ClearBridge Investments’s Whitestone REIT WSR Stock Holding History

ClearBridge Investments’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
2017 Q2	–	Sell	-2,000	Closed	-$28K	–	1213
2017 Q1	$28K	Buy	+2,000	New	+$27.6K	﹤0.01%	958
2015 Q1	–	Sell	-2,000	Closed	-$30K	–	1204
2014 Q4	$30K	Hold	2,000	–	–	﹤0.01%	1032
2014 Q3	$28K	Hold	2,000	–	–	﹤0.01%	1027
2014 Q2	$30K	Hold	2,000	–	–	﹤0.01%	1052
2014 Q1	$29K	Hold	2,000	–	–	﹤0.01%	1007
2013 Q4	$27K	Hold	2,000	–	–	﹤0.01%	987
2013 Q3	$29K	Hold	2,000	–	–	﹤0.01%	953
2013 Q2	$32K	Buy	+2,000	New	+$32.6K	﹤0.01%	927

Other funds holding WSR

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ClearBridge Investments's WSR Position: Q2 2017 in Review

ClearBridge Investments sold out of Whitestone REIT (WSR) in Q2 2017, closing a stake of 2,000 shares — an estimated $28K sold.

ClearBridge Investments first reported a position in WSR in Q2 2013 and held it in 8 quarters. The position peaked at $32K in Q2 2013. 104 funds tracked by Wall St. Rank hold WSR as of Q2 2017.

ClearBridge Investments reported no remaining Whitestone REIT position as of Q2 2017 after selling out during the quarter.
ClearBridge Investments sold 2,000 Whitestone REIT shares in Q2 2017, an estimated $28K.
ClearBridge Investments first reported a position in Whitestone REIT in Q2 2013 and held it in 8 quarters.
ClearBridge Investments's Whitestone REIT position peaked at $32K in Q2 2013.
104 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2017.

Based on ClearBridge Investments's 13F filing for Q2 2017, filed 14 Aug 2017.