ARMC
WRI

American Research & Management Company’s Weingarten Realty Investors WRI Stock Holding History

American Research & Management Company’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
2017
Q4 		– Sell
-2,050
Closed -$65K – 372
2017
Q3 		$65K Sell
2,050
-700
-25% -$22.4K 0.02% 160
2017
Q2 		$83K Hold
2,750
– – 0.03% 144
2017
Q1 		$92K Hold
2,750
– – 0.03% 131
2016
Q4 		$98K Buy
+2,750
New +$98.7K 0.03% 142
2016
Q3 		– Sell
-2,750
Closed -$113K – 131
2016
Q2 		$112K Hold
2,750
– – 0.04% 124
2016
Q1 		$103K Hold
2,750
– – 0.04% 128
2015
Q4 		$95K Hold
2,750
– – 0.04% 134
2015
Q3 		$91K Hold
2,750
– – 0.04% 134
2015
Q2 		$90K Hold
2,750
– – 0.04% 140
2015
Q1 		$99K Hold
2,750
– – 0.04% 133
2014
Q4 		$96K Hold
2,750
– – 0.04% 134
2014
Q3 		$87K Hold
2,750
– – 0.03% 144
2014
Q2 		$90K Hold
2,750
– – 0.03% 143
2014
Q1 		$83K Hold
2,750
– – 0.03% 145
2013
Q4 		$75K Hold
2,750
– – 0.03% 151
2013
Q3 		$81K Hold
2,750
– – 0.03% 141
2013
Q2 		$85K Buy
+2,750
New +$89.9K 0.03% 140

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $609B AUM 40.19% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Research & Management Company's WRI Position: Q4 2017 in Review

American Research & Management Company sold out of Weingarten Realty Investors (WRI) in Q4 2017, closing a stake of 2,050 shares — an estimated $65K sold.

American Research & Management Company first reported a position in WRI in Q2 2013 and held it in 17 quarters. The position peaked at $112K in Q2 2016. 283 funds tracked by Wall St. Rank hold WRI as of Q4 2017.

  • American Research & Management Company reported no remaining Weingarten Realty Investors position as of Q4 2017 after selling out during the quarter.
  • American Research & Management Company sold 2,050 Weingarten Realty Investors shares in Q4 2017, an estimated $65K.
  • American Research & Management Company first reported a position in Weingarten Realty Investors in Q2 2013 and held it in 17 quarters.
  • American Research & Management Company's Weingarten Realty Investors position peaked at $112K in Q2 2016.
  • 283 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q4 2017.

Based on American Research & Management Company's 13F filing for Q4 2017, filed 8 Feb 2018.