ZCM
WSR

Zebra Capital Management’s Whitestone REIT WSR Stock Holding History

Zebra 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
2022
Q3 		– Sell
-13,813
Closed -$148K – 121
2022
Q2 		$148K Hold
13,813
– – 0.43% 82
2022
Q1 		$183K Hold
13,813
– – 0.42% 96
2021
Q4 		$140K Hold
13,813
– – 0.22% 138
2021
Q3 		$135K Hold
13,813
– – 0.16% 164
2021
Q2 		$114K Hold
13,813
– – 0.13% 151
2021
Q1 		$134K Buy
+13,813
New +$124K 0.15% 155

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

Zebra Capital Management's WSR Position: Q3 2022 in Review

Zebra Capital Management sold out of Whitestone REIT (WSR) in Q3 2022, closing a stake of 13,813 shares — an estimated $148K sold.

Zebra Capital Management first reported a position in WSR in Q1 2021 and held it in 6 quarters. The position peaked at $183K in Q1 2022. 160 funds tracked by Wall St. Rank hold WSR as of Q3 2022.

  • Zebra Capital Management reported no remaining Whitestone REIT position as of Q3 2022 after selling out during the quarter.
  • Zebra Capital Management sold 13,813 Whitestone REIT shares in Q3 2022, an estimated $148K.
  • Zebra Capital Management first reported a position in Whitestone REIT in Q1 2021 and held it in 6 quarters.
  • Zebra Capital Management's Whitestone REIT position peaked at $183K in Q1 2022.
  • 160 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2022.

Based on Zebra Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.