JIM
WRI

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

Jupiter 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
2020
Q2 		– Sell
-116,310
Closed -$1.68M – 502
2020
Q1 		$1.68M Buy
+116,310
New +$3.07M 0.03% 220
2019
Q4 		– Sell
-12,522
Closed -$364K – 533
2019
Q3 		$364K Sell
12,522
-14,775
-54% -$408K ﹤0.01% 399
2019
Q2 		$748K Buy
+27,297
New +$786K 0.01% 264
2019
Q1 		– Sell
-12,535
Closed -$310K – 455
2018
Q4 		$310K Buy
+12,535
New +$348K ﹤0.01% 308

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jupiter Investment Management's WRI Position: Q2 2020 in Review

Jupiter Investment Management sold out of Weingarten Realty Investors (WRI) in Q2 2020, closing a stake of 116,310 shares — an estimated $1.68M sold.

Jupiter Investment Management first reported a position in WRI in Q4 2018 and held it in 4 quarters. The position peaked at $1.68M in Q1 2020. 270 funds tracked by Wall St. Rank hold WRI as of Q2 2020.

  • Jupiter Investment Management reported no remaining Weingarten Realty Investors position as of Q2 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 116,310 Weingarten Realty Investors shares in Q2 2020, an estimated $1.68M.
  • Jupiter Investment Management first reported a position in Weingarten Realty Investors in Q4 2018 and held it in 4 quarters.
  • Jupiter Investment Management's Weingarten Realty Investors position peaked at $1.68M in Q1 2020.
  • 270 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.