AIM
WRI

Advantage Investment Management’s Weingarten Realty Investors WRI Stock Holding History

Advantage Investment Management’s Portfolio WRI Stock Details WRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$4K Hold
130
– – ﹤0.01% 803
2019
Q2 		$4K Hold
130
– – ﹤0.01% 820
2019
Q1 		$4K Buy
130
+34
+35% +$952 ﹤0.01% 814
2018
Q4 		$2K Hold
96
– – ﹤0.01% 930
2018
Q3 		$3K Buy
+96
New +$2.92K ﹤0.01% 922

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advantage Investment Management's WRI Position: Q3 2019 in Review

Advantage Investment Management held its Weingarten Realty Investors (WRI) position steady in Q3 2019 at 130 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Advantage Investment Management first reported a position in WRI in Q3 2018 and has held it in 5 quarters since. 293 funds tracked by Wall St. Rank hold WRI as of Q3 2019.

  • Advantage Investment Management held 130 shares of Weingarten Realty Investors worth $4K as of Q3 2019.
  • Advantage Investment Management left its Weingarten Realty Investors share count unchanged in Q3 2019.
  • Weingarten Realty Investors made up ﹤0.01% of Advantage Investment Management's portfolio in Q3 2019, its #803 holding.
  • Advantage Investment Management first reported a position in Weingarten Realty Investors in Q3 2018 and has held it in 5 quarters since.
  • 293 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.