IIM
WRI

Ipswich Investment Management’s Weingarten Realty Investors WRI Stock Holding History

Ipswich Investment 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
2019
Q1 		– Sell
-3,375
Closed -$84K – 425
2018
Q4 		$84K Buy
+3,375
New +$93.8K 0.03% 231
2016
Q2 		– Sell
-3,375
Closed -$132K – 350
2016
Q1 		$132K Buy
+3,375
New +$119K 0.06% 153

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ipswich Investment Management's WRI Position: Q1 2019 in Review

Ipswich Investment Management sold out of Weingarten Realty Investors (WRI) in Q1 2019, closing a stake of 3,375 shares — an estimated $84K sold.

Ipswich Investment Management first reported a position in WRI in Q1 2016 and held it in 2 quarters. The position peaked at $132K in Q1 2016. 289 funds tracked by Wall St. Rank hold WRI as of Q1 2019.

  • Ipswich Investment Management reported no remaining Weingarten Realty Investors position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 3,375 Weingarten Realty Investors shares in Q1 2019, an estimated $84K.
  • Ipswich Investment Management first reported a position in Weingarten Realty Investors in Q1 2016 and held it in 2 quarters.
  • Ipswich Investment Management's Weingarten Realty Investors position peaked at $132K in Q1 2016.
  • 289 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.