Schroder Investment Management Group
WSR

Schroder Investment Management Group’s Whitestone REIT WSR Stock Holding History

Schroder Investment Management 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
2019
Q3 		– Sell
-3,190
Closed -$40K – 1327
2019
Q2 		$40K Buy
+3,190
New +$40K ﹤0.01% 1168
2019
Q1 		– Sell
-6,217
Closed -$76 – 1251
2018
Q4 		$76 Hold
6,217
– – ﹤0.01% 1150
2018
Q3 		$86K Hold
6,217
– – ﹤0.01% 1188
2018
Q2 		$78K Hold
6,217
– – ﹤0.01% 1218
2018
Q1 		$65K Hold
6,217
– – ﹤0.01% 1224
2017
Q4 		$90K Buy
6,217
+592
+11% +$8.37K ﹤0.01% 1254
2017
Q3 		$73K Buy
+5,625
New +$72K ﹤0.01% 1263

Other funds holding WSR

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Invesco
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Renaissance Technologies
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State Street
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return