SFM
WSR

Systematic Financial Management’s Whitestone REIT WSR Stock Holding History

Systematic Financial Management’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
Q3 		– Sell
-41,355
Closed -$301K – 455
2020
Q2 		$301K Buy
41,355
+15,705
+61% +$99.8K 0.02% 373
2020
Q1 		$159K Sell
25,650
-14,135
-36% -$167K 0.01% 430
2019
Q4 		$542K Buy
+39,785
New +$546K 0.02% 399
2017
Q2 		– Sell
-91,265
Closed -$1.26M – 700
2017
Q1 		$1.26M Sell
91,265
-130
-0.1% -$1.79K 0.02% 575
2016
Q4 		$1.31M Buy
+91,395
New +$1.23M 0.02% 564

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return