SSA
WSR

Schonfeld Strategic Advisors’s Whitestone REIT WSR Stock Holding History

Schonfeld Strategic 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
2025
Q1 		– Sell
-324,739
Closed -$4.6M – 2521
2024
Q4 		$4.6M Buy
+324,739
New +$4.63M 0.03% 525
2023
Q2 		– Sell
-30,000
Closed -$276K – 2548
2023
Q1 		$276K Sell
30,000
-20,500
-41% -$198K ﹤0.01% 1406
2022
Q4 		$487K Hold
50,500
– – ﹤0.01% 1538
2022
Q3 		$427K Buy
50,500
+5,000
+11% +$51.3K ﹤0.01% 1861
2022
Q2 		$489K Buy
45,500
+4,800
+12% +$57.7K ﹤0.01% 1382
2022
Q1 		$539K Buy
+40,700
New +$467K ﹤0.01% 1315

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIM
Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return