PI
WSR

Putnam Investments’s Whitestone REIT WSR Stock Holding History

Putnam 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
2023
Q4 		– Sell
-37,700
Closed -$363K – 1230
2023
Q3 		$363K Sell
37,700
-321
-0.8% -$3.2K ﹤0.01% 1006
2023
Q2 		$369K Buy
+38,021
New +$343K ﹤0.01% 1017

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

Putnam Investments's WSR Position: Q4 2023 in Review

Putnam Investments sold out of Whitestone REIT (WSR) in Q4 2023, closing a stake of 37,700 shares — an estimated $363K sold.

Putnam Investments first reported a position in WSR in Q2 2023 and held it in 2 quarters. The position peaked at $369K in Q2 2023. 164 funds tracked by Wall St. Rank hold WSR as of Q4 2023.

  • Putnam Investments reported no remaining Whitestone REIT position as of Q4 2023 after selling out during the quarter.
  • Putnam Investments sold 37,700 Whitestone REIT shares in Q4 2023, an estimated $363K.
  • Putnam Investments first reported a position in Whitestone REIT in Q2 2023 and held it in 2 quarters.
  • Putnam Investments's Whitestone REIT position peaked at $369K in Q2 2023.
  • 164 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.