Fox Run Management’s Whitestone REIT WSR Stock Holding History

Fox Run 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
2025 Q1	–	Sell	-14,410	Closed	-$204K	–	1273
2024 Q4	$204K	Buy	+14,410	New	+$206K	0.04%	754
2023 Q2	–	Sell	-10,873	Closed	-$100K	–	998
2023 Q1	$100K	Buy	+10,873	New	+$105K	0.03%	599
2018 Q3	–	Sell	-17,597	Closed	-$220K	–	853
2018 Q2	$220K	Buy	+17,597	New	+$203K	0.07%	549

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIM

Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Fox Run Management's WSR Position: Q1 2025 in Review

Fox Run Management sold out of Whitestone REIT (WSR) in Q1 2025, closing a stake of 14,410 shares — an estimated $204K sold.

Fox Run Management first reported a position in WSR in Q2 2018 and held it in 3 quarters. The position peaked at $220K in Q2 2018. 202 funds tracked by Wall St. Rank hold WSR as of Q1 2025.

Fox Run Management reported no remaining Whitestone REIT position as of Q1 2025 after selling out during the quarter.
Fox Run Management sold 14,410 Whitestone REIT shares in Q1 2025, an estimated $204K.
Fox Run Management first reported a position in Whitestone REIT in Q2 2018 and held it in 3 quarters.
Fox Run Management's Whitestone REIT position peaked at $220K in Q2 2018.
202 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2025.

Based on Fox Run Management's 13F filing for Q1 2025, filed 13 May 2025.