Truist Financial
WSR

Truist Financial’s Whitestone REIT WSR Stock Holding History

Truist Financial’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
2024
Q2 		– Sell
-32,791
Closed -$412K – 2747
2024
Q1 		$412K Hold
32,791
– – ﹤0.01% 2103
2023
Q4 		$403K Sell
32,791
-1,059
-3% -$11.3K ﹤0.01% 2121
2023
Q3 		$326K Sell
33,850
-6,826
-17% -$68K ﹤0.01% 2184
2023
Q2 		$395K Sell
40,676
-11,994
-23% -$108K ﹤0.01% 2099
2023
Q1 		$485K Buy
+52,670
New +$510K ﹤0.01% 1994
2022
Q4 		– Sell
-13,589
Closed -$115K – 2692
2022
Q3 		$115K Sell
13,589
-19,621
-59% -$201K ﹤0.01% 2403
2022
Q2 		$357K Hold
33,210
– – ﹤0.01% 2108
2022
Q1 		$440K Hold
33,210
– – ﹤0.01% 2074
2021
Q4 		$336K Hold
33,210
– – ﹤0.01% 2286
2021
Q3 		$325K Buy
+33,210
New +$304K ﹤0.01% 2290

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
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Truist Financial's WSR Position: Q2 2024 in Review

Truist Financial sold out of Whitestone REIT (WSR) in Q2 2024, closing a stake of 32,791 shares — an estimated $412K sold.

Truist Financial first reported a position in WSR in Q3 2021 and held it in 10 quarters. The position peaked at $485K in Q1 2023. 165 funds tracked by Wall St. Rank hold WSR as of Q2 2024.

  • Truist Financial reported no remaining Whitestone REIT position as of Q2 2024 after selling out during the quarter.
  • Truist Financial sold 32,791 Whitestone REIT shares in Q2 2024, an estimated $412K.
  • Truist Financial first reported a position in Whitestone REIT in Q3 2021 and held it in 10 quarters.
  • Truist Financial's Whitestone REIT position peaked at $485K in Q1 2023.
  • 165 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2024.

Based on Truist Financial's 13F filing for Q2 2024, filed 21 Aug 2024.