Institutional Ownership Washington Real Estate Investment Trust (WRE)
This table provides information about the institutional ownership of Washington Real Estate Investment Trust (WRE). We have compiled data on the 249 institutions that hold shares in the stock, with a total of 74.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
120
shares
|
$2,126
0.0% of portfolio
|
Q3 2024
Reduced 84.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
117
shares
|
$2,073
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
110
shares
|
$1,949
0.0% of portfolio
|
Q3 2023
Reduced 12.7%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
105
shares
|
$1,860
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
100
shares
|
$1,772
0.0% of portfolio
|
N/A
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
70
shares
|
$1,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
68
shares
|
$1,204
0.0% of portfolio
|
Q4 2022
Added 17.24%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
65
shares
|
$1,151
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
55
shares
|
$974
0.0% of portfolio
|
N/A
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
29
shares
|
$513
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
20
shares
|
$354
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
20
shares
|
$354
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
19
shares
|
$336
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
12
shares
|
$212
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
12
shares
|
$212
0.0% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
11
shares
|
$194
0.0% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
6
shares
|
$106
0.0% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
6
shares
|
$106
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
6
shares
|
$106
0.0% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5
shares
|
$88
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|