HWA
WRI

Heritage Wealth Advisors’s Weingarten Realty Investors WRI Stock Holding History

Heritage Wealth 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
2020
Q4 		– Sell
-1,984
Closed -$33.6K – 566
2020
Q3 		$33.6K Hold
1,984
– – ﹤0.01% 306
2020
Q2 		$37.6K Hold
1,984
– – 0.01% 277
2020
Q1 		$28.6K Hold
1,984
– – 0.01% 288
2019
Q4 		$62K Hold
1,984
– – 0.01% 281
2019
Q3 		$57K Hold
1,984
– – 0.01% 263
2019
Q2 		$54.4K Hold
1,984
– – 0.01% 247
2019
Q1 		$58.3K Hold
1,984
– – 0.01% 215
2018
Q4 		$49K Hold
1,984
– – 0.01% 196
2018
Q3 		$59K Buy
+1,984
New +$60.2K 0.01% 186

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

Heritage Wealth Advisors's WRI Position: Q4 2020 in Review

Heritage Wealth Advisors sold out of Weingarten Realty Investors (WRI) in Q4 2020, closing a stake of 1,984 shares — an estimated $33.6K sold.

Heritage Wealth Advisors first reported a position in WRI in Q3 2018 and held it in 9 quarters. The position peaked at $62K in Q4 2019. 253 funds tracked by Wall St. Rank hold WRI as of Q4 2020.

  • Heritage Wealth Advisors reported no remaining Weingarten Realty Investors position as of Q4 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,984 Weingarten Realty Investors shares in Q4 2020, an estimated $33.6K.
  • Heritage Wealth Advisors first reported a position in Weingarten Realty Investors in Q3 2018 and held it in 9 quarters.
  • Heritage Wealth Advisors's Weingarten Realty Investors position peaked at $62K in Q4 2019.
  • 253 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q4 2020.

Based on Heritage Wealth Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.