RAFFA WEALTH MANAGEMENT, LLC’s Weingarten Realty Investors WRI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2017 Q1	–	Sell	-17	Closed	-$608	–	884
2016 Q4	$608	Hold	17	–	–	﹤0.01%	663
2016 Q3	$663	Hold	17	–	–	﹤0.01%	588
2016 Q2	$694	Hold	17	–	–	﹤0.01%	527
2016 Q1	$638	Hold	17	–	–	﹤0.01%	581
2015 Q4	$588	Hold	17	–	–	﹤0.01%	612
2015 Q3	$563	Hold	17	–	–	﹤0.01%	615
2015 Q2	$556	Hold	17	–	–	﹤0.01%	657
2015 Q1	$612	Hold	17	–	–	﹤0.01%	595
2014 Q4	$594	Hold	17	–	–	﹤0.01%	599
2014 Q3	$536	Buy	+17	New	+$566	﹤0.01%	600
2014 Q1	–	Sell	-17	Closed	-$594	–	755
2013 Q4	$594	Buy	+17	New	+$502	﹤0.01%	599

Other funds holding WRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC's WRI Position: Q1 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Weingarten Realty Investors (WRI) in Q1 2017, closing a stake of 17 shares — an estimated $608 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WRI in Q4 2013 and held it in 11 quarters. The position peaked at $694 in Q2 2016. 291 funds tracked by Wall St. Rank hold WRI as of Q1 2017.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Weingarten Realty Investors position as of Q1 2017 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 17 Weingarten Realty Investors shares in Q1 2017, an estimated $608.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Weingarten Realty Investors in Q4 2013 and held it in 11 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Weingarten Realty Investors position peaked at $694 in Q2 2016.
291 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2017, filed 27 Jul 2026.