IAA
WSR

Independent Advisor Alliance’s Whitestone REIT WSR Stock Holding History

Independent Advisor Alliance’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
Q2 		– Sell
-10,097
Closed -$121K – 484
2019
Q1 		$121K Buy
10,097
+92
+0.9% +$1.22K 0.02% 421
2018
Q4 		$123K Buy
+10,005
New +$136K 0.02% 378
2018
Q3 		– Sell
-14,818
Closed -$185K – 412
2018
Q2 		$185K Buy
14,818
+4,402
+42% +$50.8K 0.04% 328
2018
Q1 		$106K Buy
10,416
+166
+2% +$2.02K 0.02% 329
2017
Q4 		$146K Buy
+10,250
New +$145K 0.03% 308

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

Independent Advisor Alliance's WSR Position: Q2 2019 in Review

Independent Advisor Alliance sold out of Whitestone REIT (WSR) in Q2 2019, closing a stake of 10,097 shares — an estimated $121K sold.

Independent Advisor Alliance first reported a position in WSR in Q4 2017 and held it in 5 quarters. The position peaked at $185K in Q2 2018. 120 funds tracked by Wall St. Rank hold WSR as of Q2 2019.

  • Independent Advisor Alliance reported no remaining Whitestone REIT position as of Q2 2019 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,097 Whitestone REIT shares in Q2 2019, an estimated $121K.
  • Independent Advisor Alliance first reported a position in Whitestone REIT in Q4 2017 and held it in 5 quarters.
  • Independent Advisor Alliance's Whitestone REIT position peaked at $185K in Q2 2018.
  • 120 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2019.

Based on Independent Advisor Alliance's 13F filing for Q2 2019, filed 12 Aug 2019.