IA
WSR

IndexIQ Advisors’s Whitestone REIT WSR Stock Holding History

IndexIQ Advisors’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
Q1 		$185K Sell
13,993
-782
-5% -$8.97K 0.01% 1035
2021
Q4 		$150K Sell
14,775
-888
-6% -$8.65K 0.01% 1051
2021
Q3 		$153K Sell
15,663
-2,113
-12% -$19.4K 0.01% 1062
2021
Q2 		$147K Buy
17,776
+2,206
+14% +$19.8K 0.01% 1061
2021
Q1 		$151K Sell
15,570
-32,635
-68% -$292K 0.01% 1044
2020
Q4 		$384K Buy
48,205
+3,303
+7% +$23.8K 0.01% 514
2020
Q3 		$270K Sell
44,902
-927
-2% -$6.03K 0.01% 457
2020
Q2 		$333K Sell
45,829
-5,839
-11% -$37.1K 0.01% 310
2020
Q1 		$320K Buy
51,668
+30,624
+146% +$361K 0.01% 250
2019
Q4 		$287K Sell
21,044
-1,744
-8% -$23.9K 0.01% 462
2019
Q3 		$314K Sell
22,788
-2,064
-8% -$26.5K 0.01% 495
2019
Q2 		$315K Sell
24,852
-1,383
-5% -$17.3K 0.01% 504
2019
Q1 		$315K Sell
26,235
-3,867
-13% -$51.1K 0.01% 514
2018
Q4 		$369K Sell
30,102
-3,481
-10% -$47.2K 0.01% 499
2018
Q3 		$466K Sell
33,583
-583
-2% -$7.69K 0.02% 492
2018
Q2 		$426K Sell
34,166
-2,352
-6% -$27.1K 0.01% 499
2018
Q1 		$379K Sell
36,518
-4,609
-11% -$56.2K 0.01% 505
2017
Q4 		$593K Sell
41,127
-4,130
-9% -$58.4K 0.02% 464
2017
Q3 		$591K Buy
45,257
+1,199
+3% +$15.3K 0.03% 413
2017
Q2 		$540K Buy
+44,058
New +$551K 0.03% 238

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
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IndexIQ Advisors's WSR Position: Q1 2022 in Review

IndexIQ Advisors reduced its Whitestone REIT (WSR) stake by 5.3% in Q1 2022, selling an estimated $8.97K and leaving 13,993 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #1035.

IndexIQ Advisors first reported a position in WSR in Q2 2017 and has held it in 20 quarters since. The position peaked at $593K in Q4 2017. 163 funds tracked by Wall St. Rank hold WSR as of Q1 2022.

  • IndexIQ Advisors held 13,993 shares of Whitestone REIT worth $185K as of Q1 2022.
  • IndexIQ Advisors sold 782 Whitestone REIT shares in Q1 2022, an estimated $8.97K.
  • Whitestone REIT made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1035 holding.
  • IndexIQ Advisors first reported a position in Whitestone REIT in Q2 2017 and has held it in 20 quarters since.
  • IndexIQ Advisors's Whitestone REIT position peaked at $593K in Q4 2017.
  • 163 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.