LSV Asset Management
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
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
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
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management's WSR Position: Q4 2022 in Review

LSV Asset Management sold out of Whitestone REIT (WSR) in Q4 2022, closing a stake of 10,900 shares — an estimated $92K sold.

LSV Asset Management first reported a position in WSR in Q2 2016 and held it in 7 quarters. The position peaked at $1.75M in Q4 2016. 158 funds tracked by Wall St. Rank hold WSR as of Q4 2022.

  • LSV Asset Management reported no remaining Whitestone REIT position as of Q4 2022 after selling out during the quarter.
  • LSV Asset Management sold 10,900 Whitestone REIT shares in Q4 2022, an estimated $92K.
  • LSV Asset Management first reported a position in Whitestone REIT in Q2 2016 and held it in 7 quarters.
  • LSV Asset Management's Whitestone REIT position peaked at $1.75M in Q4 2016.
  • 158 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2022.

Based on LSV Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.