WSR
Sumitomo Mitsui Trust Group’s Whitestone REIT WSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
45,639
-1,602
| -3% | -$20K | ﹤0.01% | 907 |
|
|
2025
Q1 | $688K | Sell |
47,241
-442
| -0.9% | -$6.44K | ﹤0.01% | 893 |
|
|
2024
Q4 | $676K | Sell |
47,683
-271
| -0.6% | -$3.84K | ﹤0.01% | 916 |
|
|
2024
Q3 | $649K | Sell |
47,954
-3,139
| -6% | -$42.5K | ﹤0.01% | 937 |
|
|
2024
Q2 | $680K | Sell |
51,093
-1,339
| -3% | -$17.8K | ﹤0.01% | 936 |
|
|
2024
Q1 | $658K | Hold |
52,432
| – | – | ﹤0.01% | 998 |
|
|
2023
Q4 | $644K | Buy |
52,432
+1,139
| +2% | +$14K | ﹤0.01% | 1019 |
|
|
2023
Q3 | $494K | Sell |
51,293
-405
| -0.8% | -$3.9K | ﹤0.01% | 1053 |
|
|
2023
Q2 | $501K | Sell |
51,698
-2,444
| -5% | -$23.7K | ﹤0.01% | 1056 |
|
|
2023
Q1 | $498K | Buy |
54,142
+1,288
| +2% | +$11.9K | ﹤0.01% | 1064 |
|
|
2022
Q4 | $510K | Buy |
52,854
+427
| +0.8% | +$4.12K | ﹤0.01% | 1103 |
|
|
2022
Q3 | $444K | Buy |
52,427
+595
| +1% | +$5.04K | ﹤0.01% | 1127 |
|
|
2022
Q2 | $557K | Sell |
51,832
-1,929
| -4% | -$20.7K | ﹤0.01% | 1118 |
|
|
2022
Q1 | $712K | Sell |
53,761
-3,294
| -6% | -$43.6K | ﹤0.01% | 1084 |
|
|
2021
Q4 | $578K | Buy |
57,055
+2,478
| +5% | +$25.1K | ﹤0.01% | 1081 |
|
|
2021
Q3 | $534K | Hold |
54,577
| – | – | ﹤0.01% | 1096 |
|
|
2021
Q2 | $450K | Sell |
54,577
-4,138
| -7% | -$34.1K | ﹤0.01% | 1113 |
|
|
2021
Q1 | $570K | Sell |
58,715
-5,942
| -9% | -$57.7K | ﹤0.01% | 1068 |
|
|
2020
Q4 | $515K | Sell |
64,657
-29,815
| -32% | -$237K | ﹤0.01% | 1066 |
|
|
2020
Q3 | $567K | Sell |
94,472
-1,103
| -1% | -$6.62K | ﹤0.01% | 1026 |
|
|
2020
Q2 | $691K | Buy |
95,575
+18,423
| +24% | +$133K | ﹤0.01% | 997 |
|
|
2020
Q1 | $475K | Buy |
77,152
+9,451
| +14% | +$58.2K | ﹤0.01% | 1003 |
|
|
2019
Q4 | $916K | Buy |
67,701
+14,169
| +26% | +$192K | ﹤0.01% | 970 |
|
|
2019
Q3 | $737K | Buy |
53,532
+8,671
| +19% | +$119K | ﹤0.01% | 969 |
|
|
2019
Q2 | $569K | Buy |
44,861
+20,163
| +82% | +$256K | ﹤0.01% | 923 |
|
|
2019
Q1 | $297K | Sell |
24,698
-15,778
| -39% | -$190K | ﹤0.01% | 933 |
|
|
2018
Q4 | $505K | Sell |
40,476
-1,923
| -5% | -$24K | ﹤0.01% | 866 |
|
|
2018
Q3 | $588K | Buy |
42,399
+7,420
| +21% | +$103K | ﹤0.01% | 842 |
|
|
2018
Q2 | $437K | Buy |
34,979
+2,136
| +7% | +$26.7K | ﹤0.01% | 857 |
|
|
2018
Q1 | $341K | Buy |
32,843
+3
| +0% | +$31 | ﹤0.01% | 864 |
|
|
2017
Q4 | $473K | Sell |
32,840
-7,215
| -18% | -$104K | ﹤0.01% | 852 |
|
|
2017
Q3 | $523K | Buy |
40,055
+7,746
| +24% | +$101K | ﹤0.01% | 848 |
|
|
2017
Q2 | $396K | Buy |
32,309
+5,489
| +20% | +$67.3K | ﹤0.01% | 846 |
|
|
2017
Q1 | $371K | Sell |
26,820
-76
| -0.3% | -$1.05K | ﹤0.01% | 834 |
|
|
2016
Q4 | $387K | Buy |
26,896
+6,374
| +31% | +$91.7K | ﹤0.01% | 829 |
|
|
2016
Q3 | $285K | Hold |
20,522
| – | – | ﹤0.01% | 838 |
|
|
2016
Q2 | $309K | Hold |
20,522
| – | – | ﹤0.01% | 821 |
|
|
2016
Q1 | $258K | Buy |
20,522
+1
| +0% | +$13 | ﹤0.01% | 853 |
|
|
2015
Q4 | $250K | Sell |
20,521
-280
| -1% | -$3.41K | ﹤0.01% | 842 |
|
|
2015
Q3 | $240K | Buy |
20,801
+7,637
| +58% | +$88.1K | ﹤0.01% | 838 |
|
|
2015
Q2 | $171K | Sell |
13,164
-135
| -1% | -$1.75K | ﹤0.01% | 890 |
|
|
2015
Q1 | $211K | Sell |
13,299
-789
| -6% | -$12.5K | ﹤0.01% | 870 |
|
|
2014
Q4 | $216K | Sell |
14,088
-494
| -3% | -$7.57K | ﹤0.01% | 867 |
|
|
2014
Q3 | $203K | Hold |
14,582
| – | – | ﹤0.01% | 832 |
|
|
2014
Q2 | $217K | Sell |
14,582
-150
| -1% | -$2.23K | ﹤0.01% | 789 |
|
|
2014
Q1 | $213K | Sell |
14,732
-592
| -4% | -$8.56K | ﹤0.01% | 775 |
|
|
2013
Q4 | $203K | Buy |
15,324
+4,514
| +42% | +$59.8K | ﹤0.01% | 777 |
|
|
2013
Q3 | $159K | Hold |
10,810
| – | – | ﹤0.01% | 769 |
|
|
2013
Q2 | $169K | Buy |
+10,810
| New | +$169K | ﹤0.01% | 742 |
|