MFS
WSR

Mirabella Financial Services’s Whitestone REIT WSR Stock Holding History

Mirabella Financial Services’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
Q2 		– Sell
-27,504
Closed -$253K – 678
2023
Q1 		$253K Buy
+27,504
New +$266K 0.04% 312

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mirabella Financial Services's WSR Position: Q2 2023 in Review

Mirabella Financial Services sold out of Whitestone REIT (WSR) in Q2 2023, closing a stake of 27,504 shares — an estimated $253K sold.

Mirabella Financial Services first reported a position in WSR in Q1 2023 and held it in 1 quarter. The position peaked at $253K in Q1 2023. 154 funds tracked by Wall St. Rank hold WSR as of Q2 2023.

  • Mirabella Financial Services reported no remaining Whitestone REIT position as of Q2 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 27,504 Whitestone REIT shares in Q2 2023, an estimated $253K.
  • Mirabella Financial Services first reported a position in Whitestone REIT in Q1 2023 and held it in 1 quarter.
  • Mirabella Financial Services's Whitestone REIT position peaked at $253K in Q1 2023.
  • 154 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2023.

Based on Mirabella Financial Services's 13F filing for Q2 2023, filed 7 Aug 2023.