WFG Advisors’s Weingarten Realty Investors WRI Stock Holding History

WFG Advisors’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 Q2	$54K	Hold	1,779	–	–	0.01%	684
2017 Q1	$59K	Hold	1,779	–	–	0.02%	621
2016 Q4	$64K	Buy	1,779 +461	+35%	+$16.6K	0.02%	662
2016 Q3	$51K	Hold	1,318	–	–	0.01%	702
2016 Q2	$54K	Hold	1,318	–	–	0.01%	671
2016 Q1	$49K	Buy	1,318 +141	+12%	+$4.97K	0.01%	672
2015 Q4	$41K	Hold	1,177	–	–	0.01%	713
2015 Q3	$39K	Sell	1,177 -45	-4%	-$1.51K	0.01%	719
2015 Q2	$40K	Sell	1,222 -75	-6%	-$2.54K	0.01%	794
2015 Q1	$47K	Sell	1,297 -440	-25%	-$16K	0.01%	751
2014 Q4	$61K	Buy	1,737 +1	+0.1%	+$35	0.01%	809
2014 Q3	$55K	Sell	1,736 -2,907	-63%	-$96.7K	0.01%	890
2014 Q2	$152K	Buy	+4,643	New	+$146K	0.03%	522

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

SCRM

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CIMLRA

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

WFG Advisors's WRI Position: Q2 2017 in Review

WFG Advisors held its Weingarten Realty Investors (WRI) position steady in Q2 2017 at 1,779 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #684.

WFG Advisors first reported a position in WRI in Q2 2014 and has held it in 13 quarters since. The position peaked at $152K in Q2 2014. 274 funds tracked by Wall St. Rank hold WRI as of Q2 2017.

WFG Advisors held 1,779 shares of Weingarten Realty Investors worth $54K as of Q2 2017.
WFG Advisors left its Weingarten Realty Investors share count unchanged in Q2 2017.
Weingarten Realty Investors made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #684 holding.
WFG Advisors first reported a position in Weingarten Realty Investors in Q2 2014 and has held it in 13 quarters since.
WFG Advisors's Weingarten Realty Investors position peaked at $152K in Q2 2014.
274 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.