Meeder Asset Management’s Whitestone REIT WSR Stock Holding History

Meeder 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
2025 Q2	–	Sell	-3,653	Closed	-$53.2K	–	1017
2025 Q1	$53.2K	Buy	+3,653	New	+$50.3K	﹤0.01%	381
2022 Q4	–	Sell	-1,362	Closed	-$12K	–	2041
2022 Q3	$12K	Sell	1,362 -430	-24%	-$4.41K	﹤0.01%	1284
2022 Q2	$19K	Sell	1,792 -223	-11%	-$2.68K	﹤0.01%	1161
2022 Q1	$27K	Buy	+2,015	New	+$23.1K	﹤0.01%	1174
2021 Q4	–	Sell	-2,162	Closed	-$21K	–	2368
2021 Q3	$21K	Sell	2,162 -133	-6%	-$1.22K	﹤0.01%	1410
2021 Q2	$19K	Buy	2,295 +129	+6%	+$1.16K	﹤0.01%	1477
2021 Q1	$21K	Sell	2,166 -210	-9%	-$1.88K	﹤0.01%	1395
2020 Q4	$19K	Buy	2,376 +109	+5%	+$784	﹤0.01%	812
2020 Q3	$14K	Buy	2,267 +411	+22%	+$2.67K	﹤0.01%	1274
2020 Q2	$13K	Buy	+1,856	New	+$11.8K	﹤0.01%	1251
2018 Q1	–	Sell	-274	Closed	-$4K	–	1766
2017 Q4	$4K	Sell	274 -645	-70%	-$9.12K	﹤0.01%	1387
2017 Q3	$12K	Buy	+919	New	+$11.8K	﹤0.01%	1039

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

Geode Capital Management

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

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

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

First Eagle Investment Management

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

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

Dimensional Fund Advisors

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