SGI
WSR

Summit Global Investments’s Whitestone REIT WSR Stock Holding History

Summit Global Investments’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
2020
Q1 		– Sell
-62,400
Closed -$850K – 313
2019
Q4 		$850K Buy
62,400
+3,700
+6% +$50.8K 0.09% 191
2019
Q3 		$808K Buy
+58,700
New +$753K 0.09% 187

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Global Investments's WSR Position: Q1 2020 in Review

Summit Global Investments sold out of Whitestone REIT (WSR) in Q1 2020, closing a stake of 62,400 shares — an estimated $850K sold.

Summit Global Investments first reported a position in WSR in Q3 2019 and held it in 2 quarters. The position peaked at $850K in Q4 2019. 121 funds tracked by Wall St. Rank hold WSR as of Q1 2020.

  • Summit Global Investments reported no remaining Whitestone REIT position as of Q1 2020 after selling out during the quarter.
  • Summit Global Investments sold 62,400 Whitestone REIT shares in Q1 2020, an estimated $850K.
  • Summit Global Investments first reported a position in Whitestone REIT in Q3 2019 and held it in 2 quarters.
  • Summit Global Investments's Whitestone REIT position peaked at $850K in Q4 2019.
  • 121 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2020.

Based on Summit Global Investments's 13F filing for Q1 2020, filed 14 May 2020.