HI
WRI

Horizon Investments’s Weingarten Realty Investors WRI Stock Holding History

Horizon Investments’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
-13,806
Closed -$411K – 322
2018
Q3 		$411K Hold
13,806
– – 0.01% 204
2018
Q2 		$425K Buy
+13,806
New +$394K 0.02% 193

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

Horizon Investments's WRI Position: Q4 2018 in Review

Horizon Investments sold out of Weingarten Realty Investors (WRI) in Q4 2018, closing a stake of 13,806 shares — an estimated $411K sold.

Horizon Investments first reported a position in WRI in Q2 2018 and held it in 2 quarters. The position peaked at $425K in Q2 2018. 288 funds tracked by Wall St. Rank hold WRI as of Q4 2018.

  • Horizon Investments reported no remaining Weingarten Realty Investors position as of Q4 2018 after selling out during the quarter.
  • Horizon Investments sold 13,806 Weingarten Realty Investors shares in Q4 2018, an estimated $411K.
  • Horizon Investments first reported a position in Weingarten Realty Investors in Q2 2018 and held it in 2 quarters.
  • Horizon Investments's Weingarten Realty Investors position peaked at $425K in Q2 2018.
  • 288 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q4 2018.

Based on Horizon Investments's 13F filing for Q4 2018, filed 13 Feb 2019.