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Whitestone REIT shares owned by Assetmark

Quarter-by-quarter ownership of Whitestone REIT (WSR) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Whitestone REIT

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All positions including Whitestone REIT held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Whitestone REIT by Assetmark

Quarter filed Position value Share count Share price at filing
2024-03-31 $374k 30k 12.55
2023-12-31 $265k 22k 12.29
2022-06-30 $236k 22k 10.75
2017-12-31 $0 13 0.00

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View all positions for Assetmark

Top funds holding Whitestone REIT

BlackRock
Vanguard Group
Geode Capital Management
First Eagle Investment Management
Foundry Partners
Highland Capital Management Fund Advisors
Morgan Stanley
Boothbay Fund Management
Dimensional Fund Advisors
Kennedy Capital Management
Bank of New York Mellon
Northern Trust
ExodusPoint Capital Management
Colony Capital
Jpmorgan Chase & Co

View all funds holding Whitestone REIT