FIM
WSR

Freedom Investment Management’s Whitestone REIT WSR Stock Holding History

Freedom 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
2022
Q3 		– Sell
-36,448
Closed -$392K – 784
2022
Q2 		$392K Buy
+36,448
New +$438K 0.04% 528

Other funds holding WSR

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CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Freedom Investment Management's WSR Position: Q3 2022 in Review

Freedom Investment Management sold out of Whitestone REIT (WSR) in Q3 2022, closing a stake of 36,448 shares — an estimated $392K sold.

Freedom Investment Management first reported a position in WSR in Q2 2022 and held it in 1 quarter. The position peaked at $392K in Q2 2022. 161 funds tracked by Wall St. Rank hold WSR as of Q3 2022.

  • Freedom Investment Management reported no remaining Whitestone REIT position as of Q3 2022 after selling out during the quarter.
  • Freedom Investment Management sold 36,448 Whitestone REIT shares in Q3 2022, an estimated $392K.
  • Freedom Investment Management first reported a position in Whitestone REIT in Q2 2022 and held it in 1 quarter.
  • Freedom Investment Management's Whitestone REIT position peaked at $392K in Q2 2022.
  • 161 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2022.

Based on Freedom Investment Management's 13F filing for Q3 2022, filed 24 Oct 2022.