U.S. Capital Wealth Advisors’s Whitestone REIT WSR Stock Holding History

U.S. Capital 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
2022 Q2	–	Sell	-291,125	Closed	-$3.86M	–	740
2022 Q1	$3.86M	Buy	291,125 +7,340	+3%	+$84.2K	0.14%	154
2021 Q4	$2.88M	Buy	283,785 +10,285	+4%	+$100K	0.11%	196
2021 Q3	$2.67M	Buy	+273,500	New	+$2.51M	0.12%	200

Other funds holding WSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return

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

Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

U.S. Capital Wealth Advisors's WSR Position: Q2 2022 in Review

U.S. Capital Wealth Advisors sold out of Whitestone REIT (WSR) in Q2 2022, closing a stake of 291,125 shares — an estimated $3.86M sold.

U.S. Capital Wealth Advisors first reported a position in WSR in Q3 2021 and held it in 3 quarters. The position peaked at $3.86M in Q1 2022. 176 funds tracked by Wall St. Rank hold WSR as of Q2 2022.

U.S. Capital Wealth Advisors reported no remaining Whitestone REIT position as of Q2 2022 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 291,125 Whitestone REIT shares in Q2 2022, an estimated $3.86M.
U.S. Capital Wealth Advisors first reported a position in Whitestone REIT in Q3 2021 and held it in 3 quarters.
U.S. Capital Wealth Advisors's Whitestone REIT position peaked at $3.86M in Q1 2022.
176 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.