HFS
WSR

HL Financial Services’s Whitestone REIT WSR Stock Holding History

HL Financial Services’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
2019
Q1 		$535K Buy
44,489
+2,142
+5% +$28.3K 0.01% 500
2018
Q4 		$519K Buy
42,347
+16,669
+65% +$226K 0.01% 486
2018
Q3 		$356K Buy
25,678
+1,573
+7% +$20.7K 0.01% 606
2018
Q2 		$301K Buy
24,105
+2,802
+13% +$32.3K 0.01% 579
2018
Q1 		$221K Sell
21,303
-7,386
-26% -$90.1K ﹤0.01% 651
2017
Q4 		$413K Buy
28,689
+312
+1% +$4.41K 0.01% 466
2017
Q3 		$370K Sell
28,377
-1,302
-4% -$16.7K 0.01% 544
2017
Q2 		$364K Buy
29,679
+987
+3% +$12.3K 0.01% 538
2017
Q1 		$397K Buy
28,692
+935
+3% +$12.9K 0.01% 506
2016
Q4 		$399K Buy
27,757
+3,999
+17% +$53.8K 0.01% 504
2016
Q3 		$330K Buy
23,758
+1,801
+8% +$26.9K 0.01% 514
2016
Q2 		$331K Buy
21,957
+2,530
+13% +$34.6K 0.01% 516
2016
Q1 		$244K Buy
19,427
+3,855
+25% +$43.3K 0.01% 569
2015
Q4 		$187K Sell
15,572
-12,188
-44% -$147K ﹤0.01% 622
2015
Q3 		$320K Buy
27,760
+5,193
+23% +$64K 0.01% 513
2015
Q2 		$294K Buy
22,567
+5,594
+33% +$81.5K 0.01% 570
2015
Q1 		$270K Sell
16,973
-1,214
-7% -$19.1K 0.01% 591
2014
Q4 		$275K Buy
18,187
+605
+3% +$8.9K 0.01% 573
2014
Q3 		$245K Buy
17,582
+150
+0.9% +$2.24K 0.01% 604
2014
Q2 		$260K Buy
17,432
+2,800
+19% +$39.9K 0.01% 600
2014
Q1 		$211K Sell
14,632
-1,102
-7% -$15.4K 0.01% 616
2013
Q4 		$210K Sell
15,734
-3,192
-17% -$43.1K 0.01% 590
2013
Q3 		$279K Buy
18,926
+3,052
+19% +$47.1K 0.01% 483
2013
Q2 		$250K Buy
+15,874
New +$259K 0.01% 470

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

HL Financial Services's WSR Position: Q1 2019 in Review

HL Financial Services increased its Whitestone REIT (WSR) stake by 5.1% in Q1 2019, buying an estimated $28.3K and bringing the position to 44,489 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #500.

HL Financial Services first reported a position in WSR in Q2 2013 and has held it in 24 quarters since. 130 funds tracked by Wall St. Rank hold WSR as of Q1 2019.

  • HL Financial Services held 44,489 shares of Whitestone REIT worth $535K as of Q1 2019.
  • HL Financial Services bought 2,142 Whitestone REIT shares in Q1 2019, an estimated $28.3K.
  • Whitestone REIT made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #500 holding.
  • HL Financial Services first reported a position in Whitestone REIT in Q2 2013 and has held it in 24 quarters since.
  • 130 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.