Baird Financial Group
WSR

Baird Financial Group’s Whitestone REIT WSR Stock Holding History

Baird Financial 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
Q4 		– Sell
-12,108
Closed -$73K – 1602
2020
Q3 		$73K Sell
12,108
-5,683
-32% -$37K ﹤0.01% 1467
2020
Q2 		$129K Sell
17,791
-5,745
-24% -$36.5K ﹤0.01% 1465
2020
Q1 		$146K Sell
23,536
-4,770
-17% -$56.2K ﹤0.01% 1356
2019
Q4 		$386K Sell
28,306
-502
-2% -$6.89K ﹤0.01% 1248
2019
Q3 		$396K Sell
28,808
-116
-0.4% -$1.49K ﹤0.01% 1233
2019
Q2 		$367K Buy
+28,924
New +$363K ﹤0.01% 1281

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Baird Financial Group's WSR Position: Q4 2020 in Review

Baird Financial Group sold out of Whitestone REIT (WSR) in Q4 2020, closing a stake of 12,108 shares — an estimated $73K sold.

Baird Financial Group first reported a position in WSR in Q2 2019 and held it in 6 quarters. The position peaked at $396K in Q3 2019. 126 funds tracked by Wall St. Rank hold WSR as of Q4 2020.

  • Baird Financial Group reported no remaining Whitestone REIT position as of Q4 2020 after selling out during the quarter.
  • Baird Financial Group sold 12,108 Whitestone REIT shares in Q4 2020, an estimated $73K.
  • Baird Financial Group first reported a position in Whitestone REIT in Q2 2019 and held it in 6 quarters.
  • Baird Financial Group's Whitestone REIT position peaked at $396K in Q3 2019.
  • 126 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2020.

Based on Baird Financial Group's 13F filing for Q4 2020, filed 11 Feb 2021.