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Whitestone REIT shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in Whitestone REIT

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Whitestone REIT by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2k 535 13.53
2024-06-30 $7.1k 535 13.31

More positions owned by SRS Capital Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for SRS Capital 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