BTI
WSR

Blue Trust Inc’s Whitestone REIT WSR Stock Holding History

Blue Trust Inc’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
-35
Closed -$466 – 3017
2024
Q3 		$466 Buy
+35
New +$470 ﹤0.01% 2803
2023
Q1 		– Sell
-35
Closed – – 2666
2022
Q4 		$0 Hold
35
– – ﹤0.01% 2500
2022
Q3 		$0 Hold
35
– – ﹤0.01% 2351
2022
Q2 		$0 Buy
+35
New +$421 ﹤0.01% 2023

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

Blue Trust Inc's WSR Position: Q4 2024 in Review

Blue Trust Inc sold out of Whitestone REIT (WSR) in Q4 2024, closing a stake of 35 shares — an estimated $466 sold.

Blue Trust Inc first reported a position in WSR in Q2 2022 and held it in 4 quarters. The position peaked at $466 in Q3 2024. 195 funds tracked by Wall St. Rank hold WSR as of Q4 2024.

  • Blue Trust Inc reported no remaining Whitestone REIT position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 35 Whitestone REIT shares in Q4 2024, an estimated $466.
  • Blue Trust Inc first reported a position in Whitestone REIT in Q2 2022 and held it in 4 quarters.
  • Blue Trust Inc's Whitestone REIT position peaked at $466 in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.