Fortem Financial Group’s Whitestone REIT WSR Stock Holding History

Fortem Financial Group’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	-961	Closed	-$8K	–	435
2020 Q4	$8K	Buy	+961	New	+$6.91K	﹤0.01%	371

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Fortem Financial Group's WSR Position: Q1 2021 in Review

Fortem Financial Group sold out of Whitestone REIT (WSR) in Q1 2021, closing a stake of 961 shares — an estimated $8K sold.

Fortem Financial Group first reported a position in WSR in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 126 funds tracked by Wall St. Rank hold WSR as of Q1 2021.

Fortem Financial Group reported no remaining Whitestone REIT position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 961 Whitestone REIT shares in Q1 2021, an estimated $8K.
Fortem Financial Group first reported a position in Whitestone REIT in Q4 2020 and held it in 1 quarter.
Fortem Financial Group's Whitestone REIT position peaked at $8K in Q4 2020.
126 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.