Connor, Clark & Lunn Investment Management (CC&L)’s Whitestone REIT WSR Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	-16,842	Closed	-$239K	–	1632
2024 Q4	$239K	Sell	16,842 -46,710	-73%	-$667K	﹤0.01%	1294
2024 Q3	$860K	Buy	+63,552	New	+$853K	﹤0.01%	930
2021 Q3	–	Sell	-23,336	Closed	-$193K	–	1240
2021 Q2	$193K	Buy	+23,336	New	+$210K	﹤0.01%	917
2018 Q3	–	Sell	-14,100	Closed	-$176K	–	1123
2018 Q2	$176K	Buy	+14,100	New	+$163K	﹤0.01%	964
2016 Q4	–	Sell	-25,617	Closed	-$356K	–	1000
2016 Q3	$356K	Sell	25,617 -5,483	-18%	-$81.9K	﹤0.01%	636
2016 Q2	$469K	Buy	+31,100	New	+$425K	﹤0.01%	590

Other funds holding WSR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

NAM

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

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 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

Connor, Clark & Lunn Investment Management (CC&L)'s WSR Position: Q1 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Whitestone REIT (WSR) in Q1 2025, closing a stake of 16,842 shares — an estimated $239K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in WSR in Q2 2016 and held it in 6 quarters. The position peaked at $860K in Q3 2024. 202 funds tracked by Wall St. Rank hold WSR as of Q1 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Whitestone REIT position as of Q1 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 16,842 Whitestone REIT shares in Q1 2025, an estimated $239K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Whitestone REIT in Q2 2016 and held it in 6 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Whitestone REIT position peaked at $860K in Q3 2024.
202 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2025, filed 12 May 2025.