Loveless Wealth Management LLC - WHITESTONE REIT ownership

WHITESTONE REIT's ticker is WSR and the CUSIP is 966084204. A total of 179 filers reported holding WHITESTONE REIT in Q2 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.1%.

Quarter-by-quarter ownership
Loveless Wealth Management LLC ownership history of WHITESTONE REIT
ValueSharesWeighting
Q2 2022$721,000
-21.0%
67,080
-2.7%
0.47%
-8.5%
Q1 2022$913,000
+30.6%
68,930
-0.1%
0.52%
+34.4%
Q4 2021$699,000
+3.1%
68,965
-0.6%
0.38%
-7.0%
Q3 2021$678,000
+16.7%
69,365
-1.4%
0.41%
+17.0%
Q2 2021$581,000
-16.0%
70,365
-1.3%
0.35%
-22.8%
Q1 2021$692,000
+20.1%
71,290
-1.3%
0.46%
+7.5%
Q4 2020$576,000
+28.3%
72,250
-3.4%
0.42%
+12.1%
Q3 2020$449,000
-19.7%
74,810
-2.7%
0.38%
-27.3%
Q2 2020$559,000
+16.7%
76,857
-0.5%
0.52%
-7.6%
Q1 2020$479,000
-51.3%
77,254
+4.5%
0.56%
-33.5%
Q4 2019$983,00073,8990.85%
Other shareholders
WHITESTONE REIT shareholders Q2 2022
NameSharesValueWeighting ↓
Garner Asset Management Corp 95,217$1,297,0000.90%
Loveless Wealth Management LLC 73,899$983,0000.85%
RMR Advisors LLC 124,535$1,696,0000.58%
Ridgewood Investments LLC 59,709$813,0000.58%
HighVista Strategies LLC 11,300$154,0000.12%
Summit Global Investments 62,400$850,0000.09%
6 Meridian 45,164$615,0000.05%
Municipal Employees' Retirement System of Michigan 57,970$789,0000.03%
SYSTEMATIC FINANCIAL MANAGEMENT LP 39,785$542,0000.02%
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 11,404$155,0000.02%
View complete list of WHITESTONE REIT shareholders