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

Systematic Financial Management's WSR Position: Q3 2020 in Review

Systematic Financial Management sold out of Whitestone REIT (WSR) in Q3 2020, closing a stake of 41,355 shares — an estimated $301K sold.

Systematic Financial Management first reported a position in WSR in Q4 2016 and held it in 5 quarters. The position peaked at $1.31M in Q4 2016. 122 funds tracked by Wall St. Rank hold WSR as of Q3 2020.

  • Systematic Financial Management reported no remaining Whitestone REIT position as of Q3 2020 after selling out during the quarter.
  • Systematic Financial Management sold 41,355 Whitestone REIT shares in Q3 2020, an estimated $301K.
  • Systematic Financial Management first reported a position in Whitestone REIT in Q4 2016 and held it in 5 quarters.
  • Systematic Financial Management's Whitestone REIT position peaked at $1.31M in Q4 2016.
  • 122 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.