RA
WSR

Rational Advisors’s Whitestone REIT WSR Stock Holding History

Rational Advisors’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
2018
Q3 		– Sell
-35,525
Closed -$443K – 569
2018
Q2 		$443K Sell
35,525
-106,100
-75% -$1.22M 0.21% 133
2018
Q1 		$1.47M Buy
141,625
+67,500
+91% +$824K 0.69% 41
2017
Q4 		$1.07M Sell
74,125
-49,290
-40% -$697K 0.55% 62
2017
Q3 		$1.61M Sell
123,415
-119,705
-49% -$1.53M 0.86% 29
2017
Q2 		$2.98M Buy
243,120
+97,120
+67% +$1.21M 1.86% 2
2017
Q1 		$2.02M Buy
+146,000
New +$2.01M 1.33% 15

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Rational Advisors's WSR Position: Q3 2018 in Review

Rational Advisors sold out of Whitestone REIT (WSR) in Q3 2018, closing a stake of 35,525 shares — an estimated $443K sold.

Rational Advisors first reported a position in WSR in Q1 2017 and held it in 6 quarters. The position peaked at $2.98M in Q2 2017. 115 funds tracked by Wall St. Rank hold WSR as of Q3 2018.

  • Rational Advisors reported no remaining Whitestone REIT position as of Q3 2018 after selling out during the quarter.
  • Rational Advisors sold 35,525 Whitestone REIT shares in Q3 2018, an estimated $443K.
  • Rational Advisors first reported a position in Whitestone REIT in Q1 2017 and held it in 6 quarters.
  • Rational Advisors's Whitestone REIT position peaked at $2.98M in Q2 2017.
  • 115 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2018.

Based on Rational Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.