Geode Capital Management’s Whitestone REIT WSR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.7M Sell
1,179,150
-40,820
-3% -$510K ﹤0.01% 2126
2025
Q1
$17.8M Sell
1,219,970
-27,195
-2% -$396K ﹤0.01% 1959
2024
Q4
$17.7M Sell
1,247,165
-3,671
-0.3% -$52K ﹤0.01% 2034
2024
Q3
$16.9M Buy
1,250,836
+18,109
+1% +$245K ﹤0.01% 2067
2024
Q2
$16.4M Buy
1,232,727
+50,820
+4% +$677K ﹤0.01% 2037
2024
Q1
$14.8M Buy
1,181,907
+38,900
+3% +$488K ﹤0.01% 2094
2023
Q4
$14M Buy
1,143,007
+137,795
+14% +$1.69M ﹤0.01% 2132
2023
Q3
$9.68M Buy
1,005,212
+48,279
+5% +$465K ﹤0.01% 2289
2023
Q2
$9.28M Buy
956,933
+23,694
+3% +$230K ﹤0.01% 2328
2023
Q1
$8.59M Buy
933,239
+41,503
+5% +$382K ﹤0.01% 2353
2022
Q4
$8.6M Buy
891,736
+38,489
+5% +$371K ﹤0.01% 2364
2022
Q3
$7.22M Buy
853,247
+16,696
+2% +$141K ﹤0.01% 2463
2022
Q2
$8.99M Buy
836,551
+29,495
+4% +$317K ﹤0.01% 2329
2022
Q1
$10.7M Sell
807,056
-2,573
-0.3% -$34.1K ﹤0.01% 2307
2021
Q4
$8.2M Buy
809,629
+48,596
+6% +$492K ﹤0.01% 2591
2021
Q3
$7.44M Buy
761,033
+30,979
+4% +$303K ﹤0.01% 2679
2021
Q2
$6.02M Sell
730,054
-128,921
-15% -$1.06M ﹤0.01% 2788
2021
Q1
$8.33M Buy
858,975
+53,503
+7% +$519K ﹤0.01% 2477
2020
Q4
$6.42M Buy
805,472
+170,648
+27% +$1.36M ﹤0.01% 2463
2020
Q3
$3.81M Buy
634,824
+5,604
+0.9% +$33.6K ﹤0.01% 2556
2020
Q2
$4.57M Buy
629,220
+41,931
+7% +$305K ﹤0.01% 2385
2020
Q1
$3.64M Buy
587,289
+69,552
+13% +$431K ﹤0.01% 2331
2019
Q4
$7.05M Buy
517,737
+24,157
+5% +$329K ﹤0.01% 2243
2019
Q3
$6.79M Buy
493,580
+1,621
+0.3% +$22.3K ﹤0.01% 2201
2019
Q2
$6.24M Buy
491,959
+41,585
+9% +$528K ﹤0.01% 2254
2019
Q1
$5.41M Buy
450,374
+120
+0% +$1.44K ﹤0.01% 2289
2018
Q4
$5.52M Buy
450,254
+43,197
+11% +$530K ﹤0.01% 2160
2018
Q3
$5.65M Buy
407,057
+27,718
+7% +$385K ﹤0.01% 2270
2018
Q2
$4.73M Buy
379,339
+27,276
+8% +$340K ﹤0.01% 2356
2018
Q1
$3.66M Buy
352,063
+5,130
+1% +$53.3K ﹤0.01% 2436
2017
Q4
$5M Sell
346,933
-2,950
-0.8% -$42.5K ﹤0.01% 2217
2017
Q3
$4.57M Buy
349,883
+9,430
+3% +$123K ﹤0.01% 2256
2017
Q2
$4.17M Buy
340,453
+53,711
+19% +$658K ﹤0.01% 2274
2017
Q1
$3.97M Buy
286,742
+18,634
+7% +$258K ﹤0.01% 2252
2016
Q4
$3.86M Buy
268,108
+21,858
+9% +$314K ﹤0.01% 2232
2016
Q3
$3.42M Buy
246,250
+89,858
+57% +$1.25M ﹤0.01% 2205
2016
Q2
$2.36M Buy
156,392
+2,046
+1% +$30.8K ﹤0.01% 2371
2016
Q1
$1.94K Buy
154,346
+1,206
+0.8% +$15 ﹤0.01% 2484
2015
Q4
$1.84M Buy
153,140
+7,669
+5% +$92.1K ﹤0.01% 2538
2015
Q3
$1.68M Buy
145,471
+3,936
+3% +$45.4K ﹤0.01% 2559
2015
Q2
$1.84M Buy
141,535
+5,091
+4% +$66.3K ﹤0.01% 2552
2015
Q1
$2.17M Buy
136,444
+3,536
+3% +$56.1K ﹤0.01% 2386
2014
Q4
$2.01M Hold
132,908
﹤0.01% 2433
2014
Q3
$1.85M Buy
132,908
+15,400
+13% +$215K ﹤0.01% 2405
2014
Q2
$1.75M Buy
117,508
+979
+0.8% +$14.6K ﹤0.01% 2452
2014
Q1
$1.68M Buy
116,529
+27,806
+31% +$401K ﹤0.01% 2442
2013
Q4
$1.19M Buy
88,723
+20,364
+30% +$272K ﹤0.01% 2617
2013
Q3
$1.01M Buy
68,359
+2,112
+3% +$31.1K ﹤0.01% 2587
2013
Q2
$1.04M Buy
+66,247
New +$1.04M ﹤0.01% 2444