Stock Transactions — WHITESTONE REIT

Total Bought
2,252,017
93 transactions
Total Sold
1,372,485
99 transactions
Net
+879,532
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
GW&K Investment Management, LLC600,2461,106,910+506,6640.070.13+0.07buy
Irenic Capital Management LP0322,176+322,1760.000.59+0.59buy
CHILTON CAPITAL MANAGEMENT LLC427,958619,846+191,8880.180.30+0.12buy
VANGUARD GROUP INC5,250,3285,416,634+166,3060.000.00+0.00buy
BlackRock, Inc.7,836,3597,957,832+121,4730.000.00+0.00buy
ENVESTNET ASSET MANAGEMENT INC153,259251,958+98,6990.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP155,302225,915+70,6130.000.00+0.00buy
BANK OF AMERICA CORP /DE/131,445175,023+43,5780.000.00+0.00buy
FMR LLC184,426225,663+41,2370.000.00+0.00buy
RENAISSANCE TECHNOLOGIES LLC77,800118,300+40,5000.000.00+0.00buy
HSBC HOLDINGS PLC57,53797,828+40,2910.000.00+0.00buy
FRANKLIN RESOURCES INC038,285+38,2850.000.00+0.00buy
Engineers Gate Manager LP12,33148,626+36,2950.000.01+0.01buy
Campbell & CO Investment Adviser LLC032,785+32,7850.000.02+0.02buy
GOLDMAN SACHS GROUP INC451,977484,291+32,3140.000.00+0.00buy
FEDERATED HERMES, INC.17,50249,458+31,9560.000.00+0.00buy
EP Wealth Advisors, LLC031,936+31,9360.000.00+0.00buy
MORGAN STANLEY700,700727,929+27,2290.000.00+0.00buy
INTECH INVESTMENT MANAGEMENT LLC22,50248,001+25,4990.000.01+0.00buy
Brooklyn Investment Group022,945+22,9450.000.01+0.01buy
FourThought Financial Partners, LLC020,571+20,5710.000.02+0.02buy
ROYAL BANK OF CANADA90,833108,670+17,8370.000.00+0.00buy
WELLS FARGO & COMPANY/MN180,646196,630+15,9840.000.00+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO30,37646,082+15,7060.000.00+0.00buy
Worth Venture Partners, LLC015,300+15,3000.001.54+1.54buy
PANAGORA ASSET MANAGEMENT INC014,545+14,5450.000.00+0.00buy
Cornerstone Investment Partners, LLC012,942+12,9420.000.01+0.01buy
PRUDENTIAL FINANCIAL INC74,12486,713+12,5890.000.00+0.00buy
Virtus Investment Advisers, LLC012,053+12,0530.000.05+0.05buy
Coordinated Financial Services, Inc.011,624+11,6240.000.09+0.09buy
AIGEN INVESTMENT MANAGEMENT, LP011,619+11,6190.000.04+0.04buy
M&T BANK CORP010,364+10,3640.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC427,191437,539+10,3480.000.00+0.00buy
SummitTX Capital, L.P.010,000+10,0000.000.00+0.00buy
VIRGINIA RETIREMENT SYSTEMS ET Al33,06741,717+8,6500.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP613,366621,615+8,2490.000.00+0.00buy
Swiss National Bank82,90090,600+7,7000.000.00+0.00buy
CSM Advisors, LLC564,093571,315+7,2220.190.22+0.02buy
Quantinno Capital Management LP36,73443,688+6,9540.000.00-0.00buy
TWO SIGMA ADVISERS, LP45,30052,100+6,8000.000.00+0.00buy
Kestra Advisory Services, LLC06,500+6,5000.000.00+0.00buy
Pinnacle Wealth Planning Services, Inc.05,847+5,8470.000.01+0.01buy
Zurcher Kantonalbank (Zurich Cantonalbank)18,97724,728+5,7510.000.00+0.00buy
Aster Capital Management (DIFC) Ltd05,392+5,3920.000.03+0.03buy
Cresset Asset Management, LLC19,74524,636+4,8910.000.00+0.00buy
DEUTSCHE BANK AG\26,89231,589+4,6970.000.00+0.00buy
NOMURA ASSET MANAGEMENT CO LTD65,20069,200+4,0000.000.00+0.00buy
Emmett Investment Management, LP1,262,6431,266,543+3,90012.0913.46+1.38buy
Asset Management One Co., Ltd.61,18865,000+3,8120.000.00+0.00buy
SG Americas Securities, LLC8,22411,910+3,6860.000.00-0.00buy
CIBC Private Wealth Group LLC13,523+3,5220.000.00+0.00buy
FIRST TRUST ADVISORS LP146,599150,096+3,4970.000.00+0.00buy
ADVISORY RESEARCH INC63,49866,829+3,3310.100.12+0.01buy
PRICE T ROWE ASSOCIATES INC /MD/52,40555,394+2,9890.000.00+0.00buy
BARCLAYS PLC227,240230,104+2,8640.000.00+0.00buy
EXCHANGE TRADED CONCEPTS, LLC153,508156,034+2,5260.020.02+0.00buy
LAZARD ASSET MANAGEMENT LLC12,82115,164+2,3430.000.00+0.00buy
Horizon Investments, LLC43,85546,189+2,3340.010.01+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC02,119+2,1190.000.00+0.00buy
Cetera Investment Advisers18,61820,411+1,7930.000.00+0.00buy
Russell Investments Group, Ltd.35,10636,732+1,6260.000.00+0.00buy
KLP KAPITALFORVALTNING AS8,4009,900+1,5000.000.00+0.00buy
LPL Financial LLC39,43140,879+1,4480.000.00+0.00buy
VOYA INVESTMENT MANAGEMENT LLC79,88281,305+1,4230.000.00+0.00buy
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management119,862121,130+1,2680.030.03+0.00buy
Caitong International Asset Management Co., Ltd51,152+1,1470.000.00+0.00buy
Avalon Trust Co2,1003,200+1,1000.000.00+0.00buy
Creative Planning11,92012,950+1,0300.000.00+0.00buy
Daiwa Securities Group Inc.15,83516,854+1,0190.000.00+0.00buy
BESSEMER GROUP INC2141,006+7920.000.00+0.00buy
Salomon & Ludwin, LLC62751+6890.000.00+0.00buy
JPMORGAN CHASE & CO313,291313,939+6480.000.00+0.00buy
AlphaQuest LLC14,03214,485+4530.010.01-0.00buy
HANTZ FINANCIAL SERVICES, INC.410854+4440.000.00+0.00buy
Mirae Asset Global Investments Co., Ltd.9481,342+3940.000.00+0.00buy
State of Alaska, Department of Revenue46,97647,207+2310.010.01+0.00buy
Versant Capital Management, Inc332550+2180.000.00+0.00buy
HighTower Advisors, LLC33,83834,035+1970.000.00+0.00buy
BNP Paribas Asset Management Holding S.A.657853+1960.000.00-0.00buy
Parallel Advisors, LLC0126+1260.000.00+0.00buy
OREGON PUBLIC EMPLOYEES RETIREMENT FUND10,12410,224+1000.000.00+0.00buy
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC096+960.000.00+0.00buy
Farther Finance Advisors, LLC250326+760.000.00+0.00buy
Smartleaf Asset Management LLC1,1661,239+730.000.00-0.00buy
Illinois Municipal Retirement Fund24,25524,304+490.000.00+0.00buy
Physician Wealth Advisors, Inc.046+460.000.00+0.00buy
Bare Financial Services, Inc036+360.000.00+0.00buy
GF FUND MANAGEMENT CO. LTD.725761+360.000.00+0.00buy
MAI Capital Management154171+170.000.00+0.00buy
Garner Asset Management Corp38,51338,521+80.190.21+0.01buy
Transamerica Financial Advisors, LLC07+70.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC105108+30.000.00+0.00buy
Dunhill Financial, LLC01+10.000.00+0.00buy
Ameritas Investment Partners, Inc.3,7713,77100.000.00+0.00hold
MassMutual Private Wealth & Trust, FSB85085000.000.00+0.00hold
ALLIANCEBERNSTEIN L.P.49,17849,17800.000.00+0.00hold
FARMERS & MERCHANTS INVESTMENTS INC303000.000.00+0.00hold
JANUS HENDERSON GROUP PLC19,81519,81500.000.00+0.00hold
ASSETMARK, INC313100.000.00+0.00hold
AdvisorNet Financial, Inc2200.000.00+0.00hold
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