SCM
WSR

Stevens Capital Management’s Whitestone REIT WSR Stock Holding History

Stevens Capital 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
2019
Q2 		– Sell
-10,908
Closed -$131K – 882
2019
Q1 		$131K Buy
+10,908
New +$144K 0.01% 638

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

Stevens Capital Management's WSR Position: Q2 2019 in Review

Stevens Capital Management sold out of Whitestone REIT (WSR) in Q2 2019, closing a stake of 10,908 shares — an estimated $131K sold.

Stevens Capital Management first reported a position in WSR in Q1 2019 and held it in 1 quarter. The position peaked at $131K in Q1 2019. 120 funds tracked by Wall St. Rank hold WSR as of Q2 2019.

  • Stevens Capital Management reported no remaining Whitestone REIT position as of Q2 2019 after selling out during the quarter.
  • Stevens Capital Management sold 10,908 Whitestone REIT shares in Q2 2019, an estimated $131K.
  • Stevens Capital Management first reported a position in Whitestone REIT in Q1 2019 and held it in 1 quarter.
  • Stevens Capital Management's Whitestone REIT position peaked at $131K in Q1 2019.
  • 120 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2019.

Based on Stevens Capital Management's 13F filing for Q2 2019, filed 31 Jul 2019.