AAS
WSR

Avantax Advisory Services’s Whitestone REIT WSR Stock Holding History

Avantax Advisory Services’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
2024
Q4 		– Sell
-16,819
Closed -$228K – 2276
2024
Q3 		$228K Sell
16,819
-528
-3% -$7.09K ﹤0.01% 1941
2024
Q2 		$231K Buy
17,347
+53
+0.3% +$651 ﹤0.01% 1875
2024
Q1 		$217K Hold
17,294
– – ﹤0.01% 1500
2023
Q4 		$213K Buy
17,294
+2,295
+15% +$24.6K ﹤0.01% 1447
2023
Q3 		$144K Buy
+14,999
New +$149K ﹤0.01% 1465

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
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
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIM
Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's WSR Position: Q4 2024 in Review

Avantax Advisory Services sold out of Whitestone REIT (WSR) in Q4 2024, closing a stake of 16,819 shares — an estimated $228K sold.

Avantax Advisory Services first reported a position in WSR in Q3 2023 and held it in 5 quarters. The position peaked at $231K in Q2 2024. 195 funds tracked by Wall St. Rank hold WSR as of Q4 2024.

  • Avantax Advisory Services reported no remaining Whitestone REIT position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 16,819 Whitestone REIT shares in Q4 2024, an estimated $228K.
  • Avantax Advisory Services first reported a position in Whitestone REIT in Q3 2023 and held it in 5 quarters.
  • Avantax Advisory Services's Whitestone REIT position peaked at $231K in Q2 2024.
  • 195 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.