LS Investment Advisors’s Whitestone REIT WSR Stock Holding History

LS Investment Advisors’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
2020 Q3	–	Sell	-1,101	Closed	-$8K	–	1469
2020 Q2	$8K	Hold	1,101	–	–	﹤0.01%	1554
2020 Q1	$7K	Hold	1,101	–	–	﹤0.01%	1609
2019 Q4	$15K	Hold	1,101	–	–	﹤0.01%	1594
2019 Q3	$15K	Hold	1,101	–	–	﹤0.01%	1588
2019 Q2	$14K	Hold	1,101	–	–	﹤0.01%	1597
2019 Q1	$13K	Hold	1,101	–	–	﹤0.01%	1587
2018 Q4	$13K	Hold	1,101	–	–	﹤0.01%	1574
2018 Q3	$15K	Hold	1,101	–	–	﹤0.01%	1649
2018 Q2	$14K	Hold	1,101	–	–	﹤0.01%	1660
2018 Q1	$11K	Hold	1,101	–	–	﹤0.01%	1688
2017 Q4	$16K	Sell	1,101 -189	-15%	-$2.67K	﹤0.01%	1617
2017 Q3	$17K	Buy	+1,290	New	+$16.5K	﹤0.01%	1625

Other funds holding WSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LS Investment Advisors's WSR Position: Q3 2020 in Review

LS Investment Advisors sold out of Whitestone REIT (WSR) in Q3 2020, closing a stake of 1,101 shares — an estimated $8K sold.

LS Investment Advisors first reported a position in WSR in Q3 2017 and held it in 12 quarters. The position peaked at $17K in Q3 2017. 122 funds tracked by Wall St. Rank hold WSR as of Q3 2020.

LS Investment Advisors reported no remaining Whitestone REIT position as of Q3 2020 after selling out during the quarter.
LS Investment Advisors sold 1,101 Whitestone REIT shares in Q3 2020, an estimated $8K.
LS Investment Advisors first reported a position in Whitestone REIT in Q3 2017 and held it in 12 quarters.
LS Investment Advisors's Whitestone REIT position peaked at $17K in Q3 2017.
122 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.