LC
WSR

Lindbrook Capital’s Whitestone REIT WSR Stock Holding History

Lindbrook Capital’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 		$4.04K Buy
277
+48
+21% +$661 ﹤0.01% 2047
2024
Q4 		$3.25K Hold
229
– – ﹤0.01% 2148
2024
Q3 		$3.1K Sell
229
-29
-11% -$389 ﹤0.01% 2206
2024
Q2 		$3.43K Buy
258
+110
+74% +$1.35K ﹤0.01% 2162
2024
Q1 		$1.86K Hold
148
– – ﹤0.01% 2269
2023
Q4 		$1.82K Buy
+148
New +$1.59K ﹤0.01% 2290
2023
Q1 		– Sell
-19
Closed -$183 – 2928
2022
Q4 		$183 Buy
+19
New +$175 ﹤0.01% 2735
2022
Q3 		– Sell
-838
Closed -$8.6K – 2938
2022
Q2 		$9K Buy
838
+54
+7% +$649 ﹤0.01% 1320
2022
Q1 		$10K Buy
+784
New +$8.99K ﹤0.01% 1297

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
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
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
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

Lindbrook Capital's WSR Position: Q1 2025 in Review

Lindbrook Capital increased its Whitestone REIT (WSR) stake by 21% in Q1 2025, buying an estimated $661 and bringing the position to 277 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

Lindbrook Capital first reported a position in WSR in Q1 2022 and has held it in 9 quarters since. The position peaked at $10K in Q1 2022. 202 funds tracked by Wall St. Rank hold WSR as of Q1 2025.

  • Lindbrook Capital held 277 shares of Whitestone REIT worth $4.04K as of Q1 2025.
  • Lindbrook Capital bought 48 Whitestone REIT shares in Q1 2025, an estimated $661.
  • Whitestone REIT made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2047 holding.
  • Lindbrook Capital first reported a position in Whitestone REIT in Q1 2022 and has held it in 9 quarters since.
  • Lindbrook Capital's Whitestone REIT position peaked at $10K in Q1 2022.
  • 202 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.