CPA
WSR

Capital Performance Advisors’s Whitestone REIT WSR Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-5
Closed -$68 – 2716
2024
Q3 		$68 Buy
+5
New +$67 ﹤0.01% 2761

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

Capital Performance Advisors's WSR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Whitestone REIT (WSR) in Q4 2024, closing a stake of 5 shares — an estimated $68 sold.

Capital Performance Advisors first reported a position in WSR in Q3 2024 and held it in 1 quarter. The position peaked at $68 in Q3 2024. 195 funds tracked by Wall St. Rank hold WSR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Whitestone REIT position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 5 Whitestone REIT shares in Q4 2024, an estimated $68.
  • Capital Performance Advisors first reported a position in Whitestone REIT in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Whitestone REIT position peaked at $68 in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.