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Washington Real Estate Investm
Washington Real Estate Investm. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 214 Institutional holders with a total value of $1,969,938,599.
#
Manager Name
Shares
Value ($)
%
Options
Notes
201 KANALY TRUST CO 173 5,000 0.00%
202 SHARKEY, HOWES & JAVER 149 5,000 0.00%
203 WEALTHPLAN PARTNERS, LLC 140 4,404 0.00%
204 ADVISOR GROUP, INC. 150 4,000 0.00%
205 FIRST NEW YORK SECURITIES LLC /NY 100 3,146 0.00%
206 IFP ADVISORS, INC 98 3,000 0.00%
207 JNBA Financial Advisors 105 3,000 0.00%
208 WHITTIER TRUST CO 55 2,000 0.00%
209 SECURITY NATIONAL TRUST CO 50 2,000 0.00%
210 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 33 1,000 0.00%
211 Independent Order of Foresters 32 1,000 0.00%
212 QS Investors, LLC 11 1,000 0.00%
213 JAMES INVESTMENT RESEARCH, INC. 20 1,000 0.00%
214 CUTLER GROUP LLC / CA 600 0 0.00% Put
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.