Ausdal Financial Partners’s Whitestone REIT WSR Stock Holding History

Ausdal Financial Partners’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	-12,801	Closed	-$187K	–	736
2025 Q1	$187K	Buy	+12,801	New	+$176K	0.01%	616
2024 Q1	–	Sell	-10,006	Closed	-$123K	–	492
2023 Q4	$123K	Hold	10,006	–	–	0.02%	441
2023 Q3	$96.4K	Hold	10,006	–	–	0.01%	420
2023 Q2	$97.1K	Buy	10,006 +5	+0%	+$45	0.01%	418
2023 Q1	$92K	Sell	10,001 -7	-0.1%	-$68	0.01%	433
2022 Q4	$96.5K	Sell	10,008 -7	-0.1%	-$64	0.01%	431
2022 Q3	$85K	Buy	10,015 +15	+0.2%	+$154	0.01%	427
2022 Q2	$108K	Hold	10,000	–	–	0.02%	430
2022 Q1	$133K	Hold	10,000	–	–	0.02%	464
2021 Q4	$101K	Hold	10,000	–	–	0.01%	470
2021 Q3	$98K	Hold	10,000	–	–	0.01%	457
2021 Q2	$83K	Hold	10,000	–	–	0.01%	453
2021 Q1	$97K	Hold	10,000	–	–	0.02%	432
2020 Q4	$80K	Buy	+10,000	New	+$71.9K	0.02%	409

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

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 New York $59B AUM 32.99% 1-Year Est. Return

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

Ausdal Financial Partners's WSR Position: Q2 2025 in Review

Ausdal Financial Partners sold out of Whitestone REIT (WSR) in Q2 2025, closing a stake of 12,801 shares — an estimated $187K sold.

Ausdal Financial Partners first reported a position in WSR in Q4 2020 and held it in 14 quarters. The position peaked at $187K in Q1 2025. 200 funds tracked by Wall St. Rank hold WSR as of Q2 2025.

Ausdal Financial Partners reported no remaining Whitestone REIT position as of Q2 2025 after selling out during the quarter.
Ausdal Financial Partners sold 12,801 Whitestone REIT shares in Q2 2025, an estimated $187K.
Ausdal Financial Partners first reported a position in Whitestone REIT in Q4 2020 and held it in 14 quarters.
Ausdal Financial Partners's Whitestone REIT position peaked at $187K in Q1 2025.
200 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2025.

Based on Ausdal Financial Partners's 13F filing for Q2 2025, filed 14 Aug 2025.