Eaton Vance Management’s Whitestone REIT WSR Stock Holding History

Eaton Vance Management’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
2022 Q1	–	Sell	-5,031	Closed	-$51K	–	2735
2021 Q4	$51K	Buy	5,031 +627	+14%	+$6.11K	﹤0.01%	2092
2021 Q3	$0	Sell	4,404 -9,230	-68%	-$84.6K	﹤0.01%	2730
2021 Q2	$112K	Buy	13,634 +11,398	+510%	+$102K	﹤0.01%	1858
2021 Q1	$22K	Buy	+2,236	New	+$20K	﹤0.01%	2046

Other funds holding WSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return

Geode Capital Management

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

DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return