WAM
WRI

Wealthspire Advisors (Maryland)’s Weingarten Realty Investors WRI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-147
Closed -$4K – 2337
2019
Q1 		$4K Buy
147
+70
+91% +$1.96K ﹤0.01% 1953
2018
Q4 		$3K Sell
77
-159
-67% -$4.42K ﹤0.01% 2026
2018
Q3 		$9K Hold
236
– – ﹤0.01% 1586
2018
Q2 		$9K Buy
+236
New +$6.74K ﹤0.01% 1602
2018
Q1 		– Hold
0
– – – 2253

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WRI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Weingarten Realty Investors (WRI) in Q2 2019, closing a stake of 147 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in WRI in Q2 2018 and held it in 4 quarters. The position peaked at $9K in Q3 2018. 304 funds tracked by Wall St. Rank hold WRI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Weingarten Realty Investors position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 147 Weingarten Realty Investors shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Weingarten Realty Investors in Q2 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Weingarten Realty Investors position peaked at $9K in Q3 2018.
  • 304 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.