Loomis, Sayles & Company
WSR

Loomis, Sayles & Company’s Whitestone REIT WSR Stock Holding History

Loomis, Sayles & Company’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
Q2 		– Sell
-1,809
Closed -$26K – 812
2025
Q1 		$26K Sell
1,809
-1,482
-45% -$20.4K ﹤0.01% 691
2024
Q4 		$47K Sell
3,291
-101
-3% -$1.44K ﹤0.01% 672
2024
Q3 		$46K Buy
3,392
+3,287
+3,130% +$44.1K ﹤0.01% 642
2024
Q2 		$1K Buy
+105
New +$1.29K ﹤0.01% 704
2023
Q3 		– Sell
-47
Closed – – 1031
2023
Q2 		$0 Hold
47
– – ﹤0.01% 1078
2023
Q1 		$0 Hold
47
– – ﹤0.01% 1035
2022
Q4 		$0 Hold
47
– – ﹤0.01% 997
2022
Q3 		$0 Buy
+47
New +$482 ﹤0.01% 1059
2021
Q1 		– Sell
-671
Closed -$5K – 904
2020
Q4 		$5K Buy
+671
New +$4.83K ﹤0.01% 763

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
EIM
Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return