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Whitestone REIT shares owned by LGT Financial Advisors

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

Historical chart of LGT Financial Advisors investment in Whitestone REIT

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Whitestone REIT by LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11k 809 13.53
2024-06-30 $11k 809 13.31
2024-03-31 $10k 809 12.55

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View all positions for LGT Financial Advisors

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