MWM
WSR

Midwest Wealth Management’s Whitestone REIT WSR Stock Holding History

Midwest Wealth 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
Q1 		$365K Buy
+27,515
New +$316K 0.22% 83

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
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Midwest Wealth Management's WSR Position: Q1 2022 in Review

Midwest Wealth Management opened a new position in Whitestone REIT (WSR) in Q1 2022: 27,515 shares worth $365K. The stake represents 0.22% of the portfolio and ranks #83 among its holdings.

163 funds tracked by Wall St. Rank hold WSR as of Q1 2022.

  • Midwest Wealth Management held 27,515 shares of Whitestone REIT worth $365K as of Q1 2022.
  • Whitestone REIT was a new Midwest Wealth Management position in Q1 2022.
  • Whitestone REIT made up 0.22% of Midwest Wealth Management's portfolio in Q1 2022, its #83 holding.
  • 163 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.