Kennedy Capital Management’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Sell |
223,762
-35,534
| -14% | -$443K | 0.07% | 389 |
|
|
2025
Q1 | $3.78M | Sell |
259,296
-264,488
| -50% | -$3.85M | 0.09% | 328 |
|
|
2024
Q4 | $7.42M | Sell |
523,784
-23,427
| -4% | -$332K | 0.16% | 214 |
|
|
2024
Q3 | $7.4M | Sell |
547,211
-68,415
| -11% | -$926K | 0.16% | 223 |
|
|
2024
Q2 | $8.19M | Sell |
615,626
-33,238
| -5% | -$442K | 0.18% | 199 |
|
|
2024
Q1 | $8.14M | Sell |
648,864
-12,706
| -2% | -$159K | 0.17% | 215 |
|
|
2023
Q4 | $8.13M | Buy |
661,570
+57,652
| +10% | +$709K | 0.18% | 213 |
|
|
2023
Q3 | $5.82M | Sell |
603,918
-1,857
| -0.3% | -$17.9K | 0.14% | 255 |
|
|
2023
Q2 | $5.88M | Buy |
605,775
+11,783
| +2% | +$114K | 0.14% | 263 |
|
|
2023
Q1 | $5.46M | Buy |
593,992
+28,787
| +5% | +$265K | 0.16% | 237 |
|
|
2022
Q4 | $5.45M | Buy |
565,205
+126,498
| +29% | +$1.22M | 0.15% | 241 |
|
|
2022
Q3 | $3.71M | Buy |
438,707
+21,997
| +5% | +$186K | 0.11% | 317 |
|
|
2022
Q2 | $4.48M | Buy |
416,710
+49,266
| +13% | +$530K | 0.13% | 289 |
|
|
2022
Q1 | $4.87M | Buy |
+367,444
| New | +$4.87M | 0.12% | 312 |
|
|
2017
Q3 | – | Sell |
-70,000
| Closed | -$858K | – | 762 |
|
|
2017
Q2 | $858K | Buy |
+70,000
| New | +$858K | 0.02% | 658 |
|