BCA
WSR

Berman Capital Advisors’s Whitestone REIT WSR Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$15K Buy
1,549
+332
+27% +$3.04K ﹤0.01% 1077
2021
Q2 		$10K Buy
1,217
+742
+156% +$6.67K ﹤0.01% 1143
2021
Q1 		$4K Buy
475
+3
+0.6% +$27 ﹤0.01% 1369
2020
Q4 		$3K Buy
472
+4
+0.9% +$29 ﹤0.01% 1338
2020
Q3 		$2K Buy
468
+214
+84% +$1.39K ﹤0.01% 1352
2020
Q2 		$1K Buy
254
+186
+274% +$1.18K ﹤0.01% 1526
2020
Q1 		$0 Buy
+68
New +$801 ﹤0.01% 1694

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
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Berman Capital Advisors's WSR Position: Q3 2021 in Review

Berman Capital Advisors increased its Whitestone REIT (WSR) stake by 27% in Q3 2021, buying an estimated $3.04K and bringing the position to 1,549 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Berman Capital Advisors first reported a position in WSR in Q1 2020 and has held it in 7 quarters since. 149 funds tracked by Wall St. Rank hold WSR as of Q3 2021.

  • Berman Capital Advisors held 1,549 shares of Whitestone REIT worth $15K as of Q3 2021.
  • Berman Capital Advisors bought 332 Whitestone REIT shares in Q3 2021, an estimated $3.04K.
  • Whitestone REIT made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1077 holding.
  • Berman Capital Advisors first reported a position in Whitestone REIT in Q1 2020 and has held it in 7 quarters since.
  • 149 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.