Prelude Capital Management’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 | $738K | Buy |
59,149
+6,723
| +13% | +$83.9K | 0.07% | 336 |
|
|
2025
Q1 | $764K | Buy |
52,426
+900
| +2% | +$13.1K | 0.06% | 316 |
|
|
2024
Q4 | $730K | Buy |
51,526
+18,289
| +55% | +$259K | 0.05% | 392 |
|
|
2024
Q3 | $450K | Sell |
33,237
-25,177
| -43% | -$341K | 0.03% | 599 |
|
|
2024
Q2 | $777K | Buy |
58,414
+4,936
| +9% | +$65.7K | 0.05% | 325 |
|
|
2024
Q1 | $671K | Sell |
53,478
-11,691
| -18% | -$147K | 0.04% | 455 |
|
|
2023
Q4 | $801K | Buy |
65,169
+1,719
| +3% | +$21.1K | 0.05% | 294 |
|
|
2023
Q3 | $611K | Buy |
+63,450
| New | +$611K | 0.04% | 333 |
|
|
2022
Q3 | – | Sell |
-66,434
| Closed | -$714K | – | 1805 |
|
|
2022
Q2 | $714K | Sell |
66,434
-19,566
| -23% | -$210K | 0.02% | 539 |
|
|
2022
Q1 | $1.14M | Buy |
+86,000
| New | +$1.14M | 0.03% | 415 |
|
|
2017
Q1 | – | Sell |
-700
| Closed | -$10K | – | 1758 |
|
|
2016
Q4 | $10K | Buy |
+700
| New | +$10K | ﹤0.01% | 1333 |
|
|
2016
Q3 | – | Sell |
-300
| Closed | -$5K | – | 1776 |
|
|
2016
Q2 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 1408 |
|
|
2014
Q1 | – | Sell |
-2,600
| Closed | -$35K | – | 1932 |
|
|
2013
Q4 | $35K | Buy |
+2,600
| New | +$35K | 0.01% | 1114 |
|