S
WSR

SignatureFD’s Whitestone REIT WSR Stock Holding History

SignatureFD’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
2026
Q1 		$226 Hold
14
– – ﹤0.01% 3363
2025
Q4 		$194 Hold
14
– – ﹤0.01% 3301
2025
Q3 		$172 Buy
+14
New +$176 ﹤0.01% 3290
2025
Q1 		– Sell
-29
Closed -$411 – 3467
2024
Q4 		$411 Buy
+29
New +$414 ﹤0.01% 3157
2023
Q3 		– Sell
-23
Closed -$223 – 3318
2023
Q2 		$223 Buy
+23
New +$207 ﹤0.01% 3129
2022
Q3 		– Sell
-507
Closed -$5K – 3379
2022
Q2 		$5K Sell
507
-124
-20% -$1.49K ﹤0.01% 2474
2022
Q1 		$8K Buy
631
+133
+27% +$1.52K ﹤0.01% 2298
2021
Q4 		$5K Buy
+498
New +$4.85K ﹤0.01% 2437
2021
Q3 		– Sell
-1,179
Closed -$10K – 3232
2021
Q2 		$10K Hold
1,179
– – ﹤0.01% 2007
2021
Q1 		$11K Buy
+1,179
New +$10.6K ﹤0.01% 1834

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return