WCM
WSR

Weld Capital Management’s Whitestone REIT WSR Stock Holding History

Weld Capital 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
2021
Q1 		– Sell
-20,822
Closed -$166K – 581
2020
Q4 		$166K Buy
+20,822
New +$150K 0.07% 420

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Weld Capital Management's WSR Position: Q1 2021 in Review

Weld Capital Management sold out of Whitestone REIT (WSR) in Q1 2021, closing a stake of 20,822 shares — an estimated $166K sold.

Weld Capital Management first reported a position in WSR in Q4 2020 and held it in 1 quarter. The position peaked at $166K in Q4 2020. 126 funds tracked by Wall St. Rank hold WSR as of Q1 2021.

  • Weld Capital Management reported no remaining Whitestone REIT position as of Q1 2021 after selling out during the quarter.
  • Weld Capital Management sold 20,822 Whitestone REIT shares in Q1 2021, an estimated $166K.
  • Weld Capital Management first reported a position in Whitestone REIT in Q4 2020 and held it in 1 quarter.
  • Weld Capital Management's Whitestone REIT position peaked at $166K in Q4 2020.
  • 126 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.