VPIM
WSR

Vanguard Personalized Indexing Management’s Whitestone REIT WSR Stock Holding History

Vanguard Personalized Indexing 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
2024
Q4 		– Sell
-26,608
Closed -$360K – 1880
2024
Q3 		$360K Buy
+26,608
New +$357K 0.01% 1263

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
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
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
EIM
Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vanguard Personalized Indexing Management's WSR Position: Q4 2024 in Review

Vanguard Personalized Indexing Management sold out of Whitestone REIT (WSR) in Q4 2024, closing a stake of 26,608 shares — an estimated $360K sold.

Vanguard Personalized Indexing Management first reported a position in WSR in Q3 2024 and held it in 1 quarter. The position peaked at $360K in Q3 2024. 195 funds tracked by Wall St. Rank hold WSR as of Q4 2024.

  • Vanguard Personalized Indexing Management reported no remaining Whitestone REIT position as of Q4 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 26,608 Whitestone REIT shares in Q4 2024, an estimated $360K.
  • Vanguard Personalized Indexing Management first reported a position in Whitestone REIT in Q3 2024 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's Whitestone REIT position peaked at $360K in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2024, filed 10 Feb 2025.