HGWM
WRI

Horst & Graben Wealth Management’s Weingarten Realty Investors WRI Stock Holding History

Horst & Graben Wealth 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
2021
Q3 		– Sell
-10,000
Closed -$321K – 143
2021
Q2 		$321K Hold
10,000
– – 0.09% 103
2021
Q1 		$269K Hold
10,000
– – 0.08% 109
2020
Q4 		$217K Hold
10,000
– – 0.07% 107
2020
Q3 		$170K Hold
10,000
– – 0.07% 106
2020
Q2 		$189K Hold
10,000
– – 0.08% 95
2020
Q1 		$144K Buy
+10,000
New +$264K 0.08% 88

Other funds holding WRI

Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Horst & Graben Wealth Management's WRI Position: Q3 2021 in Review

Horst & Graben Wealth Management sold out of Weingarten Realty Investors (WRI) in Q3 2021, closing a stake of 10,000 shares — an estimated $321K sold.

Horst & Graben Wealth Management first reported a position in WRI in Q1 2020 and held it in 6 quarters. The position peaked at $321K in Q2 2021. 1 fund tracked by Wall St. Rank holds WRI as of Q3 2021.

  • Horst & Graben Wealth Management reported no remaining Weingarten Realty Investors position as of Q3 2021 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 10,000 Weingarten Realty Investors shares in Q3 2021, an estimated $321K.
  • Horst & Graben Wealth Management first reported a position in Weingarten Realty Investors in Q1 2020 and held it in 6 quarters.
  • Horst & Graben Wealth Management's Weingarten Realty Investors position peaked at $321K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2021.

Based on Horst & Graben Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.