Cambridge Investment Research Advisors
WSR

Cambridge Investment Research Advisors’s Whitestone REIT WSR Stock Holding History

Cambridge Investment Research Advisors’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
2021
Q4 		– Sell
-11,010
Closed -$108K – 3279
2021
Q3 		$108K Hold
11,010
– – ﹤0.01% 2941
2021
Q2 		$91K Buy
11,010
+10
+0.1% +$90 ﹤0.01% 2983
2021
Q1 		$107K Buy
+11,000
New +$98.5K ﹤0.01% 2749
2020
Q3 		– Sell
-12,394
Closed -$90K – 2606
2020
Q2 		$90K Buy
+12,394
New +$78.8K ﹤0.01% 2328

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
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors's WSR Position: Q4 2021 in Review

Cambridge Investment Research Advisors sold out of Whitestone REIT (WSR) in Q4 2021, closing a stake of 11,010 shares — an estimated $108K sold.

Cambridge Investment Research Advisors first reported a position in WSR in Q2 2020 and held it in 4 quarters. The position peaked at $108K in Q3 2021. 154 funds tracked by Wall St. Rank hold WSR as of Q4 2021.

  • Cambridge Investment Research Advisors reported no remaining Whitestone REIT position as of Q4 2021 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 11,010 Whitestone REIT shares in Q4 2021, an estimated $108K.
  • Cambridge Investment Research Advisors first reported a position in Whitestone REIT in Q2 2020 and held it in 4 quarters.
  • Cambridge Investment Research Advisors's Whitestone REIT position peaked at $108K in Q3 2021.
  • 154 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2021.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.