Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,210,709
+$852,220 QoQ
Shares Held
16,933
+221.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#328
of 891 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $1,963,871 across 4 REIT - Diversified names. WPC ranks #1 (61.6% of the industry book) .
All Filings in WPC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,210,709 | 16,933 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $358,489 | 5,275 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $390,536 | 6,068 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $294,943 | 4,365 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $726,789 | 11,651 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $966,971 | 15,322 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $862,200 | 15,826 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $940,730 | 15,100 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $287,911 | 5,230 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $305,283 | 5,409 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,074,549 | 16,580 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $886,155 | 16,386 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $273,888 | 4,054 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $559,886 | 7,229 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $952,179 | 12,184 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $402,815 | 5,771 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $456,226 | 5,506 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $355,615 | 4,399 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $311,625 | 3,798 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||