JA
WRI

JOYN Advisors’s Weingarten Realty Investors WRI Stock Holding History

JOYN Advisors’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
-296
Closed -$7K – 1609
2018
Q4 		$7K Sell
296
-76
-20% -$2.11K ﹤0.01% 1151
2018
Q3 		$11K Buy
372
+147
+65% +$4.46K ﹤0.01% 929
2018
Q2 		$7K Buy
225
+155
+221% +$4.43K ﹤0.01% 1050
2018
Q1 		$2K Buy
+70
New +$2.01K ﹤0.01% 1123

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

JOYN Advisors's WRI Position: Q1 2019 in Review

JOYN Advisors sold out of Weingarten Realty Investors (WRI) in Q1 2019, closing a stake of 296 shares — an estimated $7K sold.

JOYN Advisors first reported a position in WRI in Q1 2018 and held it in 4 quarters. The position peaked at $11K in Q3 2018. 289 funds tracked by Wall St. Rank hold WRI as of Q1 2019.

  • JOYN Advisors reported no remaining Weingarten Realty Investors position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 296 Weingarten Realty Investors shares in Q1 2019, an estimated $7K.
  • JOYN Advisors first reported a position in Weingarten Realty Investors in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Weingarten Realty Investors position peaked at $11K in Q3 2018.
  • 289 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.