SFI
WSR

Susquehanna Fundamental Investments’s Whitestone REIT WSR Stock Holding History

Susquehanna Fundamental 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
2022
Q1 		$346K Buy
26,090
+13,091
+101% +$150K 0.01% 1207
2021
Q4 		$132K Sell
12,999
-16,700
-56% -$163K ﹤0.01% 1304
2021
Q3 		$290K Buy
+29,699
New +$272K 0.01% 1420

Other funds holding WSR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna Fundamental Investments's WSR Position: Q1 2022 in Review

Susquehanna Fundamental Investments increased its Whitestone REIT (WSR) stake by 101% in Q1 2022, buying an estimated $150K and bringing the position to 26,090 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #1207.

Susquehanna Fundamental Investments first reported a position in WSR in Q3 2021 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold WSR as of Q1 2022.

  • Susquehanna Fundamental Investments held 26,090 shares of Whitestone REIT worth $346K as of Q1 2022.
  • Susquehanna Fundamental Investments bought 13,091 Whitestone REIT shares in Q1 2022, an estimated $150K.
  • Whitestone REIT made up 0.01% of Susquehanna Fundamental Investments's portfolio in Q1 2022, its #1207 holding.
  • Susquehanna Fundamental Investments first reported a position in Whitestone REIT in Q3 2021 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2022.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2022, filed 16 May 2022.