6M
WSR

6 Meridian’s Whitestone REIT WSR Stock Holding History

6 Meridian’s Portfolio WSR Stock Details WSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-30,371
Closed -$221K – 396
2020
Q2 		$221K Sell
30,371
-43,918
-59% -$279K 0.02% 274
2020
Q1 		$461K Buy
74,289
+29,125
+64% +$343K 0.05% 284
2019
Q4 		$615K Buy
45,164
+1,357
+3% +$18.6K 0.05% 228
2019
Q3 		$603K Buy
43,807
+8,384
+24% +$108K 0.06% 197
2019
Q2 		$450K Buy
35,423
+1,049
+3% +$13.2K 0.05% 342
2019
Q1 		$413K Sell
34,374
-19,342
-36% -$256K 0.04% 366
2018
Q4 		$659K Sell
53,716
-591
-1% -$8.01K 0.08% 145
2018
Q3 		$754K Buy
+54,307
New +$716K 0.08% 139

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return