IFG
WSR

Independent Financial Group’s Whitestone REIT WSR Stock Holding History

Independent Financial Group’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
2022
Q2 		– Sell
-142,964
Closed -$1.89M – 824
2022
Q1 		$1.89M Buy
142,964
+50
+0% +$573 0.15% 134
2021
Q4 		$1.45M Buy
142,914
+14,014
+11% +$137K 0.12% 171
2021
Q3 		$1.26M Buy
+128,900
New +$1.18M 0.13% 164

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
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Independent Financial Group's WSR Position: Q2 2022 in Review

Independent Financial Group sold out of Whitestone REIT (WSR) in Q2 2022, closing a stake of 142,964 shares — an estimated $1.89M sold.

Independent Financial Group first reported a position in WSR in Q3 2021 and held it in 3 quarters. The position peaked at $1.89M in Q1 2022. 176 funds tracked by Wall St. Rank hold WSR as of Q2 2022.

  • Independent Financial Group reported no remaining Whitestone REIT position as of Q2 2022 after selling out during the quarter.
  • Independent Financial Group sold 142,964 Whitestone REIT shares in Q2 2022, an estimated $1.89M.
  • Independent Financial Group first reported a position in Whitestone REIT in Q3 2021 and held it in 3 quarters.
  • Independent Financial Group's Whitestone REIT position peaked at $1.89M in Q1 2022.
  • 176 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2022.

Based on Independent Financial Group's 13F filing for Q2 2022, filed 12 Jun 2026.