DC Investments Management’s Weingarten Realty Investors WRI Stock Holding History

DC Investments 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
2020 Q2	–	Sell	-12,086	Closed	-$174K	–	366
2020 Q1	$174K	Sell	12,086 -2,570	-18%	-$67.8K	0.14%	226
2019 Q4	$458K	Buy	14,656 +30	+0.2%	+$918	0.35%	142
2019 Q3	$426K	Hold	14,626	–	–	0.25%	183
2019 Q2	$401K	Sell	14,626 -1,702	-10%	-$49K	0.22%	192
2019 Q1	$480K	Hold	16,328	–	–	0.3%	160
2018 Q4	$405K	Buy	16,328 +2,274	+16%	+$63.2K	0.33%	160
2018 Q3	$418K	Sell	14,054 -4,684	-25%	-$142K	0.28%	204
2018 Q2	$577K	Buy	+18,738	New	+$535K	0.37%	82

Other funds holding WRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DC Investments Management's WRI Position: Q2 2020 in Review

DC Investments Management sold out of Weingarten Realty Investors (WRI) in Q2 2020, closing a stake of 12,086 shares — an estimated $174K sold.

DC Investments Management first reported a position in WRI in Q2 2018 and held it in 8 quarters. The position peaked at $577K in Q2 2018. 270 funds tracked by Wall St. Rank hold WRI as of Q2 2020.

DC Investments Management reported no remaining Weingarten Realty Investors position as of Q2 2020 after selling out during the quarter.
DC Investments Management sold 12,086 Weingarten Realty Investors shares in Q2 2020, an estimated $174K.
DC Investments Management first reported a position in Weingarten Realty Investors in Q2 2018 and held it in 8 quarters.
DC Investments Management's Weingarten Realty Investors position peaked at $577K in Q2 2018.
270 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q2 2020.

Based on DC Investments Management's 13F filing for Q2 2020, filed 3 Aug 2020.