Whittier Trust CO Sells in Q3 2025

Whittier Trust CO

  • $8.62 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VRIG
Invesco Actively Managed ETF F

ETFs
-856
- 2.86%
$25.04 - $25.16 $21.4K - $21.5K
29.1K $729K
UDR
Udr, Inc.

Real Estate
-309
- 12.38%
$36.71 - $41.37 $11.3K - $12.8K
2.19K $81K
AKAM
Akamai Technologies Inc

Technology
-204
- 19.88%
N/A
822 $74K
KR
Kroger CO

Consumer Defensive
-130
- 5.49%
$64.52 - $74.35 $8.39K - $9.67K
2.24K $150K
MSCI
Msci Inc.

Financial Services
-26
- 7.3%
$526.48 - $588.0 $13.7K - $15.3K
330 $187K
HXL
Hexcel Corp

Industrials
-331
- 45.78%
$57.15 - $64.88 $18.9K - $21.5K
392 $24K
CNC
Centene Corp

Healthcare
-118
- 19.0%
$25.21 - $56.65 $2.97K - $6.68K
503 $17K
CUBE
Cube Smart

Real Estate
-342
- 59.17%
$38.71 - $43.34 $13.2K - $14.8K
236 $9K
DOCU
Docusign, Inc.

Technology
-147
- 18.19%
$67.14 - $85.01 $9.87K - $12.5K
661 $47K
SQ
Block, Inc.

Technology
-256
- 18.21%
N/A
1.15K $65K
CRL
Charles River Laboratories International, Inc.

Healthcare
-96
- 33.8%
$145.57 - $178.99 $14K - $17.2K
188 $29K
CWEN
Clearway Energy, Inc.

Utilities
-256
- 14.46%
$27.89 - $32.98 $7.14K - $8.44K
1.52K $42K
GATX
Gatx Corp

Industrials
-223
- 18.23%
$149.23 - $176.97 $33.3K - $39.5K
1K $174K
UGI
Ugi Corp

Utilities
-299
- 33.26%
$32.64 - $37.14 $9.76K - $11.1K
600 $19K
CSGP
Costar Group, Inc.

Real Estate
-250
- 12.5%
$81.42 - $96.83 $20.4K - $24.2K
1.75K $147K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-619
- 15.35%
$26.15 - $27.4 $16.2K - $17K
3.41K $93K
PRG
Prog Holdings, Inc.

Industrials
-540
- 38.82%
$28.2 - $36.35 $15.2K - $19.6K
851 $27K
EQR
Equity Residential

Real Estate
-101
- 5.01%
$62.3 - $68.34 $6.29K - $6.9K
1.91K $123K
APP
App Lovin Corp

Technology
-47
- 78.33%
$335.1 - $718.54 $15.7K - $33.8K
13 $9K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-264
- 15.46%
$45.54 - $48.43 $12K - $12.8K
1.44K $67K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-300
- 9.09%
$48.5 - $50.19 $14.6K - $15.1K
3K $150K
IBB
Ishares Biotechnology ETF

ETFs
-769
- 13.71%
$127.63 - $144.37 $98.1K - $111K
4.84K $698K
REG
Regency Centers Corp

Real Estate
-163
- 72.77%
$68.62 - $73.81 $11.2K - $12K
61 $4K
TSCO
Tractor Supply CO

Consumer Cyclical
-264
- 29.37%
$54.08 - $62.65 $14.3K - $16.5K
635 $36K
TFC
Truist Financial Corp

Financial Services
-928
- 7.7%
$42.83 - $47.07 $39.7K - $43.7K
11.1K $508K
PLD
Prologis, Inc.

Real Estate
-3.44K
- 8.42%
$104.08 - $115.35 $358K - $397K
37.4K $4.29M
TSN
Tyson Foods, Inc.

Consumer Defensive
-140
- 22.36%
$52.3 - $57.69 $7.32K - $8.08K
486 $26K
MTH
Meritage Homes Corp

Consumer Cyclical
-132
- 70.97%
$67.34 - $82.83 $8.89K - $10.9K
54 $3K
MPC
Marathon Petroleum Corp

Energy
-1.33K
- 14.33%
$158.59 - $198.69 $211K - $264K
7.95K $1.53M
CLH
Clean Harbors Inc

Industrials
-36
- 4.31%
$225.84 - $250.43 $8.13K - $9.02K
800 $185K
BSY
Bentley Systems Inc

Technology
-123
- 14.82%
$51.48 - $58.72 $6.33K - $7.22K
707 $36K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-116
- 52.73%
$71.86 - $87.45 $8.34K - $10.1K
104 $8K
ADC
Agree Realty Corp

Real Estate
-91
- 28.62%
$70.53 - $75.05 $6.42K - $6.83K
227 $16K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-450
- 1.15%
$23.54 - $23.97 $10.6K - $10.8K
38.5K $922K
CEV
Eaton Vance California Municipal Income Trust

Financial Services
-788
- 19.23%
$9.38 - $10.04 $7.39K - $7.91K
3.31K $33K
DUK
Duke Energy Corp

Utilities
-339
- 5.34%
$116.31 - $125.93 $39.4K - $42.7K
6.01K $744K
PEAK
Healthpeak Properties, Inc.

Real Estate
-250
- 5.9%
N/A
3.99K $75K
EW
Edwards Lifesciences Corp

Healthcare
-8
- 0.09%
$73.75 - $81.83 $590 - $655
8.5K $660K
OKTA
Okta, Inc.

Technology
-45
- 39.13%
$88.51 - $101.1 $3.98K - $4.55K
70 $6K
BHF
Brighthouse Financial, Inc.

Financial Services
-79
- 52.67%
$43.36 - $57.59 $3.43K - $4.55K
71 $3K
FLNC
Fluence Energy, Inc.

Utilities
-756
- 88.32%
$6.75 - $11.91 $5.1K - $9K
100 $1K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-45
- 45.0%
$89.29 - $100.17 $4.02K - $4.51K
55 $5K
GNTX
Gentex Corp

Consumer Cyclical
-626
- 29.47%
$22.66 - $29.06 $14.2K - $18.2K
1.5K $42K
JJSF
J&J Snack Foods Corp

Consumer Defensive
-10
- 7.19%
$95.27 - $119.44 $953 - $1.19K
129 $12K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-63
- 11.15%
$123.59 - $132.83 $7.79K - $8.37K
502 $66K
SNV
Synovus Financial Corp

Financial Services
-18
- 2.1%
$46.55 - $59.6 $838 - $1.07K
841 $41K
BBY
Best Buy CO Inc

Consumer Cyclical
-86
- 21.13%
$64.12 - $78.46 $5.51K - $6.75K
321 $24K
FIVE
Five Below, Inc

Consumer Cyclical
-34
- 38.64%
$128.78 - $155.44 $4.38K - $5.28K
54 $8K
OMC
Omnicom Group Inc.

Communication Services
-83
- 22.68%
$70.41 - $81.53 $5.84K - $6.77K
283 $23K
Activity Summary
Buys All Purchases 435 New Holdings 130 Increased Positions 305 Sells All Sells 331 Reductions 331 Sold out 0 Options Calls 0 Puts 0
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