USA Financial Formulas’s Whitestone REIT WSR Stock Holding History

USA Financial Formulas’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 Q3	–	Sell	-2,282	Closed	-$25K	–	429
2022 Q2	$25K	Buy	+2,282	New	+$27.4K	0.03%	121

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

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

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

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

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

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

USA Financial Formulas's WSR Position: Q3 2022 in Review

USA Financial Formulas sold out of Whitestone REIT (WSR) in Q3 2022, closing a stake of 2,282 shares — an estimated $25K sold.

USA Financial Formulas first reported a position in WSR in Q2 2022 and held it in 1 quarter. The position peaked at $25K in Q2 2022. 160 funds tracked by Wall St. Rank hold WSR as of Q3 2022.

USA Financial Formulas reported no remaining Whitestone REIT position as of Q3 2022 after selling out during the quarter.
USA Financial Formulas sold 2,282 Whitestone REIT shares in Q3 2022, an estimated $25K.
USA Financial Formulas first reported a position in Whitestone REIT in Q2 2022 and held it in 1 quarter.
USA Financial Formulas's Whitestone REIT position peaked at $25K in Q2 2022.
160 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2022.

Based on USA Financial Formulas's 13F filing for Q3 2022, filed 24 Oct 2022.