GRP
WSR

Global Retirement Partners’s Whitestone REIT WSR Stock Holding History

Global Retirement Partners’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
Q4 		$7.18K Hold
517
– – ﹤0.01% 3294
2025
Q3 		$6.35K Hold
517
– – ﹤0.01% 2877
2025
Q2 		$6.45K Buy
+517
New +$6.58K ﹤0.01% 2797
2024
Q4 		$7.33K Hold
517
– – ﹤0.01% 2518
2024
Q3 		$7K Sell
517
-3
-0.6% -$40 ﹤0.01% 2423
2024
Q2 		$6.92K Buy
520
+403
+344% +$4.95K ﹤0.01% 2462
2024
Q1 		$1.47K Hold
117
– – ﹤0.01% 2863
2023
Q4 		$1.44K Hold
117
– – ﹤0.01% 2786
2023
Q3 		$1.07K Hold
117
– – ﹤0.01% 2747
2023
Q2 		$1.14K Hold
117
– – ﹤0.01% 2743
2023
Q1 		$1.01K Buy
+117
New +$1.13K ﹤0.01% 2730

Other funds holding WSR

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EIM
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Geode Capital Management
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GKIM
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NAM
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Morgan Stanley
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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return