Cerity Partners
WSR

Cerity Partners’s Whitestone REIT WSR Stock Holding History

Cerity Partners’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
Q2 		– Sell
-11,537
Closed -$145K – 2424
2024
Q1 		$145K Buy
+11,537
New +$143K ﹤0.01% 2163
2023
Q2 		– Sell
-587
Closed -$458K – 1973
2023
Q1 		$458K Buy
+587
New +$5.68K ﹤0.01% 1336

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
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 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
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 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

Cerity Partners's WSR Position: Q2 2024 in Review

Cerity Partners sold out of Whitestone REIT (WSR) in Q2 2024, closing a stake of 11,537 shares — an estimated $145K sold.

Cerity Partners first reported a position in WSR in Q1 2023 and held it in 2 quarters. The position peaked at $458K in Q1 2023. 165 funds tracked by Wall St. Rank hold WSR as of Q2 2024.

  • Cerity Partners reported no remaining Whitestone REIT position as of Q2 2024 after selling out during the quarter.
  • Cerity Partners sold 11,537 Whitestone REIT shares in Q2 2024, an estimated $145K.
  • Cerity Partners first reported a position in Whitestone REIT in Q1 2023 and held it in 2 quarters.
  • Cerity Partners's Whitestone REIT position peaked at $458K in Q1 2023.
  • 165 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2024.

Based on Cerity Partners's 13F filing for Q2 2024, filed 13 Aug 2024.