CG
WSR

Cutler Group’s Whitestone REIT WSR Stock Holding History

Cutler Group’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
Q4 		– Sell
-1,700
Closed -$23.3K – 4708
2019
Q3 		$23K Sell
1,700
-600
-26% -$7.7K ﹤0.01% 2096
2019
Q2 		$29K Sell
2,300
-400
-15% -$5.01K ﹤0.01% 1941
2019
Q1 		$32K Buy
+2,700
New +$35.7K ﹤0.01% 1739
2018
Q2 		– Sell
-377
Closed -$4.35K – 5001
2018
Q1 		$3K Buy
+377
New +$4.6K ﹤0.01% 3636
2017
Q4 		– Sell
-1,626
Closed -$23K – 6080
2017
Q3 		$21K Buy
+1,626
New +$20.8K ﹤0.01% 3112
2017
Q2 		– Sell
-2,483
Closed -$31K – 7190
2017
Q1 		$34K Buy
+2,483
New +$34.3K ﹤0.01% 2776
2016
Q3 		– Sell
-2,098
Closed -$31.3K – 7480
2016
Q2 		$31K Sell
2,098
-6,761
-76% -$92.4K ﹤0.01% 2883
2016
Q1 		$111K Sell
8,859
-4,041
-31% -$45.3K 0.01% 1518
2015
Q4 		$154K Buy
+12,900
New +$155K 0.01% 1393

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return