Private Advisor Group’s Whitestone REIT WSR Stock Holding History

Private Advisor Group’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
2020 Q3	–	Sell	-530	Closed	-$4K	–	3429
2020 Q2	$4K	Buy	+530	New	+$3.37K	﹤0.01%	3373

Other funds holding WSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Private Advisor Group's WSR Position: Q3 2020 in Review

Private Advisor Group sold out of Whitestone REIT (WSR) in Q3 2020, closing a stake of 530 shares — an estimated $4K sold.

Private Advisor Group first reported a position in WSR in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 122 funds tracked by Wall St. Rank hold WSR as of Q3 2020.

Private Advisor Group reported no remaining Whitestone REIT position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 530 Whitestone REIT shares in Q3 2020, an estimated $4K.
Private Advisor Group first reported a position in Whitestone REIT in Q2 2020 and held it in 1 quarter.
Private Advisor Group's Whitestone REIT position peaked at $4K in Q2 2020.
122 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.