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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
PL
201
Plancorp LLC
Missouri
$247K
BRWA
202
B. Riley Wealth Advisors
Florida
$245K +$18.5K +307 +8%
WIC
203
Whitegate Investment Counselors
New Hampshire
$244K +$242K +4,007 New
NERM
204
New England Research & Management
Illinois
$243K +$6.16K +102 +3%
GL
205
GLG LLC
New York
$232K +$238K +3,937 New
JIC
206
Joel Isaacson & Co
New York
$226K +$232K +3,837 New
B
207
Baird
Wisconsin
$223K +$229K +3,786 New
PA
208
Profund Advisors
Maryland
$221K +$11.6K +192 +5%
SB
209
Suntrust Banks
Georgia
$221K +$229K +3,783 New
BC
210
Burney Company
Virginia
$220K -$96.8K -1,602 -30%
PM
211
Parametrica Management
Hong Kong
$220K +$226K +3,745 New
VFS
212
VSR Financial Services
Kansas
$200K +$206K +3,406 New
Teacher Retirement System of Texas
213
Teacher Retirement System of Texas
Texas
$197K +$132K +2,182 +187%
SAMC
214
Shinko Asset Management Company
Japan
$180K +$12.3K +204 +7%
PTC
215
Private Trust Company
Ohio
$180K +$108K +1,783 +139%
WEC
216
Winslow Evans & Crocker
Massachusetts
$168K
BCI
217
Brinker Capital Investments
Pennsylvania
$167K -$37.9K -628 -18%
BPBT
218
Boston Private Bank & Trust
Massachusetts
$150K
APFBOT
219
Amica Pension Fund Board of Trustees
Rhode Island
$148K
AMI
220
Amica Mutual Insurance
Rhode Island
$143K
WRM
221
Westport Resources Management
Connecticut
$142K +$56.4K +934 +63%
RNS
222
Robert N. Shapiro
$140K
DADC
223
D.A. Davidson & Co
Montana
$137K -$14.1K -233 -9%
Envestnet Asset Management
224
Envestnet Asset Management
Illinois
$125K +$123K +2,037 +2,454%
PVH
225
Psagot Value Holdings
Israel
$124K -$32.1K -532 -20%