CHARLES SCHWAB INVESTMENT MANAGEMENT INC - 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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC ownership history of WHITESTONE REIT
ValueSharesWeighting
Q3 2023$1,509,464
+5.7%
156,746
+6.5%
0.00%
Q2 2023$1,427,996
+14.2%
147,216
+8.3%
0.00%
Q1 2023$1,250,602
-0.2%
135,935
+4.6%
0.00%
Q4 2022$1,253,114
-56.1%
129,991
-61.5%
0.00%
-100.0%
Q3 2022$2,855,000
-20.1%
337,485
+1.6%
0.00%0.0%
Q2 2022$3,571,000
+23.8%
332,194
+52.6%
0.00%0.0%
Q1 2022$2,884,000
+30.1%
217,659
-0.5%
0.00%0.0%
Q4 2021$2,217,000
-35.9%
218,731
-38.2%
0.00%0.0%
Q3 2021$3,461,000
-32.8%
353,860
-43.3%
0.00%
-50.0%
Q2 2021$5,151,000
+8.8%
624,337
+27.9%
0.00%0.0%
Q1 2021$4,735,000
+44.9%
488,124
+19.0%
0.00%
+100.0%
Q4 2020$3,268,000
+107.4%
410,022
+56.2%
0.00%0.0%
Q3 2020$1,576,000
-20.2%
262,513
-3.4%
0.00%0.0%
Q2 2020$1,976,000
+27.6%
271,743
+8.8%
0.00%0.0%
Q1 2020$1,549,000
-54.2%
249,797
+0.6%
0.00%
-50.0%
Q4 2019$3,382,000
+4.3%
248,306
+5.4%
0.00%0.0%
Q3 2019$3,242,000
+13.7%
235,587
+4.9%
0.00%0.0%
Q2 2019$2,851,000
+7.9%
224,645
+2.2%
0.00%0.0%
Q1 2019$2,642,000
+1.5%
219,722
+3.5%
0.00%0.0%
Q4 2018$2,602,000
-11.6%
212,210
+0.0%
0.00%0.0%
Q3 2018$2,945,000
+21.4%
212,140
+9.1%
0.00%0.0%
Q2 2018$2,426,000
+29.7%
194,388
+8.0%
0.00%
+100.0%
Q1 2018$1,871,000
-25.7%
180,068
+3.1%
0.00%
-50.0%
Q4 2017$2,517,000
+34.5%
174,628
+21.8%
0.00%0.0%
Q3 2017$1,872,000
-26.1%
143,392
-30.6%
0.00%0.0%
Q2 2017$2,533,000
-15.3%
206,733
-4.4%
0.00%
-33.3%
Q1 2017$2,992,000
-1.5%
216,182
+2.3%
0.00%0.0%
Q4 2016$3,038,000
+10.3%
211,223
+6.4%
0.00%0.0%
Q3 2016$2,755,000
+113.9%
198,457
+132.4%
0.00%
+50.0%
Q2 2016$1,288,000
+22.0%
85,411
+1.7%
0.00%
+100.0%
Q1 2016$1,056,000
+6.8%
83,971
+2.0%
0.00%0.0%
Q4 2015$989,000
+7.2%
82,307
+2.8%
0.00%0.0%
Q3 2015$923,000
+10.3%
80,049
+24.6%
0.00%0.0%
Q2 2015$837,000
-34.3%
64,220
-19.9%
0.00%
-50.0%
Q1 2015$1,274,000
+55.7%
80,170
+48.1%
0.00%
+100.0%
Q4 2014$818,000
+11.4%
54,116
+2.9%
0.00%0.0%
Q3 2014$734,000
-4.2%
52,591
+2.4%
0.00%0.0%
Q2 2014$766,000
+2.4%
51,372
-0.7%
0.00%0.0%
Q1 2014$748,000
+11.1%
51,756
+2.9%
0.00%0.0%
Q4 2013$673,000
+27.7%
50,316
+37.8%
0.00%0.0%
Q3 2013$527,000
-9.8%
36,517
-2.2%
0.00%0.0%
Q2 2013$584,00037,3240.00%
Other shareholders
WHITESTONE REIT shareholders Q4 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