EI
WSR

EAM Investors’s Whitestone REIT WSR Stock Holding History

EAM Investors’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
2024
Q1 		– Sell
-66,073
Closed -$812K – 341
2023
Q4 		$812K Buy
+66,073
New +$708K 0.14% 167
2022
Q3 		– Sell
-72,875
Closed -$783K – 355
2022
Q2 		$783K Sell
72,875
-36,229
-33% -$435K 0.19% 232
2022
Q1 		$1.45M Buy
+109,104
New +$1.25M 0.27% 181

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
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 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
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EAM Investors's WSR Position: Q1 2024 in Review

EAM Investors sold out of Whitestone REIT (WSR) in Q1 2024, closing a stake of 66,073 shares — an estimated $812K sold.

EAM Investors first reported a position in WSR in Q1 2022 and held it in 3 quarters. The position peaked at $1.45M in Q1 2022. 161 funds tracked by Wall St. Rank hold WSR as of Q1 2024.

  • EAM Investors reported no remaining Whitestone REIT position as of Q1 2024 after selling out during the quarter.
  • EAM Investors sold 66,073 Whitestone REIT shares in Q1 2024, an estimated $812K.
  • EAM Investors first reported a position in Whitestone REIT in Q1 2022 and held it in 3 quarters.
  • EAM Investors's Whitestone REIT position peaked at $1.45M in Q1 2022.
  • 161 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2024.

Based on EAM Investors's 13F filing for Q1 2024, filed 13 May 2024.