AG
WREI

Advisor Group’s Invesco Wilshire US REIT ETF WREI Stock Holding History

Advisor Group’s Portfolio WREI Stock Details WREI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-221
Closed -$9K – 5462
2018
Q4 		$9K Hold
221
– – ﹤0.01% 4291
2018
Q3 		$10K Hold
221
– – ﹤0.01% 4311
2018
Q2 		$10K Hold
221
– – ﹤0.01% 4097
2018
Q1 		$9K Hold
221
– – ﹤0.01% 4179
2017
Q4 		$10K Hold
221
– – ﹤0.01% 4118
2017
Q3 		$10K Buy
221
+149
+207% +$7K ﹤0.01% 4006
2017
Q2 		$3K Sell
72
-500
-87% -$23.5K ﹤0.01% 4462
2017
Q1 		$27K Buy
572
+500
+694% +$23.5K ﹤0.01% 3173
2016
Q4 		$3K Hold
72
– – ﹤0.01% 4171
2016
Q3 		$4K Hold
72
– – ﹤0.01% 4029
2016
Q2 		$3K Buy
+72
New +$3.42K ﹤0.01% 4033

Advisor Group's WREI Position: Q1 2019 in Review

Advisor Group sold out of Invesco Wilshire US REIT ETF (WREI) in Q1 2019, closing a stake of 221 shares — an estimated $9K sold.

Advisor Group first reported a position in WREI in Q2 2016 and held it in 11 quarters. The position peaked at $27K in Q1 2017. 0 funds tracked by Wall St. Rank hold WREI as of Q1 2019.

  • Advisor Group reported no remaining Invesco Wilshire US REIT ETF position as of Q1 2019 after selling out during the quarter.
  • Advisor Group sold 221 Invesco Wilshire US REIT ETF shares in Q1 2019, an estimated $9K.
  • Advisor Group first reported a position in Invesco Wilshire US REIT ETF in Q2 2016 and held it in 11 quarters.
  • Advisor Group's Invesco Wilshire US REIT ETF position peaked at $27K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Invesco Wilshire US REIT ETF as of Q1 2019.

Based on Advisor Group's 13F filing for Q1 2019, filed 9 May 2019.