PWPS
WRI

Pinnacle Wealth Planning Services’s Weingarten Realty Investors WRI Stock Holding History

Pinnacle Wealth Planning 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
2021
Q1 		– Sell
-14
Closed – – 2259
2020
Q4 		$0 Buy
+14
New +$275 ﹤0.01% 2342

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's WRI Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Weingarten Realty Investors (WRI) in Q1 2021, closing a stake of 14 shares.

Pinnacle Wealth Planning Services first reported a position in WRI in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 262 funds tracked by Wall St. Rank hold WRI as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Weingarten Realty Investors position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 14 Weingarten Realty Investors shares in Q1 2021.
  • Pinnacle Wealth Planning Services first reported a position in Weingarten Realty Investors in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Weingarten Realty Investors position peaked at $0 in Q4 2020.
  • 262 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.