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Ameritas Investment Partners’s W.P. Carey WPC Stock Holding History

Ameritas Investment Partners’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 		$2.74M Buy
40,371
+209
+0.5% +$14.7K 0.08% 242
2025
Q4 		$2.58M Sell
40,162
-888
-2% -$59.1K 0.08% 259
2025
Q3 		$2.77M Sell
41,050
-1,466
-3% -$96K 0.08% 241
2025
Q2 		$2.65M Sell
42,516
-544
-1% -$33.5K 0.08% 241
2025
Q1 		$2.72M Sell
43,060
-774
-2% -$45.8K 0.09% 207
2024
Q4 		$2.39M Sell
43,834
-1,065
-2% -$60.7K 0.08% 266
2024
Q3 		$2.8M Sell
44,899
-1,645
-4% -$97.5K 0.09% 217
2024
Q2 		$2.56M Sell
46,544
-1,739
-4% -$98K 0.09% 235
2024
Q1 		$2.73M Hold
48,283
– – 0.09% 222
2023
Q4 		$3.13M Buy
+48,283
New +$2.78M 0.11% 162
2018
Q1 		– Sell
-893
Closed -$181K – 2972
2017
Q4 		$181K Hold
893
– – 0.01% 1143
2017
Q3 		$58K Buy
893
+1
+0.1% +$67 ﹤0.01% 1797
2017
Q2 		$57K Hold
892
– – ﹤0.01% 1831
2017
Q1 		$54K Hold
892
– – ﹤0.01% 1793
2016
Q4 		$51K Sell
892
-3
-0.3% -$175 ﹤0.01% 1115
2016
Q3 		$56K Hold
895
– – ﹤0.01% 1096
2016
Q2 		$60K Hold
895
– – ﹤0.01% 1024
2016
Q1 		$54K Hold
895
– – ﹤0.01% 1027
2015
Q4 		$51K Buy
+895
New +$53.7K ﹤0.01% 1020

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameritas Investment Partners's WPC Position: Q1 2026 in Review

Ameritas Investment Partners increased its W.P. Carey (WPC) stake by 0.52% in Q1 2026, buying an estimated $14.7K and bringing the position to 40,371 shares worth $2.74M. The position accounts for 0.08% of the portfolio, ranked #242.

Ameritas Investment Partners first reported a position in WPC in Q4 2015 and has held it in 19 quarters since. The position peaked at $3.13M in Q4 2023. 867 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Ameritas Investment Partners held 40,371 shares of W.P. Carey worth $2.74M as of Q1 2026.
  • Ameritas Investment Partners bought 209 W.P. Carey shares in Q1 2026, an estimated $14.7K.
  • W.P. Carey made up 0.08% of Ameritas Investment Partners's portfolio in Q1 2026, its #242 holding.
  • Ameritas Investment Partners first reported a position in W.P. Carey in Q4 2015 and has held it in 19 quarters since.
  • Ameritas Investment Partners's W.P. Carey position peaked at $3.13M in Q4 2023.
  • 867 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.