PWP
WRI

Personal Wealth Partners’s Weingarten Realty Investors WRI Stock Holding History

Personal Wealth Partners’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
-4
Closed – – 678
2019
Q4 		$0 Hold
4
– – ﹤0.01% 721
2019
Q3 		$0 Buy
+4
New +$110 ﹤0.01% 728

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

Personal Wealth Partners's WRI Position: Q1 2020 in Review

Personal Wealth Partners sold out of Weingarten Realty Investors (WRI) in Q1 2020, closing a stake of 4 shares.

Personal Wealth Partners first reported a position in WRI in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 289 funds tracked by Wall St. Rank hold WRI as of Q1 2020.

  • Personal Wealth Partners reported no remaining Weingarten Realty Investors position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 4 Weingarten Realty Investors shares in Q1 2020.
  • Personal Wealth Partners first reported a position in Weingarten Realty Investors in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Weingarten Realty Investors position peaked at $0 in Q4 2019.
  • 289 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.