CFGS
WSR

Concourse Financial Group Securities’s Whitestone REIT WSR Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-500
Closed -$6.68K – 2101
2024
Q4 		$6.68K Buy
+500
New +$7.13K ﹤0.01% 1812

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
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIM
Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Concourse Financial Group Securities's WSR Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Whitestone REIT (WSR) in Q1 2025, closing a stake of 500 shares — an estimated $6.68K sold.

Concourse Financial Group Securities first reported a position in WSR in Q4 2024 and held it in 1 quarter. The position peaked at $6.68K in Q4 2024. 202 funds tracked by Wall St. Rank hold WSR as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Whitestone REIT position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 500 Whitestone REIT shares in Q1 2025, an estimated $6.68K.
  • Concourse Financial Group Securities first reported a position in Whitestone REIT in Q4 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's Whitestone REIT position peaked at $6.68K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.