Whitestone REIT shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Whitestone REIT (WSR) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Whitestone REIT
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Quarterly reported holdings in Whitestone REIT by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $46k | 3.8k | 12.28 |
| 2025-06-30 | $60k | 4.8k | 12.48 |
| 2025-03-31 | $70k | 4.8k | 14.57 |
| 2024-12-31 | $69k | 4.8k | 14.17 |
| 2024-09-30 | $65k | 4.8k | 13.53 |
| 2024-06-30 | $64k | 4.8k | 13.31 |
| 2024-03-31 | $61k | 4.8k | 12.55 |
| 2023-12-31 | $59k | 4.8k | 12.29 |
| 2023-09-30 | $47k | 4.8k | 9.63 |
| 2023-06-30 | $31k | 3.2k | 9.70 |
| 2023-03-31 | $30k | 3.2k | 9.20 |
| 2022-12-31 | $33k | 3.2k | 10.20 |
| 2022-09-30 | $27k | 3.2k | 8.36 |
| 2022-06-30 | $34k | 3.2k | 10.52 |
| 2022-03-31 | $43k | 3.2k | 13.31 |
| 2021-12-31 | $33k | 3.2k | 10.21 |
| 2021-09-30 | $32k | 3.2k | 9.90 |
| 2021-06-30 | $27k | 3.2k | 8.36 |
| 2021-03-31 | $31k | 3.2k | 9.59 |
| 2020-12-31 | $26k | 3.2k | 8.05 |
| 2020-09-30 | $19k | 3.2k | 5.88 |
| 2020-06-30 | $23k | 3.2k | 7.12 |
| 2020-03-31 | $20k | 3.2k | 6.19 |
| 2019-12-31 | $44k | 3.2k | 13.62 |
| 2019-09-30 | $44k | 3.2k | 13.62 |
| 2019-06-30 | $41k | 3.2k | 12.69 |
| 2019-03-31 | $39k | 3.2k | 12.07 |
| 2018-12-31 | $40k | 3.2k | 12.38 |
| 2018-09-30 | $45k | 3.2k | 13.93 |
| 2018-06-30 | $40k | 3.2k | 12.38 |
| 2018-03-31 | $34k | 3.2k | 10.52 |
| 2017-12-31 | $47k | 3.2k | 14.55 |
| 2017-09-30 | $40k | 3.2k | 12.38 |
| 2017-06-30 | $40k | 3.2k | 12.38 |
| 2017-03-31 | $25k | 1.8k | 13.67 |
More positions owned by Summit Investment Advisors
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