Tortoise Investment Management’s Weingarten Realty Investors WRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-225
| Closed | -$7K | – | 653 |
|
|
2021
Q2 | $7K | Hold |
225
| – | – | ﹤0.01% | 501 |
|
|
2021
Q1 | $6K | Hold |
225
| – | – | ﹤0.01% | 490 |
|
|
2020
Q4 | $5K | Hold |
225
| – | – | ﹤0.01% | 476 |
|
|
2020
Q3 | $4K | Hold |
225
| – | – | ﹤0.01% | 462 |
|
|
2020
Q2 | $4K | Hold |
225
| – | – | ﹤0.01% | 438 |
|
|
2020
Q1 | $3K | Hold |
225
| – | – | ﹤0.01% | 473 |
|
|
2019
Q4 | $7K | Hold |
225
| – | – | ﹤0.01% | 460 |
|
|
2019
Q3 | $7K | Hold |
225
| – | – | ﹤0.01% | 456 |
|
|
2019
Q2 | $6K | Hold |
225
| – | – | ﹤0.01% | 489 |
|
|
2019
Q1 | $7K | Hold |
225
| – | – | ﹤0.01% | 459 |
|
|
2018
Q4 | $6K | Hold |
225
| – | – | ﹤0.01% | 440 |
|
|
2018
Q3 | $7K | Hold |
225
| – | – | ﹤0.01% | 435 |
|
|
2018
Q2 | $7K | Hold |
225
| – | – | ﹤0.01% | 448 |
|
|
2018
Q1 | $6K | Hold |
225
| – | – | ﹤0.01% | 440 |
|
|
2017
Q4 | $7K | Hold |
225
| – | – | ﹤0.01% | 432 |
|
|
2017
Q3 | $7K | Hold |
225
| – | – | ﹤0.01% | 396 |
|
|
2017
Q2 | $7K | Hold |
225
| – | – | ﹤0.01% | 389 |
|
|
2017
Q1 | $8K | Hold |
225
| – | – | ﹤0.01% | 359 |
|
|
2016
Q4 | $8K | Hold |
225
| – | – | ﹤0.01% | 361 |
|
|
2016
Q3 | $9K | Hold |
225
| – | – | ﹤0.01% | 329 |
|
|
2016
Q2 | $9K | Hold |
225
| – | – | ﹤0.01% | 326 |
|
|
2016
Q1 | $8K | Hold |
225
| – | – | ﹤0.01% | 305 |
|
|
2015
Q4 | $8K | Hold |
225
| – | – | ﹤0.01% | 325 |
|
|
2015
Q3 | $7K | Hold |
225
| – | – | ﹤0.01% | 318 |
|
|
2015
Q2 | $7K | Hold |
225
| – | – | ﹤0.01% | 343 |
|
|
2015
Q1 | $8K | Hold |
225
| – | – | ﹤0.01% | 317 |
|
|
2014
Q4 | $8K | Hold |
225
| – | – | ﹤0.01% | 338 |
|
|
2014
Q3 | $7K | Buy |
+225
| New | +$7.49K | ﹤0.01% | 328 |
|
Other funds holding WRI
Tortoise Investment Management's WRI Position: Q3 2021 in Review
Tortoise Investment Management sold out of Weingarten Realty Investors (WRI) in Q3 2021, closing a stake of 225 shares — an estimated $7K sold.
Tortoise Investment Management first reported a position in WRI in Q3 2014 and held it in 28 quarters. The position peaked at $9K in Q3 2016. 1 fund tracked by Wall St. Rank holds WRI as of Q3 2021.
- Tortoise Investment Management reported no remaining Weingarten Realty Investors position as of Q3 2021 after selling out during the quarter.
- Tortoise Investment Management sold 225 Weingarten Realty Investors shares in Q3 2021, an estimated $7K.
- Tortoise Investment Management first reported a position in Weingarten Realty Investors in Q3 2014 and held it in 28 quarters.
- Tortoise Investment Management's Weingarten Realty Investors position peaked at $9K in Q3 2016.
- 1 fund tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2021.
Based on Tortoise Investment Management's 13F filing for Q3 2021, filed 4 Nov 2021.