Creative Planning’s Weingarten Realty Investors WRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,481
| Closed | -$208K | – | 2259 |
|
|
2021
Q2 | $208K | Buy |
+6,481
| New | +$204K | ﹤0.01% | 1790 |
|
|
2020
Q1 | – | Sell |
-6,707
| Closed | -$210K | – | 2157 |
|
|
2019
Q4 | $210K | Buy |
+6,707
| New | +$205K | ﹤0.01% | 1610 |
|
|
2019
Q2 | – | Sell |
-8,236
| Closed | -$242K | – | 2159 |
|
|
2019
Q1 | $242K | Buy |
+8,236
| New | +$231K | ﹤0.01% | 1467 |
|
|
2018
Q4 | – | Sell |
-7,325
| Closed | -$218K | – | 2162 |
|
|
2018
Q3 | $218K | Buy |
+7,325
| New | +$222K | ﹤0.01% | 1621 |
|
|
2018
Q1 | – | Sell |
-7,026
| Closed | -$231K | – | 2162 |
|
|
2017
Q4 | $231K | Buy |
7,026
+79
| +1% | +$2.56K | ﹤0.01% | 1511 |
|
|
2017
Q3 | $220K | Sell |
6,947
-645
| -8% | -$20.6K | ﹤0.01% | 1536 |
|
|
2017
Q2 | $229K | Buy |
7,592
+109
| +1% | +$3.48K | ﹤0.01% | 1443 |
|
|
2017
Q1 | $250K | Sell |
7,483
-324
| -4% | -$11.3K | ﹤0.01% | 1362 |
|
|
2016
Q4 | $279K | Buy |
7,807
+119
| +2% | +$4.27K | ﹤0.01% | 1226 |
|
|
2016
Q3 | $300K | Buy |
7,688
+129
| +2% | +$5.32K | ﹤0.01% | 1183 |
|
|
2016
Q2 | $309K | Sell |
7,559
-1,144
| -13% | -$43.5K | ﹤0.01% | 1027 |
|
|
2016
Q1 | $327K | Buy |
8,703
+1,743
| +25% | +$61.4K | ﹤0.01% | 946 |
|
|
2015
Q4 | $241K | Sell |
6,960
-124
| -2% | -$4.28K | ﹤0.01% | 1099 |
|
|
2015
Q3 | $235K | Buy |
+7,084
| New | +$237K | ﹤0.01% | 1104 |
|
|
2015
Q2 | – | Sell |
-6,859
| Closed | -$247K | – | 3372 |
|
|
2015
Q1 | $247K | Buy |
6,859
+1,180
| +21% | +$43K | ﹤0.01% | 1083 |
|
|
2014
Q4 | $198K | Sell |
5,679
-400
| -7% | -$13.9K | ﹤0.01% | 1144 |
|
|
2014
Q3 | $191K | Buy |
6,079
+3,099
| +104% | +$103K | ﹤0.01% | 1082 |
|
|
2014
Q2 | $98K | Buy |
2,980
+256
| +9% | +$8.05K | ﹤0.01% | 1442 |
|
|
2014
Q1 | $82K | Buy |
2,724
+5
| +0.2% | +$148 | ﹤0.01% | 1517 |
|
|
2013
Q4 | $75K | Buy |
2,719
+205
| +8% | +$6.05K | ﹤0.01% | 1360 |
|
|
2013
Q3 | $74K | Buy |
2,514
+21
| +0.8% | +$638 | ﹤0.01% | 1301 |
|
|
2013
Q2 | $77K | Buy |
+2,493
| New | +$81.5K | ﹤0.01% | 1126 |
|
Other funds holding WRI
Creative Planning's WRI Position: Q3 2021 in Review
Creative Planning sold out of Weingarten Realty Investors (WRI) in Q3 2021, closing a stake of 6,481 shares — an estimated $208K sold.
Creative Planning first reported a position in WRI in Q2 2013 and held it in 22 quarters. The position peaked at $327K in Q1 2016. 1 fund tracked by Wall St. Rank holds WRI as of Q3 2021.
- Creative Planning reported no remaining Weingarten Realty Investors position as of Q3 2021 after selling out during the quarter.
- Creative Planning sold 6,481 Weingarten Realty Investors shares in Q3 2021, an estimated $208K.
- Creative Planning first reported a position in Weingarten Realty Investors in Q2 2013 and held it in 22 quarters.
- Creative Planning's Weingarten Realty Investors position peaked at $327K in Q1 2016.
- 1 fund tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2021.
Based on Creative Planning's 13F filing for Q3 2021, filed 10 Nov 2021.