UCFA
WRI

United Capital Financial Advisors’s Weingarten Realty Investors WRI Stock Holding History

United Capital Financial 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
2018
Q1 		– Sell
-7,703
Closed -$253K – 1382
2017
Q4 		$253K Buy
+7,703
New +$249K ﹤0.01% 1171
2017
Q2 		– Sell
-20,634
Closed -$689K – 1324
2017
Q1 		$689K Sell
20,634
-7,190
-26% -$251K 0.01% 838
2016
Q4 		$996K Buy
27,824
+16,251
+140% +$584K 0.01% 756
2016
Q3 		$451K Sell
11,573
-2,943
-20% -$121K ﹤0.01% 989
2016
Q2 		$595K Sell
14,516
-1,625
-10% -$61.8K 0.01% 867
2016
Q1 		$606K Sell
16,141
-7,284
-31% -$257K 0.01% 823
2015
Q4 		$810K Buy
23,425
+5,911
+34% +$204K 0.01% 747
2015
Q3 		$580K Sell
17,514
-162
-0.9% -$5.42K 0.01% 844
2015
Q2 		$578K Sell
17,676
-6,102
-26% -$207K 0.01% 867
2015
Q1 		$779K Buy
23,778
+2,595
+12% +$94.5K 0.01% 785
2014
Q4 		$740K Buy
21,183
+3,624
+21% +$126K 0.01% 712
2014
Q3 		$553K Buy
17,559
+2,137
+14% +$71.1K 0.01% 764
2014
Q2 		$506K Buy
15,422
+1,975
+15% +$62.1K 0.01% 679
2014
Q1 		$403K Sell
13,447
-1,642
-11% -$48.5K 0.01% 690
2013
Q4 		$414K Buy
+15,089
New +$446K 0.01% 461
2013
Q3 		– Sell
-15,844
Closed -$488K – 762
2013
Q2 		$488K Buy
+15,844
New +$518K 0.01% 510

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

United Capital Financial Advisors's WRI Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Weingarten Realty Investors (WRI) in Q1 2018, closing a stake of 7,703 shares — an estimated $253K sold.

United Capital Financial Advisors first reported a position in WRI in Q2 2013 and held it in 16 quarters. The position peaked at $996K in Q4 2016. 280 funds tracked by Wall St. Rank hold WRI as of Q1 2018.

  • United Capital Financial Advisors reported no remaining Weingarten Realty Investors position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 7,703 Weingarten Realty Investors shares in Q1 2018, an estimated $253K.
  • United Capital Financial Advisors first reported a position in Weingarten Realty Investors in Q2 2013 and held it in 16 quarters.
  • United Capital Financial Advisors's Weingarten Realty Investors position peaked at $996K in Q4 2016.
  • 280 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.