New York Life Investment Management’s Whitestone REIT WSR Stock Holding History

New York Life Investment 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
2024 Q1	–	Sell	-37,538	Closed	-$461K	–	1542
2023 Q4	$461K	Sell	37,538 -1,162	-3%	-$12.5K	﹤0.01%	884
2023 Q3	$373K	Sell	38,700 -6,097	-14%	-$60.7K	﹤0.01%	953
2023 Q2	$435K	Sell	44,797 -7,404	-14%	-$66.7K	﹤0.01%	873
2023 Q1	$480K	Buy	+52,201	New	+$505K	0.01%	889
2022 Q3	–	Sell	-13,637	Closed	-$147K	–	1266
2022 Q2	$147K	Buy	+13,637	New	+$164K	﹤0.01%	1240

Other funds holding WSR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

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

BFM

Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return

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

New York Life Investment Management's WSR Position: Q1 2024 in Review

New York Life Investment Management sold out of Whitestone REIT (WSR) in Q1 2024, closing a stake of 37,538 shares — an estimated $461K sold.

New York Life Investment Management first reported a position in WSR in Q2 2022 and held it in 5 quarters. The position peaked at $480K in Q1 2023. 161 funds tracked by Wall St. Rank hold WSR as of Q1 2024.

New York Life Investment Management reported no remaining Whitestone REIT position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 37,538 Whitestone REIT shares in Q1 2024, an estimated $461K.
New York Life Investment Management first reported a position in Whitestone REIT in Q2 2022 and held it in 5 quarters.
New York Life Investment Management's Whitestone REIT position peaked at $480K in Q1 2023.
161 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.