ACA
WRI

Anchor Capital Advisors’s Weingarten Realty Investors WRI Stock Holding History

Anchor Capital 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
Q4 		– Sell
-13,720
Closed -$233K – 271
2020
Q3 		$233K Hold
13,720
– – 0.01% 242
2020
Q2 		$260K Buy
13,720
+2,360
+21% +$41.3K 0.01% 229
2020
Q1 		$164K Sell
11,360
-210
-2% -$5.54K ﹤0.01% 237
2019
Q4 		$361K Hold
11,570
– – 0.01% 224
2019
Q3 		$337K Buy
11,570
+200
+2% +$5.52K 0.01% 231
2019
Q2 		$312K Hold
11,370
– – 0.01% 226
2019
Q1 		$334 Buy
11,370
+2,670
+31% +$74.8K 0.01% 222
2018
Q4 		$216K Sell
8,700
-650
-7% -$18.1K 0.01% 256
2018
Q3 		$278K Hold
9,350
– – 0.01% 249
2018
Q2 		$288K Hold
9,350
– – 0.01% 252
2018
Q1 		$263K Hold
9,350
– – 0.01% 284
2017
Q4 		$307K Buy
9,350
+200
+2% +$6.47K 0.01% 238
2017
Q3 		$290K Hold
9,150
– – 0.01% 233
2017
Q2 		$275K Buy
9,150
+100
+1% +$3.19K 0.01% 241
2017
Q1 		$302K Hold
9,050
– – 0.01% 241
2016
Q4 		$324K Buy
9,050
+350
+4% +$12.6K 0.01% 236
2016
Q3 		$339K Hold
8,700
– – 0.01% 234
2016
Q2 		$355K Hold
8,700
– – 0.01% 236
2016
Q1 		$326K Hold
8,700
– – 0.01% 241
2015
Q4 		$301K Hold
8,700
– – 0.01% 255
2015
Q3 		$288K Hold
8,700
– – 0.01% 244
2015
Q2 		$284K Sell
8,700
-350
-4% -$11.9K 0.01% 255
2015
Q1 		$326K Sell
9,050
-200
-2% -$7.29K 0.01% 253
2014
Q4 		$323K Hold
9,250
– – 0.01% 266
2014
Q3 		$291K Hold
9,250
– – 0.01% 282
2014
Q2 		$304K Hold
9,250
– – 0.01% 280
2014
Q1 		$278K Hold
9,250
– – 0.01% 281
2013
Q4 		$254K Hold
9,250
– – 0.01% 283
2013
Q3 		$271K Hold
9,250
– – 0.01% 273
2013
Q2 		$285K Buy
+9,250
New +$302K 0.01% 265

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Anchor Capital Advisors's WRI Position: Q4 2020 in Review

Anchor Capital Advisors sold out of Weingarten Realty Investors (WRI) in Q4 2020, closing a stake of 13,720 shares — an estimated $233K sold.

Anchor Capital Advisors first reported a position in WRI in Q2 2013 and held it in 30 quarters. The position peaked at $361K in Q4 2019. 253 funds tracked by Wall St. Rank hold WRI as of Q4 2020.

  • Anchor Capital Advisors reported no remaining Weingarten Realty Investors position as of Q4 2020 after selling out during the quarter.
  • Anchor Capital Advisors sold 13,720 Weingarten Realty Investors shares in Q4 2020, an estimated $233K.
  • Anchor Capital Advisors first reported a position in Weingarten Realty Investors in Q2 2013 and held it in 30 quarters.
  • Anchor Capital Advisors's Weingarten Realty Investors position peaked at $361K in Q4 2019.
  • 253 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q4 2020.

Based on Anchor Capital Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.