WFA
WSR

Wipfli Financial Advisors’s Whitestone REIT WSR Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$1K Buy
+158
New +$1.62K ﹤0.01% 2518

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
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wipfli Financial Advisors's WSR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Whitestone REIT (WSR) in Q3 2022: 158 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2518 among its holdings.

160 funds tracked by Wall St. Rank hold WSR as of Q3 2022.

  • Wipfli Financial Advisors held 158 shares of Whitestone REIT worth $1K as of Q3 2022.
  • Whitestone REIT was a new Wipfli Financial Advisors position in Q3 2022.
  • Whitestone REIT made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2518 holding.
  • 160 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.