Sumitomo Mitsui Trust Group’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
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|
2025
Q1 | $688K | Sell |
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|
2024
Q4 | $676K | Sell |
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|
2024
Q3 | $649K | Sell |
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|
2024
Q2 | $680K | Sell |
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|
2024
Q1 | $658K | Hold |
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|
2023
Q4 | $644K | Buy |
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|
2023
Q3 | $494K | Sell |
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|
2023
Q2 | $501K | Sell |
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|
2023
Q1 | $498K | Buy |
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|
2022
Q4 | $510K | Buy |
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|
2022
Q3 | $444K | Buy |
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|
2022
Q2 | $557K | Sell |
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|
2022
Q1 | $712K | Sell |
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|
2021
Q4 | $578K | Buy |
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|
2021
Q3 | $534K | Hold |
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|
2021
Q2 | $450K | Sell |
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|
2021
Q1 | $570K | Sell |
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|
2020
Q4 | $515K | Sell |
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|
2020
Q3 | $567K | Sell |
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|
2020
Q2 | $691K | Buy |
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|
2020
Q1 | $475K | Buy |
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|
2019
Q4 | $916K | Buy |
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|
2019
Q3 | $737K | Buy |
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|
2019
Q2 | $569K | Buy |
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|
2019
Q1 | $297K | Sell |
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|
2018
Q4 | $505K | Sell |
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|
2018
Q3 | $588K | Buy |
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|
2018
Q2 | $437K | Buy |
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|
2018
Q1 | $341K | Buy |
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|
2017
Q4 | $473K | Sell |
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|
2017
Q3 | $523K | Buy |
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|
2017
Q2 | $396K | Buy |
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|
2017
Q1 | $371K | Sell |
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|
2016
Q4 | $387K | Buy |
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|
2016
Q3 | $285K | Hold |
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|
2016
Q2 | $309K | Hold |
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|
2016
Q1 | $258K | Buy |
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|
2015
Q4 | $250K | Sell |
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|
2015
Q3 | $240K | Buy |
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|
2015
Q2 | $171K | Sell |
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|
2015
Q1 | $211K | Sell |
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|
2014
Q4 | $216K | Sell |
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|
2014
Q3 | $203K | Hold |
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|
2014
Q2 | $217K | Sell |
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|
2014
Q1 | $213K | Sell |
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|
2013
Q4 | $203K | Buy |
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|
2013
Q3 | $159K | Hold |
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|
2013
Q2 | $169K | Buy |
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