SFM
WRI

Systematic Financial Management’s Weingarten Realty Investors WRI Stock Holding History

Systematic Financial Management’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
-17,085
Closed -$323K – 494
2020
Q2 		$323K Buy
+17,085
New +$299K 0.02% 306
2014
Q1 		– Sell
-114,274
Closed -$3.13M – 747
2013
Q4 		$3.13M Sell
114,274
-229,821
-67% -$6.79M 0.02% 365
2013
Q3 		$10.1M Sell
344,095
-35,815
-9% -$1.09M 0.08% 249
2013
Q2 		$11.7M Buy
+379,910
New +$12.4M 0.1% 196

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

Systematic Financial Management's WRI Position: Q3 2020 in Review

Systematic Financial Management sold out of Weingarten Realty Investors (WRI) in Q3 2020, closing a stake of 17,085 shares — an estimated $323K sold.

Systematic Financial Management first reported a position in WRI in Q2 2013 and held it in 4 quarters. The position peaked at $11.7M in Q2 2013. 251 funds tracked by Wall St. Rank hold WRI as of Q3 2020.

  • Systematic Financial Management reported no remaining Weingarten Realty Investors position as of Q3 2020 after selling out during the quarter.
  • Systematic Financial Management sold 17,085 Weingarten Realty Investors shares in Q3 2020, an estimated $323K.
  • Systematic Financial Management first reported a position in Weingarten Realty Investors in Q2 2013 and held it in 4 quarters.
  • Systematic Financial Management's Weingarten Realty Investors position peaked at $11.7M in Q2 2013.
  • 251 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.