Commonwealth Equity Services
WSR

Commonwealth Equity Services’s Whitestone REIT WSR Stock Holding History

Commonwealth Equity Services’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
-20,597
Closed -$279K – 4231
2024
Q3 		$279K Sell
20,597
-3,061
-13% -$41.1K ﹤0.01% 3417
2024
Q2 		$315K Sell
23,658
-2,938
-11% -$36.1K ﹤0.01% 3248
2024
Q1 		$334K Sell
26,596
-600
-2% -$7.41K ﹤0.01% 3177
2023
Q4 		$334K Buy
27,196
+570
+2% +$6.11K ﹤0.01% 3092
2023
Q3 		$256K Sell
26,626
-2,352
-8% -$23.4K ﹤0.01% 3168
2023
Q2 		$281K Hold
28,978
– – ﹤0.01% 3111
2023
Q1 		$266 Hold
28,978
– – ﹤0.01% 3069
2022
Q4 		$279K Sell
28,978
-4,890
-14% -$45K ﹤0.01% 2930
2022
Q3 		$286K Sell
33,868
-425
-1% -$4.36K ﹤0.01% 2874
2022
Q2 		$368K Buy
34,293
+516
+2% +$6.2K ﹤0.01% 2649
2022
Q1 		$447K Sell
33,777
-3,565
-10% -$40.9K ﹤0.01% 2611
2021
Q4 		$378K Buy
37,342
+432
+1% +$4.21K ﹤0.01% 2767
2021
Q3 		$360K Buy
36,910
+7
+0% +$64 ﹤0.01% 2753
2021
Q2 		$304K Buy
36,903
+6
+0% +$54 ﹤0.01% 2889
2021
Q1 		$357K Sell
36,897
-243
-0.7% -$2.18K ﹤0.01% 2608
2020
Q4 		$296K Sell
37,140
-717
-2% -$5.16K ﹤0.01% 2598
2020
Q3 		$227K Sell
37,857
-1,852
-5% -$12.1K ﹤0.01% 2608
2020
Q2 		$288K Buy
39,709
+38
+0.1% +$242 ﹤0.01% 2302
2020
Q1 		$245K Buy
39,671
+1,090
+3% +$12.8K ﹤0.01% 2213
2019
Q4 		$525K Buy
38,581
+797
+2% +$10.9K ﹤0.01% 1879
2019
Q3 		$519K Buy
37,784
+3,978
+12% +$51.1K ﹤0.01% 1795
2019
Q2 		$429K Buy
33,806
+50
+0.1% +$627 ﹤0.01% 1916
2019
Q1 		$405K Sell
33,756
-546
-2% -$7.22K ﹤0.01% 1920
2018
Q4 		$420K Buy
34,302
+34
+0.1% +$461 ﹤0.01% 1765
2018
Q3 		$475K Buy
34,268
+44
+0.1% +$580 ﹤0.01% 1818
2018
Q2 		$427K Sell
34,224
-500
-1% -$5.77K ﹤0.01% 1866
2018
Q1 		$360K Sell
34,724
-204
-0.6% -$2.49K ﹤0.01% 1932
2017
Q4 		$503K Sell
34,928
-5,382
-13% -$76.1K ﹤0.01% 1697
2017
Q3 		$526K Buy
40,310
+4,921
+14% +$63K ﹤0.01% 1582
2017
Q2 		$434K Sell
35,389
-1,809
-5% -$22.6K ﹤0.01% 1666
2017
Q1 		$515K Sell
37,198
-1,135
-3% -$15.7K ﹤0.01% 1488
2016
Q4 		$551K Buy
38,333
+3,673
+11% +$49.4K ﹤0.01% 1355
2016
Q3 		$481K Sell
34,660
-5,504
-14% -$82.2K ﹤0.01% 1403
2016
Q2 		$606K Buy
40,164
+7,157
+22% +$97.8K 0.01% 1235
2016
Q1 		$415K Buy
33,007
+1,058
+3% +$11.9K ﹤0.01% 1429
2015
Q4 		$384K Buy
31,949
+54
+0.2% +$650 ﹤0.01% 1441
2015
Q3 		$368K Sell
31,895
-2,026
-6% -$25K ﹤0.01% 1422
2015
Q2 		$442K Buy
33,921
+42
+0.1% +$612 ﹤0.01% 1403
2015
Q1 		$538K Buy
33,879
+67
+0.2% +$1.05K 0.01% 1268
2014
Q4 		$511K Sell
33,812
-868
-3% -$12.8K 0.01% 1271
2014
Q3 		$483K Sell
34,680
-1,550
-4% -$23.1K 0.01% 1275
2014
Q2 		$540K Sell
36,230
-11,389
-24% -$162K 0.01% 1199
2014
Q1 		$688K Buy
47,619
+6,127
+15% +$85.8K 0.01% 1011
2013
Q4 		$555K Sell
41,492
-2,872
-6% -$38.8K 0.01% 1093
2013
Q3 		$653K Sell
44,364
-1,821
-4% -$28.1K 0.01% 944
2013
Q2 		$728K Buy
+46,185
New +$753K 0.01% 834

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

Commonwealth Equity Services's WSR Position: Q4 2024 in Review

Commonwealth Equity Services sold out of Whitestone REIT (WSR) in Q4 2024, closing a stake of 20,597 shares — an estimated $279K sold.

Commonwealth Equity Services first reported a position in WSR in Q2 2013 and held it in 46 quarters. The position peaked at $728K in Q2 2013. 195 funds tracked by Wall St. Rank hold WSR as of Q4 2024.

  • Commonwealth Equity Services reported no remaining Whitestone REIT position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 20,597 Whitestone REIT shares in Q4 2024, an estimated $279K.
  • Commonwealth Equity Services first reported a position in Whitestone REIT in Q2 2013 and held it in 46 quarters.
  • Commonwealth Equity Services's Whitestone REIT position peaked at $728K in Q2 2013.
  • 195 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.