MOACM
WSR

Mutual of America Capital Management’s Whitestone REIT WSR Stock Holding History

Mutual of America Capital 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
2022
Q4 		– Sell
-9,233
Closed -$78K – 1590
2022
Q3 		$78K Buy
9,233
+1,475
+19% +$15.1K ﹤0.01% 1563
2022
Q2 		$83K Buy
7,758
+1,106
+17% +$13.3K ﹤0.01% 1540
2022
Q1 		$88K Buy
6,652
+345
+5% +$3.96K ﹤0.01% 1548
2021
Q4 		$64K Buy
6,307
+502
+9% +$4.89K ﹤0.01% 1600
2021
Q3 		$57K Buy
5,805
+128
+2% +$1.17K ﹤0.01% 1609
2021
Q2 		$47K Buy
5,677
+345
+6% +$3.1K ﹤0.01% 1641
2021
Q1 		$52K Buy
5,332
+348
+7% +$3.12K ﹤0.01% 1630
2020
Q4 		$40K Buy
4,984
+171
+4% +$1.23K ﹤0.01% 1625
2020
Q3 		$29K Buy
4,813
+2,783
+137% +$18.1K ﹤0.01% 1615
2020
Q2 		$15K Buy
2,030
+262
+15% +$1.67K ﹤0.01% 1598
2020
Q1 		$11K Buy
1,768
+324
+22% +$3.82K ﹤0.01% 1590
2019
Q4 		$20K Sell
1,444
-45
-3% -$618 ﹤0.01% 1565
2019
Q3 		$20K Buy
1,489
+64
+4% +$821 ﹤0.01% 1569
2019
Q2 		$18K Buy
1,425
+288
+25% +$3.61K ﹤0.01% 1582
2019
Q1 		$14K Buy
1,137
+150
+15% +$1.98K ﹤0.01% 1597
2018
Q4 		$12K Buy
987
+230
+30% +$3.12K ﹤0.01% 1584
2018
Q3 		$11K Buy
757
+611
+418% +$8.06K ﹤0.01% 1613
2018
Q2 		$2K Buy
+146
New +$1.68K ﹤0.01% 1636
2015
Q2 		– Sell
-3,150
Closed -$50K – 1268
2015
Q1 		$50K Hold
3,150
– – ﹤0.01% 1176
2014
Q4 		$48K Buy
3,150
+650
+26% +$9.56K ﹤0.01% 1173
2014
Q3 		$35K Hold
2,500
– – ﹤0.01% 1220
2014
Q2 		$37K Buy
+2,500
New +$35.6K ﹤0.01% 1230

Other funds holding WSR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mutual of America Capital Management's WSR Position: Q4 2022 in Review

Mutual of America Capital Management sold out of Whitestone REIT (WSR) in Q4 2022, closing a stake of 9,233 shares — an estimated $78K sold.

Mutual of America Capital Management first reported a position in WSR in Q2 2014 and held it in 22 quarters. The position peaked at $88K in Q1 2022. 159 funds tracked by Wall St. Rank hold WSR as of Q4 2022.

  • Mutual of America Capital Management reported no remaining Whitestone REIT position as of Q4 2022 after selling out during the quarter.
  • Mutual of America Capital Management sold 9,233 Whitestone REIT shares in Q4 2022, an estimated $78K.
  • Mutual of America Capital Management first reported a position in Whitestone REIT in Q2 2014 and held it in 22 quarters.
  • Mutual of America Capital Management's Whitestone REIT position peaked at $88K in Q1 2022.
  • 159 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2022.

Based on Mutual of America Capital Management's 13F filing for Q4 2022, filed 10 Feb 2023.