WSR

Whitestone Reit

Latest period2024 - Q4Total superinvestors13

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 13 superinvestors own shares of Whitestone Reit (WSR), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Whitestone Reit (WSR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Whitestone Reit (WSR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Whitestone Reit (WSR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Decreased -3.66%
0.01%
$561,500
39,626 shares@ 14.17 avg price
Kaushal Majmudar@Ridgewood Investments Llc
Recent Activity
Decreased -2.04%
0.17%
$340,080
24,000 shares@ 14.17 avg price
Dominick Zizzo@Ignite Planners, Llc
Recent Activity
Decreased -3.56%
0.08%
$323,945
22,813 shares@ 14.21 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Decreased -24.14%
0.01%
$281,000
19,798 shares@ 14.2 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 5.9%
0.01%
$32,053
2,262 shares@ 14.18 avg price
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
Increased 0.9%
0.01%
$19,180
1,354 shares@ 14.17 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
0.01%
$16,125
1,138 shares@ 14.17 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Increased 70.16%
0.01%
$9,211
650 shares@ 14.18 avg price
Rebecca L Greenlaw@Horizon Bancorp Inc In
Recent Activity
0.01%
$6,000
385 shares@ 15.59 avg price
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Decreased -1.29%
0.01%
$5,000
381 shares@ 13.13 avg price