AJO LP’s Whitestone REIT WSR Stock Holding History

AJO LP’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 Q4	–	Sell	-144,338	Closed	-$866K	–	657
2020 Q3	$866K	Buy	+144,338	New	+$939K	0.01%	484

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

AJO LP's WSR Position: Q4 2020 in Review

AJO LP sold out of Whitestone REIT (WSR) in Q4 2020, closing a stake of 144,338 shares — an estimated $866K sold.

AJO LP first reported a position in WSR in Q3 2020 and held it in 1 quarter. The position peaked at $866K in Q3 2020. 126 funds tracked by Wall St. Rank hold WSR as of Q4 2020.

AJO LP reported no remaining Whitestone REIT position as of Q4 2020 after selling out during the quarter.
AJO LP sold 144,338 Whitestone REIT shares in Q4 2020, an estimated $866K.
AJO LP first reported a position in Whitestone REIT in Q3 2020 and held it in 1 quarter.
AJO LP's Whitestone REIT position peaked at $866K in Q3 2020.
126 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.