DWM
WRI

Destination Wealth Management’s Weingarten Realty Investors WRI Stock Holding History

Destination Wealth 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
2018
Q4 		– Sell
-564
Closed -$17K – 735
2018
Q3 		$17K Buy
+564
New +$17.1K ﹤0.01% 416

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Destination Wealth Management's WRI Position: Q4 2018 in Review

Destination Wealth Management sold out of Weingarten Realty Investors (WRI) in Q4 2018, closing a stake of 564 shares — an estimated $17K sold.

Destination Wealth Management first reported a position in WRI in Q3 2018 and held it in 1 quarter. The position peaked at $17K in Q3 2018. 288 funds tracked by Wall St. Rank hold WRI as of Q4 2018.

  • Destination Wealth Management reported no remaining Weingarten Realty Investors position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 564 Weingarten Realty Investors shares in Q4 2018, an estimated $17K.
  • Destination Wealth Management first reported a position in Weingarten Realty Investors in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's Weingarten Realty Investors position peaked at $17K in Q3 2018.
  • 288 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.