Moody National Bank Trust Division’s Weingarten Realty Investors WRI Stock Holding History

Moody National Bank Trust Division’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	-78,230	Closed	-$2.33M	–	1084
2018 Q3	$2.33M	Buy	78,230 +65,725	+526%	+$2M	0.06%	184
2018 Q2	$386K	Hold	12,505	–	–	0.02%	187
2018 Q1	$352K	Sell	12,505 -1,075	-8%	-$30.9K	0.02%	195
2017 Q4	$446K	Hold	13,580	–	–	0.02%	171
2017 Q3	$431K	Sell	13,580 -2,350	-15%	-$75.1K	0.02%	172
2017 Q2	$479K	Hold	15,930	–	–	0.02%	181
2017 Q1	$531K	Hold	15,930	–	–	0.03%	152
2016 Q4	$570K	Hold	15,930	–	–	0.03%	135
2016 Q3	$621K	Hold	15,930	–	–	0.03%	120
2016 Q2	$650K	Hold	15,930	–	–	0.04%	114
2016 Q1	$598K	Buy	15,930 +80	+0.5%	+$2.82K	0.04%	124
2015 Q4	$548K	Buy	15,850 +5,900	+59%	+$204K	0.04%	121
2015 Q3	$330K	Hold	9,950	–	–	0.03%	192
2015 Q2	$326K	Hold	9,950	–	–	0.02%	197
2015 Q1	$358K	Hold	9,950	–	–	0.03%	192
2014 Q4	$347K	Hold	9,950	–	–	0.02%	215
2014 Q3	$313K	Hold	9,950	–	–	0.02%	214
2014 Q2	$326K	Hold	9,950	–	–	0.02%	221
2014 Q1	$299K	Hold	9,950	–	–	0.02%	214
2013 Q4	$273K	Hold	9,950	–	–	0.02%	221
2013 Q3	$292K	Hold	9,950	–	–	0.02%	203
2013 Q2	$307K	Buy	+9,950	New	+$325K	0.02%	189

Other funds holding WRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Moody National Bank Trust Division's WRI Position: Q4 2018 in Review

Moody National Bank Trust Division sold out of Weingarten Realty Investors (WRI) in Q4 2018, closing a stake of 78,230 shares — an estimated $2.33M sold.

Moody National Bank Trust Division first reported a position in WRI in Q2 2013 and held it in 22 quarters. The position peaked at $2.33M in Q3 2018. 288 funds tracked by Wall St. Rank hold WRI as of Q4 2018.

Moody National Bank Trust Division reported no remaining Weingarten Realty Investors position as of Q4 2018 after selling out during the quarter.
Moody National Bank Trust Division sold 78,230 Weingarten Realty Investors shares in Q4 2018, an estimated $2.33M.
Moody National Bank Trust Division first reported a position in Weingarten Realty Investors in Q2 2013 and held it in 22 quarters.
Moody National Bank Trust Division's Weingarten Realty Investors position peaked at $2.33M in Q3 2018.
288 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q4 2018.

Based on Moody National Bank Trust Division's 13F filing for Q4 2018, filed 7 Jan 2019.