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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
ARC
251
Absolute Return Capital
Massachusetts
$229K +$247K +3,958 New
Teacher Retirement System of Texas
252
Teacher Retirement System of Texas
Texas
$227K +$64.8K +1,036 +36%
JIC
253
Joel Isaacson & Co
New York
$221K
TC
254
Taylor Cottrill
New Hampshire
$211K +$25.5K +408 +13%
PAM
255
Panagora Asset Management
Massachusetts
$209K -$1.06M -16,958 -82%
DADC
256
D.A. Davidson & Co
Montana
$205K -$20.4K -327 -8%
SMDAM
257
Sumitomo Mitsui DS Asset Management
Japan
$201K
PFPT
258
Pinnacle Financial Partners (Tennessee)
Tennessee
$200K -$14.8K -236 -6%
Daiwa Securities Group
259
Daiwa Securities Group
Japan
$189K -$25.6K -409 -11%
SF
260
Synovus Financial
Georgia
$189K
JG
261
Jefferies Group
New York
$184K -$78K -1,247 -28%
CPIG
262
Chicago Partners Investment Group
Illinois
$177K +$89.2K +1,427 +103%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$176K +$1.75K +28 +0.9%
WRM
264
Westport Resources Management
Connecticut
$162K +$25.6K +409 +17%
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$138K -$38.3K -613 -20%
RWA
266
Ropes Wealth Advisors
Massachusetts
$137K
TFA
267
Transamerica Financial Advisors
Florida
$127K +$2.88K +46 +2%
PO
268
Private Ocean
California
$124K -$108K -1,735 -45%
KT
269
Kanaly Trust
Texas
$116K
AF
270
Allworth Financial
California
$105K
MFS
271
MSI Financial Services
Massachusetts
$104K -$12.6K -202 -10%
BAM
272
Bruderman Asset Management
New York
$103K
EWM
273
Evercore Wealth Management
New York
$77K
Zurich Cantonal Bank
274
Zurich Cantonal Bank
Switzerland
$74K -$3.56K -57 -4%
ARMT
275
Amica Retiree Medical Trust
Rhode Island
$71K