SPA
WSR

Sherbrooke Park Advisers’s Whitestone REIT WSR Stock Holding History

Sherbrooke Park Advisers’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
2024
Q4 		– Sell
-31,049
Closed -$420K – 1211
2024
Q3 		$420K Buy
+31,049
New +$417K 0.1% 389

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIM
Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sherbrooke Park Advisers's WSR Position: Q4 2024 in Review

Sherbrooke Park Advisers sold out of Whitestone REIT (WSR) in Q4 2024, closing a stake of 31,049 shares — an estimated $420K sold.

Sherbrooke Park Advisers first reported a position in WSR in Q3 2024 and held it in 1 quarter. The position peaked at $420K in Q3 2024. 195 funds tracked by Wall St. Rank hold WSR as of Q4 2024.

  • Sherbrooke Park Advisers reported no remaining Whitestone REIT position as of Q4 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 31,049 Whitestone REIT shares in Q4 2024, an estimated $420K.
  • Sherbrooke Park Advisers first reported a position in Whitestone REIT in Q3 2024 and held it in 1 quarter.
  • Sherbrooke Park Advisers's Whitestone REIT position peaked at $420K in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.