Dark
Light
System
Security
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
251 D.A. DAVIDSON & CO. 2,762 176,000 0.01%
252 SYNOVUS FINANCIAL CORP 2,769 176,000 0.01%
253 UBS AG 2,600 166,000 0.01% Call
254 Daiwa Securities Group Inc. 2,600 166,000 0.01%
255 MSI Financial Services Inc 2,553 163,000 0.01%
256 BOSTON PRIVATE BANK & TRUST CO 2,500 159,000 0.01%
257 PRELUDE CAPITAL MANAGEMENT, LLC 2,400 153,000 0.01%
258 GOLDMAN SACHS GROUP INC 2,400 153,000 0.01% Call
259 WESTPORT RESOURCES MANAGEMENT INC 2,356 150,000 0.01%
260 SHAPIRO ROBERT N 2,326 148,000 0.01%
261 WFG Advisors, LP 2,176 139,000 0.00%
262 FIFTH THIRD BANCORP 2,064 132,000 0.00%
263 KANALY TRUST CO 1,968 125,000 0.00%
264 CANADA PENSION PLAN INVESTMENT BOARD 1,900 121,000 0.00%
265 Gary Goldberg Planning Services Inc 1,744 111,000 0.00%
266 BHF Kleinwort Benson Group S.A. 1,700 108,000 0.00%
267 Evercore Wealth Management, LLC 1,600 102,000 0.00%
268 1919 Investment Counsel, LLC 1,260 81,000 0.00%
269 Amica Retiree Medical Trust 1,202 77,000 0.00%
270 THOMPSON SIEGEL & WALMSLEY LLC 1,000 64,000 0.00%
271 Zurcher Kantonalbank (Zurich Cantonalbank) 959 61,000 0.00%
272 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 892 57,000 0.00%
273 Tower Research Capital LLC (TRC) 849 54,000 0.00%
274 Johnson Financial Group, Inc. 850 54,000 0.00%
275 I.G. INVESTMENT MANAGEMENT, LTD. 770 49,000 0.00%
276 Crosspoint Capital Strategies, LLC 700 45,000 0.00%
277 WealthTrust-Arizona, LLC 673 43,000 0.00%
278 CENTRAL TRUST Co 656 42,000 0.00%
279 SOLARIS ASSET MANAGEMENT LLC 600 38,000 0.00%
280 Elite Wealth Management, Inc. 600 38,000 0.00%
281 Winch Advisory Services, LLC 585 37,000 0.00%
282 Field & Main Bank 550 35,000 0.00%
283 Kistler-Tiffany Companies, LLC 551 35,000 0.00%
284 ENVESTNET ASSET MANAGEMENT INC 536 34,000 0.00%
285 Ledyard National Bank 500 32,000 0.00%
286 TCI Wealth Advisors, Inc. 500 32,000 0.00%
287 MUFG Americas Holdings Corp 500 32,000 0.00%
288 FRONTIER CAPITAL MANAGEMENT CO LLC 490 31,000 0.00%
289 Madden Advisory Services, Inc. 465 30,000 0.00%
290 MCF Advisors LLC 505 30,000 0.00%
291 Carroll Financial Associates, Inc. 431 28,000 0.00%
292 BNP PARIBAS FINANCIAL MARKETS 428 27,293 0.00%
293 MOTCO 418 27,000 0.00%
294 TOMPKINS FINANCIAL CORP 405 26,000 0.00%
295 QCI ASSET MANAGEMENT INC/NY 385 25,000 0.00%
296 B. Riley Wealth Management, Inc. 379 24,000 0.00%
297 DUBUQUE BANK & TRUST CO 305 19,000 0.00%
298 Financial Management Professionals, Inc. 294 18,000 0.00%
299 SOUTH GEORGIA CAPITAL, LLC 256 16,000 0.00%
300 OLD SECOND NATIONAL BANK OF AURORA 206 13,000 0.00%
Page 6 of 7

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.