LPL Financial LLC - WHITESTONE REIT ownership

WHITESTONE REIT's ticker is WSR and the CUSIP is 966084204. A total of 128 filers reported holding WHITESTONE REIT in Q4 2020. The put-call ratio across all filers is 2.55 and the average weighting 0.0%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of WHITESTONE REIT
ValueSharesWeighting
Q3 2023$423,968
+29.0%
44,026
+29.9%
0.00%
Q2 2023$328,746
+21.2%
33,891
+14.9%
0.00%
Q1 2023$271,330
-1.5%
29,492
+3.2%
0.00%
Q4 2022$275,598
-4.0%
28,589
-15.7%
0.00%
Q3 2022$287,000
-21.8%
33,898
-0.6%
0.00%
Q2 2022$367,000
-18.8%
34,094
+0.0%
0.00%
Q1 2022$452,000
+25.9%
34,081
-3.8%
0.00%
Q4 2021$359,000
+3.5%
35,4400.0%0.00%
Q3 2021$347,000
+16.4%
35,440
-1.9%
0.00%
Q2 2021$298,000
-28.5%
36,130
-16.0%
0.00%
Q1 2021$417,000
+14.2%
43,005
-6.1%
0.00%
Q4 2020$365,000
+30.4%
45,805
-1.9%
0.00%
Q3 2020$280,000
-22.2%
46,710
-5.5%
0.00%
-100.0%
Q2 2020$360,000
+27.7%
49,453
+8.5%
0.00%0.0%
Q1 2020$282,000
-59.0%
45,559
-9.7%
0.00%0.0%
Q4 2019$687,000
-18.7%
50,428
-17.9%
0.00%
-50.0%
Q3 2019$845,000
+47.0%
61,403
+35.6%
0.00%
+100.0%
Q2 2019$575,000
+2.3%
45,296
-3.1%
0.00%0.0%
Q1 2019$562,000
-9.4%
46,767
-7.5%
0.00%
-50.0%
Q4 2018$620,000
-11.0%
50,570
+0.8%
0.00%0.0%
Q3 2018$697,000
+8.7%
50,192
-2.4%
0.00%0.0%
Q2 2018$641,000
+30.5%
51,402
+8.7%
0.00%
+100.0%
Q1 2018$491,000
-26.1%
47,272
+2.5%
0.00%
-50.0%
Q4 2017$664,000
+10.3%
46,1120.0%0.00%0.0%
Q3 2017$602,000
+7.3%
46,112
+0.6%
0.00%0.0%
Q2 2017$561,000
+8.1%
45,832
+21.3%
0.00%
-50.0%
Q1 2017$519,000
-20.2%
37,792
-16.7%
0.00%
-20.0%
Q4 2016$650,000
+11.1%
45,350
+2.6%
0.01%
-16.7%
Q3 2016$585,000
+9.8%
44,182
+28.1%
0.01%
+20.0%
Q2 2016$533,000
-46.8%
34,497
-56.9%
0.01%
+66.7%
Q1 2016$1,002,000
+13.2%
80,014
+8.4%
0.00%
+50.0%
Q4 2015$885,000
+102.1%
73,784
+97.5%
0.00%0.0%
Q3 2015$438,000
+70.4%
37,351
+91.2%
0.00%
+100.0%
Q2 2015$257,000
+9.8%
19,530
+33.6%
0.00%0.0%
Q1 2015$234,000
-2.5%
14,620
-7.9%
0.00%0.0%
Q4 2014$240,000
+21.8%
15,881
+12.1%
0.00%0.0%
Q3 2014$197,00014,1610.00%
Other shareholders
WHITESTONE REIT shareholders Q4 2020
NameSharesValueWeighting ↓
Loveless Wealth Management LLC 72,250$576,0000.42%
Garner Asset Management Corp 55,019$439,0000.24%
Ridgewood Investments LLC 36,098$217,0000.17%
GLOBEFLEX CAPITAL L P 96,225$767,0000.16%
Triton Wealth Management, PLLC 14,824$114,0000.07%
WELD CAPITAL MANAGEMENT LLC 20,822$166,0000.06%
USCA RIA LLC 111,281$887,0000.06%
HighVista Strategies LLC 10,300$82,0000.05%
GSA CAPITAL PARTNERS LLP 31,628$252,0000.04%
HRT FINANCIAL LP 113,979$908,0000.02%
View complete list of WHITESTONE REIT shareholders