Winton Group’s Whitestone REIT WSR Stock Holding History

Winton Group’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
2020 Q3	–	Sell	-362,320	Closed	-$2.63M	–	1627
2020 Q2	$2.63M	Buy	362,320 +319,088	+738%	+$2.03M	0.07%	512
2020 Q1	$268K	Buy	43,232 +1,364	+3%	+$16.1K	0.01%	1191
2019 Q4	$570K	Buy	+41,868	New	+$575K	0.01%	1204
2019 Q1	–	Sell	-12,273	Closed	-$150K	–	1200
2018 Q4	$150K	Buy	+12,273	New	+$166K	﹤0.01%	831

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winton Group's WSR Position: Q3 2020 in Review

Winton Group sold out of Whitestone REIT (WSR) in Q3 2020, closing a stake of 362,320 shares — an estimated $2.63M sold.

Winton Group first reported a position in WSR in Q4 2018 and held it in 4 quarters. The position peaked at $2.63M in Q2 2020. 122 funds tracked by Wall St. Rank hold WSR as of Q3 2020.

Winton Group reported no remaining Whitestone REIT position as of Q3 2020 after selling out during the quarter.
Winton Group sold 362,320 Whitestone REIT shares in Q3 2020, an estimated $2.63M.
Winton Group first reported a position in Whitestone REIT in Q4 2018 and held it in 4 quarters.
Winton Group's Whitestone REIT position peaked at $2.63M in Q2 2020.
122 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2020.

Based on Winton Group's 13F filing for Q3 2020, filed 30 Oct 2020.