FANJ
WRI

Financial Architects (New Jersey)’s Weingarten Realty Investors WRI Stock Holding History

Financial Architects (New Jersey)’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
-577
Closed -$19K – 1672
2017
Q1 		$19K Sell
577
-114
-16% -$3.98K ﹤0.01% 956
2016
Q4 		$25K Buy
+691
New +$24.8K 0.01% 789

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

Financial Architects (New Jersey)'s WRI Position: Q2 2017 in Review

Financial Architects (New Jersey) sold out of Weingarten Realty Investors (WRI) in Q2 2017, closing a stake of 577 shares — an estimated $19K sold.

Financial Architects (New Jersey) first reported a position in WRI in Q4 2016 and held it in 2 quarters. The position peaked at $25K in Q4 2016. 274 funds tracked by Wall St. Rank hold WRI as of Q2 2017.

  • Financial Architects (New Jersey) reported no remaining Weingarten Realty Investors position as of Q2 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 577 Weingarten Realty Investors shares in Q2 2017, an estimated $19K.
  • Financial Architects (New Jersey) first reported a position in Weingarten Realty Investors in Q4 2016 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Weingarten Realty Investors position peaked at $25K in Q4 2016.
  • 274 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q2 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2017, filed 21 Jul 2017.