JMPWA
WRI

JP Morgan Private Wealth Advisors’s Weingarten Realty Investors WRI Stock Holding History

JP Morgan Private Wealth 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
2021
Q3 		– Sell
-16,717
Closed -$536K – 2015
2021
Q2 		$536K Buy
16,717
+74
+0.4% +$2.33K ﹤0.01% 1455
2021
Q1 		$448K Buy
16,643
+2,546
+18% +$63K ﹤0.01% 1356
2020
Q4 		$305K Sell
14,097
-2,228
-14% -$43.7K ﹤0.01% 1491
2020
Q3 		$277K Sell
16,325
-5,415
-25% -$95.5K ﹤0.01% 1394
2020
Q2 		$412K Sell
21,740
-1,165
-5% -$20.4K ﹤0.01% 1186
2020
Q1 		$331K Sell
22,905
-102
-0.4% -$2.69K ﹤0.01% 1096
2019
Q4 		$719K Sell
23,007
-877
-4% -$26.8K ﹤0.01% 914
2019
Q3 		$696K Buy
23,884
+940
+4% +$26K ﹤0.01% 891
2019
Q2 		$629K Sell
22,944
-7,272
-24% -$209K ﹤0.01% 904
2019
Q1 		$887K Buy
30,216
+2,596
+9% +$72.7K ﹤0.01% 834
2018
Q4 		$685K Sell
27,620
-5,220
-16% -$145K ﹤0.01% 864
2018
Q3 		$977K Sell
32,840
-536
-2% -$16.3K ﹤0.01% 836
2018
Q2 		$1.03M Buy
+33,376
New +$953K 0.01% 763

Other funds holding WRI

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JP Morgan Private Wealth Advisors's WRI Position: Q3 2021 in Review

JP Morgan Private Wealth Advisors sold out of Weingarten Realty Investors (WRI) in Q3 2021, closing a stake of 16,717 shares — an estimated $536K sold.

JP Morgan Private Wealth Advisors first reported a position in WRI in Q2 2018 and held it in 13 quarters. The position peaked at $1.03M in Q2 2018. 1 fund tracked by Wall St. Rank holds WRI as of Q3 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Weingarten Realty Investors position as of Q3 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 16,717 Weingarten Realty Investors shares in Q3 2021, an estimated $536K.
  • JP Morgan Private Wealth Advisors first reported a position in Weingarten Realty Investors in Q2 2018 and held it in 13 quarters.
  • JP Morgan Private Wealth Advisors's Weingarten Realty Investors position peaked at $1.03M in Q2 2018.
  • 1 fund tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.