FIM
WRI

Freedom Investment Management’s Weingarten Realty Investors WRI Stock Holding History

Freedom Investment 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
2018
Q4 		– Sell
-7,415
Closed -$227K – 931
2018
Q3 		$227K Buy
+7,415
New +$225K 0.01% 799
2018
Q2 		– Sell
-12,625
Closed -$355K – 1184
2018
Q1 		$355K Buy
12,625
+1,798
+17% +$51.7K 0.02% 818
2017
Q4 		$356K Buy
10,827
+1,813
+20% +$58.7K 0.02% 811
2017
Q3 		$286K Buy
9,014
+1,264
+16% +$40.4K 0.02% 870
2017
Q2 		$233K Buy
7,750
+1,318
+20% +$42.1K 0.01% 924
2017
Q1 		$215K Buy
6,432
+687
+12% +$24K 0.01% 935
2016
Q4 		$206K Sell
5,745
-5,249
-48% -$188K 0.01% 900
2016
Q3 		$429K Buy
10,994
+1,317
+14% +$54.3K 0.03% 501
2016
Q2 		$395K Buy
9,677
+394
+4% +$15K 0.03% 495
2016
Q1 		$348K Buy
+9,283
New +$327K 0.03% 512

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

Freedom Investment Management's WRI Position: Q4 2018 in Review

Freedom Investment Management sold out of Weingarten Realty Investors (WRI) in Q4 2018, closing a stake of 7,415 shares — an estimated $227K sold.

Freedom Investment Management first reported a position in WRI in Q1 2016 and held it in 10 quarters. The position peaked at $429K in Q3 2016. 288 funds tracked by Wall St. Rank hold WRI as of Q4 2018.

  • Freedom Investment Management reported no remaining Weingarten Realty Investors position as of Q4 2018 after selling out during the quarter.
  • Freedom Investment Management sold 7,415 Weingarten Realty Investors shares in Q4 2018, an estimated $227K.
  • Freedom Investment Management first reported a position in Weingarten Realty Investors in Q1 2016 and held it in 10 quarters.
  • Freedom Investment Management's Weingarten Realty Investors position peaked at $429K in Q3 2016.
  • 288 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.