IFP Advisors’s Weingarten Realty Investors WRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-126
| Closed | -$4K | – | 3516 |
|
|
2021
Q2 | $4K | Hold |
126
| – | – | ﹤0.01% | 2595 |
|
|
2021
Q1 | $3K | Hold |
126
| – | – | ﹤0.01% | 2615 |
|
|
2020
Q4 | $3K | Hold |
126
| – | – | ﹤0.01% | 2555 |
|
|
2020
Q3 | $2K | Hold |
126
| – | – | ﹤0.01% | 2550 |
|
|
2020
Q2 | $3K | Buy |
+126
| New | +$2.2K | ﹤0.01% | 2318 |
|
|
2019
Q1 | – | Sell |
-1,330
| Closed | -$33K | – | 3713 |
|
|
2018
Q4 | $33K | Sell |
1,330
-1,696
| -56% | -$47.1K | ﹤0.01% | 1859 |
|
|
2018
Q3 | $90K | Hold |
3,026
| – | – | ﹤0.01% | 1551 |
|
|
2018
Q2 | $93K | Buy |
3,026
+1,223
| +68% | +$34.9K | ﹤0.01% | 1524 |
|
|
2018
Q1 | $59K | Hold |
1,803
| – | – | ﹤0.01% | 1723 |
|
|
2017
Q4 | $59K | Sell |
1,803
-9,753
| -84% | -$316K | ﹤0.01% | 1740 |
|
|
2017
Q3 | $367K | Buy |
11,556
+15
| +0.1% | +$479 | 0.01% | 826 |
|
|
2017
Q2 | $347K | Buy |
11,541
+752
| +7% | +$24K | 0.01% | 836 |
|
|
2017
Q1 | $360K | Sell |
10,789
-395
| -4% | -$13.8K | 0.02% | 829 |
|
|
2016
Q4 | $400K | Buy |
11,184
+123
| +1% | +$4.42K | 0.02% | 721 |
|
|
2016
Q3 | $431K | Buy |
11,061
+642
| +6% | +$26.5K | 0.02% | 619 |
|
|
2016
Q2 | $425K | Buy |
+10,419
| New | +$396K | 0.02% | 603 |
|
|
2016
Q1 | – | Sell |
-10,523
| Closed | -$364K | – | 3700 |
|
|
2015
Q4 | $364K | Buy |
+10,523
| New | +$363K | 0.02% | 581 |
|
Other funds holding WRI
IFP Advisors's WRI Position: Q3 2021 in Review
IFP Advisors sold out of Weingarten Realty Investors (WRI) in Q3 2021, closing a stake of 126 shares — an estimated $4K sold.
IFP Advisors first reported a position in WRI in Q4 2015 and held it in 17 quarters. The position peaked at $431K in Q3 2016. 1 fund tracked by Wall St. Rank holds WRI as of Q3 2021.
- IFP Advisors reported no remaining Weingarten Realty Investors position as of Q3 2021 after selling out during the quarter.
- IFP Advisors sold 126 Weingarten Realty Investors shares in Q3 2021, an estimated $4K.
- IFP Advisors first reported a position in Weingarten Realty Investors in Q4 2015 and held it in 17 quarters.
- IFP Advisors's Weingarten Realty Investors position peaked at $431K in Q3 2016.
- 1 fund tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2021.
Based on IFP Advisors's 13F filing for Q3 2021, filed 6 Oct 2021.