Advisory Research’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Buy |
61,189
+4,137
| +7% | +$51.6K | 0.12% | 114 |
|
|
2025
Q1 | $831K | Buy |
57,052
+150
| +0.3% | +$2.19K | 0.15% | 114 |
|
|
2024
Q4 | $806K | Buy |
56,902
+291
| +0.5% | +$4.12K | 0.13% | 119 |
|
|
2024
Q3 | $766K | Buy |
56,611
+1,796
| +3% | +$24.3K | 0.14% | 119 |
|
|
2024
Q2 | $730K | Buy |
54,815
+3,427
| +7% | +$45.6K | 0.14% | 123 |
|
|
2024
Q1 | $645K | Sell |
51,388
-2,527
| -5% | -$31.7K | 0.13% | 122 |
|
|
2023
Q4 | $663K | Sell |
53,915
-2,927
| -5% | -$36K | 0.1% | 205 |
|
|
2023
Q3 | $547K | Sell |
56,842
-2,138
| -4% | -$20.6K | 0.08% | 265 |
|
|
2023
Q2 | $572K | Buy |
58,980
+2,308
| +4% | +$22.4K | 0.07% | 274 |
|
|
2023
Q1 | $521K | Buy |
56,672
+26,574
| +88% | +$244K | 0.09% | 238 |
|
|
2022
Q4 | $290K | Sell |
30,098
-25,151
| -46% | -$242K | 0.03% | 303 |
|
|
2022
Q3 | $467K | Buy |
55,249
+366
| +0.7% | +$3.09K | 0.05% | 243 |
|
|
2022
Q2 | $590K | Buy |
54,883
+23,856
| +77% | +$256K | 0.06% | 208 |
|
|
2022
Q1 | $411K | Buy |
+31,027
| New | +$411K | 0.03% | 268 |
|