Carson Wealth (CWM LLC)
WRI

Carson Wealth (CWM LLC)’s Weingarten Realty Investors WRI Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-66
Closed -$2K – 3379
2018
Q4 		$2K Hold
66
– – ﹤0.01% 1818
2018
Q3 		$2K Hold
66
– – ﹤0.01% 1588
2018
Q2 		$2K Buy
+66
New +$1.88K ﹤0.01% 1450
2018
Q1 		– Sell
-413
Closed -$14K – 1579
2017
Q4 		$14K Sell
413
-25
-6% -$809 ﹤0.01% 798
2017
Q3 		$14K Buy
+438
New +$14K ﹤0.01% 816
2016
Q4 		– Sell
-340
Closed -$13K – 1214
2016
Q3 		$13K Buy
+340
New +$14K ﹤0.01% 645

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lasalle Investment Management Securities
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WRI Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Weingarten Realty Investors (WRI) in Q1 2019, closing a stake of 66 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in WRI in Q3 2016 and held it in 6 quarters. The position peaked at $14K in Q4 2017. 289 funds tracked by Wall St. Rank hold WRI as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Weingarten Realty Investors position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 66 Weingarten Realty Investors shares in Q1 2019, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Weingarten Realty Investors in Q3 2016 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Weingarten Realty Investors position peaked at $14K in Q4 2017.
  • 289 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.