LWM
WSR

Loveless Wealth Management’s Whitestone REIT WSR Stock Holding History

Loveless Wealth Management’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
Q2 		$721K Sell
67,080
-1,850
-3% -$22.2K 0.47% 68
2022
Q1 		$913K Sell
68,930
-35
-0.1% -$401 0.52% 64
2021
Q4 		$699K Sell
68,965
-400
-0.6% -$3.9K 0.38% 80
2021
Q3 		$678K Sell
69,365
-1,000
-1% -$9.16K 0.41% 78
2021
Q2 		$581K Sell
70,365
-925
-1% -$8.31K 0.35% 83
2021
Q1 		$692K Sell
71,290
-960
-1% -$8.6K 0.46% 68
2020
Q4 		$576K Sell
72,250
-2,560
-3% -$18.4K 0.42% 72
2020
Q3 		$449K Sell
74,810
-2,047
-3% -$13.3K 0.38% 76
2020
Q2 		$559K Sell
76,857
-397
-0.5% -$2.52K 0.52% 64
2020
Q1 		$479K Buy
77,254
+3,355
+5% +$39.5K 0.56% 60
2019
Q4 		$983K Buy
+73,899
New +$1.01M 0.85% 45

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
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
State Street
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
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loveless Wealth Management's WSR Position: Q2 2022 in Review

Loveless Wealth Management reduced its Whitestone REIT (WSR) stake by 2.7% in Q2 2022, selling an estimated $22.2K and leaving 67,080 shares worth $721K. The position accounts for 0.47% of the portfolio, ranked #68.

Loveless Wealth Management first reported a position in WSR in Q4 2019 and has held it in 11 quarters since. The position peaked at $983K in Q4 2019. 176 funds tracked by Wall St. Rank hold WSR as of Q2 2022.

  • Loveless Wealth Management held 67,080 shares of Whitestone REIT worth $721K as of Q2 2022.
  • Loveless Wealth Management sold 1,850 Whitestone REIT shares in Q2 2022, an estimated $22.2K.
  • Whitestone REIT made up 0.47% of Loveless Wealth Management's portfolio in Q2 2022, its #68 holding.
  • Loveless Wealth Management first reported a position in Whitestone REIT in Q4 2019 and has held it in 11 quarters since.
  • Loveless Wealth Management's Whitestone REIT position peaked at $983K in Q4 2019.
  • 176 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.