Dimensional Fund Advisors’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 | $7.39M | Sell |
592,151
-40,559
| -6% | -$506K | ﹤0.01% | 2396 |
|
|
2025
Q1 | $9.22M | Sell |
632,710
-21,993
| -3% | -$320K | ﹤0.01% | 2284 |
|
|
2024
Q4 | $9.28M | Sell |
654,703
-4,816
| -0.7% | -$68.2K | ﹤0.01% | 2342 |
|
|
2024
Q3 | $8.92M | Sell |
659,519
-20,037
| -3% | -$271K | ﹤0.01% | 2347 |
|
|
2024
Q2 | $9.04M | Buy |
679,556
+21,297
| +3% | +$283K | ﹤0.01% | 2307 |
|
|
2024
Q1 | $8.26M | Buy |
658,259
+15,168
| +2% | +$190K | ﹤0.01% | 2387 |
|
|
2023
Q4 | $7.9M | Sell |
643,091
-24,360
| -4% | -$299K | ﹤0.01% | 2410 |
|
|
2023
Q3 | $6.43M | Buy |
667,451
+16,669
| +3% | +$161K | ﹤0.01% | 2448 |
|
|
2023
Q2 | $6.31M | Buy |
650,782
+15,145
| +2% | +$147K | ﹤0.01% | 2448 |
|
|
2023
Q1 | $5.85M | Buy |
635,637
+10,102
| +2% | +$92.9K | ﹤0.01% | 2429 |
|
|
2022
Q4 | $6.03K | Buy |
625,535
+1,103
| +0.2% | +$11 | ﹤0.01% | 2387 |
|
|
2022
Q3 | $5.28M | Sell |
624,432
-34,177
| -5% | -$289K | ﹤0.01% | 2406 |
|
|
2022
Q2 | $7.08M | Sell |
658,609
-4,937
| -0.7% | -$53.1K | ﹤0.01% | 2342 |
|
|
2022
Q1 | $8.79M | Buy |
663,546
+7,555
| +1% | +$100K | ﹤0.01% | 2351 |
|
|
2021
Q4 | $6.65M | Buy |
655,991
+25,518
| +4% | +$258K | ﹤0.01% | 2472 |
|
|
2021
Q3 | $6.17M | Buy |
630,473
+23,465
| +4% | +$229K | ﹤0.01% | 2519 |
|
|
2021
Q2 | $5.01M | Sell |
607,008
-10,243
| -2% | -$84.5K | ﹤0.01% | 2610 |
|
|
2021
Q1 | $5.99M | Sell |
617,251
-20,515
| -3% | -$199K | ﹤0.01% | 2511 |
|
|
2020
Q4 | $5.08M | Buy |
637,766
+8,831
| +1% | +$70.4K | ﹤0.01% | 2521 |
|
|
2020
Q3 | $3.77M | Buy |
628,935
+40,643
| +7% | +$244K | ﹤0.01% | 2542 |
|
|
2020
Q2 | $4.28M | Hold |
588,292
| – | – | ﹤0.01% | 2531 |
|
|
2020
Q1 | $3.65M | Buy |
588,292
+7,249
| +1% | +$44.9K | ﹤0.01% | 2522 |
|
|
2019
Q4 | $7.91M | Sell |
581,043
-6,452
| -1% | -$87.9K | ﹤0.01% | 2441 |
|
|
2019
Q3 | $8.08M | Buy |
587,495
+12,528
| +2% | +$172K | ﹤0.01% | 2439 |
|
|
2019
Q2 | $7.3M | Sell |
574,967
-2,917
| -0.5% | -$37K | ﹤0.01% | 2511 |
|
|
2019
Q1 | $6.95M | Buy |
577,884
+2,475
| +0.4% | +$29.8K | ﹤0.01% | 2534 |
|
|
2018
Q4 | $7.06M | Buy |
575,409
+3,145
| +0.5% | +$38.6K | ﹤0.01% | 2487 |
|
|
2018
Q3 | $7.94M | Buy |
572,264
+2,543
| +0.4% | +$35.3K | ﹤0.01% | 2523 |
|
|
2018
Q2 | $7.11M | Buy |
569,721
+7,842
| +1% | +$97.9K | ﹤0.01% | 2547 |
|
|
2018
Q1 | $5.84M | Buy |
561,879
+16,028
| +3% | +$167K | ﹤0.01% | 2575 |
|
|
2017
Q4 | $7.87M | Buy |
545,851
+30,417
| +6% | +$438K | ﹤0.01% | 2460 |
|
|
2017
Q3 | $6.73M | Buy |
515,434
+62,884
| +14% | +$821K | ﹤0.01% | 2507 |
|
|
2017
Q2 | $5.54M | Buy |
452,550
+51,053
| +13% | +$625K | ﹤0.01% | 2544 |
|
|
2017
Q1 | $5.56M | Buy |
401,497
+18,205
| +5% | +$252K | ﹤0.01% | 2528 |
|
|
2016
Q4 | $5.51M | Buy |
383,292
+7,527
| +2% | +$108K | ﹤0.01% | 2516 |
|
|
2016
Q3 | $5.22M | Buy |
375,765
+13,545
| +4% | +$188K | ﹤0.01% | 2502 |
|
|
2016
Q2 | $5.46M | Buy |
362,220
+15,623
| +5% | +$236K | ﹤0.01% | 2465 |
|
|
2016
Q1 | $4.36M | Buy |
346,597
+16,882
| +5% | +$212K | ﹤0.01% | 2539 |
|
|
2015
Q4 | $3.96M | Buy |
329,715
+43,552
| +15% | +$523K | ﹤0.01% | 2607 |
|
|
2015
Q3 | $3.3M | Buy |
286,163
+80,588
| +39% | +$929K | ﹤0.01% | 2670 |
|
|
2015
Q2 | $2.68M | Buy |
205,575
+55,635
| +37% | +$724K | ﹤0.01% | 2772 |
|
|
2015
Q1 | $2.38M | Buy |
149,940
+17,614
| +13% | +$280K | ﹤0.01% | 2781 |
|
|
2014
Q4 | $2M | Buy |
132,326
+20,606
| +18% | +$311K | ﹤0.01% | 2837 |
|
|
2014
Q3 | $1.56M | Buy |
111,720
+27,931
| +33% | +$389K | ﹤0.01% | 2904 |
|
|
2014
Q2 | $1.25M | Buy |
83,789
+15,994
| +24% | +$238K | ﹤0.01% | 2991 |
|
|
2014
Q1 | $979K | Buy |
67,795
+8,744
| +15% | +$126K | ﹤0.01% | 3045 |
|
|
2013
Q4 | $789K | Buy |
59,051
+9,790
| +20% | +$131K | ﹤0.01% | 3075 |
|
|
2013
Q3 | $726K | Buy |
49,261
+4,300
| +10% | +$63.4K | ﹤0.01% | 3104 |
|
|
2013
Q2 | $709K | Buy |
+44,961
| New | +$709K | ﹤0.01% | 3087 |
|