Grantham, Mayo, Van Otterloo & Co (GMO)
WSR

Grantham, Mayo, Van Otterloo & Co (GMO)’s Whitestone REIT WSR Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2023
Q3 		– Sell
-28,500
Closed -$276K – 701
2023
Q2 		$276K Buy
28,500
+8,300
+41% +$74.8K ﹤0.01% 615
2023
Q1 		$186K Buy
+20,200
New +$196K ﹤0.01% 664

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s WSR Position: Q3 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Whitestone REIT (WSR) in Q3 2023, closing a stake of 28,500 shares — an estimated $276K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in WSR in Q1 2023 and held it in 2 quarters. The position peaked at $276K in Q2 2023. 160 funds tracked by Wall St. Rank hold WSR as of Q3 2023.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Whitestone REIT position as of Q3 2023 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 28,500 Whitestone REIT shares in Q3 2023, an estimated $276K.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Whitestone REIT in Q1 2023 and held it in 2 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Whitestone REIT position peaked at $276K in Q2 2023.
  • 160 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2023, filed 13 Nov 2023.