EVM
WSR

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
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
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HS
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
DG
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

Eaton Vance Management's WSR Position: Q1 2022 in Review

Eaton Vance Management sold out of Whitestone REIT (WSR) in Q1 2022, closing a stake of 5,031 shares — an estimated $51K sold.

Eaton Vance Management first reported a position in WSR in Q1 2021 and held it in 4 quarters. The position peaked at $112K in Q2 2021. 163 funds tracked by Wall St. Rank hold WSR as of Q1 2022.

  • Eaton Vance Management reported no remaining Whitestone REIT position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 5,031 Whitestone REIT shares in Q1 2022, an estimated $51K.
  • Eaton Vance Management first reported a position in Whitestone REIT in Q1 2021 and held it in 4 quarters.
  • Eaton Vance Management's Whitestone REIT position peaked at $112K in Q2 2021.
  • 163 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.