LGT Financial Advisors’s Whitestone REIT WSR Stock Holding History

LGT Financial 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
2025 Q1	–	Sell	-809	Closed	-$11.5K	–	732
2024 Q4	$11.5K	Hold	809	–	–	0.03%	413
2024 Q3	$10.9K	Hold	809	–	–	0.03%	404
2024 Q2	$10.8K	Hold	809	–	–	0.02%	458
2024 Q1	$10.2K	Buy	+809	New	+$9.99K	0.01%	493

Other funds holding WSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIM

Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

LGT Financial Advisors's WSR Position: Q1 2025 in Review

LGT Financial Advisors sold out of Whitestone REIT (WSR) in Q1 2025, closing a stake of 809 shares — an estimated $11.5K sold.

LGT Financial Advisors first reported a position in WSR in Q1 2024 and held it in 4 quarters. The position peaked at $11.5K in Q4 2024. 202 funds tracked by Wall St. Rank hold WSR as of Q1 2025.

LGT Financial Advisors reported no remaining Whitestone REIT position as of Q1 2025 after selling out during the quarter.
LGT Financial Advisors sold 809 Whitestone REIT shares in Q1 2025, an estimated $11.5K.
LGT Financial Advisors first reported a position in Whitestone REIT in Q1 2024 and held it in 4 quarters.
LGT Financial Advisors's Whitestone REIT position peaked at $11.5K in Q4 2024.
202 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.