SWP
WRI

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

Stratos 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
2018
Q4 		– Sell
-500
Closed -$15K – 2786
2018
Q3 		$15K Buy
+500
New +$15.2K ﹤0.01% 2017
2018
Q2 		– Sell
-1,163
Closed -$33K – 2867
2018
Q1 		$33K Buy
1,163
+70
+6% +$2.01K ﹤0.01% 1802
2017
Q4 		$36K Buy
+1,093
New +$35.4K ﹤0.01% 1678

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stratos Wealth Partners's WRI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Weingarten Realty Investors (WRI) in Q4 2018, closing a stake of 500 shares — an estimated $15K sold.

Stratos Wealth Partners first reported a position in WRI in Q4 2017 and held it in 3 quarters. The position peaked at $36K in Q4 2017. 288 funds tracked by Wall St. Rank hold WRI as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Weingarten Realty Investors position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 500 Weingarten Realty Investors shares in Q4 2018, an estimated $15K.
  • Stratos Wealth Partners first reported a position in Weingarten Realty Investors in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Weingarten Realty Investors position peaked at $36K in Q4 2017.
  • 288 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.