WAM
WSR

Wealthspire Advisors (Maryland)’s Whitestone REIT WSR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-298
Closed -$4K – 2061
2019
Q1 		$4K Hold
298
– – ﹤0.01% 1941
2018
Q4 		$4K Hold
298
– – ﹤0.01% 1879
2018
Q3 		$4K Buy
298
+77
+35% +$1.02K ﹤0.01% 1946
2018
Q2 		$3K Buy
+221
New +$2.55K ﹤0.01% 2067

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WSR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Whitestone REIT (WSR) in Q2 2019, closing a stake of 298 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in WSR in Q2 2018 and held it in 4 quarters. The position peaked at $4K in Q1 2019. 120 funds tracked by Wall St. Rank hold WSR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Whitestone REIT position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 298 Whitestone REIT shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Whitestone REIT in Q2 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Whitestone REIT position peaked at $4K in Q1 2019.
  • 120 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.