Hillsdale Investment Management’s Whitestone REIT WSR Stock Holding History

Hillsdale 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
2025 Q2	–	Sell	-303,100	Closed	-$4.42M	–	726
2025 Q1	$4.42M	Buy	303,100 +9,900	+3%	+$136K	0.22%	83
2024 Q4	$4.15M	Buy	+293,200	New	+$4.18M	0.21%	117
2023 Q4	–	Sell	-374,300	Closed	-$3.6M	–	657
2023 Q3	$3.6M	Sell	374,300 -42,100	-10%	-$419K	0.33%	118
2023 Q2	$4.04M	Buy	416,400 +700	+0.2%	+$6.31K	0.37%	106
2023 Q1	$3.82M	Buy	+415,700	New	+$4.02M	0.33%	120
2022 Q3	–	Sell	-900	Closed	-$10K	–	621
2022 Q2	$10K	Buy	+900	New	+$10.8K	﹤0.01%	503
2019 Q1	–	Sell	-35,800	Closed	-$439K	–	694
2018 Q4	$439K	Buy	+35,800	New	+$485K	0.05%	285
2016 Q3	–	Sell	-8,400	Closed	-$127K	–	563
2016 Q2	$127K	Buy	+8,400	New	+$115K	0.04%	304

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

EIM

Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hillsdale Investment Management's WSR Position: Q2 2025 in Review

Hillsdale Investment Management sold out of Whitestone REIT (WSR) in Q2 2025, closing a stake of 303,100 shares — an estimated $4.42M sold.

Hillsdale Investment Management first reported a position in WSR in Q2 2016 and held it in 8 quarters. The position peaked at $4.42M in Q1 2025. 200 funds tracked by Wall St. Rank hold WSR as of Q2 2025.

Hillsdale Investment Management reported no remaining Whitestone REIT position as of Q2 2025 after selling out during the quarter.
Hillsdale Investment Management sold 303,100 Whitestone REIT shares in Q2 2025, an estimated $4.42M.
Hillsdale Investment Management first reported a position in Whitestone REIT in Q2 2016 and held it in 8 quarters.
Hillsdale Investment Management's Whitestone REIT position peaked at $4.42M in Q1 2025.
200 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2025.

Based on Hillsdale Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.