FIG
WSR

Fortress Investment Group’s Whitestone REIT WSR Stock Holding History

Fortress Investment 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
2024
Q1 		– Sell
-739,414
Closed -$9.09M – 17
2023
Q4 		$9.09M Sell
739,414
-688,315
-48% -$7.38M 1.08% 4
2023
Q3 		$13.7M Buy
1,427,729
+746,697
+110% +$7.44M 1.86% 4
2023
Q2 		$6.61M Buy
+681,032
New +$6.14M 1.12% 4

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fortress Investment Group's WSR Position: Q1 2024 in Review

Fortress Investment Group sold out of Whitestone REIT (WSR) in Q1 2024, closing a stake of 739,414 shares — an estimated $9.09M sold.

Fortress Investment Group first reported a position in WSR in Q2 2023 and held it in 3 quarters. The position peaked at $13.7M in Q3 2023. 161 funds tracked by Wall St. Rank hold WSR as of Q1 2024.

  • Fortress Investment Group reported no remaining Whitestone REIT position as of Q1 2024 after selling out during the quarter.
  • Fortress Investment Group sold 739,414 Whitestone REIT shares in Q1 2024, an estimated $9.09M.
  • Fortress Investment Group first reported a position in Whitestone REIT in Q2 2023 and held it in 3 quarters.
  • Fortress Investment Group's Whitestone REIT position peaked at $13.7M in Q3 2023.
  • 161 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2024.

Based on Fortress Investment Group's 13F filing for Q1 2024, filed 15 May 2024.