PI
WSR

PEAK6 Investments’s Whitestone REIT WSR Stock Holding History

PEAK6 Investments’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
-2,500
Closed -$31.4K – 4427
2024
Q1 		$31.4K Buy
2,500
+1,500
+150% +$18.5K ﹤0.01% 3642
2023
Q4 		$12.3K Buy
+1,000
New +$10.7K ﹤0.01% 3925
2022
Q4 		– Sell
-11,900
Closed -$101K – 5310
2022
Q3 		$101K Hold
11,900
– – ﹤0.01% 4083
2022
Q2 		$128K Buy
11,900
+1,300
+12% +$15.6K ﹤0.01% 5091
2022
Q1 		$140K Buy
10,600
+10,000
+1,667% +$115K ﹤0.01% 4107
2021
Q4 		$6K Sell
600
-10,100
-94% -$98.4K ﹤0.01% 4950
2021
Q3 		$105K Buy
+10,700
New +$98.1K ﹤0.01% 4320
2021
Q2 		– Sell
-26,600
Closed -$258K – 5858
2021
Q1 		$258K Buy
+26,600
New +$238K ﹤0.01% 3748
2020
Q3 		– Sell
-7,700
Closed -$56K – 4980
2020
Q2 		$56K Sell
7,700
-10,400
-57% -$66.1K ﹤0.01% 3983
2020
Q1 		$112K Buy
+18,100
New +$213K ﹤0.01% 3237
2019
Q2 		– Sell
-12,500
Closed -$150K – 4380
2019
Q1 		$150K Buy
12,500
+2,000
+19% +$26.4K ﹤0.01% 3077
2018
Q4 		$129K Sell
10,500
-67,000
-86% -$908K ﹤0.01% 3290
2018
Q3 		$1.08M Buy
+77,500
New +$1.02M ﹤0.01% 1933

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

PEAK6 Investments's WSR Position: Q2 2024 in Review

PEAK6 Investments sold out of Whitestone REIT (WSR) in Q2 2024, closing a stake of 510 shares — an estimated $6.4K sold.

PEAK6 Investments first reported a position in WSR in Q2 2020 and held it in 8 quarters. The position peaked at $219K in Q2 2021. 165 funds tracked by Wall St. Rank hold WSR as of Q2 2024.

  • PEAK6 Investments reported no remaining Whitestone REIT position as of Q2 2024 after selling out during the quarter.
  • PEAK6 Investments sold 510 Whitestone REIT shares in Q2 2024, an estimated $6.4K.
  • PEAK6 Investments first reported a position in Whitestone REIT in Q2 2020 and held it in 8 quarters.
  • PEAK6 Investments's Whitestone REIT position peaked at $219K in Q2 2021.
  • 165 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2024.

Based on PEAK6 Investments's 13F filing for Q2 2024, filed 14 Aug 2024.