Ameritas Advisory Services
WPC icon

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
Q3 		$350K Sell
5,411
-11,522
-68% -$817K 0.01% 897
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ameritas Advisory Services's WPC Position: Q3 2026 in Review

Ameritas Advisory Services reduced its W.P. Carey (WPC) stake by 68% in Q3 2026, selling an estimated $817K and leaving 5,411 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #897.

Ameritas Advisory Services first reported a position in WPC in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.21M in Q2 2026. 748 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Ameritas Advisory Services held 5,411 shares of W.P. Carey worth $350K as of Q3 2026.
  • Ameritas Advisory Services sold 11,522 W.P. Carey shares in Q3 2026, an estimated $817K.
  • W.P. Carey made up 0.01% of Ameritas Advisory Services's portfolio in Q3 2026, its #897 holding.
  • Ameritas Advisory Services first reported a position in W.P. Carey in Q4 2021 and has held it in 20 quarters since.
  • Ameritas Advisory Services's W.P. Carey position peaked at $1.21M in Q2 2026.
  • 748 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.