Cambria Investment Management’s Whitestone REIT WSR Stock Holding History

Cambria Investment 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
2025 Q1	–	Sell	-42,669	Closed	-$603K	–	470
2024 Q4	$603K	Buy	42,669 +10,430	+32%	+$149K	0.04%	188
2024 Q3	$436K	Buy	32,239 +4,508	+16%	+$60.5K	0.03%	228
2024 Q2	$369K	Buy	27,731 +2,640	+11%	+$32.5K	0.02%	259
2024 Q1	$314K	Buy	25,091 +3,648	+17%	+$45.1K	0.02%	245
2023 Q4	$264K	Buy	+21,443	New	+$230K	0.02%	254
2023 Q3	–	Sell	-33,953	Closed	-$329K	–	286
2023 Q2	$329K	Sell	33,953 -3,574	-10%	-$32.2K	0.03%	229
2023 Q1	$345K	Buy	37,527 +5,361	+17%	+$51.9K	0.03%	230
2022 Q4	$310K	Buy	+32,166	New	+$296K	0.03%	217

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

NAM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIM

Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Cambria Investment Management's WSR Position: Q1 2025 in Review

Cambria Investment Management sold out of Whitestone REIT (WSR) in Q1 2025, closing a stake of 42,669 shares — an estimated $603K sold.

Cambria Investment Management first reported a position in WSR in Q4 2022 and held it in 8 quarters. The position peaked at $603K in Q4 2024. 202 funds tracked by Wall St. Rank hold WSR as of Q1 2025.

Cambria Investment Management reported no remaining Whitestone REIT position as of Q1 2025 after selling out during the quarter.
Cambria Investment Management sold 42,669 Whitestone REIT shares in Q1 2025, an estimated $603K.
Cambria Investment Management first reported a position in Whitestone REIT in Q4 2022 and held it in 8 quarters.
Cambria Investment Management's Whitestone REIT position peaked at $603K in Q4 2024.
202 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2025.

Based on Cambria Investment Management's 13F filing for Q1 2025, filed 15 May 2025.