Nordea Investment Management
WSR

Nordea Investment Management’s Whitestone REIT WSR Stock Holding History

Nordea 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
-201,877
Closed -$2.5M – 959
2023
Q4 		$2.5M Sell
201,877
-8,811
-4% -$94.4K ﹤0.01% 671
2023
Q3 		$2.04M Sell
210,688
-8,089
-4% -$80.6K ﹤0.01% 685
2023
Q2 		$2.14M Sell
218,777
-85,683
-28% -$772K ﹤0.01% 684
2023
Q1 		$2.77M Sell
304,460
-4,373
-1% -$42.3K ﹤0.01% 625
2022
Q4 		$2.94M Sell
308,833
-8,662
-3% -$79.7K ﹤0.01% 605
2022
Q3 		$2.73M Sell
317,495
-5,864
-2% -$60.2K ﹤0.01% 637
2022
Q2 		$3.39M Buy
+323,359
New +$3.89M 0.01% 622
2019
Q2 		– Sell
-150,060
Closed -$1.8M – 1293
2019
Q1 		$1.8M Buy
150,060
+35,860
+31% +$474K ﹤0.01% 882
2018
Q4 		$1.4M Buy
+114,200
New +$1.55M ﹤0.01% 902

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
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 $59.9B AUM 27.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nordea Investment Management's WSR Position: Q1 2024 in Review

Nordea Investment Management sold out of Whitestone REIT (WSR) in Q1 2024, closing a stake of 201,877 shares — an estimated $2.5M sold.

Nordea Investment Management first reported a position in WSR in Q4 2018 and held it in 9 quarters. The position peaked at $3.39M in Q2 2022. 161 funds tracked by Wall St. Rank hold WSR as of Q1 2024.

  • Nordea Investment Management reported no remaining Whitestone REIT position as of Q1 2024 after selling out during the quarter.
  • Nordea Investment Management sold 201,877 Whitestone REIT shares in Q1 2024, an estimated $2.5M.
  • Nordea Investment Management first reported a position in Whitestone REIT in Q4 2018 and held it in 9 quarters.
  • Nordea Investment Management's Whitestone REIT position peaked at $3.39M in Q2 2022.
  • 161 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2024.

Based on Nordea Investment Management's 13F filing for Q1 2024, filed 2 May 2024.