LOAMU
WSR

Lombard Odier Asset Management (USA)’s Whitestone REIT WSR Stock Holding History

Lombard Odier Asset Management (USA)’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
2022
Q3 		– Sell
-150,000
Closed -$1.61M – 458
2022
Q2 		$1.61M Buy
+150,000
New +$1.8M 0.06% 174

Other funds holding WSR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s WSR Position: Q3 2022 in Review

Lombard Odier Asset Management (USA) sold out of Whitestone REIT (WSR) in Q3 2022, closing a stake of 150,000 shares — an estimated $1.61M sold.

Lombard Odier Asset Management (USA) first reported a position in WSR in Q2 2022 and held it in 1 quarter. The position peaked at $1.61M in Q2 2022. 161 funds tracked by Wall St. Rank hold WSR as of Q3 2022.

  • Lombard Odier Asset Management (USA) reported no remaining Whitestone REIT position as of Q3 2022 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 150,000 Whitestone REIT shares in Q3 2022, an estimated $1.61M.
  • Lombard Odier Asset Management (USA) first reported a position in Whitestone REIT in Q2 2022 and held it in 1 quarter.
  • Lombard Odier Asset Management (USA)'s Whitestone REIT position peaked at $1.61M in Q2 2022.
  • 161 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2022.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q3 2022, filed 14 Nov 2022.