FGC
WRI

Financial Gravity Companies’s Weingarten Realty Investors WRI Stock Holding History

Financial Gravity Companies’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 		$10K Buy
+354
New +$9.84K 0.01% 606
2018
Q1 		$40K Buy
1,459
+280
+24% +$8.05K 0.04% 377
2017
Q4 		$35K Buy
+1,179
New +$38.2K 0.04% 396

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

Financial Gravity Companies's WRI Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Weingarten Realty Investors (WRI) in Q4 2018: 354 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #606 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WRI as recently as Q1 2018.

Financial Gravity Companies first reported a position in WRI in Q4 2017 and has held it in 3 quarters since. The position peaked at $40K in Q1 2018. 288 funds tracked by Wall St. Rank hold WRI as of Q4 2018.

  • Financial Gravity Companies held 354 shares of Weingarten Realty Investors worth $10K as of Q4 2018.
  • Weingarten Realty Investors was a new Financial Gravity Companies position in Q4 2018.
  • Weingarten Realty Investors made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #606 holding.
  • Financial Gravity Companies first reported a position in Weingarten Realty Investors in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Weingarten Realty Investors position peaked at $40K in Q1 2018.
  • 288 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.