Concord Wealth Partners - WASHINGTON REAL ESTATE INVT ownership

WASHINGTON REAL ESTATE INVT's ticker is WRE and the CUSIP is 939653101. A total of 212 filers reported holding WASHINGTON REAL ESTATE INVT in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of WASHINGTON REAL ESTATE INVT
ValueSharesWeighting
Q3 2023$6,820
-17.0%
5000.0%0.00%
-50.0%
Q2 2023$8,220
-8.0%
5000.0%0.00%
-33.3%
Q1 2023$8,930
-56.4%
500
-56.5%
0.00%
-50.0%
Q4 2022$20,470
-43.1%
1,150
-32.0%
0.01%
-40.0%
Q2 2022$36,000
-16.3%
1,6920.0%0.01%
-9.1%
Q1 2022$43,000
+26.5%
1,692
+30.2%
0.01%
+37.5%
Q4 2021$34,000
+6.2%
1,3000.0%0.01%
-38.5%
Q3 2021$32,000
+6.7%
1,3000.0%0.01%
+44.4%
Q2 2021$30,000
+3.4%
1,3000.0%0.01%
-10.0%
Q1 2021$29,000
-9.4%
1,300
-13.3%
0.01%
-60.0%
Q4 2020$32,0001,5000.02%
Other shareholders
WASHINGTON REAL ESTATE INVT shareholders Q2 2022
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