LPL Financial
WRI

LPL Financial’s Weingarten Realty Investors WRI Stock Holding History

LPL Financial’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
Q1 		– Sell
-9,028
Closed -$282K – 3479
2019
Q4 		$282K Sell
9,028
-524
-5% -$16K ﹤0.01% 2830
2019
Q3 		$278K Buy
+9,552
New +$264K ﹤0.01% 2743
2018
Q2 		– Sell
-8,471
Closed -$238K – 3309
2018
Q1 		$238K Sell
8,471
-1,348
-14% -$38.7K ﹤0.01% 2820
2017
Q4 		$323K Sell
9,819
-1,009
-9% -$32.7K ﹤0.01% 2427
2017
Q3 		$344K Sell
10,828
-407
-4% -$13K ﹤0.01% 2252
2017
Q2 		$338K Buy
11,235
+275
+3% +$8.78K ﹤0.01% 2185
2017
Q1 		$368K Buy
10,960
+3,368
+44% +$118K ﹤0.01% 2061
2016
Q4 		$271K Sell
7,592
-419
-5% -$15K ﹤0.01% 2252
2016
Q3 		$304K Buy
8,011
+356
+5% +$14.7K ﹤0.01% 2108
2016
Q2 		$320K Sell
7,655
-7,298
-49% -$277K ﹤0.01% 2015
2016
Q1 		$556K Buy
14,953
+3
+0% +$106 ﹤0.01% 2096
2015
Q4 		$521K Buy
14,950
+6,877
+85% +$237K ﹤0.01% 2159
2015
Q3 		$272K Sell
8,073
-428
-5% -$14.3K ﹤0.01% 2276
2015
Q2 		$285K Buy
8,501
+721
+9% +$24.4K ﹤0.01% 2346
2015
Q1 		$279K Buy
7,780
+184
+2% +$6.7K ﹤0.01% 2309
2014
Q4 		$265K Sell
7,596
-1,115
-13% -$38.8K ﹤0.01% 2275
2014
Q3 		$277K Buy
8,711
+60
+0.7% +$2K ﹤0.01% 2238
2014
Q2 		$284K Sell
8,651
-2,082
-19% -$65.5K ﹤0.01% 2250
2014
Q1 		$322K Buy
10,733
+1,254
+13% +$37K ﹤0.01% 2078
2013
Q4 		$260K Buy
9,479
+364
+4% +$10.8K ﹤0.01% 2223
2013
Q3 		$275K Buy
9,115
+528
+6% +$16K ﹤0.01% 2079
2013
Q2 		$264K Buy
+8,587
New +$281K ﹤0.01% 1998

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial's WRI Position: Q1 2020 in Review

LPL Financial sold out of Weingarten Realty Investors (WRI) in Q1 2020, closing a stake of 9,028 shares — an estimated $282K sold.

LPL Financial first reported a position in WRI in Q2 2013 and held it in 22 quarters. The position peaked at $556K in Q1 2016. 289 funds tracked by Wall St. Rank hold WRI as of Q1 2020.

  • LPL Financial reported no remaining Weingarten Realty Investors position as of Q1 2020 after selling out during the quarter.
  • LPL Financial sold 9,028 Weingarten Realty Investors shares in Q1 2020, an estimated $282K.
  • LPL Financial first reported a position in Weingarten Realty Investors in Q2 2013 and held it in 22 quarters.
  • LPL Financial's Weingarten Realty Investors position peaked at $556K in Q1 2016.
  • 289 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2020.

Based on LPL Financial's 13F filing for Q1 2020, filed 14 May 2020.