Global Wealth Management Investment Advisory’s Weingarten Realty Investors WRI Stock Holding History

Global Wealth Management Investment 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
2021 Q2	–	Sell	-4,746	Closed	-$128K	–	509
2021 Q1	$128K	Buy	4,746 +253	+6%	+$6.26K	0.05%	142
2020 Q4	$97K	Buy	4,493 +206	+5%	+$4.04K	0.04%	142
2020 Q3	$73K	Buy	4,287 +1,234	+40%	+$21.8K	0.03%	155
2020 Q2	$58K	Buy	3,053 +1,396	+84%	+$24.4K	0.02%	178
2020 Q1	$24K	Buy	1,657 +878	+113%	+$23.2K	0.01%	240
2019 Q4	$24K	Buy	+779	New	+$23.8K	0.01%	258

Other funds holding WRI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's WRI Position: Q2 2021 in Review

Global Wealth Management Investment Advisory sold out of Weingarten Realty Investors (WRI) in Q2 2021, closing a stake of 4,746 shares — an estimated $128K sold.

Global Wealth Management Investment Advisory first reported a position in WRI in Q4 2019 and held it in 6 quarters. The position peaked at $128K in Q1 2021. 270 funds tracked by Wall St. Rank hold WRI as of Q2 2021.

Global Wealth Management Investment Advisory reported no remaining Weingarten Realty Investors position as of Q2 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 4,746 Weingarten Realty Investors shares in Q2 2021, an estimated $128K.
Global Wealth Management Investment Advisory first reported a position in Weingarten Realty Investors in Q4 2019 and held it in 6 quarters.
Global Wealth Management Investment Advisory's Weingarten Realty Investors position peaked at $128K in Q1 2021.
270 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q2 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2021, filed 11 Aug 2021.