MWA
WSR

Monograph Wealth Advisors’s Whitestone REIT WSR Stock Holding History

Monograph Wealth Advisors’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
2024
Q2 		– Sell
-30,000
Closed -$377K – 160
2024
Q1 		$377K Buy
+30,000
New +$371K 0.06% 114

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
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Monograph Wealth Advisors's WSR Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Whitestone REIT (WSR) in Q2 2024, closing a stake of 30,000 shares — an estimated $377K sold.

Monograph Wealth Advisors first reported a position in WSR in Q1 2024 and held it in 1 quarter. The position peaked at $377K in Q1 2024. 165 funds tracked by Wall St. Rank hold WSR as of Q2 2024.

  • Monograph Wealth Advisors reported no remaining Whitestone REIT position as of Q2 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 30,000 Whitestone REIT shares in Q2 2024, an estimated $377K.
  • Monograph Wealth Advisors first reported a position in Whitestone REIT in Q1 2024 and held it in 1 quarter.
  • Monograph Wealth Advisors's Whitestone REIT position peaked at $377K in Q1 2024.
  • 165 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.