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Ameritas Advisory Services’s W.P. Carey WPC Stock Holding History

Ameritas Advisory Services’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Buy
16,933
+11,658
+221% +$854K 0.02% 507
2026
Q1 		$358K Sell
5,275
-793
-13% -$55.6K 0.01% 700
2025
Q4 		$391K Buy
6,068
+1,703
+39% +$113K 0.01% 659
2025
Q3 		$295K Sell
4,365
-7,286
-63% -$477K 0.02% 524
2025
Q2 		$727K Sell
11,651
-3,671
-24% -$226K 0.04% 417
2025
Q1 		$926K Sell
15,322
-504
-3% -$29.8K 0.04% 418
2024
Q4 		$862K Buy
15,826
+726
+5% +$41.4K 0.03% 458
2024
Q3 		$941K Buy
15,100
+9,870
+189% +$585K 0.04% 400
2024
Q2 		$288K Sell
5,230
-179
-3% -$10.1K 0.01% 738
2024
Q1 		$303K Sell
5,409
-11,171
-67% -$669K 0.01% 703
2023
Q4 		$1.05M Sell
16,580
-150
-0.9% -$8.64K 0.06% 275
2023
Q3 		$885K Buy
16,730
+12,591
+304% +$807K 0.04% 361
2023
Q2 		$274K Sell
4,139
-3,242
-44% -$225K 0.04% 430
2023
Q1 		$557K Sell
7,381
-5,059
-41% -$403K 0.03% 456
2022
Q4 		$952K Buy
12,440
+6,548
+111% +$492K 0.04% 361
2022
Q3 		$403K Buy
5,892
+270
+5% +$22.1K 0.02% 493
2022
Q2 		$456K Buy
5,622
+1,131
+25% +$91.3K 0.03% 482
2022
Q1 		$356K Buy
4,491
+613
+16% +$47K 0.01% 603
2021
Q4 		$312K Buy
+3,878
New +$297K 0.01% 633

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameritas Advisory Services's WPC Position: Q2 2026 in Review

Ameritas Advisory Services increased its W.P. Carey (WPC) stake by 221% in Q2 2026, buying an estimated $854K and bringing the position to 16,933 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #507.

Ameritas Advisory Services first reported a position in WPC in Q4 2021 and has held it in 19 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Ameritas Advisory Services held 16,933 shares of W.P. Carey worth $1.21M as of Q2 2026.
  • Ameritas Advisory Services bought 11,658 W.P. Carey shares in Q2 2026, an estimated $854K.
  • W.P. Carey made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #507 holding.
  • Ameritas Advisory Services first reported a position in W.P. Carey in Q4 2021 and has held it in 19 quarters since.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.