RWML
WSR

RAFFA WEALTH MANAGEMENT, LLC’s Whitestone REIT WSR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2023
Q3 		– Sell
-205
Closed -$1.99K – 1078
2023
Q2 		$1.99K Hold
205
– – ﹤0.01% 611
2023
Q1 		$1.89K Hold
205
– – ﹤0.01% 627
2022
Q4 		$1.98K Hold
205
– – ﹤0.01% 597
2022
Q3 		$1.73K Hold
205
– – ﹤0.01% 641
2022
Q2 		$2.2K Hold
205
– – ﹤0.01% 584
2022
Q1 		$2.72K Hold
205
– – ﹤0.01% 558
2021
Q4 		$2.08K Hold
205
– – ﹤0.01% 648
2021
Q3 		$2K Hold
205
– – ﹤0.01% 614
2021
Q2 		$1.69K Hold
205
– – ﹤0.01% 675
2021
Q1 		$1.99K Hold
205
– – ﹤0.01% 640
2020
Q4 		$1.63K Buy
+205
New +$1.47K ﹤0.01% 602

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
FIG
Fortress Investment Group New York $394M AUM 22.99% 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
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WSR Position: Q3 2023 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Whitestone REIT (WSR) in Q3 2023, closing a stake of 205 shares — an estimated $1.99K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WSR in Q4 2020 and held it in 11 quarters. The position peaked at $2.72K in Q1 2022. 160 funds tracked by Wall St. Rank hold WSR as of Q3 2023.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Whitestone REIT position as of Q3 2023 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 205 Whitestone REIT shares in Q3 2023, an estimated $1.99K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Whitestone REIT in Q4 2020 and held it in 11 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Whitestone REIT position peaked at $2.72K in Q1 2022.
  • 160 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2023.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2023, filed 27 Jul 2026.