TWA
WSR

TCI Wealth Advisors’s Whitestone REIT WSR Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-1,190
Closed -$10.9K – 2257
2023
Q1 		$10.9K Hold
1,190
– – ﹤0.01% 1034
2022
Q4 		$11.5K Hold
1,190
– – ﹤0.01% 978
2022
Q3 		$10K Hold
1,190
– – ﹤0.01% 1041
2022
Q2 		$13K Sell
1,190
-201
-14% -$2.42K ﹤0.01% 873
2022
Q1 		$19K Buy
1,391
+201
+17% +$2.31K ﹤0.01% 728
2021
Q4 		$12K Hold
1,190
– – ﹤0.01% 1057
2021
Q3 		$12K Buy
1,190
+250
+27% +$2.29K ﹤0.01% 1001
2021
Q2 		$8K Hold
940
– – ﹤0.01% 1152
2021
Q1 		$9K Buy
+940
New +$8.42K ﹤0.01% 943
2020
Q1 		– Sell
-195
Closed -$3K – 1790
2019
Q4 		$3K Hold
195
– – ﹤0.01% 1064
2019
Q3 		$3K Buy
+195
New +$2.5K ﹤0.01% 998
2018
Q2 		– Hold
0
– – – 377

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
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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