Dark
Light
System
Security
WP CAREY INC COM
WP CAREY INC COM. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 320 Institutional holders with a total value of $2,745,381,294.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WEALTHFRONT CORP 8 0 0.00%
2 HOWE & RUSLING INC 20 1,000 0.00% PRN
3 Edge Wealth Management LLC 10 1,000 0.00%
4 Tradewinds Capital Management, LLC 33 2,000 0.00%
5 Quantbot Technologies LP 38 2,000 0.00%
6 ADVANTAGE INVESTMENT MANAGEMENT, LLC 47 3,000 0.00%
7 THOMPSON DAVIS & CO., INC. 56 3,000 0.00%
8 RISK PARADIGM GROUP, LLC 80 4,625 0.00%
9 REILLY FINANCIAL ADVISORS, LLC 100 6,000 0.00%
10 EXANE DERIVATIVES 131 7,573 0.00%
11 VALLEY NATIONAL ADVISERS INC 175 10,000 0.00% PRN
12 JNBA Financial Advisors 181 10,000 0.00%
13 Gradient Investments LLC 190 11,000 0.00%
14 HIGHLAND CAPITAL MANAGEMENT, LLC 201 12,000 0.00%
15 Karp Capital Management Corp 200 12,000 0.00%
16 Ledyard National Bank 250 14,000 0.00%
17 Twin Tree Management, LP 300 17,000 0.00% Call
18 Financial Management Professionals, Inc. 294 17,000 0.00%
19 DUBUQUE BANK & TRUST CO 305 18,000 0.00%
20 WOODMONT INVESTMENT COUNSEL LLC 330 19,000 0.00%
21 Hanson & Doremus Investment Management 375 22,000 0.00%
22 TOMPKINS FINANCIAL CORP 405 23,000 0.00%
23 Madden Advisory Services, Inc. 465 26,000 0.00%
24 Oakworth Capital, Inc. 501 29,000 0.00%
25 DUNCKER STREETT & CO INC 500 29,000 0.00%
26 TCI Wealth Advisors, Inc. 500 29,000 0.00%
27 MCF Advisors LLC 505 29,000 0.00%
28 SOLARIS ASSET MANAGEMENT LLC 500 29,000 0.00%
29 MUFG Americas Holdings Corp 500 29,000 0.00%
30 NEXT Financial Group, Inc 550 31,000 0.00%
31 Brookstone Capital Management 557 32,000 0.00%
32 Kistler-Tiffany Companies, LLC 551 32,000 0.00%
33 Glassman Wealth Services 545 32,000 0.00%
34 SOUTH GEORGIA CAPITAL, LLC 571 33,000 0.00%
35 Windsor Capital Management, LLC 650 37,000 0.00%
36 FRONTIER CAPITAL MANAGEMENT CO LLC 649 38,000 0.00%
37 WealthTrust-Arizona, LLC 673 39,000 0.00%
38 QCI ASSET MANAGEMENT INC/NY 725 42,000 0.00%
39 BENJAMIN F. EDWARDS & COMPANY, INC. 761 44,000 0.00%
40 SEI INVESTMENTS CO 781 45,000 0.00%
41 Absolute Return Capital, LLC 787 45,000 0.00%
42 Mercer Capital Advisers, Inc. 775 45,000 0.00%
43 Simplicity Solutions, LLC 830 47,982 0.00%
44 Summit Financial Wealth Advisors, LLC 839 48,000 0.00%
45 VICTORY CAPITAL MANAGEMENT INC 912 53,000 0.00%
46 WFG Advisors, LP 982 57,000 0.00%
47 PANAGORA ASSET MANAGEMENT INC 1,000 58,000 0.00%
48 THOMPSON SIEGEL & WALMSLEY LLC 1,000 58,000 0.00%
49 AllSquare Wealth Management LLC 1,000 58,000 0.00%
50 Johnson Financial Group, Inc. 1,034 60,000 0.00%
Page 1 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.