CFM
WSR

Catalyst Funds Management’s Whitestone REIT WSR Stock Holding History

Catalyst Funds 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
Q4 		– Sell
-3,700
Closed -$50.1K – 1288
2024
Q3 		$50.1K Buy
3,700
+3,400
+1,133% +$45.6K 0.01% 791
2024
Q2 		$3.99K Buy
300
+200
+200% +$2.46K ﹤0.01% 1082
2024
Q1 		$1.25K Buy
+100
New +$1.24K ﹤0.01% 1066

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

Catalyst Funds Management's WSR Position: Q4 2024 in Review

Catalyst Funds Management sold out of Whitestone REIT (WSR) in Q4 2024, closing a stake of 3,700 shares — an estimated $50.1K sold.

Catalyst Funds Management first reported a position in WSR in Q1 2024 and held it in 3 quarters. The position peaked at $50.1K in Q3 2024. 195 funds tracked by Wall St. Rank hold WSR as of Q4 2024.

  • Catalyst Funds Management reported no remaining Whitestone REIT position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 3,700 Whitestone REIT shares in Q4 2024, an estimated $50.1K.
  • Catalyst Funds Management first reported a position in Whitestone REIT in Q1 2024 and held it in 3 quarters.
  • Catalyst Funds Management's Whitestone REIT position peaked at $50.1K in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.