WCM
WRI

Weld Capital Management’s Weingarten Realty Investors WRI Stock Holding History

Weld Capital Management’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
2020
Q3 		– Sell
-27,391
Closed -$519K – 705
2020
Q2 		$519K Sell
27,391
-113
-0.4% -$1.98K 0.2% 178
2020
Q1 		$397K Sell
27,504
-75,465
-73% -$1.99M 0.2% 184
2019
Q4 		$3.22M Buy
102,969
+87,790
+578% +$2.69M 0.62% 10
2019
Q3 		$442K Buy
+15,179
New +$419K 0.08% 428

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Weld Capital Management's WRI Position: Q3 2020 in Review

Weld Capital Management sold out of Weingarten Realty Investors (WRI) in Q3 2020, closing a stake of 27,391 shares — an estimated $519K sold.

Weld Capital Management first reported a position in WRI in Q3 2019 and held it in 4 quarters. The position peaked at $3.22M in Q4 2019. 251 funds tracked by Wall St. Rank hold WRI as of Q3 2020.

  • Weld Capital Management reported no remaining Weingarten Realty Investors position as of Q3 2020 after selling out during the quarter.
  • Weld Capital Management sold 27,391 Weingarten Realty Investors shares in Q3 2020, an estimated $519K.
  • Weld Capital Management first reported a position in Weingarten Realty Investors in Q3 2019 and held it in 4 quarters.
  • Weld Capital Management's Weingarten Realty Investors position peaked at $3.22M in Q4 2019.
  • 251 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2020.

Based on Weld Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.