MWPCG
WRI

Measured Wealth Private Client Group’s Weingarten Realty Investors WRI Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-1,000
Closed -$30K – 785
2018
Q3 		$30K Buy
+1,000
New +$30.4K 0.02% 456

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Measured Wealth Private Client Group's WRI Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Weingarten Realty Investors (WRI) in Q4 2018, closing a stake of 1,000 shares — an estimated $30K sold.

Measured Wealth Private Client Group first reported a position in WRI in Q3 2018 and held it in 1 quarter. The position peaked at $30K in Q3 2018. 288 funds tracked by Wall St. Rank hold WRI as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Weingarten Realty Investors position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,000 Weingarten Realty Investors shares in Q4 2018, an estimated $30K.
  • Measured Wealth Private Client Group first reported a position in Weingarten Realty Investors in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Weingarten Realty Investors position peaked at $30K in Q3 2018.
  • 288 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.