American Portfolios Advisors’s Whitestone REIT WSR Stock Holding History

American Portfolios Advisors’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
2022 Q3	$12.7K	Hold	1,500	–	–	﹤0.01%	2409
2022 Q2	$16.1K	Hold	1,500	–	–	﹤0.01%	2339
2022 Q1	$19.9K	Hold	1,500	–	–	﹤0.01%	2378
2021 Q4	$15.2K	Hold	1,500	–	–	﹤0.01%	2436
2021 Q3	$14.7K	Hold	1,500	–	–	﹤0.01%	2409
2021 Q2	$12.4K	Hold	1,500	–	–	﹤0.01%	2411
2021 Q1	$14.6K	Hold	1,500	–	–	﹤0.01%	2226
2020 Q4	$12K	Hold	1,500	–	–	﹤0.01%	2029
2020 Q3	$9K	Hold	1,500	–	–	﹤0.01%	2025
2020 Q2	$10.9K	Hold	1,500	–	–	﹤0.01%	1889
2020 Q1	$9.3K	Hold	1,500	–	–	﹤0.01%	1841
2019 Q4	$20.4K	Hold	1,500	–	–	﹤0.01%	1713
2019 Q3	$20.6K	Buy	+1,500	New	+$19.3K	﹤0.01%	1643

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

Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return

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

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

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

Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

American Portfolios Advisors's WSR Position: Q3 2022 in Review

American Portfolios Advisors held its Whitestone REIT (WSR) position steady in Q3 2022 at 1,500 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

American Portfolios Advisors first reported a position in WSR in Q3 2019 and has held it in 13 quarters since. The position peaked at $20.6K in Q3 2019. 161 funds tracked by Wall St. Rank hold WSR as of Q3 2022.

American Portfolios Advisors held 1,500 shares of Whitestone REIT worth $12.7K as of Q3 2022.
American Portfolios Advisors left its Whitestone REIT share count unchanged in Q3 2022.
Whitestone REIT made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2409 holding.
American Portfolios Advisors first reported a position in Whitestone REIT in Q3 2019 and has held it in 13 quarters since.
American Portfolios Advisors's Whitestone REIT position peaked at $20.6K in Q3 2019.
161 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.