Jim Simons
WRI

Jim Simons’s Weingarten Realty Investors WRI Stock Holding History

Jim Simons’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
2020
Q4 		– Sell
-138,500
Closed -$2.35M – 3846
2020
Q3 		$2.35M Buy
138,500
+53,100
+62% +$936K ﹤0.01% 2044
2020
Q2 		$1.62M Sell
85,400
-910,919
-91% -$15.9M ﹤0.01% 2295
2020
Q1 		$14.4M Sell
996,319
-423,581
-30% -$11.2M 0.01% 948
2019
Q4 		$44.4M Buy
1,419,900
+699,377
+97% +$21.4M 0.03% 581
2019
Q3 		$21M Buy
720,523
+430,123
+148% +$11.9M 0.02% 932
2019
Q2 		$7.96M Buy
290,400
+105,500
+57% +$3.04M 0.01% 1551
2019
Q1 		$5.43M Buy
+184,900
New +$5.18M ﹤0.01% 1754
2018
Q4 		– Sell
-89,800
Closed -$2.67M – 3721
2018
Q3 		$2.67M Buy
+89,800
New +$2.73M ﹤0.01% 2143
2018
Q2 		– Sell
-64,100
Closed -$1.8M – 3635
2018
Q1 		$1.8M Buy
+64,100
New +$1.84M ﹤0.01% 2378
2017
Q2 		– Sell
-185,232
Closed -$6.18M – 3436
2017
Q1 		$6.18M Buy
185,232
+126,532
+216% +$4.42M 0.01% 1538
2016
Q4 		$2.1M Sell
58,700
-43,700
-43% -$1.57M ﹤0.01% 2205
2016
Q3 		$3.99M Sell
102,400
-144,000
-58% -$5.94M 0.01% 1747
2016
Q2 		$10.1M Sell
246,400
-288,600
-54% -$11M 0.02% 1142
2016
Q1 		$20.1M Buy
535,000
+367,800
+220% +$13M 0.04% 648
2015
Q4 		$5.78M Buy
167,200
+115,600
+224% +$3.99M 0.01% 1379
2015
Q3 		$1.71M Buy
51,600
+5,200
+11% +$174K ﹤0.01% 2097
2015
Q2 		$1.52M Sell
46,400
-113,600
-71% -$3.85M ﹤0.01% 2232
2015
Q1 		$5.76M Buy
+160,000
New +$5.83M 0.01% 1265
2014
Q2 		– Sell
-594,583
Closed -$17.8M – 3055
2014
Q1 		$17.8M Buy
594,583
+81,583
+16% +$2.41M 0.04% 534
2013
Q4 		$14.1M Buy
513,000
+102,900
+25% +$3.04M 0.03% 634
2013
Q3 		$12M Buy
410,100
+146,200
+55% +$4.44M 0.03% 712
2013
Q2 		$8.12M Buy
+263,900
New +$8.63M 0.02% 854

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jim Simons's WRI Position: Q4 2020 in Review

Jim Simons sold out of Weingarten Realty Investors (WRI) in Q4 2020, closing a stake of 138,500 shares — an estimated $2.35M sold.

Jim Simons first reported a position in WRI in Q2 2013 and held it in 22 quarters. The position peaked at $44.4M in Q4 2019. 253 funds tracked by Wall St. Rank hold WRI as of Q4 2020.

  • Jim Simons reported no remaining Weingarten Realty Investors position as of Q4 2020 after selling out during the quarter.
  • Jim Simons sold 138,500 Weingarten Realty Investors shares in Q4 2020, an estimated $2.35M.
  • Jim Simons first reported a position in Weingarten Realty Investors in Q2 2013 and held it in 22 quarters.
  • Jim Simons's Weingarten Realty Investors position peaked at $44.4M in Q4 2019.
  • 253 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q4 2020.

Based on Renaissance Technologies's 13F filing for Q4 2020, filed 10 Feb 2021.