JIR
WSR

James Investment Research’s Whitestone REIT WSR Stock Holding History

James Investment Research’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
Q1 		– Sell
-41,110
Closed -$591K – 709
2016
Q4 		$591K Buy
41,110
+8,800
+27% +$118K 0.02% 285
2016
Q3 		$448K Buy
32,310
+4,130
+15% +$61.7K 0.01% 297
2016
Q2 		$425K Buy
+28,180
New +$385K 0.01% 266

Other funds holding WSR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

James Investment Research's WSR Position: Q1 2017 in Review

James Investment Research sold out of Whitestone REIT (WSR) in Q1 2017, closing a stake of 41,110 shares — an estimated $591K sold.

James Investment Research first reported a position in WSR in Q2 2016 and held it in 3 quarters. The position peaked at $591K in Q4 2016. 98 funds tracked by Wall St. Rank hold WSR as of Q1 2017.

  • James Investment Research reported no remaining Whitestone REIT position as of Q1 2017 after selling out during the quarter.
  • James Investment Research sold 41,110 Whitestone REIT shares in Q1 2017, an estimated $591K.
  • James Investment Research first reported a position in Whitestone REIT in Q2 2016 and held it in 3 quarters.
  • James Investment Research's Whitestone REIT position peaked at $591K in Q4 2016.
  • 98 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2017.

Based on James Investment Research's 13F filing for Q1 2017, filed 21 Apr 2017.