MAM
WSR

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
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
State Street
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
EIM
Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return
NAM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKIM
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

Meeder Asset Management's WSR Position: Q2 2025 in Review

Meeder Asset Management sold out of Whitestone REIT (WSR) in Q2 2025, closing a stake of 3,653 shares — an estimated $53.2K sold.

Meeder Asset Management first reported a position in WSR in Q3 2017 and held it in 12 quarters. The position peaked at $53.2K in Q1 2025. 200 funds tracked by Wall St. Rank hold WSR as of Q2 2025.

  • Meeder Asset Management reported no remaining Whitestone REIT position as of Q2 2025 after selling out during the quarter.
  • Meeder Asset Management sold 3,653 Whitestone REIT shares in Q2 2025, an estimated $53.2K.
  • Meeder Asset Management first reported a position in Whitestone REIT in Q3 2017 and held it in 12 quarters.
  • Meeder Asset Management's Whitestone REIT position peaked at $53.2K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2025.

Based on Meeder Asset Management's 13F filing for Q2 2025, filed 7 Aug 2025.