Bridgeway Capital Management’s Whitestone REIT WSR Stock Holding History

Bridgeway Capital Management’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
2019 Q4	–	Sell	-56,500	Closed	-$777K	–	1394
2019 Q3	$777K	Hold	56,500	–	–	0.01%	797
2019 Q2	$717K	Buy	56,500 +44,800	+383%	+$562K	0.01%	855
2019 Q1	$141K	Hold	11,700	–	–	﹤0.01%	1255
2018 Q4	$143K	Buy	+11,700	New	+$159K	﹤0.01%	1262
2014 Q3	–	Sell	-77,000	Closed	-$1.15M	–	1526
2014 Q2	$1.15M	Hold	77,000	–	–	0.03%	713
2014 Q1	$1.11M	Hold	77,000	–	–	0.03%	713
2013 Q4	$1.03M	Sell	77,000 -250	-0.3%	-$3.38K	0.03%	727
2013 Q3	$1.14M	Buy	+77,250	New	+$1.19M	0.04%	669

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bridgeway Capital Management's WSR Position: Q4 2019 in Review

Bridgeway Capital Management sold out of Whitestone REIT (WSR) in Q4 2019, closing a stake of 56,500 shares — an estimated $777K sold.

Bridgeway Capital Management first reported a position in WSR in Q3 2013 and held it in 8 quarters. The position peaked at $1.15M in Q2 2014. 120 funds tracked by Wall St. Rank hold WSR as of Q4 2019.

Bridgeway Capital Management reported no remaining Whitestone REIT position as of Q4 2019 after selling out during the quarter.
Bridgeway Capital Management sold 56,500 Whitestone REIT shares in Q4 2019, an estimated $777K.
Bridgeway Capital Management first reported a position in Whitestone REIT in Q3 2013 and held it in 8 quarters.
Bridgeway Capital Management's Whitestone REIT position peaked at $1.15M in Q2 2014.
120 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2019.

Based on Bridgeway Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.