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 235 institutions that hold shares in the stock, with a total of 71 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
221
shares
|
$3,916
0.0% of portfolio
|
Q3 2024
Reduced 75.93%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
200
shares
|
$3,544
0.0% of portfolio
|
N/A
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
200
shares
|
$3,544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
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%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
168
shares
|
$2,976
0.0% of portfolio
|
Q4 2024
Reduced 26.96%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
167
shares
|
$2,959
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
160
shares
|
$2,835
0.0% of portfolio
|
Q4 2024
Added 40.35%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
150
shares
|
$2,658
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
150
shares
|
$2,658
0.0% of portfolio
|
N/A
|
|
|
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
|
Jan 15, 2025 Q4 2024 |
120
shares
|
$2,126
0.0% of portfolio
|
Q3 2024
Reduced 84.0%
|
|
|
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%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
70
shares
|
$1,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 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
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
30
shares
|
$531
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
29
shares
|
$513
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
20
shares
|
$354
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
19
shares
|
$336
0.0% of portfolio
|
Q2 2024
New holding
|