DIMENSIONAL FUND ADVISORS LP - WHITESTONE REIT ownership

WHITESTONE REIT's ticker is WSR and the CUSIP is 966084204. A total of 124 filers reported holding WHITESTONE REIT in Q3 2020. The put-call ratio across all filers is 1.16 and the average weighting 0.0%.

Quarter-by-quarter ownership
DIMENSIONAL FUND ADVISORS LP ownership history of WHITESTONE REIT
ValueSharesWeighting
Q3 2023$6,427,711
+1.8%
667,451
+2.6%
0.00%0.0%
Q2 2023$6,312,731
+8.0%
650,782
+2.4%
0.00%0.0%
Q1 2023$5,847,445
+96872.6%
635,637
+1.6%
0.00%0.0%
Q4 2022$6,030
-99.9%
625,535
+0.2%
0.00%0.0%
Q3 2022$5,283,000
-25.4%
624,432
-5.2%
0.00%
-33.3%
Q2 2022$7,079,000
-19.5%
658,609
-0.7%
0.00%0.0%
Q1 2022$8,792,000
+32.3%
663,546
+1.2%
0.00%
+50.0%
Q4 2021$6,645,000
+7.8%
655,991
+4.0%
0.00%0.0%
Q3 2021$6,166,000
+23.1%
630,473
+3.9%
0.00%0.0%
Q2 2021$5,008,000
-16.4%
607,008
-1.7%
0.00%0.0%
Q1 2021$5,987,000
+17.8%
617,251
-3.2%
0.00%0.0%
Q4 2020$5,083,000
+34.7%
637,766
+1.4%
0.00%0.0%
Q3 2020$3,774,000
-11.8%
628,935
+6.9%
0.00%0.0%
Q2 2020$4,277,000
+17.3%
588,2920.0%0.00%0.0%
Q1 2020$3,647,000
-53.9%
588,292
+1.2%
0.00%
-33.3%
Q4 2019$7,914,000
-2.1%
581,043
-1.1%
0.00%0.0%
Q3 2019$8,084,000
+10.8%
587,495
+2.2%
0.00%0.0%
Q2 2019$7,296,000
+5.0%
574,967
-0.5%
0.00%0.0%
Q1 2019$6,947,000
-1.5%
577,884
+0.4%
0.00%0.0%
Q4 2018$7,055,000
-11.2%
575,409
+0.5%
0.00%0.0%
Q3 2018$7,943,000
+11.7%
572,264
+0.4%
0.00%0.0%
Q2 2018$7,110,000
+21.8%
569,721
+1.4%
0.00%
+50.0%
Q1 2018$5,838,000
-25.8%
561,879
+2.9%
0.00%
-33.3%
Q4 2017$7,866,000
+16.9%
545,851
+5.9%
0.00%0.0%
Q3 2017$6,726,000
+21.3%
515,434
+13.9%
0.00%0.0%
Q2 2017$5,544,000
-0.2%
452,550
+12.7%
0.00%0.0%
Q1 2017$5,557,000
+0.8%
401,497
+4.7%
0.00%0.0%
Q4 2016$5,512,000
+5.7%
383,292
+2.0%
0.00%0.0%
Q3 2016$5,216,000
-4.5%
375,765
+3.7%
0.00%0.0%
Q2 2016$5,462,000
+25.4%
362,220
+4.5%
0.00%0.0%
Q1 2016$4,357,000
+10.0%
346,597
+5.1%
0.00%
+50.0%
Q4 2015$3,960,000
+20.0%
329,715
+15.2%
0.00%0.0%
Q3 2015$3,299,000
+23.2%
286,163
+39.2%
0.00%0.0%
Q2 2015$2,677,000
+12.4%
205,575
+37.1%
0.00%0.0%
Q1 2015$2,381,000
+19.0%
149,940
+13.3%
0.00%
+100.0%
Q4 2014$2,000,000
+28.5%
132,326
+18.4%
0.00%0.0%
Q3 2014$1,557,000
+24.7%
111,720
+33.3%
0.00%0.0%
Q2 2014$1,249,000
+27.6%
83,789
+23.6%
0.00%0.0%
Q1 2014$979,000
+24.1%
67,795
+14.8%
0.00%0.0%
Q4 2013$789,000
+8.7%
59,051
+19.9%
0.00%0.0%
Q3 2013$726,000
+2.4%
49,261
+9.6%
0.00%0.0%
Q2 2013$709,00044,9610.00%
Other shareholders
WHITESTONE REIT shareholders Q3 2020
NameSharesValueWeighting ↓
NEXPOINT ASSET MANAGEMENT, L.P. 1,179,518$10,851,5661.17%
Garner Asset Management Corp 93,189$8570.39%
Hillsdale Investment Management Inc. 415,700$3,824,4400.33%
Clarus Group, Inc. 32,293$297,0960.28%
Ridgewood Investments LLC 29,388$270,3690.16%
CORNERCAP INVESTMENT COUNSEL INC 100,670$926,1640.16%
KENNEDY CAPITAL MANAGEMENT LLC 593,992$5,464,7260.16%
Ignite Planners, LLC 40,693$358,5060.15%
Oliver Luxxe Assets LLC 59,629$548,5870.14%
FOSTER & MOTLEY INC 176,574$1,6240.13%
View complete list of WHITESTONE REIT shareholders