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 266 institutions that hold shares in the stock, with a total of 76 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
320
shares
|
$5,670
0.0% of portfolio
|
Q2 2025
Added 72.97%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
314
shares
|
$5,564
0.0% of portfolio
|
Q1 2024
Reduced 14.67%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
310
shares
|
$5,493
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
295
shares
|
$5,227
0.0% of portfolio
|
Q1 2025
Added 168.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
290
shares
|
$5,138
0.0% of portfolio
|
N/A
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
269
shares
|
$4,766
0.0% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
224
shares
|
$3,969
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
220
shares
|
$3,898
0.0% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
200
shares
|
$3,544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
200
shares
|
$3,544
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
200
shares
|
$3,544
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
200
shares
|
$3,544
0.0% of portfolio
|
N/A
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
188
shares
|
$3,331
0.0% of portfolio
|
Q1 2025
Added 3660.0%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
174
shares
|
$3,083
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
172
shares
|
$3,047
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
167
shares
|
$2,959
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
150
shares
|
$2,658
0.0% of portfolio
|
N/A
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
150
shares
|
$2,658
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
129
shares
|
$2,285
0.0% of portfolio
|
Q1 2025
Reduced 76.96%
|
|
|
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
|
Jul 11, 2025 Q2 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
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
99
shares
|
$1,754
0.0% of portfolio
|
Q1 2025
New holding
|