APA
WRI

American Portfolios Advisors’s Weingarten Realty Investors WRI Stock Holding History

American Portfolios Advisors’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
2020
Q3 		– Sell
-2,579
Closed -$48.8K – 3012
2020
Q2 		$48.8K Buy
2,579
+19
+0.7% +$332 ﹤0.01% 1296
2020
Q1 		$36.9K Buy
2,560
+1,774
+226% +$46.8K ﹤0.01% 1291
2019
Q4 		$24.6K Buy
+786
New +$24K ﹤0.01% 1644
2018
Q2 		– Sell
-500
Closed -$14K – 2453
2018
Q1 		$14K Hold
500
– – ﹤0.01% 1515
2017
Q4 		$16.4K Buy
+500
New +$16.2K ﹤0.01% 1395

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Portfolios Advisors's WRI Position: Q3 2020 in Review

American Portfolios Advisors sold out of Weingarten Realty Investors (WRI) in Q3 2020, closing a stake of 2,579 shares — an estimated $48.8K sold.

American Portfolios Advisors first reported a position in WRI in Q4 2017 and held it in 5 quarters. The position peaked at $48.8K in Q2 2020. 251 funds tracked by Wall St. Rank hold WRI as of Q3 2020.

  • American Portfolios Advisors reported no remaining Weingarten Realty Investors position as of Q3 2020 after selling out during the quarter.
  • American Portfolios Advisors sold 2,579 Weingarten Realty Investors shares in Q3 2020, an estimated $48.8K.
  • American Portfolios Advisors first reported a position in Weingarten Realty Investors in Q4 2017 and held it in 5 quarters.
  • American Portfolios Advisors's Weingarten Realty Investors position peaked at $48.8K in Q2 2020.
  • 251 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2020.

Based on American Portfolios Advisors's 13F filing for Q3 2020, filed 22 Mar 2023.