AG
WSR

Aperio Group’s Whitestone REIT WSR Stock Holding History

Aperio Group’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
Q3 		– Sell
-11,850
Closed -$86K – 2394
2020
Q2 		$86K Sell
11,850
-6,444
-35% -$41K ﹤0.01% 2281
2020
Q1 		$113K Sell
18,294
-17,526
-49% -$206K ﹤0.01% 2200
2019
Q4 		$488K Sell
35,820
-249
-0.7% -$3.42K ﹤0.01% 1812
2019
Q3 		$496K Buy
36,069
+1,345
+4% +$17.3K ﹤0.01% 1763
2019
Q2 		$441K Sell
34,724
-2,518
-7% -$31.6K ﹤0.01% 1857
2019
Q1 		$448K Buy
37,242
+3,117
+9% +$41.2K ﹤0.01% 1809
2018
Q4 		$418K Buy
34,125
+1,600
+5% +$21.7K ﹤0.01% 1788
2018
Q3 		$451K Buy
32,525
+1,699
+6% +$22.4K ﹤0.01% 1819
2018
Q2 		$385K Buy
30,826
+13,154
+74% +$152K ﹤0.01% 1881
2018
Q1 		$184K Sell
17,672
-2,290
-11% -$27.9K ﹤0.01% 2158
2017
Q4 		$288K Buy
19,962
+6,879
+53% +$97.2K ﹤0.01% 1958
2017
Q3 		$171K Buy
13,083
+2,088
+19% +$26.7K ﹤0.01% 2143
2017
Q2 		$135K Sell
10,995
-7,775
-41% -$97.2K ﹤0.01% 2153
2017
Q1 		$260K Buy
18,770
+1,857
+11% +$25.6K ﹤0.01% 1895
2016
Q4 		$243K Buy
16,913
+3,447
+26% +$46.4K ﹤0.01% 1893
2016
Q3 		$187K Buy
13,466
+3,120
+30% +$46.6K ﹤0.01% 1958
2016
Q2 		$156K Buy
+10,346
New +$141K ﹤0.01% 1916
2016
Q1 		– Sell
-10,002
Closed -$120K – 2065
2015
Q4 		$120K Buy
+10,002
New +$120K ﹤0.01% 1908

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aperio Group's WSR Position: Q3 2020 in Review

Aperio Group sold out of Whitestone REIT (WSR) in Q3 2020, closing a stake of 11,850 shares — an estimated $86K sold.

Aperio Group first reported a position in WSR in Q4 2015 and held it in 18 quarters. The position peaked at $496K in Q3 2019. 122 funds tracked by Wall St. Rank hold WSR as of Q3 2020.

  • Aperio Group reported no remaining Whitestone REIT position as of Q3 2020 after selling out during the quarter.
  • Aperio Group sold 11,850 Whitestone REIT shares in Q3 2020, an estimated $86K.
  • Aperio Group first reported a position in Whitestone REIT in Q4 2015 and held it in 18 quarters.
  • Aperio Group's Whitestone REIT position peaked at $496K in Q3 2019.
  • 122 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2020.

Based on Aperio Group's 13F filing for Q3 2020, filed 6 Nov 2020.