IWP
WRI

Icon Wealth Partners’s Weingarten Realty Investors WRI Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-680
Closed -$20K – 852
2019
Q1 		$20K Buy
+680
New +$19K 0.01% 557

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Icon Wealth Partners's WRI Position: Q2 2019 in Review

Icon Wealth Partners sold out of Weingarten Realty Investors (WRI) in Q2 2019, closing a stake of 680 shares — an estimated $20K sold.

Icon Wealth Partners first reported a position in WRI in Q1 2019 and held it in 1 quarter. The position peaked at $20K in Q1 2019. 304 funds tracked by Wall St. Rank hold WRI as of Q2 2019.

  • Icon Wealth Partners reported no remaining Weingarten Realty Investors position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 680 Weingarten Realty Investors shares in Q2 2019, an estimated $20K.
  • Icon Wealth Partners first reported a position in Weingarten Realty Investors in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's Weingarten Realty Investors position peaked at $20K in Q1 2019.
  • 304 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.