Family Management’s Weingarten Realty Investors WRI Stock Holding History

Family 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
2021 Q1	–	Sell	-26,401	Closed	-$572K	–	192
2020 Q4	$572K	Buy	+26,401	New	+$518K	0.2%	79

Other funds holding WRI

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Family Management's WRI Position: Q1 2021 in Review

Family Management sold out of Weingarten Realty Investors (WRI) in Q1 2021, closing a stake of 26,401 shares — an estimated $572K sold.

Family Management first reported a position in WRI in Q4 2020 and held it in 1 quarter. The position peaked at $572K in Q4 2020. 262 funds tracked by Wall St. Rank hold WRI as of Q1 2021.

Family Management reported no remaining Weingarten Realty Investors position as of Q1 2021 after selling out during the quarter.
Family Management sold 26,401 Weingarten Realty Investors shares in Q1 2021, an estimated $572K.
Family Management first reported a position in Weingarten Realty Investors in Q4 2020 and held it in 1 quarter.
Family Management's Weingarten Realty Investors position peaked at $572K in Q4 2020.
262 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2021.

Based on Family Management's 13F filing for Q1 2021, filed 14 May 2021.