Position in WPC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,743,613
+$158,787 QoQ
Shares Held
40,371
+0.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026Ameritas Investment Partners, Inc. holds $3,934,770 across 14 REIT - Diversified names. WPC ranks #1 (69.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
40,371 | $2,743,613 | |
| 2 | BNL |
Broadstone Net Lease, Inc.
|
15,858 | $289,725 | |
| 3 | VICI |
Vici Properties Inc.
|
9,720 | $265,550 | |
| 4 | GNL |
Global Net Lease, Inc.
|
16,736 | $156,648 | |
| 5 | AAT |
American Assets Trust, Inc.
|
4,346 | $80,009 | |
| 6 | JBGS |
JBG SMITH Properties
|
5,216 | $76,205 | |
| 7 | SAFE |
Safehold Inc.
|
4,693 | $63,496 | |
| 8 | ESRT |
Empire State Realty Trust, Inc.
|
11,537 | $59,992 |
All Filings in WPC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,743,613 | 40,371 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,584,826 | 40,162 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,773,748 | 41,050 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $2,652,148 | 42,516 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,717,516 | 43,060 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $2,388,076 | 43,834 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,797,207 | 44,899 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $2,562,247 | 46,544 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $2,725,092 | 48,283 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $3,129,221 | 48,283 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||