MWM
WSR

MinichMacGregor Wealth Management’s Whitestone REIT WSR Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-110
Closed -$1.06K – 663
2022
Q4 		$1.06K Buy
+110
New +$1.01K ﹤0.01% 628
2018
Q4 		– Sell
-80
Closed -$1K – 532
2018
Q3 		$1K Hold
80
– – ﹤0.01% 501
2018
Q2 		$1K Buy
+80
New +$923 ﹤0.01% 512

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MinichMacGregor Wealth Management's WSR Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Whitestone REIT (WSR) in Q1 2023, closing a stake of 110 shares — an estimated $1.06K sold.

MinichMacGregor Wealth Management first reported a position in WSR in Q2 2018 and held it in 3 quarters. The position peaked at $1.06K in Q4 2022. 163 funds tracked by Wall St. Rank hold WSR as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Whitestone REIT position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 110 Whitestone REIT shares in Q1 2023, an estimated $1.06K.
  • MinichMacGregor Wealth Management first reported a position in Whitestone REIT in Q2 2018 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's Whitestone REIT position peaked at $1.06K in Q4 2022.
  • 163 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.