.01%
43 SHAPIRO ROBERT N 2,326 150,000 0.01%
44 WESTPORT RESOURCES MANAGEMENT INC 2,356 152,000 0.01%
45 AMICA MUTUAL INSURANCE CO 2,385 154,000 0.01%
46 BNP PARIBAS FINANCIAL MARKETS 2,437 156,942 0.01%
47 AMICA PENSION FUND BOARD OF TRUSTEES 2,466 159,000 0.01%
48 BOSTON PRIVATE BANK & TRUST CO 2,500 161,000 0.01%
49 Orion Porfolio Solutions, LLC 2,751 177,000 0.01%
50 SYNOVUS FINANCIAL CORP 2,769 178,000 0.01%
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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.