Stifel Financial
WSR

Stifel Financial’s Whitestone REIT WSR Stock Holding History

Stifel Financial’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
Q4 		– Sell
-45,231
Closed -$383K – 3387
2022
Q3 		$383K Buy
45,231
+7,340
+19% +$75.3K ﹤0.01% 2588
2022
Q2 		$407K Buy
+37,891
New +$455K ﹤0.01% 2587

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Stifel Financial's WSR Position: Q4 2022 in Review

Stifel Financial sold out of Whitestone REIT (WSR) in Q4 2022, closing a stake of 45,231 shares — an estimated $383K sold.

Stifel Financial first reported a position in WSR in Q2 2022 and held it in 2 quarters. The position peaked at $407K in Q2 2022. 158 funds tracked by Wall St. Rank hold WSR as of Q4 2022.

  • Stifel Financial reported no remaining Whitestone REIT position as of Q4 2022 after selling out during the quarter.
  • Stifel Financial sold 45,231 Whitestone REIT shares in Q4 2022, an estimated $383K.
  • Stifel Financial first reported a position in Whitestone REIT in Q2 2022 and held it in 2 quarters.
  • Stifel Financial's Whitestone REIT position peaked at $407K in Q2 2022.
  • 158 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2022.

Based on Stifel Financial's 13F filing for Q4 2022, filed 13 Feb 2023.