Westwood Management Corporation’s Whitestone REIT WSR Stock Holding History

Westwood Management Corporation’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
2018 Q1	–	Sell	-74,000	Closed	-$1.07M	–	88
2017 Q4	$1.07M	Hold	74,000	–	–	0.15%	38
2017 Q3	$966K	Sell	74,000 -20,000	-21%	-$256K	0.14%	37
2017 Q2	$1.15M	Sell	94,000 -22,000	-19%	-$275K	0.18%	34
2017 Q1	$1.6M	Buy	116,000 +10,000	+9%	+$138K	0.27%	28
2016 Q4	$1.52M	Sell	106,000 -20,000	-16%	-$269K	0.29%	30
2016 Q3	$1.75M	Buy	126,000 +10,000	+9%	+$149K	0.31%	29
2016 Q2	$1.75M	Buy	116,000 +13,000	+13%	+$178K	0.33%	28
2016 Q1	$1.29M	Buy	+103,000	New	+$1.16M	0.25%	35

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Resource America New York $40M AUM 20.54% 1-Year Est. Return

Westwood Management Corporation's WSR Position: Q1 2018 in Review

Westwood Management Corporation sold out of Whitestone REIT (WSR) in Q1 2018, closing a stake of 74,000 shares — an estimated $1.07M sold.

Westwood Management Corporation first reported a position in WSR in Q1 2016 and held it in 8 quarters. The position peaked at $1.75M in Q3 2016. 116 funds tracked by Wall St. Rank hold WSR as of Q1 2018.

Westwood Management Corporation reported no remaining Whitestone REIT position as of Q1 2018 after selling out during the quarter.
Westwood Management Corporation sold 74,000 Whitestone REIT shares in Q1 2018, an estimated $1.07M.
Westwood Management Corporation first reported a position in Whitestone REIT in Q1 2016 and held it in 8 quarters.
Westwood Management Corporation's Whitestone REIT position peaked at $1.75M in Q3 2016.
116 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2018.

Based on Westwood Management Corporation's 13F filing for Q1 2018, filed 26 Apr 2018.