RG
WSR

Retirement Group’s Whitestone REIT WSR Stock Holding History

Retirement 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
Q4 		– Sell
-330
Closed -$2K – 749
2020
Q3 		$2K Buy
330
+6
+2% +$39 ﹤0.01% 580
2020
Q2 		$2K Buy
+324
New +$2.06K ﹤0.01% 563
2019
Q4 		$4K Buy
+311
New +$4.27K ﹤0.01% 485

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Retirement Group's WSR Position: Q4 2020 in Review

Retirement Group sold out of Whitestone REIT (WSR) in Q4 2020, closing a stake of 330 shares — an estimated $2K sold.

Retirement Group first reported a position in WSR in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 126 funds tracked by Wall St. Rank hold WSR as of Q4 2020.

  • Retirement Group reported no remaining Whitestone REIT position as of Q4 2020 after selling out during the quarter.
  • Retirement Group sold 330 Whitestone REIT shares in Q4 2020, an estimated $2K.
  • Retirement Group first reported a position in Whitestone REIT in Q4 2019 and held it in 3 quarters.
  • Retirement Group's Whitestone REIT position peaked at $4K in Q4 2019.
  • 126 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2020.

Based on Retirement Group's 13F filing for Q4 2020, filed 22 Feb 2021.