Equitable Holdings’s Whitestone REIT WSR Stock Holding History

Equitable Holdings’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
2023 Q4	–	Sell	-10,488	Closed	-$101K	–	1167
2023 Q3	$101K	Buy	+10,488	New	+$104K	﹤0.01%	1039

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

NAM

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

ECM

ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

FIG

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

Equitable Holdings's WSR Position: Q4 2023 in Review

Equitable Holdings sold out of Whitestone REIT (WSR) in Q4 2023, closing a stake of 10,488 shares — an estimated $101K sold.

Equitable Holdings first reported a position in WSR in Q3 2023 and held it in 1 quarter. The position peaked at $101K in Q3 2023. 164 funds tracked by Wall St. Rank hold WSR as of Q4 2023.

Equitable Holdings reported no remaining Whitestone REIT position as of Q4 2023 after selling out during the quarter.
Equitable Holdings sold 10,488 Whitestone REIT shares in Q4 2023, an estimated $101K.
Equitable Holdings first reported a position in Whitestone REIT in Q3 2023 and held it in 1 quarter.
Equitable Holdings's Whitestone REIT position peaked at $101K in Q3 2023.
164 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2023.

Based on Equitable Holdings's 13F filing for Q4 2023, filed 13 Feb 2024.