BAM
WSR

Byrne Asset Management’s Whitestone REIT WSR Stock Holding History

Byrne Asset 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
2024
Q1 		– Sell
-2,079
Closed -$19.5K – 581
2023
Q4 		$19.5K Buy
2,079
+79
+4% +$847 0.01% 294
2023
Q3 		$21K Buy
+2,000
New +$19.9K 0.02% 266

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
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Byrne Asset Management's WSR Position: Q1 2024 in Review

Byrne Asset Management sold out of Whitestone REIT (WSR) in Q1 2024, closing a stake of 2,079 shares — an estimated $19.5K sold.

Byrne Asset Management first reported a position in WSR in Q3 2023 and held it in 2 quarters. The position peaked at $21K in Q3 2023. 161 funds tracked by Wall St. Rank hold WSR as of Q1 2024.

  • Byrne Asset Management reported no remaining Whitestone REIT position as of Q1 2024 after selling out during the quarter.
  • Byrne Asset Management sold 2,079 Whitestone REIT shares in Q1 2024, an estimated $19.5K.
  • Byrne Asset Management first reported a position in Whitestone REIT in Q3 2023 and held it in 2 quarters.
  • Byrne Asset Management's Whitestone REIT position peaked at $21K in Q3 2023.
  • 161 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2024.

Based on Byrne Asset Management's 13F filing for Q1 2024, filed 22 Apr 2024.