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

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Schroder Investment Management Group's WSR Position: Q3 2019 in Review

Schroder Investment Management Group sold out of Whitestone REIT (WSR) in Q3 2019, closing a stake of 3,190 shares — an estimated $40K sold.

Schroder Investment Management Group first reported a position in WSR in Q3 2017 and held it in 7 quarters. The position peaked at $90K in Q4 2017. 121 funds tracked by Wall St. Rank hold WSR as of Q3 2019.

  • Schroder Investment Management Group reported no remaining Whitestone REIT position as of Q3 2019 after selling out during the quarter.
  • Schroder Investment Management Group sold 3,190 Whitestone REIT shares in Q3 2019, an estimated $40K.
  • Schroder Investment Management Group first reported a position in Whitestone REIT in Q3 2017 and held it in 7 quarters.
  • Schroder Investment Management Group's Whitestone REIT position peaked at $90K in Q4 2017.
  • 121 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2019.

Based on Schroder Investment Management Group's 13F filing for Q3 2019, filed 12 Nov 2019.