FTDI
WSR

First Trust Direct Indexing’s Whitestone REIT WSR Stock Holding History

First Trust Direct Indexing’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
Q1 		– Sell
-849
Closed -$7K – 1004
2020
Q4 		$7K Buy
+849
New +$6.11K ﹤0.01% 982

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

First Trust Direct Indexing's WSR Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Whitestone REIT (WSR) in Q1 2021, closing a stake of 849 shares — an estimated $7K sold.

First Trust Direct Indexing first reported a position in WSR in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 126 funds tracked by Wall St. Rank hold WSR as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Whitestone REIT position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 849 Whitestone REIT shares in Q1 2021, an estimated $7K.
  • First Trust Direct Indexing first reported a position in Whitestone REIT in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Whitestone REIT position peaked at $7K in Q4 2020.
  • 126 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.