CAM
WSR

Concorde Asset Management’s Whitestone REIT WSR Stock Holding History

Concorde 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
2019
Q1 		– Sell
-11,783
Closed -$145K – 214
2018
Q4 		$145K Buy
+11,783
New +$160K 0.12% 166

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Concorde Asset Management's WSR Position: Q1 2019 in Review

Concorde Asset Management sold out of Whitestone REIT (WSR) in Q1 2019, closing a stake of 11,783 shares — an estimated $145K sold.

Concorde Asset Management first reported a position in WSR in Q4 2018 and held it in 1 quarter. The position peaked at $145K in Q4 2018. 130 funds tracked by Wall St. Rank hold WSR as of Q1 2019.

  • Concorde Asset Management reported no remaining Whitestone REIT position as of Q1 2019 after selling out during the quarter.
  • Concorde Asset Management sold 11,783 Whitestone REIT shares in Q1 2019, an estimated $145K.
  • Concorde Asset Management first reported a position in Whitestone REIT in Q4 2018 and held it in 1 quarter.
  • Concorde Asset Management's Whitestone REIT position peaked at $145K in Q4 2018.
  • 130 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2019.

Based on Concorde Asset Management's 13F filing for Q1 2019, filed 1 May 2019.