JCIA
WSR

Jackson Creek Investment Advisors’s Whitestone REIT WSR Stock Holding History

Jackson Creek Investment 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
2021
Q4 		– Sell
-113,983
Closed -$1.11M – 361
2021
Q3 		$1.11M Buy
+113,983
New +$1.04M 0.41% 91

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Jackson Creek Investment Advisors's WSR Position: Q4 2021 in Review

Jackson Creek Investment Advisors sold out of Whitestone REIT (WSR) in Q4 2021, closing a stake of 113,983 shares — an estimated $1.11M sold.

Jackson Creek Investment Advisors first reported a position in WSR in Q3 2021 and held it in 1 quarter. The position peaked at $1.11M in Q3 2021. 154 funds tracked by Wall St. Rank hold WSR as of Q4 2021.

  • Jackson Creek Investment Advisors reported no remaining Whitestone REIT position as of Q4 2021 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 113,983 Whitestone REIT shares in Q4 2021, an estimated $1.11M.
  • Jackson Creek Investment Advisors first reported a position in Whitestone REIT in Q3 2021 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's Whitestone REIT position peaked at $1.11M in Q3 2021.
  • 154 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2021.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.