Wealthspire Advisors (New York)
WRI

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

Wealthspire Advisors (New York)’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
Q1 		– Sell
-741
Closed -$18K – 882
2018
Q4 		$18K Buy
+741
New +$20.6K ﹤0.01% 370

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lasalle Investment Management Securities
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s WRI Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Weingarten Realty Investors (WRI) in Q1 2019, closing a stake of 741 shares — an estimated $18K sold.

Wealthspire Advisors (New York) first reported a position in WRI in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 289 funds tracked by Wall St. Rank hold WRI as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Weingarten Realty Investors position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 741 Weingarten Realty Investors shares in Q1 2019, an estimated $18K.
  • Wealthspire Advisors (New York) first reported a position in Weingarten Realty Investors in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Weingarten Realty Investors position peaked at $18K in Q4 2018.
  • 289 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.