JP Morgan Chase’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.36M | Sell |
270,577
-43,362
| -14% | -$653K | ﹤0.01% | 3450 |
|
|
2025
Q4 | $4.36M | Buy |
313,939
+648
| +0.2% | +$8.35K | ﹤0.01% | 3440 |
|
|
2025
Q3 | $3.85M | Buy |
313,291
+85,409
| +37% | +$1.08M | ﹤0.01% | 3588 |
|
|
2025
Q2 | $2.84M | Sell |
227,882
-21,586
| -9% | -$275K | ﹤0.01% | 3643 |
|
|
2025
Q1 | $3.63M | Sell |
249,468
-78,836
| -24% | -$1.09M | ﹤0.01% | 3421 |
|
|
2024
Q4 | $4.65M | Buy |
328,304
+97,521
| +42% | +$1.39M | ﹤0.01% | 3422 |
|
|
2024
Q3 | $3.12M | Sell |
230,783
-96,278
| -29% | -$1.29M | ﹤0.01% | 3609 |
|
|
2024
Q2 | $4.35M | Buy |
327,061
+3,876
| +1% | +$47.6K | ﹤0.01% | 3142 |
|
|
2024
Q1 | $4.06M | Sell |
323,185
-14,714
| -4% | -$182K | ﹤0.01% | 3279 |
|
|
2023
Q4 | $4.15M | Sell |
337,899
-40,432
| -11% | -$433K | ﹤0.01% | 3254 |
|
|
2023
Q3 | $3.64M | Buy |
378,331
+121,777
| +47% | +$1.21M | ﹤0.01% | 3074 |
|
|
2023
Q2 | $2.49M | Buy |
256,554
+100,153
| +64% | +$902K | ﹤0.01% | 3376 |
|
|
2023
Q1 | $1.44M | Sell |
156,401
-17,068
| -10% | -$165K | ﹤0.01% | 3782 |
|
|
2022
Q4 | $1.67M | Buy |
173,469
+3,116
| +2% | +$28.7K | ﹤0.01% | 3692 |
|
|
2022
Q3 | $1.44M | Buy |
170,353
+34,675
| +26% | +$356K | ﹤0.01% | 3739 |
|
|
2022
Q2 | $1.46M | Buy |
135,678
+80,982
| +148% | +$973K | ﹤0.01% | 3811 |
|
|
2022
Q1 | $725K | Sell |
54,696
-3,094
| -5% | -$35.5K | ﹤0.01% | 4471 |
|
|
2021
Q4 | $585K | Buy |
57,790
+7,638
| +15% | +$74.4K | ﹤0.01% | 4726 |
|
|
2021
Q3 | $490K | Sell |
50,152
-44,673
| -47% | -$409K | ﹤0.01% | 4741 |
|
|
2021
Q2 | $783K | Sell |
94,825
-267,715
| -74% | -$2.41M | ﹤0.01% | 4437 |
|
|
2021
Q1 | $3.52M | Buy |
362,540
+81,594
| +29% | +$731K | ﹤0.01% | 3268 |
|
|
2020
Q4 | $2.24M | Sell |
280,946
-51,388
| -15% | -$370K | ﹤0.01% | 3394 |
|
|
2020
Q3 | $1.99M | Buy |
332,334
+19,314
| +6% | +$126K | ﹤0.01% | 3240 |
|
|
2020
Q2 | $2.28M | Buy |
313,020
+213,446
| +214% | +$1.36M | ﹤0.01% | 3026 |
|
|
2020
Q1 | $618K | Sell |
99,574
-36,098
| -27% | -$425K | ﹤0.01% | 3716 |
|
|
2019
Q4 | $1.85M | Sell |
135,672
-33,898
| -20% | -$465K | ﹤0.01% | 3439 |
|
|
2019
Q3 | $2.33M | Buy |
169,570
+111,107
| +190% | +$1.43M | ﹤0.01% | 3316 |
|
|
2019
Q2 | $733K | Buy |
58,463
+14,942
| +34% | +$187K | ﹤0.01% | 4032 |
|
|
2019
Q1 | $523K | Sell |
43,521
-81,427
| -65% | -$1.08M | ﹤0.01% | 4187 |
|
|
2018
Q4 | $1.53M | Buy |
124,948
+81,286
| +186% | +$1.1M | ﹤0.01% | 3465 |
|
|
2018
Q3 | $606K | Sell |
43,662
-44,712
| -51% | -$590K | ﹤0.01% | 4199 |
|
|
2018
Q2 | $1.1M | Buy |
88,374
+80,873
| +1,078% | +$933K | ﹤0.01% | 3771 |
|
|
2018
Q1 | $78K | Sell |
7,501
-130,776
| -95% | -$1.6M | ﹤0.01% | 4674 |
|
|
2017
Q4 | $1.99M | Buy |
138,277
+92,721
| +204% | +$1.31M | ﹤0.01% | 3323 |
|
|
2017
Q3 | $594K | Buy |
+45,556
| New | +$583K | ﹤0.01% | 3764 |
|
|
2017
Q2 | – | Sell |
-2,050
| Closed | -$28K | – | 5256 |
|
|
2017
Q1 | $28K | Sell |
2,050
-21,636
| -91% | -$298K | ﹤0.01% | 4661 |
|
|
2016
Q4 | $341K | Sell |
23,686
-32,607
| -58% | -$439K | ﹤0.01% | 3939 |
|
|
2016
Q3 | $781K | Sell |
56,293
-64,877
| -54% | -$969K | ﹤0.01% | 3241 |
|
|
2016
Q2 | $1.83M | Buy |
121,170
+119,658
| +7,914% | +$1.64M | ﹤0.01% | 2861 |
|
|
2016
Q1 | $19K | Buy |
1,512
+629
| +71% | +$7.06K | ﹤0.01% | 4103 |
|
|
2015
Q4 | $11K | Buy |
+883
| New | +$10.6K | ﹤0.01% | 4196 |
|
|
2013
Q4 | – | Sell |
-10,582
| Closed | -$155K | – | 4258 |
|
|
2013
Q3 | $155K | Buy |
+10,582
| New | +$163K | ﹤0.01% | 4103 |
|
Other funds holding WSR
VPM
VCM
ICM
GKIM
NAM
CCM