Finance Home - My Yahoo - Yahoo! - Help

Sunday, November 29, 2009, 3:38AM ET - U.S. Markets Closed. Dow  1.48% Nasdaq  1.73%

W. P. Carey & Co. LLC (WPC)

On Nov 27: 26.10   0.50 (1.88%)

MORE ON WPC

Quotes Summary Real-Time Options Historical Prices Charts Interactive Basic Chart Basic Tech. Analysis News & Info Headlines Financial Blogs Company Events Message Board Company Profile Key Statistics SEC Filings Competitors Industry Components Analyst Coverage Analyst Opinion Analyst Estimates Research Reports Star Analysts Ownership Major Holders Insider Transactions Insider Roster Financials Income Statement Balance Sheet Cash Flow

Major Holders Get Major Holders for:
BREAKDOWN % of Shares Held by All Insider and 5% Owners: 34% % of Shares Held by Institutional & Mutual Fund Owners: 11% % of Float Held by Institutional & Mutual Fund Owners: 16% Number of Institutions Holding Shares: 69 MAJOR DIRECT HOLDERS (FORMS 3 & 4) Holder Shares Reported CAREY WILLIAM P 4,434,204 2-Sep-09 DUGAN GORDON F 648,747 19-Jun-09 CAREY FRANCIS 506,126 15-Jun-09 LAPUMA EDWARD V 169,281 25-Nov-09 GRISWOLD BENJAMIN H IV 46,485 1-Jul-09
TOP INSTITUTIONAL HOLDERS Holder Shares % Out Value* Reported Markel Corporation 860,500 2.20 $24,360,755 30-Sep-09 JP MORGAN CHASE & COMPANY 603,071 1.54 $17,072,940 30-Sep-09 FMR LLC 484,499 1.24 $13,716,166 30-Sep-09 ROYCE & ASSOCIATES, LLC 307,031 .78 $8,692,047 30-Sep-09 Bank of New York Mellon Corporation 192,901 .49 $5,461,027 30-Sep-09 Rock Point Advisors, LLC 164,190 .42 $4,648,218 30-Sep-09 MORGAN STANLEY 152,441 .39 $4,315,604 30-Sep-09 KARPAS STRATEGIES LLC 92,900 .24 $2,629,999 30-Sep-09 HAMLIN CAPITAL MANAGEMENT, LLC 79,750 .20 $2,257,722 30-Sep-09 UBS AG 67,095 .17 $1,899,459 30-Sep-09 TOP MUTUAL FUND HOLDERS Holder Shares % Out Value* Reported VARIABLE INSURANCE PRODUCTS FD III-MID-CAP PORTFOLIO 338,848 .86 $9,592,786 30-Sep-09 ROYCE TOTAL RETURN FUND 306,231 .78 $7,649,650 30-Jun-09 JP Morgan Value Advantage Fund 265,000 .68 $7,502,150 30-Sep-09 FIDELITY ADVISOR MID CAP II FUND 92,873 .24 $2,629,234 30-Sep-09 SCHWAB CAPITAL TRUST-SMALL CAP INDEX FUND 71,666 .18 $1,945,731 31-Jul-09 ING INV TR-ING/FMR (SM) DIVERSIFIED MID CAP PORT 58,078 .15 $1,450,788 30-Jun-09 Powershares Exhg Traded Fd Tr-POWERSHARES DYNAMIC SMALL CAP 55,763 .14 $1,513,965 31-Jul-09 JP MORGAN EQUITY INCOME FUND 51,300 .13 $1,452,303 30-Sep-09 NORTHERN SMALL CAP VALUE FUND 45,533 .12 $1,289,039 30-Sep-09 American Beacon Small Cap Value Fd 40,920 .10 $1,158,445 30-Sep-09 View Transactions for Insiders & Institutional Holders * Value shown is computed using the security's price on the report date given.
Add to Portfolio     Set Alert     Email to a Friend Get Major Holders for Another Symbol: Symbol Lookup • Today's SEC Filings • Mergers & Acquisitions