TWM
WSR

Triton Wealth Management’s Whitestone REIT WSR Stock Holding History

Triton Wealth 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
2022
Q2 		– Sell
-13,211
Closed -$136K – 98
2022
Q1 		$136K Hold
13,211
– – 0.07% 91
2021
Q4 		$136K Buy
13,211
+124
+0.9% +$1.21K 0.07% 91
2021
Q3 		$132K Buy
13,087
+123
+0.9% +$1.13K 0.06% 107
2021
Q2 		$122K Sell
12,964
-1,986
-13% -$17.9K 0.07% 112
2021
Q1 		$144K Buy
14,950
+126
+0.8% +$1.13K 0.1% 102
2020
Q4 		$114K Buy
14,824
+160
+1% +$1.15K 0.07% 86
2020
Q3 		$92K Sell
14,664
-5,409
-27% -$35.2K 0.08% 76
2020
Q2 		$135K Buy
+20,073
New +$128K 0.14% 78

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
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Triton Wealth Management's WSR Position: Q2 2022 in Review

Triton Wealth Management sold out of Whitestone REIT (WSR) in Q2 2022, closing a stake of 13,211 shares — an estimated $136K sold.

Triton Wealth Management first reported a position in WSR in Q2 2020 and held it in 8 quarters. The position peaked at $144K in Q1 2021. 176 funds tracked by Wall St. Rank hold WSR as of Q2 2022.

  • Triton Wealth Management reported no remaining Whitestone REIT position as of Q2 2022 after selling out during the quarter.
  • Triton Wealth Management sold 13,211 Whitestone REIT shares in Q2 2022, an estimated $136K.
  • Triton Wealth Management first reported a position in Whitestone REIT in Q2 2020 and held it in 8 quarters.
  • Triton Wealth Management's Whitestone REIT position peaked at $144K in Q1 2021.
  • 176 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2022.

Based on Triton Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.