ZIM
WSR

Zacks Investment Management’s Whitestone REIT WSR Stock Holding History

Zacks Investment 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
2020
Q4 		– Sell
-19,075
Closed -$114K – 586
2020
Q3 		$114K Buy
+19,075
New +$124K ﹤0.01% 489
2020
Q1 		– Sell
-52,318
Closed -$713K – 608
2019
Q4 		$713K Hold
52,318
– – 0.01% 417
2019
Q3 		$720K Sell
52,318
-5,919
-10% -$76K 0.01% 409
2019
Q2 		$739K Buy
+58,237
New +$730K 0.02% 425

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

Zacks Investment Management's WSR Position: Q4 2020 in Review

Zacks Investment Management sold out of Whitestone REIT (WSR) in Q4 2020, closing a stake of 19,075 shares — an estimated $114K sold.

Zacks Investment Management first reported a position in WSR in Q2 2019 and held it in 4 quarters. The position peaked at $739K in Q2 2019. 127 funds tracked by Wall St. Rank hold WSR as of Q4 2020.

  • Zacks Investment Management reported no remaining Whitestone REIT position as of Q4 2020 after selling out during the quarter.
  • Zacks Investment Management sold 19,075 Whitestone REIT shares in Q4 2020, an estimated $114K.
  • Zacks Investment Management first reported a position in Whitestone REIT in Q2 2019 and held it in 4 quarters.
  • Zacks Investment Management's Whitestone REIT position peaked at $739K in Q2 2019.
  • 127 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2020.

Based on Zacks Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.