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WRI

FMA Advisory’s Weingarten Realty Investors WRI Stock Holding History

FMA Advisory’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
Q4 		– Sell
-35,695
Closed -$605K – 174
2020
Q3 		$605K Buy
35,695
+1,260
+4% +$22.2K 0.24% 108
2020
Q2 		$652K Buy
34,435
+16,464
+92% +$288K 0.29% 91
2020
Q1 		$259K Buy
17,971
+939
+6% +$24.8K 0.14% 129
2019
Q4 		$532K Buy
17,032
+163
+1% +$4.99K 0.21% 110
2019
Q3 		$491K Buy
16,869
+63
+0.4% +$1.74K 0.21% 113
2019
Q2 		$461K Buy
16,806
+1,811
+12% +$52.1K 0.2% 117
2019
Q1 		$440K Buy
14,995
+262
+2% +$7.34K 0.2% 121
2018
Q4 		$366K Sell
14,733
-794
-5% -$22.1K 0.19% 116
2018
Q3 		$462K Buy
15,527
+961
+7% +$29.2K 0.21% 111
2018
Q2 		$449K Buy
14,566
+2,010
+16% +$57.4K 0.21% 111
2018
Q1 		$353K Buy
12,556
+3,464
+38% +$99.6K 0.17% 121
2017
Q4 		$299K Buy
+9,092
New +$294K 0.14% 131

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FMA Advisory's WRI Position: Q4 2020 in Review

FMA Advisory sold out of Weingarten Realty Investors (WRI) in Q4 2020, closing a stake of 35,695 shares — an estimated $605K sold.

FMA Advisory first reported a position in WRI in Q4 2017 and held it in 12 quarters. The position peaked at $652K in Q2 2020. 253 funds tracked by Wall St. Rank hold WRI as of Q4 2020.

  • FMA Advisory reported no remaining Weingarten Realty Investors position as of Q4 2020 after selling out during the quarter.
  • FMA Advisory sold 35,695 Weingarten Realty Investors shares in Q4 2020, an estimated $605K.
  • FMA Advisory first reported a position in Weingarten Realty Investors in Q4 2017 and held it in 12 quarters.
  • FMA Advisory's Weingarten Realty Investors position peaked at $652K in Q2 2020.
  • 253 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q4 2020.

Based on FMA Advisory's 13F filing for Q4 2020, filed 12 Apr 2021.