Clarus Group’s Whitestone REIT WSR Stock Holding History

Clarus Group’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
2023 Q4	–	Sell	-32,293	Closed	-$311K	–	116
2023 Q3	$311K	Hold	32,293	–	–	0.23%	73
2023 Q2	$313K	Hold	32,293	–	–	0.23%	76
2023 Q1	$297K	Hold	32,293	–	–	0.28%	61
2022 Q4	$311K	Sell	32,293 -4,880	-13%	-$44.9K	0.27%	62
2022 Q3	$314K	Hold	37,173	–	–	0.29%	58
2022 Q2	$400K	Hold	37,173	–	–	0.34%	51
2022 Q1	$493K	Hold	37,173	–	–	0.34%	45
2021 Q4	$344K	Hold	37,173	–	–	0.23%	67
2021 Q3	$364K	Hold	37,173	–	–	0.25%	62
2021 Q2	$301K	Hold	37,173	–	–	0.23%	73
2021 Q1	$358K	Buy	+37,173	New	+$333K	0.3%	60

Other funds holding WSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

FIG

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

Clarus Group's WSR Position: Q4 2023 in Review

Clarus Group sold out of Whitestone REIT (WSR) in Q4 2023, closing a stake of 32,293 shares — an estimated $311K sold.

Clarus Group first reported a position in WSR in Q1 2021 and held it in 11 quarters. The position peaked at $493K in Q1 2022. 164 funds tracked by Wall St. Rank hold WSR as of Q4 2023.

Clarus Group reported no remaining Whitestone REIT position as of Q4 2023 after selling out during the quarter.
Clarus Group sold 32,293 Whitestone REIT shares in Q4 2023, an estimated $311K.
Clarus Group first reported a position in Whitestone REIT in Q1 2021 and held it in 11 quarters.
Clarus Group's Whitestone REIT position peaked at $493K in Q1 2022.
164 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2023.

Based on Clarus Group's 13F filing for Q4 2023, filed 29 Jan 2024.