Amundi
WSR

Amundi’s Whitestone REIT WSR Stock Holding History

Amundi’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
2025
Q2 		– Sell
-17,390
Closed -$247K – 2198
2025
Q1 		$247K Sell
17,390
-3,901
-18% -$53.7K ﹤0.01% 1640
2024
Q4 		$288K Buy
21,291
+13,713
+181% +$196K ﹤0.01% 1670
2024
Q3 		$102K Buy
7,578
+1,138
+18% +$15.3K ﹤0.01% 1771
2024
Q2 		$85.1K Sell
6,440
-931
-13% -$11.4K ﹤0.01% 1723
2024
Q1 		$80.6K Buy
7,371
+437
+6% +$5.4K ﹤0.01% 1794
2023
Q4 		$80.8K Buy
6,934
+635
+10% +$6.8K ﹤0.01% 1812
2023
Q3 		$60.8K Buy
6,299
+819
+15% +$8.16K ﹤0.01% 1842
2023
Q2 		$53.6K Sell
5,480
-838
-13% -$7.55K ﹤0.01% 1886
2023
Q1 		$55.1K Buy
+6,318
New +$61.1K ﹤0.01% 1872

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
EIM
Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return