PAG
WRI

Private Advisor Group’s Weingarten Realty Investors WRI Stock Holding History

Private Advisor 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
2020
Q3 		– Sell
-736
Closed -$14K – 3821
2020
Q2 		$14K Buy
+736
New +$12.9K ﹤0.01% 2777

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Private Advisor Group's WRI Position: Q3 2020 in Review

Private Advisor Group sold out of Weingarten Realty Investors (WRI) in Q3 2020, closing a stake of 736 shares — an estimated $14K sold.

Private Advisor Group first reported a position in WRI in Q2 2020 and held it in 1 quarter. The position peaked at $14K in Q2 2020. 251 funds tracked by Wall St. Rank hold WRI as of Q3 2020.

  • Private Advisor Group reported no remaining Weingarten Realty Investors position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 736 Weingarten Realty Investors shares in Q3 2020, an estimated $14K.
  • Private Advisor Group first reported a position in Weingarten Realty Investors in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's Weingarten Realty Investors position peaked at $14K in Q2 2020.
  • 251 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.