Copeland Capital Management’s Whitestone REIT WSR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.9K Sell
2,794
-1,333
-32% -$16.6K ﹤0.01% 211
2025
Q1
$60.1K Buy
4,127
+214
+5% +$3.12K ﹤0.01% 169
2024
Q4
$55.4K Buy
+3,913
New +$55.4K ﹤0.01% 188