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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

6 Meridian's WSR Position: Q3 2020 in Review

6 Meridian sold out of Whitestone REIT (WSR) in Q3 2020, closing a stake of 30,371 shares — an estimated $221K sold.

6 Meridian first reported a position in WSR in Q3 2018 and held it in 8 quarters. The position peaked at $754K in Q3 2018. 122 funds tracked by Wall St. Rank hold WSR as of Q3 2020.

6 Meridian reported no remaining Whitestone REIT position as of Q3 2020 after selling out during the quarter.
6 Meridian sold 30,371 Whitestone REIT shares in Q3 2020, an estimated $221K.
6 Meridian first reported a position in Whitestone REIT in Q3 2018 and held it in 8 quarters.
6 Meridian's Whitestone REIT position peaked at $754K in Q3 2018.
122 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2020.

Based on 6 Meridian's 13F filing for Q3 2020, filed 19 Oct 2020.