Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WSR
LSV Asset Management’s
Whitestone REIT
WSR
Stock Holding History
LSV Asset 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
Q4
–
Sell
-10,900
Closed
-$92K
–
891
2022
Q3
$92K
Buy
+10,900
New
+$112K
﹤0.01%
835
2017
Q4
–
Sell
-60,100
Closed
-$784K
–
1010
2017
Q3
$784K
Sell
60,100
-61,500
-51%
-$787K
﹤0.01%
824
2017
Q2
$1.49M
Hold
121,600
–
–
﹤0.01%
766
2017
Q1
$1.68M
Hold
121,600
–
–
﹤0.01%
739
2016
Q4
$1.75M
Buy
121,600
+2,600
+2%
+$35K
﹤0.01%
728
2016
Q3
$1.65M
Buy
119,000
+60,171
+102%
+$899K
﹤0.01%
701
2016
Q2
$887K
Buy
+58,829
New
+$804K
﹤0.01%
791
Other funds holding WSR
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
NAM
Nexpoint Asset Management
Dallas, Texas
$1.43B AUM
61.08%
1-Year Est. Return
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
HS
Hazelview Securities
Toronto, Ontario, Canada
$537M AUM
8.62%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close