AHL
WSR

Abel Hall LLC’s Whitestone REIT WSR Stock Holding History

Abel Hall LLC’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
2024
Q1 		– Sell
-15,897
Closed -$195K – 158
2023
Q4 		$195K Buy
+15,897
New +$170K 0.17% 107

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Abel Hall LLC's WSR Position: Q1 2024 in Review

Abel Hall LLC sold out of Whitestone REIT (WSR) in Q1 2024, closing a stake of 15,897 shares — an estimated $195K sold.

Abel Hall LLC first reported a position in WSR in Q4 2023 and held it in 1 quarter. The position peaked at $195K in Q4 2023. 161 funds tracked by Wall St. Rank hold WSR as of Q1 2024.

  • Abel Hall LLC reported no remaining Whitestone REIT position as of Q1 2024 after selling out during the quarter.
  • Abel Hall LLC sold 15,897 Whitestone REIT shares in Q1 2024, an estimated $195K.
  • Abel Hall LLC first reported a position in Whitestone REIT in Q4 2023 and held it in 1 quarter.
  • Abel Hall LLC's Whitestone REIT position peaked at $195K in Q4 2023.
  • 161 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2024.

Based on Abel Hall LLC's 13F filing for Q1 2024, filed 8 May 2024.