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 239 institutions that hold shares in the stock, with a total of 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
310
shares
|
$5,493
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
307
shares
|
$5,440
0.0% of portfolio
|
Q3 2024
Reduced 99.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
290
shares
|
$5,138
0.0% of portfolio
|
N/A
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
259
shares
|
$4,589
0.0% of portfolio
|
Q3 2024
Added 40.76%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
230
shares
|
$4,075
0.0% of portfolio
|
Q3 2024
Added 79.69%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
221
shares
|
$3,916
0.0% of portfolio
|
Q3 2024
Reduced 75.93%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
200
shares
|
$3,544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
200
shares
|
$3,544
0.0% of portfolio
|
N/A
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
175
shares
|
$3,101
0.0% of portfolio
|
Q1 2024
Reduced 47.76%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
167
shares
|
$2,959
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
157
shares
|
$2,782
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
150
shares
|
$2,658
0.0% of portfolio
|
N/A
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
150
shares
|
$2,658
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
129
shares
|
$2,285
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
120
shares
|
$2,126
0.0% of portfolio
|
Q3 2024
Reduced 84.0%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
114
shares
|
$2,020
0.0% of portfolio
|
Q2 2024
Reduced 55.29%
|
|
|
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%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
100
shares
|
$1,772
0.0% of portfolio
|
N/A
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
85
shares
|
$1,506
0.0% of portfolio
|
Q3 2024
Added 112.5%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
82
shares
|
$1,453
0.0% of portfolio
|
Q3 2024
Reduced 49.07%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
68
shares
|
$1,204
0.0% of portfolio
|
Q4 2022
Added 17.24%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
65
shares
|
$1,151
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
55
shares
|
$974
0.0% of portfolio
|
N/A
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
39
shares
|
$691
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
30
shares
|
$531
0.0% of portfolio
|
Q3 2024
New holding
|