CAM
WRI

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

Cypress 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
2017
Q2 		– Sell
-8,030
Closed -$268K – 212
2017
Q1 		$268K Sell
8,030
-1,295
-14% -$45.2K 0.05% 186
2016
Q4 		$334K Sell
9,325
-608
-6% -$21.8K 0.06% 174
2016
Q3 		$387K Buy
9,933
+125
+1% +$5.15K 0.08% 151
2016
Q2 		$400K Sell
9,808
-850
-8% -$32.3K 0.08% 149
2016
Q1 		$400K Hold
10,658
– – 0.08% 146
2015
Q4 		$369K Hold
10,658
– – 0.07% 149
2015
Q3 		$353K Sell
10,658
-200
-2% -$6.7K 0.07% 147
2015
Q2 		$355K Sell
10,858
-1,000
-8% -$33.9K 0.07% 160
2015
Q1 		$427K Sell
11,858
-400
-3% -$14.6K 0.08% 145
2014
Q4 		$428K Sell
12,258
-300
-2% -$10.4K 0.08% 151
2014
Q3 		$396K Sell
12,558
-400
-3% -$13.3K 0.07% 154
2014
Q2 		$426K Buy
12,958
+308
+2% +$9.68K 0.07% 152
2014
Q1 		$379K Sell
12,650
-23,954
-65% -$707K 0.07% 154
2013
Q4 		$1M Sell
36,604
-2,625
-7% -$77.5K 0.17% 109
2013
Q3 		$1.15M Buy
39,229
+250
+0.6% +$7.59K 0.21% 98
2013
Q2 		$1.2M Buy
+38,979
New +$1.27M 0.22% 95

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Cypress Asset Management's WRI Position: Q2 2017 in Review

Cypress Asset Management sold out of Weingarten Realty Investors (WRI) in Q2 2017, closing a stake of 8,030 shares — an estimated $268K sold.

Cypress Asset Management first reported a position in WRI in Q2 2013 and held it in 16 quarters. The position peaked at $1.2M in Q2 2013. 274 funds tracked by Wall St. Rank hold WRI as of Q2 2017.

  • Cypress Asset Management reported no remaining Weingarten Realty Investors position as of Q2 2017 after selling out during the quarter.
  • Cypress Asset Management sold 8,030 Weingarten Realty Investors shares in Q2 2017, an estimated $268K.
  • Cypress Asset Management first reported a position in Weingarten Realty Investors in Q2 2013 and held it in 16 quarters.
  • Cypress Asset Management's Weingarten Realty Investors position peaked at $1.2M in Q2 2013.
  • 274 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q2 2017.

Based on Cypress Asset Management's 13F filing for Q2 2017, filed 24 Jul 2017.