BOK Financial’s Whitestone REIT WSR Stock Holding History

BOK Financial’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	-19,421	Closed	-$257K	–	1466
2024 Q3	$257K	Sell	19,421 -908	-4%	-$12.2K	﹤0.01%	674
2024 Q2	$271K	Buy	+20,329	New	+$250K	﹤0.01%	717

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

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

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BOK Financial's WSR Position: Q4 2024 in Review

BOK Financial sold out of Whitestone REIT (WSR) in Q4 2024, closing a stake of 19,421 shares — an estimated $257K sold.

BOK Financial first reported a position in WSR in Q2 2024 and held it in 2 quarters. The position peaked at $271K in Q2 2024. 195 funds tracked by Wall St. Rank hold WSR as of Q4 2024.

BOK Financial reported no remaining Whitestone REIT position as of Q4 2024 after selling out during the quarter.
BOK Financial sold 19,421 Whitestone REIT shares in Q4 2024, an estimated $257K.
BOK Financial first reported a position in Whitestone REIT in Q2 2024 and held it in 2 quarters.
BOK Financial's Whitestone REIT position peaked at $271K in Q2 2024.
195 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2024.

Based on BOK Financial's 13F filing for Q4 2024, filed 14 Feb 2025.