CAM
WSR

ClariVest Asset Management’s Whitestone REIT WSR Stock Holding History

ClariVest Asset 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
Q3 		$1.16M Hold
87,120
– – 0.12% 233
2024
Q2 		$1.16M Buy
87,120
+2,414
+3% +$29.7K 0.12% 233
2024
Q1 		$1.06M Buy
+84,706
New +$1.05M 0.11% 258
2020
Q1 		– Sell
-58,250
Closed -$794K – 787
2019
Q4 		$794K Sell
58,250
-3,400
-6% -$46.7K 0.02% 380
2019
Q3 		$849K Buy
+61,650
New +$791K 0.02% 362
2019
Q2 		– Sell
-150,202
Closed -$1.8M – 758
2019
Q1 		$1.8M Buy
150,202
+30,941
+26% +$409K 0.04% 331
2018
Q4 		$1.46M Buy
+119,261
New +$1.62M 0.03% 346

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
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return