tru Independence’s Weingarten Realty Investors WRI Stock Holding History

tru Independence’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
2021 Q1	–	Sell	-909	Closed	-$20	–	768
2020 Q4	$20	Hold	909	–	–	﹤0.01%	541
2020 Q3	$15K	Hold	909	–	–	﹤0.01%	265
2020 Q2	$17	Buy	909 +559	+160%	+$9.78K	﹤0.01%	530
2020 Q1	$5	Hold	350	–	–	﹤0.01%	544
2019 Q4	$5K	Buy	+350	New	+$10.7K	﹤0.01%	694

Other funds holding WRI

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

tru Independence's WRI Position: Q1 2021 in Review

tru Independence sold out of Weingarten Realty Investors (WRI) in Q1 2021, closing a stake of 909 shares — an estimated $20 sold.

tru Independence first reported a position in WRI in Q4 2019 and held it in 5 quarters. The position peaked at $15K in Q3 2020. 262 funds tracked by Wall St. Rank hold WRI as of Q1 2021.

tru Independence reported no remaining Weingarten Realty Investors position as of Q1 2021 after selling out during the quarter.
tru Independence sold 909 Weingarten Realty Investors shares in Q1 2021, an estimated $20.
tru Independence first reported a position in Weingarten Realty Investors in Q4 2019 and held it in 5 quarters.
tru Independence's Weingarten Realty Investors position peaked at $15K in Q3 2020.
262 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.