Glenmede Trust’s Whitestone REIT WSR Stock Holding History

Glenmede Trust’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
2020 Q4	–	Sell	-313	Closed	-$1K	–	2280
2020 Q3	$1K	Buy	313 +110	+54%	+$716	﹤0.01%	2408
2020 Q2	$1K	Hold	203	–	–	﹤0.01%	2389
2020 Q1	$2K	Hold	203	–	–	﹤0.01%	2882
2019 Q4	$2K	Hold	203	–	–	﹤0.01%	2882
2019 Q3	$2	Hold	203	–	–	﹤0.01%	2875
2019 Q2	$2	Hold	203	–	–	﹤0.01%	2886
2019 Q1	$2	Hold	203	–	–	﹤0.01%	2861
2018 Q4	$2	Buy	+203	New	+$2.75K	﹤0.01%	2800

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Glenmede Trust's WSR Position: Q4 2020 in Review

Glenmede Trust sold out of Whitestone REIT (WSR) in Q4 2020, closing a stake of 313 shares — an estimated $1K sold.

Glenmede Trust first reported a position in WSR in Q4 2018 and held it in 8 quarters. The position peaked at $2K in Q1 2020. 126 funds tracked by Wall St. Rank hold WSR as of Q4 2020.

Glenmede Trust reported no remaining Whitestone REIT position as of Q4 2020 after selling out during the quarter.
Glenmede Trust sold 313 Whitestone REIT shares in Q4 2020, an estimated $1K.
Glenmede Trust first reported a position in Whitestone REIT in Q4 2018 and held it in 8 quarters.
Glenmede Trust's Whitestone REIT position peaked at $2K in Q1 2020.
126 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2020.

Based on Glenmede Trust's 13F filing for Q4 2020, filed 16 Feb 2021.