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Whitestone REIT shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Whitestone REIT (WSR) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Whitestone REIT

Tip: Access up to 7 years of quarterly data

All positions including Whitestone REIT held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Whitestone REIT by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $231k 17k 13.31
2024-03-31 $217k 17k 12.55
2023-12-31 $213k 17k 12.29
2023-09-30 $144k 15k 9.63

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)

View all positions for H D Vest Advisory Services

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