Richard Bernstein Advisors’s Weingarten Realty Investors WRI Stock Holding History

Richard Bernstein Advisors’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	-189,181	Closed	-$5.91M	–	226
2019 Q4	$5.91M	Hold	189,181	–	–	0.19%	73
2019 Q3	$5.51M	Hold	189,181	–	–	0.18%	82
2019 Q2	$5.19M	Buy	+189,181	New	+$5.45M	0.17%	85
2016 Q3	–	Sell	-85,097	Closed	-$3.47M	–	251
2016 Q2	$3.47M	Hold	85,097	–	–	0.33%	70
2016 Q1	$3.19M	Buy	+85,097	New	+$3M	0.32%	74

Other funds holding WRI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Richard Bernstein Advisors's WRI Position: Q1 2020 in Review

Richard Bernstein Advisors sold out of Weingarten Realty Investors (WRI) in Q1 2020, closing a stake of 189,181 shares — an estimated $5.91M sold.

Richard Bernstein Advisors first reported a position in WRI in Q1 2016 and held it in 5 quarters. The position peaked at $5.91M in Q4 2019. 289 funds tracked by Wall St. Rank hold WRI as of Q1 2020.

Richard Bernstein Advisors reported no remaining Weingarten Realty Investors position as of Q1 2020 after selling out during the quarter.
Richard Bernstein Advisors sold 189,181 Weingarten Realty Investors shares in Q1 2020, an estimated $5.91M.
Richard Bernstein Advisors first reported a position in Weingarten Realty Investors in Q1 2016 and held it in 5 quarters.
Richard Bernstein Advisors's Weingarten Realty Investors position peaked at $5.91M in Q4 2019.
289 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2020.

Based on Richard Bernstein Advisors's 13F filing for Q1 2020, filed 13 May 2020.