Bogart Wealth »

Whitestone REIT shares owned by Bogart Wealth

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

Historical chart of Bogart Wealth investment in Whitestone REIT

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Whitestone REIT by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $58k 4.3k 13.53
2024-06-30 $57k 4.3k 13.31

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Acwi Etf Etf (ACWI)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Ishares Core Dividend Growth Etf Etf (DGRO)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Vanguard Total International Stock Etf Etf (VXUS)
Capital Group Dividend Value Etf Etf (CGDV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)

View all positions for Bogart Wealth

Top funds holding Whitestone REIT

BlackRock
BlackRock
Vanguard Group
State Street Corporation
Geode Capital Management
First Eagle Investment Management
Morgan Stanley
Highland Capital Management Fund Advisors
Dimensional Fund Advisors
Kennedy Capital Management
Northern Trust
Foundry Partners
Bank of New York Mellon
Invesco
Charles Schwab Investment Management

View all funds holding Whitestone REIT