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

Loomis, Sayles & Company's WSR Position: Q2 2025 in Review

Loomis, Sayles & Company sold out of Whitestone REIT (WSR) in Q2 2025, closing a stake of 1,809 shares — an estimated $26K sold.

Loomis, Sayles & Company first reported a position in WSR in Q4 2020 and held it in 9 quarters. The position peaked at $47K in Q4 2024. 200 funds tracked by Wall St. Rank hold WSR as of Q2 2025.

  • Loomis, Sayles & Company reported no remaining Whitestone REIT position as of Q2 2025 after selling out during the quarter.
  • Loomis, Sayles & Company sold 1,809 Whitestone REIT shares in Q2 2025, an estimated $26K.
  • Loomis, Sayles & Company first reported a position in Whitestone REIT in Q4 2020 and held it in 9 quarters.
  • Loomis, Sayles & Company's Whitestone REIT position peaked at $47K in Q4 2024.
  • 200 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2025.

Based on Loomis, Sayles & Company's 13F filing for Q2 2025, filed 13 Aug 2025.