TFO
WSR

Tarbox Family Office’s Whitestone REIT WSR Stock Holding History

Tarbox Family Office’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
Q2 		– Sell
-107
Closed -$1K – 1261
2020
Q1 		$1K Sell
107
-171
-62% -$2.01K ﹤0.01% 1026
2019
Q4 		$4K Hold
278
– – ﹤0.01% 608
2019
Q3 		$4K Hold
278
– – ﹤0.01% 540
2019
Q2 		$4K Buy
+278
New +$3.49K ﹤0.01% 543

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WG
Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return

Tarbox Family Office's WSR Position: Q2 2020 in Review

Tarbox Family Office sold out of Whitestone REIT (WSR) in Q2 2020, closing a stake of 107 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in WSR in Q2 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 125 funds tracked by Wall St. Rank hold WSR as of Q2 2020.

  • Tarbox Family Office reported no remaining Whitestone REIT position as of Q2 2020 after selling out during the quarter.
  • Tarbox Family Office sold 107 Whitestone REIT shares in Q2 2020, an estimated $1K.
  • Tarbox Family Office first reported a position in Whitestone REIT in Q2 2019 and held it in 4 quarters.
  • Tarbox Family Office's Whitestone REIT position peaked at $4K in Q4 2019.
  • 125 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2020.

Based on Tarbox Family Office's 13F filing for Q2 2020, filed 23 Jul 2020.