BAM
WRI

Bruderman Asset Management’s Weingarten Realty Investors WRI Stock Holding History

Bruderman Asset 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
Q2 		– Sell
-688
Closed -$20K – 629
2019
Q1 		$20K Hold
688
– – ﹤0.01% 374
2018
Q4 		$17K Buy
+688
New +$19.1K ﹤0.01% 377

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 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
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bruderman Asset Management's WRI Position: Q2 2019 in Review

Bruderman Asset Management sold out of Weingarten Realty Investors (WRI) in Q2 2019, closing a stake of 688 shares — an estimated $20K sold.

Bruderman Asset Management first reported a position in WRI in Q4 2018 and held it in 2 quarters. The position peaked at $20K in Q1 2019. 304 funds tracked by Wall St. Rank hold WRI as of Q2 2019.

  • Bruderman Asset Management reported no remaining Weingarten Realty Investors position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 688 Weingarten Realty Investors shares in Q2 2019, an estimated $20K.
  • Bruderman Asset Management first reported a position in Weingarten Realty Investors in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's Weingarten Realty Investors position peaked at $20K in Q1 2019.
  • 304 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.