KFS
WRI

Kissinger Financial Services’s Weingarten Realty Investors WRI Stock Holding History

Kissinger Financial Services’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
2017
Q2 		$774K Buy
25,690
+200
+0.8% +$6.38K 0.77% 43
2017
Q1 		$852K Sell
25,490
-15
-0.1% -$524 0.88% 38
2016
Q4 		$913K Buy
25,505
+30
+0.1% +$1.08K 0.96% 36
2016
Q3 		$993K Buy
+25,475
New +$1.05M 1.08% 34

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
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Kissinger Financial Services's WRI Position: Q2 2017 in Review

Kissinger Financial Services increased its Weingarten Realty Investors (WRI) stake by 0.78% in Q2 2017, buying an estimated $6.38K and bringing the position to 25,690 shares worth $774K. The position accounts for 0.77% of the portfolio, ranked #43.

Kissinger Financial Services first reported a position in WRI in Q3 2016 and has held it in 4 quarters since. The position peaked at $993K in Q3 2016. 274 funds tracked by Wall St. Rank hold WRI as of Q2 2017.

  • Kissinger Financial Services held 25,690 shares of Weingarten Realty Investors worth $774K as of Q2 2017.
  • Kissinger Financial Services bought 200 Weingarten Realty Investors shares in Q2 2017, an estimated $6.38K.
  • Weingarten Realty Investors made up 0.77% of Kissinger Financial Services's portfolio in Q2 2017, its #43 holding.
  • Kissinger Financial Services first reported a position in Weingarten Realty Investors in Q3 2016 and has held it in 4 quarters since.
  • Kissinger Financial Services's Weingarten Realty Investors position peaked at $993K in Q3 2016.
  • 274 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.