Lido Advisors’s Whitestone REIT WSR Stock Holding History

Lido 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
2023 Q1	–	Sell	-36,281	Closed	-$350K	–	1262
2022 Q4	$350K	Buy	36,281 +3,605	+11%	+$33.2K	﹤0.01%	749
2022 Q3	$276K	Buy	+32,676	New	+$335K	﹤0.01%	783

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

NAM

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lido Advisors's WSR Position: Q1 2023 in Review

Lido Advisors sold out of Whitestone REIT (WSR) in Q1 2023, closing a stake of 36,281 shares — an estimated $350K sold.

Lido Advisors first reported a position in WSR in Q3 2022 and held it in 2 quarters. The position peaked at $350K in Q4 2022. 163 funds tracked by Wall St. Rank hold WSR as of Q1 2023.

Lido Advisors reported no remaining Whitestone REIT position as of Q1 2023 after selling out during the quarter.
Lido Advisors sold 36,281 Whitestone REIT shares in Q1 2023, an estimated $350K.
Lido Advisors first reported a position in Whitestone REIT in Q3 2022 and held it in 2 quarters.
Lido Advisors's Whitestone REIT position peaked at $350K in Q4 2022.
163 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2023.

Based on Lido Advisors's 13F filing for Q1 2023, filed 15 May 2023.