Oliver Luxxe Assets LLC - WHITESTONE REIT ownership

WHITESTONE REIT's ticker is WSR and the CUSIP is 966084204. A total of 155 filers reported holding WHITESTONE REIT in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.0%.

Quarter-by-quarter ownership
Oliver Luxxe Assets LLC ownership history of WHITESTONE REIT
ValueSharesWeighting
Q1 2023$548,587
+3.8%
59,629
+8.7%
0.14%
-1.4%
Q4 2022$528,667
+25.6%
54,841
+10.3%
0.15%
+11.4%
Q3 2022$421,000
-18.4%
49,726
+3.6%
0.13%
-13.7%
Q2 2022$516,000
-18.4%
47,999
+0.6%
0.15%
-4.4%
Q1 2022$632,000
-3.4%
47,717
-27.4%
0.16%
+83.9%
Q4 2021$654,000
+108.3%
65,701
+104.5%
0.09%0.0%
Q3 2021$314,00032,1220.09%
Other shareholders
WHITESTONE REIT shareholders Q2 2023
NameSharesValueWeighting ↓
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 90,840$1,338,0001.00%
NBW CAPITAL LLC 306,644$4,517,0000.79%
IMS Capital Management 36,000$530,0000.73%
Forward Management, LLC 475,000$6,997,0000.45%
Baker Ellis Asset Management LLC 40,800$601,0000.23%
SMITH CHAS P & ASSOCIATES PA CPAS 17,680$260,0000.07%
ALBERT D MASON INC 20,550$303,0000.06%
B. Riley Wealth Advisors, Inc. 10,906$161,0000.06%
VSR Financial Services, Inc. 20,262$298,0000.05%
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 45,930$677,0000.04%
View complete list of WHITESTONE REIT shareholders