Money Concepts Capital’s Whitestone REIT WSR Stock Holding History

Money Concepts Capital’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 Q2	–	Sell	-712	Closed	-$9K	–	2633
2022 Q1	$9K	Buy	+712	New	+$8.16K	﹤0.01%	2008

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

Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return

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

Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Money Concepts Capital's WSR Position: Q2 2022 in Review

Money Concepts Capital sold out of Whitestone REIT (WSR) in Q2 2022, closing a stake of 712 shares — an estimated $9K sold.

Money Concepts Capital first reported a position in WSR in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 176 funds tracked by Wall St. Rank hold WSR as of Q2 2022.

Money Concepts Capital reported no remaining Whitestone REIT position as of Q2 2022 after selling out during the quarter.
Money Concepts Capital sold 712 Whitestone REIT shares in Q2 2022, an estimated $9K.
Money Concepts Capital first reported a position in Whitestone REIT in Q1 2022 and held it in 1 quarter.
Money Concepts Capital's Whitestone REIT position peaked at $9K in Q1 2022.
176 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2022.

Based on Money Concepts Capital's 13F filing for Q2 2022, filed 18 Jul 2022.