WhitTier Trust Company’s Weingarten Realty Investors WRI Stock Holding History

WhitTier Trust Company’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
2018 Q1	–	Sell	-900	Closed	-$30K	–	1050
2017 Q4	$30K	Hold	900	–	–	﹤0.01%	649
2017 Q3	$29K	Hold	900	–	–	﹤0.01%	641
2017 Q2	$27K	Sell	900 -152	-14%	-$4.85K	﹤0.01%	650
2017 Q1	$35K	Hold	1,052	–	–	﹤0.01%	599
2016 Q4	$38K	Buy	1,052 +152	+17%	+$5.46K	﹤0.01%	582
2016 Q3	$35K	Hold	900	–	–	﹤0.01%	581
2016 Q2	$37K	Hold	900	–	–	﹤0.01%	573
2016 Q1	$34K	Hold	900	–	–	﹤0.01%	591
2015 Q4	$31K	Hold	900	–	–	﹤0.01%	600
2015 Q3	$30K	Hold	900	–	–	﹤0.01%	611
2015 Q2	$29K	Hold	900	–	–	﹤0.01%	632
2015 Q1	$32K	Hold	900	–	–	﹤0.01%	620
2014 Q4	$31K	Hold	900	–	–	﹤0.01%	619
2014 Q3	$28K	Hold	900	–	–	﹤0.01%	639
2014 Q2	$30K	Hold	900	–	–	﹤0.01%	636
2014 Q1	$27K	Hold	900	–	–	﹤0.01%	664
2013 Q4	$25K	Hold	900	–	–	﹤0.01%	653
2013 Q3	$26K	Hold	900	–	–	﹤0.01%	613
2013 Q2	$28K	Buy	+900	New	+$29.4K	﹤0.01%	582

Other funds holding WRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WhitTier Trust Company's WRI Position: Q1 2018 in Review

WhitTier Trust Company sold out of Weingarten Realty Investors (WRI) in Q1 2018, closing a stake of 900 shares — an estimated $30K sold.

WhitTier Trust Company first reported a position in WRI in Q2 2013 and held it in 19 quarters. The position peaked at $38K in Q4 2016. 280 funds tracked by Wall St. Rank hold WRI as of Q1 2018.

WhitTier Trust Company reported no remaining Weingarten Realty Investors position as of Q1 2018 after selling out during the quarter.
WhitTier Trust Company sold 900 Weingarten Realty Investors shares in Q1 2018, an estimated $30K.
WhitTier Trust Company first reported a position in Weingarten Realty Investors in Q2 2013 and held it in 19 quarters.
WhitTier Trust Company's Weingarten Realty Investors position peaked at $38K in Q4 2016.
280 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2018.

Based on WhitTier Trust Company's 13F filing for Q1 2018, filed 1 May 2018.