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CAPTRUST Financial Advisors’s
Whitestone REIT
WSR
Stock Holding History
CAPTRUST Financial Advisors’s Portfolio
WSR Stock Details
WSR Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$163K
Buy
2024
Q1
–
Sell
2023
Q4
$292K
Sell
2023
Q3
$279K
Buy
2023
Q2
$280K
Buy
2023
Q1
$234K
Sell
2022
Q4
$308K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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