FWM
WRI

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

Focused 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
2019
Q2 		– Sell
-123
Closed -$4K – 834
2019
Q1 		$4K Buy
123
+2
+2% +$56 ﹤0.01% 586
2018
Q4 		$3K Buy
+121
New +$3.36K ﹤0.01% 607

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focused Wealth Management's WRI Position: Q2 2019 in Review

Focused Wealth Management sold out of Weingarten Realty Investors (WRI) in Q2 2019, closing a stake of 123 shares — an estimated $4K sold.

Focused Wealth Management first reported a position in WRI in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 304 funds tracked by Wall St. Rank hold WRI as of Q2 2019.

  • Focused Wealth Management reported no remaining Weingarten Realty Investors position as of Q2 2019 after selling out during the quarter.
  • Focused Wealth Management sold 123 Weingarten Realty Investors shares in Q2 2019, an estimated $4K.
  • Focused Wealth Management first reported a position in Weingarten Realty Investors in Q4 2018 and held it in 2 quarters.
  • Focused Wealth Management's Weingarten Realty Investors position peaked at $4K in Q1 2019.
  • 304 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q2 2019.

Based on Focused Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.