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

Institutional Holders (2014Q3)
Portfolio Summary: 304 Institutional holders with a total value of $2,908,801,723.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Catalyst Capital Advisors LLC 16 1,000 0.00%
2 Gradient Investments LLC 190 12,000 0.00%
3 JNBA Financial Advisors 181 12,000 0.00%
4 NEW ENGLAND SECURITIES CORP /MA/ 189 12,000 0.00%
5 OLD SECOND NATIONAL BANK OF AURORA 206 13,000 0.00%
6 SOUTH GEORGIA CAPITAL, LLC 256 16,000 0.00%
7 Financial Management Professionals, Inc. 294 18,000 0.00%
8 DUBUQUE BANK & TRUST CO 305 19,000 0.00%
9 B. Riley Wealth Management, Inc. 379 24,000 0.00%
10 QCI ASSET MANAGEMENT INC/NY 385 25,000 0.00%
11 TOMPKINS FINANCIAL CORP 405 26,000 0.00%
12 MOTCO 418 27,000 0.00%
13 BNP PARIBAS FINANCIAL MARKETS 428 27,293 0.00%
14 Carroll Financial Associates, Inc. 431 28,000 0.00%
15 Madden Advisory Services, Inc. 465 30,000 0.00%
16 MCF Advisors LLC 505 30,000 0.00%
17 FRONTIER CAPITAL MANAGEMENT CO LLC 490 31,000 0.00%
18 MUFG Americas Holdings Corp 500 32,000 0.00%
19 Ledyard National Bank 500 32,000 0.00%
20 TCI Wealth Advisors, Inc. 500 32,000 0.00%
21 ENVESTNET ASSET MANAGEMENT INC 536 34,000 0.00%
22 Field & Main Bank 550 35,000 0.00%
23 Kistler-Tiffany Companies, LLC 551 35,000 0.00%
24 Winch Advisory Services, LLC 585 37,000 0.00%
25 SOLARIS ASSET MANAGEMENT LLC 600 38,000 0.00%
26 Elite Wealth Management, Inc. 600 38,000 0.00%
27 CENTRAL TRUST Co 656 42,000 0.00%
28 WealthTrust-Arizona, LLC 673 43,000 0.00%
29 Crosspoint Capital Strategies, LLC 700 45,000 0.00%
30 I.G. INVESTMENT MANAGEMENT, LTD. 770 49,000 0.00%
31 Tower Research Capital LLC (TRC) 849 54,000 0.00%
32 Johnson Financial Group, Inc. 850 54,000 0.00%
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 892 57,000 0.00%
34 Zurcher Kantonalbank (Zurich Cantonalbank) 959 61,000 0.00%
35 THOMPSON SIEGEL & WALMSLEY LLC 1,000 64,000 0.00%
36 Amica Retiree Medical Trust 1,202 77,000 0.00%
37 1919 Investment Counsel, LLC 1,260 81,000 0.00%
38 Evercore Wealth Management, LLC 1,600 102,000 0.00%
39 BHF Kleinwort Benson Group S.A. 1,700 108,000 0.00%
40 Gary Goldberg Planning Services Inc 1,744 111,000 0.00%
41 CANADA PENSION PLAN INVESTMENT BOARD 1,900 121,000 0.00%
42 KANALY TRUST CO 1,968 125,000 0.00%
43 FIFTH THIRD BANCORP 2,064 132,000 0.00%
44 WFG Advisors, LP 2,176 139,000 0.00%
45 SHAPIRO ROBERT N 2,326 148,000 0.01%
46 WESTPORT RESOURCES MANAGEMENT INC 2,356 150,000 0.01%
47 GOLDMAN SACHS GROUP INC 2,400 153,000 0.01% Call
48 PRELUDE CAPITAL MANAGEMENT, LLC 2,400 153,000 0.01%
49 BOSTON PRIVATE BANK & TRUST CO 2,500 159,000 0.01%
50 MSI Financial Services Inc 2,553 163,000 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.