Morgan Stanley’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10M | Sell |
802,752
-21,010
| -3% | -$262K | ﹤0.01% | 3441 |
|
2025
Q1 | $12M | Sell |
823,762
-109,837
| -12% | -$1.6M | ﹤0.01% | 3174 |
|
2024
Q4 | $13.2M | Sell |
933,599
-14,139
| -1% | -$200K | ﹤0.01% | 3141 |
|
2024
Q3 | $12.8M | Sell |
947,738
-31,133
| -3% | -$421K | ﹤0.01% | 3232 |
|
2024
Q2 | $13M | Buy |
978,871
+109,444
| +13% | +$1.46M | ﹤0.01% | 3107 |
|
2024
Q1 | $10.9M | Sell |
869,427
-774,353
| -47% | -$9.72M | ﹤0.01% | 3282 |
|
2023
Q4 | $20.2M | Buy |
1,643,780
+775,028
| +89% | +$9.53M | ﹤0.01% | 3339 |
|
2023
Q3 | $8.37M | Buy |
868,752
+158,860
| +22% | +$1.53M | ﹤0.01% | 3284 |
|
2023
Q2 | $6.89M | Sell |
709,892
-50,509
| -7% | -$490K | ﹤0.01% | 3508 |
|
2023
Q1 | $7M | Buy |
760,401
+18,571
| +3% | +$171K | ﹤0.01% | 3481 |
|
2022
Q4 | $7.15M | Buy |
741,830
+27,974
| +4% | +$270K | ﹤0.01% | 3410 |
|
2022
Q3 | $6.04M | Sell |
713,856
-48,808
| -6% | -$413K | ﹤0.01% | 3513 |
|
2022
Q2 | $8.2M | Buy |
762,664
+551,452
| +261% | +$5.93M | ﹤0.01% | 3280 |
|
2022
Q1 | $2.8M | Sell |
211,212
-33,454
| -14% | -$443K | ﹤0.01% | 4256 |
|
2021
Q4 | $2.48M | Sell |
244,666
-86,388
| -26% | -$875K | ﹤0.01% | 4406 |
|
2021
Q3 | $3.24M | Sell |
331,054
-9,667
| -3% | -$94.5K | ﹤0.01% | 4152 |
|
2021
Q2 | $2.81M | Buy |
340,721
+126,232
| +59% | +$1.04M | ﹤0.01% | 4354 |
|
2021
Q1 | $2.08M | Sell |
214,489
-36,737
| -15% | -$356K | ﹤0.01% | 4232 |
|
2020
Q4 | $2M | Buy |
251,226
+71,904
| +40% | +$573K | ﹤0.01% | 4161 |
|
2020
Q3 | $1.08M | Sell |
179,322
-28,706
| -14% | -$172K | ﹤0.01% | 4165 |
|
2020
Q2 | $1.51M | Buy |
208,028
+27,569
| +15% | +$200K | ﹤0.01% | 3842 |
|
2020
Q1 | $1.12M | Sell |
180,459
-49,233
| -21% | -$305K | ﹤0.01% | 3870 |
|
2019
Q4 | $3.13M | Buy |
229,692
+50,138
| +28% | +$683K | ﹤0.01% | 3662 |
|
2019
Q3 | $2.47M | Sell |
179,554
-4,721
| -3% | -$65K | ﹤0.01% | 3592 |
|
2019
Q2 | $2.34M | Buy |
184,275
+55,882
| +44% | +$709K | ﹤0.01% | 3659 |
|
2019
Q1 | $1.54M | Sell |
128,393
-18,037
| -12% | -$217K | ﹤0.01% | 3801 |
|
2018
Q4 | $1.8M | Sell |
146,430
-8,418
| -5% | -$103K | ﹤0.01% | 3857 |
|
2018
Q3 | $2.15M | Buy |
154,848
+64,384
| +71% | +$894K | ﹤0.01% | 3944 |
|
2018
Q2 | $1.13M | Sell |
90,464
-59,705
| -40% | -$745K | ﹤0.01% | 4538 |
|
2018
Q1 | $1.56M | Buy |
150,169
+49,048
| +49% | +$510K | ﹤0.01% | 4219 |
|
2017
Q4 | $1.46M | Sell |
101,121
-20,467
| -17% | -$295K | ﹤0.01% | 4288 |
|
2017
Q3 | $1.59M | Sell |
121,588
-10,163
| -8% | -$133K | ﹤0.01% | 4086 |
|
2017
Q2 | $1.61M | Sell |
131,751
-16,153
| -11% | -$198K | ﹤0.01% | 3983 |
|
2017
Q1 | $2.05M | Sell |
147,904
-40,545
| -22% | -$561K | ﹤0.01% | 3783 |
|
2016
Q4 | $2.71M | Buy |
188,449
+75,693
| +67% | +$1.09M | ﹤0.01% | 3644 |
|
2016
Q3 | $1.57M | Sell |
112,756
-40,754
| -27% | -$566K | ﹤0.01% | 3700 |
|
2016
Q2 | $2.32M | Buy |
153,510
+902
| +0.6% | +$13.6K | ﹤0.01% | 3309 |
|
2016
Q1 | $1.92M | Sell |
152,608
-12,148
| -7% | -$153K | ﹤0.01% | 3391 |
|
2015
Q4 | $1.98M | Sell |
164,756
-16,773
| -9% | -$201K | ﹤0.01% | 3503 |
|
2015
Q3 | $2.09M | Sell |
181,529
-9,785
| -5% | -$113K | ﹤0.01% | 3467 |
|
2015
Q2 | $2.49M | Buy |
191,314
+5,458
| +3% | +$71.1K | ﹤0.01% | 3420 |
|
2015
Q1 | $2.95M | Sell |
185,856
-4,139
| -2% | -$65.7K | ﹤0.01% | 3213 |
|
2014
Q4 | $2.87M | Sell |
189,995
-5,467
| -3% | -$82.6K | ﹤0.01% | 3236 |
|
2014
Q3 | $2.73M | Buy |
195,462
+10,979
| +6% | +$153K | ﹤0.01% | 3180 |
|
2014
Q2 | $2.75M | Buy |
184,483
+9,552
| +5% | +$142K | ﹤0.01% | 3237 |
|
2014
Q1 | $2.53M | Buy |
174,931
+105,643
| +152% | +$1.53M | ﹤0.01% | 3221 |
|
2013
Q4 | $926K | Sell |
69,288
-11,978
| -15% | -$160K | ﹤0.01% | 3992 |
|
2013
Q3 | $1.2M | Sell |
81,266
-60,898
| -43% | -$897K | ﹤0.01% | 3643 |
|
2013
Q2 | $2.24M | Buy |
+142,164
| New | +$2.24M | ﹤0.01% | 3064 |
|