HR
WRI

Howe & Rusling’s Weingarten Realty Investors WRI Stock Holding History

Howe & Rusling’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 		– Hold
0
– – – 463
2018
Q3 		– Hold
0
– – – 513
2018
Q2 		– Hold
0
– – – 448
2018
Q1 		– Hold
0
– – – 509
2017
Q3 		– Hold
0
– – – 231
2017
Q2 		– Hold
0
– – – 471
2017
Q1 		– Hold
0
– – – 457
2016
Q4 		– Hold
0
– – – 441
2016
Q3 		– Hold
0
– – – 438
2016
Q2 		– Hold
0
– – – 332
2016
Q1 		– Hold
0
– – – 406
2015
Q4 		– Hold
0
– – – 394
2015
Q3 		– Hold
0
– – – 405
2015
Q2 		– Hold
0
– – – 429
2015
Q1 		– Hold
0
– – – 405
2014
Q4 		– Hold
0
– – – 402

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $552B AUM 44.19% 1-Year Est. Return