Marshall Wace’s Whitestone REIT WSR Stock Holding History

Marshall Wace’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 Q3	–	Sell	-28,097	Closed	-$351K	–	3483
2025 Q2	$351K	Sell	28,097 -82,041	-74%	-$1.04M	﹤0.01%	2273
2025 Q1	$1.6M	Buy	+110,138	New	+$1.52M	﹤0.01%	1563
2019 Q2	–	Sell	-11,004	Closed	-$132K	–	1896
2019 Q1	$132K	Sell	11,004 -141,010	-93%	-$1.86M	﹤0.01%	1399
2018 Q4	$1.86M	Buy	+152,014	New	+$2.06M	0.02%	745

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

EIM

Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return

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

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Marshall Wace's WSR Position: Q3 2025 in Review

Marshall Wace sold out of Whitestone REIT (WSR) in Q3 2025, closing a stake of 28,097 shares — an estimated $351K sold.

Marshall Wace first reported a position in WSR in Q4 2018 and held it in 4 quarters. The position peaked at $1.86M in Q4 2018. 207 funds tracked by Wall St. Rank hold WSR as of Q3 2025.

Marshall Wace reported no remaining Whitestone REIT position as of Q3 2025 after selling out during the quarter.
Marshall Wace sold 28,097 Whitestone REIT shares in Q3 2025, an estimated $351K.
Marshall Wace first reported a position in Whitestone REIT in Q4 2018 and held it in 4 quarters.
Marshall Wace's Whitestone REIT position peaked at $1.86M in Q4 2018.
207 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.