Gideon Capital Advisors’s Weingarten Realty Investors WRI Stock Holding History

Gideon Capital Advisors’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 Q1	–	Sell	-11,791	Closed	-$293K	–	553
2018 Q4	$293K	Buy	+11,791	New	+$328K	0.12%	265
2018 Q3	–	Sell	-9,348	Closed	-$288K	–	525
2018 Q2	$288K	Buy	+9,348	New	+$267K	0.14%	267
2018 Q1	–	Sell	-6,218	Closed	-$204K	–	499
2017 Q4	$204K	Sell	6,218 -252	-4%	-$8.16K	0.18%	265
2017 Q3	$205K	Sell	6,470 -1,545	-19%	-$49.3K	0.2%	256
2017 Q2	$241K	Buy	8,015 +116	+1%	+$3.7K	0.27%	183
2017 Q1	$264K	Sell	7,899 -435	-5%	-$15.2K	0.16%	289
2016 Q4	$299K	Sell	8,334 -19,181	-70%	-$689K	0.19%	255
2016 Q3	$1.07M	Buy	+27,515	New	+$1.13M	0.65%	50
2015 Q1	–	Sell	-13,720	Closed	-$479K	–	322
2014 Q4	$479K	Sell	13,720 -4,495	-25%	-$157K	0.23%	122
2014 Q3	$574K	Buy	+18,215	New	+$606K	0.22%	138

Other funds holding WRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gideon Capital Advisors's WRI Position: Q1 2019 in Review

Gideon Capital Advisors sold out of Weingarten Realty Investors (WRI) in Q1 2019, closing a stake of 11,791 shares — an estimated $293K sold.

Gideon Capital Advisors first reported a position in WRI in Q3 2014 and held it in 10 quarters. The position peaked at $1.07M in Q3 2016. 289 funds tracked by Wall St. Rank hold WRI as of Q1 2019.

Gideon Capital Advisors reported no remaining Weingarten Realty Investors position as of Q1 2019 after selling out during the quarter.
Gideon Capital Advisors sold 11,791 Weingarten Realty Investors shares in Q1 2019, an estimated $293K.
Gideon Capital Advisors first reported a position in Weingarten Realty Investors in Q3 2014 and held it in 10 quarters.
Gideon Capital Advisors's Weingarten Realty Investors position peaked at $1.07M in Q3 2016.
289 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.