FIM
WSR

Foresters Investment Management’s Whitestone REIT WSR Stock Holding History

Foresters Investment 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
2018
Q4 		– Sell
-1,400
Closed -$19K – 364
2018
Q3 		$19K Sell
1,400
-9,400
-87% -$124K ﹤0.01% 358
2018
Q2 		$135K Hold
10,800
– – ﹤0.01% 331
2018
Q1 		$112K Hold
10,800
– – ﹤0.01% 373
2017
Q4 		$156K Hold
10,800
– – ﹤0.01% 525
2017
Q3 		$141K Sell
10,800
-20,239
-65% -$259K ﹤0.01% 513
2017
Q2 		$380K Buy
31,039
+27,999
+921% +$350K 0.01% 401
2017
Q1 		$42K Hold
3,040
– – ﹤0.01% 398
2016
Q4 		$42K Hold
3,040
– – ﹤0.01% 380
2016
Q3 		$42K Hold
3,040
– – ﹤0.01% 368
2016
Q2 		$46K Buy
+3,040
New +$41.5K ﹤0.01% 366

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return