SWM
WSR

Spire Wealth Management’s Whitestone REIT WSR Stock Holding History

Spire Wealth Management’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
2022
Q3 		– Sell
-2,100
Closed -$23K – 2633
2022
Q2 		$23K Hold
2,100
– – ﹤0.01% 1625
2022
Q1 		$28K Hold
2,100
– – ﹤0.01% 1671
2021
Q4 		$21K Hold
2,100
– – ﹤0.01% 2105
2021
Q3 		$21K Buy
+2,100
New +$19.2K ﹤0.01% 1846

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
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Spire Wealth Management's WSR Position: Q3 2022 in Review

Spire Wealth Management sold out of Whitestone REIT (WSR) in Q3 2022, closing a stake of 2,100 shares — an estimated $23K sold.

Spire Wealth Management first reported a position in WSR in Q3 2021 and held it in 4 quarters. The position peaked at $28K in Q1 2022. 160 funds tracked by Wall St. Rank hold WSR as of Q3 2022.

  • Spire Wealth Management reported no remaining Whitestone REIT position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 2,100 Whitestone REIT shares in Q3 2022, an estimated $23K.
  • Spire Wealth Management first reported a position in Whitestone REIT in Q3 2021 and held it in 4 quarters.
  • Spire Wealth Management's Whitestone REIT position peaked at $28K in Q1 2022.
  • 160 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.