Valley National Advisers’s Weingarten Realty Investors WRI Stock Holding History

Valley National Advisers’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 Q3	–	Sell	-225	Closed	-$7K	–	976
2021 Q2	$7K	Hold	225	–	–	﹤0.01%	639
2021 Q1	$6K	Hold	225	–	–	﹤0.01%	623
2020 Q4	$5K	Hold	225	–	–	﹤0.01%	618
2020 Q3	$4K	Hold	225	–	–	﹤0.01%	610
2020 Q2	$4K	Hold	225	–	–	﹤0.01%	605
2020 Q1	$3K	Hold	225	–	–	﹤0.01%	623
2019 Q4	$7K	Hold	225	–	–	﹤0.01%	576
2019 Q3	$7K	Hold	225	–	–	﹤0.01%	565
2019 Q2	$6K	Hold	225	–	–	﹤0.01%	544
2019 Q1	$7K	Hold	225	–	–	﹤0.01%	522
2018 Q4	$6K	Hold	225	–	–	﹤0.01%	515
2018 Q3	$7K	Hold	225	–	–	﹤0.01%	483
2018 Q2	$7K	Hold	225	–	–	﹤0.01%	461
2018 Q1	$6K	Hold	225	–	–	﹤0.01%	463
2017 Q4	$7K	Hold	225	–	–	﹤0.01%	454
2017 Q3	$7K	Hold	225	–	–	﹤0.01%	453
2017 Q2	$7K	Hold	225	–	–	﹤0.01%	454
2017 Q1	$8K	Hold	225	–	–	﹤0.01%	440
2016 Q4	$8K	Buy	+225	New	+$8.08K	﹤0.01%	452

Other funds holding WRI

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Valley National Advisers's WRI Position: Q3 2021 in Review

Valley National Advisers sold out of Weingarten Realty Investors (WRI) in Q3 2021, closing a stake of 225 shares — an estimated $7K sold.

Valley National Advisers first reported a position in WRI in Q4 2016 and held it in 19 quarters. The position peaked at $8K in Q1 2017. 1 fund tracked by Wall St. Rank holds WRI as of Q3 2021.

Valley National Advisers reported no remaining Weingarten Realty Investors position as of Q3 2021 after selling out during the quarter.
Valley National Advisers sold 225 Weingarten Realty Investors shares in Q3 2021, an estimated $7K.
Valley National Advisers first reported a position in Weingarten Realty Investors in Q4 2016 and held it in 19 quarters.
Valley National Advisers's Weingarten Realty Investors position peaked at $8K in Q1 2017.
1 fund tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2021.

Based on Valley National Advisers's 13F filing for Q3 2021, filed 10 Nov 2021.