Ergoteles’s Whitestone REIT WSR Stock Holding History

Ergoteles’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
2021 Q3	–	Sell	-73,467	Closed	-$606K	–	1727
2021 Q2	$606K	Buy	+73,467	New	+$660K	0.01%	712

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

NAM

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Ergoteles's WSR Position: Q3 2021 in Review

Ergoteles sold out of Whitestone REIT (WSR) in Q3 2021, closing a stake of 73,467 shares — an estimated $606K sold.

Ergoteles first reported a position in WSR in Q2 2021 and held it in 1 quarter. The position peaked at $606K in Q2 2021. 149 funds tracked by Wall St. Rank hold WSR as of Q3 2021.

Ergoteles reported no remaining Whitestone REIT position as of Q3 2021 after selling out during the quarter.
Ergoteles sold 73,467 Whitestone REIT shares in Q3 2021, an estimated $606K.
Ergoteles first reported a position in Whitestone REIT in Q2 2021 and held it in 1 quarter.
Ergoteles's Whitestone REIT position peaked at $606K in Q2 2021.
149 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2021.

Based on Ergoteles's 13F filing for Q3 2021, filed 15 Nov 2021.