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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameritas Advisory Services's WPC Position: Q1 2026 in Review

Ameritas Advisory Services reduced its W.P. Carey (WPC) stake by 13% in Q1 2026, selling an estimated $55.6K and leaving 5,275 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #700.

Ameritas Advisory Services first reported a position in WPC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.05M in Q4 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Ameritas Advisory Services held 5,275 shares of W.P. Carey worth $358K as of Q1 2026.
Ameritas Advisory Services sold 793 W.P. Carey shares in Q1 2026, an estimated $55.6K.
W.P. Carey made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #700 holding.
Ameritas Advisory Services first reported a position in W.P. Carey in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's W.P. Carey position peaked at $1.05M in Q4 2023.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.