Whitestone REIT (WSR) Ownership

10.61 ↓0.22 (-2.03%)
As of July 5, 2022, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Whitestone REIT (WSR), owning a total of 7.6 million shares. Combined, the top 105 institutional holders of WSR own 197.81% of the company with a total of 93.1 million shares.

In the latest ownership report, the top 105 institutional holders have increased their combined ownership of WSR by 12.5 million shares, a 11.83% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.375%3.826%7,555,899278,4432021-12-31
BlackRock Inc15.366%3.854%6,573,025243,9412021-03-31
BlackRock Inc15.277%7.635%7,074,844501,8192021-06-30
Vanguard Group Inc10.146%2.587%4,340,008109,4332021-03-31
Vanguard Group Inc6.100%4.431%2,997,884127,1862022-03-31
Vanguard Group Inc5.841%15.522%2,870,698385,7162021-12-31
Vanguard Group Inc5.213%-45.120%2,381,795-1,958,2132021-06-30
Vanguard Group Inc5.060%4.332%2,484,982103,1872021-09-30
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS4.620%0.000%2,269,1952,269,1952021-09-30
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS4.617%0.000%2,269,19502021-12-31
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS4.212%-8.788%2,069,783-199,4122022-03-31
State Street Corporation3.602%22.133%1,540,771279,2192021-03-31
State Street Corporation3.591%7.655%1,764,546125,4662021-12-31
State Street Corporation3.390%1.886%1,569,83529,0642021-06-30
State Street Corporation3.337%4.411%1,639,08069,2452021-09-30
State Street Corporation3.246%-9.586%1,595,397-169,1492022-03-31
Conversant Capital LLC3.178%0.000%1,561,9301,561,9302022-03-31
Amvescap Plc.2.673%161.795%1,313,640811,8582022-03-31
Geode Capital Management, LLC1.883%26.881%805,472170,6482020-12-31
Timbercreek Asset Management Ltd1.857%0.000%912,500912,5002022-03-31
Geode Capital Management, LLC1.648%6.386%809,62948,5962021-12-31
Geode Capital Management, LLC1.642%-0.318%807,056-2,5732022-03-31
DigitalBridge Group Inc1.630%0.000%800,970800,9702022-03-31
Geode Capital Management, LLC1.576%-9.363%730,054-75,4182021-06-30
Geode Capital Management, LLC1.550%4.243%761,03330,9792021-09-30
Prudential Financial Inc1.542%196.690%757,320502,0642021-09-30
Acadian Asset Management LLC1.446%0.000%710,628710,6282021-12-31
Dimensional Fund Advisors, Inc.1.443%-3.217%617,251-20,5152021-03-31
Prudential Financial Inc1.397%-9.371%686,354-70,9662021-12-31
Parametric Portfolio Associates LLC1.374%32.175%674,764164,2572021-09-30
Dimensional Fund Advisors, Inc.1.350%1.152%663,5467,5552022-03-31
Charles Schwab Investment Management Inc1.348%27.905%624,337136,2132021-06-30
Dimensional Fund Advisors, Inc.1.335%4.047%655,99125,5182021-12-31
Dimensional Fund Advisors, Inc.1.329%-1.660%607,008-10,2432021-06-30
Renaissance Technologies Corp1.316%38.987%609,434170,9502021-06-30
Bank of New York Mellon Corp1.298%5.480%637,67733,1292022-03-31
Dimensional Fund Advisors, Inc.1.284%3.866%630,47323,4652021-09-30
Goldman Sachs Group Inc1.269%54.248%623,774219,3762021-12-31
Parametric Portfolio Associates LLC1.259%-8.323%618,605-56,1592021-12-31
Parametric Portfolio Associates LLC1.233%-2.017%606,127-12,4782022-03-31
Bank of New York Mellon Corp1.230%27.014%604,548128,5772021-12-31
Balyasny Asset Management LLC1.213%74.446%561,575239,6562021-06-30
Nuveen Asset Management, LLC1.167%7.065%573,49337,8452022-03-31
Charles Schwab Investment Management Inc1.141%19.048%488,12478,1022021-03-31
Two Sigma Investments LLC1.137%34.879%558,230144,3562021-09-30
Parametric Portfolio Associates LLC1.102%18.036%510,50778,0042021-06-30
Bank of New York Mellon Corp1.102%-0.678%471,393-3,2162021-03-31
Goldman Sachs Group Inc1.092%80.293%505,818225,2642021-06-30
Nuveen Asset Management, LLC1.090%176.901%535,648342,2042021-09-30
Northern Trust Corp1.069%-8.093%457,425-40,2812021-03-31
Renaissance Technologies Corp1.025%-30.254%438,484-190,2002021-03-31
Amvescap Plc.1.021%78.894%501,782221,2912021-12-31
Parametric Portfolio Associates LLC1.011%13.783%432,50352,3922021-03-31
Bank of New York Mellon Corp1.009%-2.229%460,884-10,5092021-06-30
Northern Trust Corp1.006%3.636%494,40117,3472021-12-31
Northern Trust Corp0.995%-1.142%488,755-5,6462022-03-31
Northern Trust Corp0.988%0.037%457,5951702021-06-30
Northern Trust Corp0.971%4.253%477,05419,4592021-09-30
Two Sigma Advisers, LLC0.950%1.258%466,8005,8002021-12-31
Two Sigma Advisers, LLC0.939%86.564%461,000213,9002021-09-30
Two Sigma Investments LLC0.914%-19.503%449,360-108,8702021-12-31
Two Sigma Investments LLC0.894%0.000%413,874413,8742021-06-30
Millennium Management LLC0.863%71.393%423,775176,5222021-09-30
Renaissance Technologies Corp0.851%17.219%417,98461,4002022-03-31
JPMorgan Chase & Co0.848%29.043%362,54081,5942021-03-31
Ameriprise Financial Inc0.838%82.474%411,686186,0732021-12-31
D. E. Shaw & Co LP0.837%0.000%387,705387,7052021-06-30
Goldman Sachs Group Inc0.823%-20.051%404,398-101,4202021-09-30
Ameriprise Financial Inc0.805%-3.869%395,758-15,9282022-03-31
Prudential Financial Inc0.777%-44.372%381,804-304,5502022-03-31
AQR Capital Management LLC0.757%-1.410%323,819-4,6322021-03-31
Balyasny Asset Management LLC0.753%47.764%321,919104,0582021-03-31
J.P. Morgan Securities Inc0.751%32.014%347,60084,2942021-03-31
Kennedy Capital Management Inc0.748%0.000%367,444367,4442022-03-31
Morgan Stanley - Brokerage Accounts0.736%58.852%340,721126,2322021-06-30
Renaissance Technologies Corp0.726%8.687%356,58428,5002021-12-31
Charles Schwab Investment Management Inc0.721%-43.322%353,860-270,4772021-09-30
AQR Capital Management LLC0.688%-1.561%318,765-5,0542021-06-30
Mellon Investments Corporation0.678%48.175%333,372108,3862021-12-31
AQR Capital Management LLC0.676%10.024%332,25930,2702021-12-31
Morgan Stanley - Brokerage Accounts0.674%-2.837%331,054-9,6672021-09-30
Renaissance Technologies Corp0.668%-46.166%328,084-281,3502021-09-30
Goldman Sachs Group Inc0.656%9.599%280,55424,5722021-03-31
Anson Funds Management LP0.649%60.302%319,000120,0002022-03-31
Principal Financial Group Inc0.642%0.206%274,4445652021-03-31
Principal Financial Group Inc0.627%3.672%308,15610,9142021-12-31
AQR Capital Management LLC0.615%-5.263%301,989-16,7762021-09-30
Principal Financial Group Inc0.605%7.666%297,24221,1632021-09-30
Principal Financial Group Inc0.604%0.596%276,0791,6352021-06-30
Amvescap Plc.0.571%18.028%280,49142,8432021-09-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.557%0.000%258,100258,1002021-06-30
U.S. Capital Wealth Advisors, LLC0.557%0.000%273,500273,5002021-09-30
Prudential Financial Inc0.551%99.945%255,256127,5932021-06-30
Amvescap Plc.0.541%41.720%231,60868,1812021-03-31
Wells Fargo & Co0.530%-21.877%226,582-63,4502021-03-31
Mellon Investments Corporation0.527%-2.421%225,481-5,5952021-03-31
Ameriprise Financial Inc0.527%4.911%225,31610,5472021-03-31
Millennium Management LLC0.506%0.000%247,253247,2532021-06-30
Two Sigma Advisers, LLC0.503%0.000%247,100247,1002021-06-30
Nuveen Asset Management, LLC0.502%-0.027%214,797-572021-03-31
Morgan Stanley - Brokerage Accounts0.501%-14.623%214,489-36,7372021-03-31
Jacobs Levy Equity Management, Inc.0.492%822.017%241,596215,3932021-06-30
Bank of Montreal0.481%44.199%222,90968,3252021-06-30
Bank of Montreal0.470%3.506%230,7237,8142021-09-30
Mellon Investments Corporation0.468%-3.879%216,734-8,7472021-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Whitestone REIT (WSR), owning a total of 3.3 million shares. Combined, the top 264 mutual fund holders of WSR own 348.37% of the company with a total of 167.1 million shares.

In the latest ownership report, the top 264 mutual funds have increased their combined ownership of WSR by 3.5 million shares, a 2.06% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.728%-0.058%3,306,365-1,9262022-03-30
iShares Core S&P Small-Cap ETF6.724%-0.058%3,304,439-1,9262022-03-31
iShares Core S&P Small-Cap ETF6.717%-0.029%3,301,294-9662022-04-28
iShares Core S&P Small-Cap ETF6.711%-0.098%3,298,074-3,2202022-04-29
iShares Core S&P Small-Cap ETF6.650%0.286%3,267,8679,3092022-02-28
iShares Core S&P Small-Cap ETF6.628%0.020%3,257,6066522022-06-29
iShares Core S&P Small-Cap ETF6.619%-0.195%3,250,814-6,3602022-01-31
iShares Core S&P Small-Cap ETF6.603%0.059%3,242,8641,9082021-12-31
iShares Core S&P Small-Cap ETF6.588%0.216%3,235,5506,9742021-12-29
iShares Core S&P Small-Cap ETF6.550%0.141%3,219,0184,5222022-05-31
iShares Core S&P Small-Cap ETF6.334%0.040%2,709,6071,0702021-06-30
iShares Core S&P Small-Cap ETF6.286%0.079%2,911,0462,3102021-09-30
iShares Core S&P Small-Cap ETF6.186%0.040%2,646,2971,0652021-07-28
iShares Core S&P Small-Cap ETF6.108%-0.253%2,999,858-7,6002021-11-30
iShares Core S&P Small-Cap ETF6.001%0.031%2,947,2139032021-10-29
iShares Core S&P Small-Cap ETF5.842%0.877%2,669,51423,2172021-07-30
iShares Core S&P Small-Cap ETF5.791%0.016%2,682,0094322021-08-31
Vanguard Total Stock Mkt Idx Inv2.846%0.138%1,398,5011,9302022-05-31
Vanguard Total Stock Mkt Idx Inv2.842%0.460%1,396,5716,3892022-04-30
Vanguard Total Stock Mkt Idx Inv2.829%2.391%1,390,18232,4572022-03-31
Vanguard Total Stock Mkt Idx Inv2.763%0.298%1,357,7254,0302022-02-28
Vanguard Total Stock Mkt Idx Inv2.756%1.065%1,353,69514,2642022-01-31
Vanguard Total Stock Mkt Idx Inv2.727%18.167%1,339,431205,9232021-12-31
Vanguard Total Stock Mkt Idx Inv2.612%0.000%1,117,15002021-06-30
Vanguard Total Stock Mkt Idx Inv2.412%0.000%1,117,15002021-07-31
Vanguard Total Stock Mkt Idx Inv2.412%0.000%1,117,15002021-08-31
Vanguard Total Stock Mkt Idx Inv2.308%1.370%1,133,50815,3172021-11-30
Vanguard Total Stock Mkt Idx Inv2.289%0.086%1,118,1059552021-09-30
Vanguard Total Stock Mkt Idx Inv2.277%0.008%1,118,191862021-10-31
iShares Russell 2000 ETF2.248%-0.722%961,499-6,9962021-06-30
iShares Russell 2000 ETF2.205%0.355%943,0553,3392021-07-28
iShares Russell 2000 ETF2.149%1.624%1,056,32616,8782022-06-29
iShares Russell 2000 ETF2.141%-0.966%1,051,976-10,2662022-03-30
iShares Russell 2000 ETF2.134%-0.314%1,048,670-3,3062022-03-31
iShares Russell 2000 ETF2.119%0.002%1,040,732222021-12-29
iShares Russell 2000 ETF2.106%0.064%1,034,2586642021-12-31
iShares Russell 2000 ETF2.103%0.278%974,0602,7032021-09-30
iShares Russell 2000 ETF2.095%-0.016%1,028,828-1632021-11-30
iShares Russell 2000 ETF2.093%0.459%1,028,8344,6982022-04-28
iShares Russell 2000 ETF2.083%0.170%1,023,7881,7402022-05-31
iShares Russell 2000 ETF2.082%-0.247%964,202-2,3852021-08-31
iShares Russell 2000 ETF2.080%-0.698%950,369-6,6782021-07-30
iShares Russell 2000 ETF2.068%-1.235%1,016,132-12,7022022-04-29
iShares Russell 2000 ETF2.066%-1.020%1,014,721-10,4582022-01-31
iShares Russell 2000 ETF2.048%-0.594%1,006,621-6,0122022-02-28
iShares Russell 2000 ETF2.024%0.309%993,8683,0592021-10-29
Highland Global Allocation A1.890%22.224%875,255159,1492021-09-30
Highland Global Allocation A1.782%0.000%875,25502021-10-31
Highland Global Allocation A1.782%0.000%875,25502021-11-30
Highland Global Allocation A1.782%0.000%875,25502021-12-31
Highland Global Allocation A1.782%0.000%875,25502022-01-31
Highland Global Allocation A1.781%0.000%875,25502022-02-28
Highland Global Allocation A1.781%0.000%875,25502022-03-31
Highland Global Allocation A1.781%0.000%875,25502022-04-30
Highland Global Allocation A1.781%0.000%875,25502022-05-31
iShares S&P Small-Cap 600 Value ETF1.748%0.000%859,17802022-06-29
iShares S&P Small-Cap 600 Value ETF1.691%-0.363%723,551-2,6392021-06-30
iShares S&P Small-Cap 600 Value ETF1.667%0.366%819,3122,9902022-05-31
iShares S&P Small-Cap 600 Value ETF1.615%0.000%793,81402022-02-28
iShares S&P Small-Cap 600 Value ETF1.563%-2.410%767,746-18,9572022-01-31
iShares S&P Small-Cap 600 Value ETF1.551%0.311%762,2742,3642022-03-30
iShares S&P Small-Cap 600 Value ETF1.549%-0.155%761,092-1,1822022-03-31
Highland Global Allocation A1.546%293.493%716,106534,1192021-08-31
iShares S&P Small-Cap 600 Value ETF1.534%0.000%753,18002021-12-31
iShares S&P Small-Cap 600 Value ETF1.532%0.334%752,5532,5082021-12-29
Invesco S&P SmallCap Low Volatility ETF1.508%0.000%741,26702022-02-28
iShares S&P Small-Cap 600 Value ETF1.499%0.484%694,2393,3422021-09-30
Invesco S&P SmallCap Low Volatility ETF1.478%0.237%726,5301,7152022-03-30
Invesco S&P SmallCap Low Volatility ETF1.478%0.000%726,53002022-03-31
iShares S&P Small-Cap 600 Value ETF1.463%-0.483%625,924-3,0362021-07-28
iShares S&P Small-Cap 600 Value ETF1.384%-0.428%680,029-2,9252022-04-28
iShares S&P Small-Cap 600 Value ETF1.383%-0.086%679,444-5852022-04-29
iShares S&P Small-Cap 600 Value ETF1.378%0.000%676,80102021-10-29
iShares S&P Small-Cap 600 Value ETF1.374%0.000%636,48302021-08-31
iShares S&P Small-Cap 600 Value ETF1.368%-0.162%624,912-1,0122021-07-30
iShares S&P Small-Cap 600 Value ETF1.363%-0.329%669,587-2,2122021-11-30
Vanguard Extended Market Index Investor1.354%0.134%627,1188402021-08-31
Vanguard Extended Market Index Investor1.352%23.122%626,278117,6132021-07-31
Vanguard Extended Market Index Investor1.319%1.229%648,3497,8702022-03-31
Vanguard Extended Market Index Investor1.317%0.190%647,2181,2272022-05-31
Vanguard Extended Market Index Investor1.314%-0.364%645,991-2,3582022-04-30
Vanguard Extended Market Index Investor1.303%0.986%640,4796,2532022-02-28
Vanguard Extended Market Index Investor1.300%8.860%638,41951,9612021-12-31
Vanguard Extended Market Index Investor1.291%-0.657%634,226-4,1932022-01-31
Vanguard Extended Market Index Investor1.194%3.948%586,45822,2732021-11-30
Vanguard Extended Market Index Investor1.189%-18.507%508,665-115,5162021-06-30
iShares Russell 2000 Value ETF1.155%-0.247%493,931-1,2252021-06-30
Vanguard Extended Market Index Investor1.150%-10.462%561,507-65,6112021-09-30
Vanguard Extended Market Index Investor1.149%0.477%564,1852,6782021-10-31
Invesco S&P SmallCap Low Volatility ETF1.134%0.000%557,22702022-04-28
Invesco S&P SmallCap Low Volatility ETF1.134%0.000%557,22702022-04-30
iShares Russell 2000 Value ETF1.007%0.000%494,68402022-01-31
iShares Russell 2000 Value ETF0.989%-0.207%423,039-8762021-07-28
iShares Russell 2000 Value ETF0.985%0.000%456,21002021-09-30
iShares Russell 2000 Value ETF0.985%0.000%483,73302021-12-29
iShares Russell 2000 Value ETF0.985%0.000%483,73302021-12-31
iShares Russell 2000 Value ETF0.981%0.000%482,25202022-02-28
iShares Russell 2000 Value ETF0.958%-0.493%470,856-2,3312022-03-30
iShares Russell 2000 Value ETF0.958%0.000%470,85602022-03-31
iShares Russell 2000 Value ETF0.953%0.000%468,12402021-10-29
iShares Russell 2000 Value ETF0.950%0.000%466,97402022-06-29
iShares Russell 2000 Value ETF0.947%0.000%464,96502021-11-30
iShares Russell 2000 Value ETF0.926%0.000%423,03902021-07-30
iShares Russell 2000 Value ETF0.906%0.000%445,47402022-04-28
iShares Russell 2000 Value ETF0.906%0.000%419,53502021-08-31
iShares Russell 2000 Value ETF0.904%-0.291%444,179-1,2952022-04-29
iShares Russell 2000 Value ETF0.882%0.000%433,56002022-05-31
Invesco S&P SmallCap Value with Momt ETF0.871%0.779%428,2253,3112022-04-28
Invesco S&P SmallCap Value with Momt ETF0.871%0.000%428,22502022-04-30
Invesco S&P SmallCap Value with Momt ETF0.855%0.431%420,3991,8062022-03-31
Invesco S&P SmallCap Value with Momt ETF0.852%1.385%418,5935,7192022-03-30
Invesco S&P SmallCap Value with Momt ETF0.852%-1.627%418,593-6,9232022-05-31
TIAA-CREF Quant Small-Cap Equity Instl0.831%16.763%408,19058,6002021-10-31
TIAA-CREF Quant Small-Cap Equity Instl0.817%0.112%401,5704502022-04-30
TIAA-CREF Quant Small-Cap Equity Instl0.817%-1.732%401,120-7,0702021-11-30
TIAA-CREF Quant Small-Cap Equity Instl0.817%0.000%401,12002021-12-31
TIAA-CREF Quant Small-Cap Equity Instl0.816%0.000%401,12002022-01-31
TIAA-CREF Quant Small-Cap Equity Instl0.816%0.000%401,12002022-02-28
TIAA-CREF Quant Small-Cap Equity Instl0.816%0.000%401,12002022-03-31
Schwab Global Real Estate0.811%60.338%347,010130,5862021-06-30
Fidelity® Small Cap Index0.792%6.383%361,67921,7002021-05-31
SPDR® S&P 600 Small Cap Value ETF0.788%0.000%387,29102022-06-29
SPDR® S&P 600 Small Cap Value ETF0.775%0.097%380,6653692022-04-30
SPDR® S&P 600 Small Cap Value ETF0.775%0.194%380,6537382022-03-31
SPDR® S&P 600 Small Cap Value ETF0.774%0.000%380,29602022-04-29
SPDR® S&P 600 Small Cap Value ETF0.774%0.097%380,3043692022-05-31
SPDR® S&P 600 Small Cap Value ETF0.773%0.392%379,9151,4842022-03-30
SPDR® S&P 600 Small Cap Value ETF0.764%0.099%375,0423692021-12-31
SPDR® S&P 600 Small Cap Value ETF0.763%0.000%374,67302021-12-30
SPDR® S&P 600 Small Cap Value ETF0.760%-0.493%373,207-1,8502022-01-31
Fidelity® Small Cap Index0.758%2.771%372,45710,0412022-02-28
SPDR® S&P 600 Small Cap Value ETF0.751%-0.200%369,172-7382022-02-28
Vanguard Tax-Managed Small Cap Adm0.745%15.117%366,25048,0942022-02-28
Vanguard Tax-Managed Small Cap Adm0.745%0.000%366,25002022-03-31
Vanguard Tax-Managed Small Cap Adm0.745%0.000%366,25002022-04-30
Vanguard Tax-Managed Small Cap Adm0.745%0.000%366,25002022-05-31
Fidelity® Small Cap Index0.737%1.040%362,4163,7312022-01-31
Fidelity® Small Cap Index0.736%2.928%361,56610,2872022-04-30
DFA Real Estate Securities I0.733%0.000%313,59002021-05-31
Goldman Sachs Small Cp Val Insghts Instl0.730%48.621%358,727117,3562021-10-31
Fidelity® Small Cap Index0.730%3.387%358,68511,7492021-12-31
Fidelity® Small Cap Index0.726%4.768%356,70816,2342021-10-31
Invesco S&P SmallCap Value with Momt ETF0.723%1.554%355,2825,4362022-02-28
Fidelity® Small Cap Index0.715%-5.686%351,279-21,1782022-03-31
TIAA-CREF Quant Small-Cap Equity Instl0.712%56.116%349,590125,6602021-09-30
Fidelity® Small Cap Index0.706%-2.740%346,936-9,7722021-11-30
Fidelity® Small Cap Index0.706%-1.884%302,000-5,7992021-01-31
SPDR® S&P 600 Small Cap Value ETF0.704%0.000%301,10502021-06-30
SPDR® S&P 600 Small Cap Value ETF0.700%0.000%299,60002021-07-28
Fidelity® Small Cap Index0.700%0.188%323,9516072021-07-31
Fidelity® Small Cap Index0.698%-10.599%323,344-38,3352021-06-30
Fidelity® Small Cap Index0.693%2.731%340,4749,0502021-09-30
DFA Real Estate Securities I0.686%0.000%313,59002021-06-30
DFA Real Estate Securities I0.682%6.839%335,03621,4462021-12-31
DFA Real Estate Securities I0.682%0.000%335,03602022-01-31
DFA Real Estate Securities I0.682%0.000%335,03602022-02-28
DFA Real Estate Securities I0.682%0.000%335,03602022-03-31
DFA Real Estate Securities I0.682%0.000%335,03602022-04-30
DFA Real Estate Securities I0.682%0.000%335,03602022-05-31
Invesco S&P SmallCap Value with Momt ETF0.680%-0.360%334,142-1,2082022-01-31
DFA Real Estate Securities I0.677%0.000%313,59002021-07-31
DFA Real Estate Securities I0.677%0.000%313,59002021-08-31
Hazelview Global Focused RE0.676%0.000%332,199332,1992022-03-31
Fidelity® Small Cap Index0.675%2.307%331,4247,4732021-08-31
SPDR® S&P 600 Small Cap Value ETF0.669%0.104%309,5613222021-09-30
Vanguard Tax-Managed Small Cap Adm0.668%35.282%285,65674,5002021-06-30
SPDR® S&P 600 Small Cap Value ETF0.662%0.803%302,3092,4082021-07-31
SPDR® S&P 600 Small Cap Value ETF0.658%0.000%304,71702021-08-31
Vanguard Tax-Managed Small Cap Adm0.648%3.818%318,15611,7002021-12-31
Vanguard Tax-Managed Small Cap Adm0.648%0.000%318,15602022-01-31
SPDR® S&P 600 Small Cap Value ETF0.645%0.204%316,6916462021-11-30
SPDR® S&P 600 Small Cap Value ETF0.641%-0.308%314,759-9722021-10-29
SPDR® S&P 600 Small Cap Value ETF0.641%0.000%314,75902021-10-31
DFA Real Estate Securities I0.639%0.000%313,59002021-09-30
DFA Real Estate Securities I0.639%0.000%313,59002021-10-31
DFA Real Estate Securities I0.639%0.000%313,59002021-11-30
Vanguard Tax-Managed Small Cap Adm0.637%3.326%295,1569,5002021-08-31
Goldman Sachs Small Cp Val Insghts Instl0.628%-13.988%308,548-50,1792022-01-31
Vanguard Tax-Managed Small Cap Adm0.624%3.829%306,45611,3002021-11-30
Vanguard Tax-Managed Small Cap Adm0.617%0.000%285,65602021-07-31
Vanguard Tax-Managed Small Cap Adm0.604%0.000%295,15602021-09-30
Vanguard Tax-Managed Small Cap Adm0.601%0.000%295,15602021-10-31
LVIP SSgA Small/Mid Cap 200 Std0.594%0.000%254,063254,0632021-03-31
LVIP SSgA Small/Mid Cap 200 Std0.588%-1.017%251,479-2,5842021-06-30
Invesco S&P SmallCap Value with Momt ETF0.584%0.000%286,81702021-12-30
Invesco S&P SmallCap Value with Momt ETF0.584%0.000%286,81702021-12-31
Fidelity® Extended Market Index0.551%4.738%235,52710,6552021-05-31
LVIP SSgA Small/Mid Cap 200 Std0.543%0.833%266,4282,2002021-12-31
LVIP SSgA Small/Mid Cap 200 Std0.541%5.070%264,22812,7492021-09-30
Fidelity® Extended Market Index0.528%3.738%244,3318,8042021-07-31
Fidelity® Extended Market Index0.528%0.000%244,33102021-08-31
Goldman Sachs Small Cp Val Insghts Instl0.521%79.807%241,371107,1322021-07-31
Principal SmallCap S&P 600 Idx SP0.517%0.869%221,1691,9062021-06-30
Fidelity® Extended Market Index0.516%0.000%235,52702021-06-30
Principal SmallCap S&P 600 Idx SP0.515%7.790%238,39917,2302021-09-30
Principal SmallCap S&P 600 Idx SP0.503%3.658%247,1208,7212021-12-31
Principal SmallCap S&P 600 Idx SP0.503%0.000%247,12002022-01-31
Principal SmallCap S&P 600 Idx SP0.499%-0.728%245,320-1,8002022-02-28
BSF Americas Div Eq Abs Ret A2 USD0.498%0.000%244,709244,7092021-10-31
Principal SmallCap S&P 600 Idx SP0.498%-0.278%244,639-6812022-03-31
Fidelity® Extended Market Index0.498%0.000%244,33102021-09-30
Fidelity® Extended Market Index0.498%0.000%244,33102021-10-31
Fidelity® Extended Market Index0.496%-0.257%243,703-6282021-11-30
Fidelity® Extended Market Index0.496%0.000%243,70302021-12-31
Fidelity® Extended Market Index0.496%0.000%243,70302022-01-31
Fidelity® Extended Market Index0.496%0.000%243,70302022-02-28
Fidelity® Extended Market Index0.496%0.000%243,70302022-03-31
Fidelity® Extended Market Index0.496%0.000%243,70302022-04-30
Schwab Global Real Estate0.494%-30.025%242,822-104,1882021-09-30
Principal SmallCap S&P 600 Idx SP0.485%0.000%238,39902021-10-31
Principal SmallCap S&P 600 Idx SP0.485%0.000%238,39902021-11-30
Principal SmallCap S&P 600 Idx SP0.484%0.000%221,16902021-07-31
TIAA-CREF Quant Small-Cap Equity Instl0.484%0.000%223,930223,9302021-08-31
Principal SmallCap S&P 600 Idx SP0.478%0.000%221,16902021-08-31
PGIM Quant Solutions Small-Cap Val Z0.477%5.588%234,30012,4002022-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.465%0.440%228,4751,0002022-05-31
Principal SmallCap S&P 600 Idx SP0.463%-6.992%227,534-17,1052022-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.463%1.021%227,4752,3002022-04-30
Principal SmallCap S&P 600 Idx SP0.459%-0.868%225,559-1,9752022-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.458%5.087%225,17510,9002022-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C0.458%0.000%225,17502022-03-31
PGIM QS Small Cap Value Equity0.452%35.885%221,90058,6002021-12-31
PGIM Quant Small Cap value Equity0.452%35.885%221,90058,6002021-12-31
PGIM Quant Solutions Small-Cap Val Z0.452%15.333%221,90029,5002021-12-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.435%0.092%213,8401962022-05-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.434%0.091%213,2451942022-04-29
NexPoint Real Estate Strategies Z0.433%0.000%212,812212,8122021-09-30
SPDR® Portfolio S&P 600 Sm Cap ETF0.433%-0.273%212,870-5822022-06-29
State St Russell Sm/Mid Cp® Indx NL Cl C0.431%19.992%211,87535,3002021-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.431%0.000%211,87502021-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.431%0.000%211,87502021-12-31
Schwab US REIT ETF™0.423%0.000%207,73302022-06-29
DFA Global Real Estate Securities Port0.415%12.920%191,97621,9652021-08-31
Kennedy Extended Small Cap0.406%0.000%199,702199,7022022-03-31
Highland Global Allocation A0.398%0.000%181,987181,9872021-07-31
Vanguard S&P Small-Cap 600 ETF0.398%1.015%195,7071,9662022-05-31
DFA Global Real Estate Securities Port0.397%4.728%170,0117,6752021-05-31
Columbia Small Cap Index Inst0.397%-2.587%169,736-4,5072021-06-30
PGIM QMA Small-Cap Value Z0.392%16.394%192,40027,1002021-11-30
DFA Global Real Estate Securities Port0.391%0.000%191,97602021-09-30
DFA Global Real Estate Securities Port0.391%0.000%191,97602021-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.386%8.478%176,57513,8002021-07-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.381%0.000%176,57502021-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.381%0.000%176,57502021-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.381%-16.643%162,775-32,5002021-06-30
SPDR® Portfolio S&P 600 Sm Cap ETF0.379%0.154%175,4682702021-09-30
DFA Global Real Estate Securities Port0.372%0.000%170,01102021-06-30
SPDR® Portfolio S&P 600 Sm Cap ETF0.371%0.000%158,61002021-06-30
SPDR® Portfolio S&P 600 Sm Cap ETF0.369%-0.297%181,408-5402021-11-30
SPDR® Portfolio S&P 600 Sm Cap ETF0.368%0.158%157,5312492021-07-28
Schwab US Small-Cap ETF™0.367%0.000%157,11202021-07-28
DFA Global Real Estate Securities Port0.367%0.000%170,01102021-07-31
State St Russell Sm Cap® Indx NL Cl C0.367%0.000%156,78402021-06-30
Schwab US Small-Cap ETF™0.366%0.094%156,4261472021-06-30
SPDR® Portfolio S&P 600 Sm Cap ETF0.366%0.302%179,6085402021-10-29
Columbia Small Cap Index Inst0.362%7.774%177,79512,8242021-09-30
Columbia Small Cap Index Inst0.361%-2.807%164,971-4,7652021-07-31
PGIM QMA Small-Cap Value Z0.357%8.217%163,30012,4002021-07-31
Columbia Small Cap Index Inst0.356%0.000%164,97102021-08-31
PGIM QMA Small-Cap Value Z0.353%0.000%163,30002021-08-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.346%0.158%157,8632492021-07-30
Schwab US Small-Cap ETF™0.344%0.062%157,210982021-07-30
State St Russell Sm Cap® Indx NL Cl C0.343%0.000%156,78402021-07-31
Schwab US Small-Cap ETF™0.342%0.031%158,239492021-08-31

Discussions

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jchonnee

$WSR Holding Strong since January ??????????

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Clean_Teoth

$WSR watch for another rejection up here

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breakthisgrip

$WSR wow. The volume is so low today. Unreal

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