Washington Real Estate Investment (WRE) Ownership

18.11 ↑0.00 (0.00%)

As of October 19, 2022, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Washington Real Estate Investment (WRE), owning a total of 16.1 million shares. Combined, the top 23 institutional holders of WRE own 84.91% of the company with a total of 74.3 million shares.

In the latest ownership report on September 30th 2022, the top 23 institutional holders increased their combined ownership of WRE by 5.9 million shares. 12 institutions bought 8,093,204 total additional shares and increased their ownership by an average of 7.08%. However 9 institutions sold 2,184,821 total shares and decreased their ownership by an average of 5.9%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Washington Real Estate Investment increased by a net total of 5,908,383 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	18.396%	-0.220%	16,099,744	-35,539	2022-09-30
Vanguard Group Inc	16.305%	1.684%	14,269,509	236,351	2022-09-30
FMR Inc	10.120%	-16.613%	8,856,847	-1,764,576	2022-09-30
State Street Corporation	6.179%	0.614%	5,407,262	33,013	2022-09-30
T. Rowe Price Investment Management,Inc.	5.441%	0.000%	4,762,111	4,762,111	2022-09-30
Thornburg Investment Management Inc	2.692%	3.687%	2,355,668	83,762	2022-09-30
Allspring Global Investments Holdings, LLC	2.053%	0.130%	1,796,813	2,334	2022-09-30
William Blair Investment Management, LLC	2.009%	0.000%	1,757,770	1,757,770	2022-09-30
Geode Capital Management, LLC	1.974%	1.170%	1,727,980	19,979	2022-09-30
Nuveen Asset Management, LLC	1.690%	-1.718%	1,478,589	-25,848	2022-09-30
Charles Schwab Investment Management Inc	1.548%	3.073%	1,354,309	40,371	2022-09-30
Northern Trust Corp	1.505%	-13.607%	1,317,479	-207,502	2022-09-30
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS	1.421%	0.000%	1,243,145	0	2022-09-30
Dimensional Fund Advisors, Inc.	1.344%	-1.244%	1,175,948	-14,811	2022-09-30
Balyasny Asset Management LLC	1.233%	44.478%	1,079,430	332,308	2022-09-30
Bank of New York Mellon Corp	1.225%	6.674%	1,071,666	67,050	2022-09-30
Amvescap Plc.	0.939%	23.503%	822,070	156,441	2022-09-30
Legal & General Group PLC	0.807%	-5.901%	706,215	-44,288	2022-09-30
Morgan Stanley - Brokerage Accounts	0.733%	-4.440%	641,176	-29,794	2022-09-30
Ranger Global Real Estate Advisors, LLC	0.696%	-9.121%	609,322	-61,152	2022-09-30
Weiss Multi-Strategy Advisers Llc	0.688%	0.000%	601,714	601,714	2022-09-30
Principal Financial Group Inc	0.615%	-0.243%	538,543	-1,311	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	18.396%	-0.220%	16,099,744	-35,539	2022-09-30
Vanguard Group Inc	16.305%	1.684%	14,269,509	236,351	2022-09-30
FMR Inc	10.120%	-16.613%	8,856,847	-1,764,576	2022-09-30
State Street Corporation	6.179%	0.614%	5,407,262	33,013	2022-09-30
T. Rowe Price Investment Management,Inc.	5.441%	0.000%	4,762,111	4,762,111	2022-09-30
T. Rowe Price Associates, Inc.	5.300%	0.162%	4,638,480	7,505	2022-06-30
Thornburg Investment Management Inc	2.692%	3.687%	2,355,668	83,762	2022-09-30
Allspring Global Investments Holdings, LLC	2.053%	0.130%	1,796,813	2,334	2022-09-30
William Blair Investment Management, LLC	2.009%	0.000%	1,757,770	1,757,770	2022-09-30
Geode Capital Management, LLC	1.974%	1.170%	1,727,980	19,979	2022-09-30
Nuveen Asset Management, LLC	1.690%	-1.718%	1,478,589	-25,848	2022-09-30
Charles Schwab Investment Management Inc	1.548%	3.073%	1,354,309	40,371	2022-09-30
Northern Trust Corp	1.505%	-13.607%	1,317,479	-207,502	2022-09-30
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS	1.421%	0.000%	1,243,145	0	2022-09-30
Dimensional Fund Advisors, Inc.	1.344%	-1.244%	1,175,948	-14,811	2022-09-30
Balyasny Asset Management LLC	1.233%	44.478%	1,079,430	332,308	2022-09-30
Bank of New York Mellon Corp	1.225%	6.674%	1,071,666	67,050	2022-09-30
Amvescap Plc.	0.939%	23.503%	822,070	156,441	2022-09-30
Legal & General Group PLC	0.807%	-5.901%	706,215	-44,288	2022-09-30
Morgan Stanley - Brokerage Accounts	0.733%	-4.440%	641,176	-29,794	2022-09-30
Ranger Global Real Estate Advisors, LLC	0.696%	-9.121%	609,322	-61,152	2022-09-30
Weiss Multi-Strategy Advisers Llc	0.688%	0.000%	601,714	601,714	2022-09-30
Principal Financial Group Inc	0.615%	-0.243%	538,543	-1,311	2022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Washington Real Estate Investment (WRE), owning a total of 5.9 million shares. Combined, the top 30 mutual fund holders of WRE own 56.39% of the company with a total of 49.5 million shares.

In the latest ownership report on May 31st 2024, the top 30 fund holders increased their combined ownership of WRE by 16 thousand shares. 4 funds bought 26,921 total additional shares and increased their ownership by an average of 0.40%. However 3 funds sold 42,788 total shares and decreased their ownership by an average of 0.43%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Washington Real Estate Investment decreased by a net total of -15,867 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	4.027%	-1.150%	3,544,029	-41,246	2024-05-31
Vanguard Total Stock Mkt Idx Inv	3.113%	0.338%	2,739,383	9,233	2024-05-31
Vanguard Small Cap Index	2.546%	0.236%	2,240,545	5,280	2024-05-31
Allspring Special Small Cap Value A	1.987%	0.000%	1,749,009	0	2024-05-31
Vanguard Small Cap Value Index Inv	1.700%	-0.042%	1,496,444	-621	2024-05-31
Vanguard Institutional Extnd Mkt Idx Tr	1.538%	0.794%	1,353,529	10,659	2024-05-31
iShares S&P Small-Cap 600 Value ETF	1.177%	-0.089%	1,036,035	-921	2024-05-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.891%	0.224%	784,054	1,749	2024-05-31
William Blair Small Cap Value I	0.877%	0.000%	771,477	0	2024-05-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.693%	-0.027%	5,889,948	-1,572	2024-05-30
Vanguard Real Estate Index Investor	4.027%	-1.150%	3,544,029	-41,246	2024-05-31
T. Rowe Price Small-Cap Value	3.492%	2.958%	3,055,900	87,800	2022-09-30
Vanguard Total Stock Mkt Idx Inv	3.113%	0.338%	2,739,383	9,233	2024-05-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.062%	3.570%	2,679,700	92,366	2022-09-30
Thornburg Investment Income Builder Sep	2.789%	0.000%	2,454,592	0	2024-04-30
Thornburg Investment Income Builder A	2.789%	0.000%	2,454,592	0	2024-04-30
Vanguard Small Cap Index	2.546%	0.236%	2,240,545	5,280	2024-05-31
iShares Russell 2000 ETF	2.321%	0.766%	2,042,296	15,532	2024-05-30
Allspring Special Small Cap Value A	1.987%	0.000%	1,749,009	0	2024-05-31
Fidelity US REIT Mother Fund	1.827%	75.188%	1,607,700	690,000	2024-03-15
Fidelity® Series Small Cap Opps	1.776%	0.000%	1,554,700	0	2022-09-30
Vanguard Small Cap Value Index Inv	1.700%	-0.042%	1,496,444	-621	2024-05-31
Vanguard Institutional Extnd Mkt Idx Tr	1.538%	0.794%	1,353,529	10,659	2024-05-31
T. Rowe Price U.S. SC Value Eq Tr-Z	1.425%	6.920%	1,246,888	80,700	2022-09-30
Fidelity® Real Estate Investment Port	1.401%	-9.220%	1,225,800	-124,500	2022-10-31
Vanguard Extended Market Index Investor	1.397%	0.405%	1,222,727	4,935	2022-11-30
iShares S&P Small-Cap 600 Value ETF	1.177%	-0.089%	1,036,035	-921	2024-05-31
Fidelity Advisor® Strategic Div & Inc® I	1.166%	3.584%	1,020,200	35,300	2022-05-31
Fidelity® Real Estate Income	1.044%	0.000%	914,047	0	2022-09-30
Fidelity Small Cap Index	1.017%	-2.631%	895,212	-24,188	2024-03-31
Fidelity Select Construction & Housing	0.975%	7.423%	858,210	59,300	2024-04-30
Highland Income Fund	0.965%	0.000%	844,371	0	2022-09-30
Fidelity Series Small Cap Opps	0.909%	-45.033%	799,700	-655,180	2024-03-31
Vanguard Tax-Managed Small Cap Adm	0.910%	0.000%	796,639	0	2022-11-30
iShares Russell 2000 Value ETF	0.900%	-0.132%	791,725	-1,050	2024-05-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.891%	0.224%	784,054	1,749	2024-05-31
William Blair Small Cap Value I	0.877%	0.000%	771,477	0	2024-05-31
Fidelity Real Estate Income	0.859%	0.000%	755,647	0	2024-03-31
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc	0.818%	0.000%	720,159	0	2024-04-30