Independent Order of Foresters’s Whitestone REIT WSR Stock Holding History

Independent Order of Foresters’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
2017 Q3	–	Sell	-20,000	Closed	-$245K	–	111
2017 Q2	$245K	Buy	+20,000	New	+$250K	0.2%	79
2014 Q4	–	Sell	-5,282	Closed	-$74K	–	125
2014 Q3	$74K	Sell	5,282 -6,800	-56%	-$101K	0.07%	106
2014 Q2	$180K	Hold	12,082	–	–	0.16%	88
2014 Q1	$174K	Hold	12,082	–	–	0.16%	85
2013 Q4	$161K	Buy	+12,082	New	+$163K	0.16%	85

Other funds holding WSR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Order of Foresters's WSR Position: Q3 2017 in Review

Independent Order of Foresters sold out of Whitestone REIT (WSR) in Q3 2017, closing a stake of 20,000 shares — an estimated $245K sold.

Independent Order of Foresters first reported a position in WSR in Q4 2013 and held it in 5 quarters. The position peaked at $245K in Q2 2017. 115 funds tracked by Wall St. Rank hold WSR as of Q3 2017.

Independent Order of Foresters reported no remaining Whitestone REIT position as of Q3 2017 after selling out during the quarter.
Independent Order of Foresters sold 20,000 Whitestone REIT shares in Q3 2017, an estimated $245K.
Independent Order of Foresters first reported a position in Whitestone REIT in Q4 2013 and held it in 5 quarters.
Independent Order of Foresters's Whitestone REIT position peaked at $245K in Q2 2017.
115 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2017.

Based on Independent Order of Foresters's 13F filing for Q3 2017, filed 14 Nov 2017.