HighMark Wealth Management LLC - WASHINGTON REAL ESTATE INVT ownership

WASHINGTON REAL ESTATE INVT's ticker is WRE and the CUSIP is 939653101. A total of 4 filers reported holding WASHINGTON REAL ESTATE INVT in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of WASHINGTON REAL ESTATE INVT
ValueSharesWeighting
Q3 2023$4,258
-16.1%
312
+1.0%
0.00%0.0%
Q2 2023$5,078
-7.0%
309
+1.0%
0.00%0.0%
Q1 2023$5,461
+1.3%
306
+1.0%
0.00%0.0%
Q4 2022$5,392
+7.8%
303
+1.0%
0.00%0.0%
Q3 2022$5,000
-16.7%
3000.0%0.00%
-20.0%
Q2 2022$6,000
-25.0%
3000.0%0.01%0.0%
Q1 2022$8,0000.0%3000.0%0.01%0.0%
Q4 2021$8,000
+14.3%
3000.0%0.01%0.0%
Q3 2021$7,0000.0%3000.0%0.01%0.0%
Q2 2021$7,0000.0%3000.0%0.01%
-16.7%
Q1 2021$7,000
+16.7%
3000.0%0.01%
+20.0%
Q4 2020$6,0003000.01%
Other shareholders
WASHINGTON REAL ESTATE INVT shareholders Q4 2023
NameSharesValueWeighting ↓
Lakeshore Capital, LLC 127,785$3,530,0005.73%
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 950,000$26,248,0001.49%
Tufton Capital Management 241,194$6,664,0001.22%
THORNBURG INVESTMENT MANAGEMENT INC 5,722,387$158,110,0000.88%
MONTGOMERY INVESTMENT MANAGEMENT INC 59,170$1,635,0000.82%
CT Financial Advisors LLC 48,271$1,333,720,0000.74%
OUTFITTER ADVISORS, LTD. 70,174$1,939,0000.74%
Shinko Asset Management Co., Ltd. 3,115,508$86,081,0000.70%
REAL ESTATE MANAGEMENT SERVICES LLC 142,700$3,943,0000.66%
Bridgewater Wealth & Financial Management, LLC 54,902$1,517,0000.65%
View complete list of WASHINGTON REAL ESTATE INVT shareholders