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 |
|---|---|---|---|---|---|
|
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
|
May 08, 2025 Q1 2025 |
65
shares
|
$1,151
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
47
shares
|
$832
0.0% of portfolio
|
Q1 2025
Added 291.67%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
39
shares
|
$691
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
20
shares
|
$354
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
20
shares
|
$354
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
19
shares
|
$336
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
15
shares
|
$265
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|