Back to CHARLES SCHWAB INVESTMENT MANAGEMENT INC CHARLES SCHWAB INVESTMENT MANAGEMENT INC

WSRWSR
31 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in WHITESTONE REIT

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 450,663 shares of WSR (WHITESTONE REIT), worth $8.5M as of 2026-Q2. The position was increased (+2.9% shares). WSR represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$8.5M

Current Shares

450,663

Total Value Change

+$5.9M

Total Shares Change

+238,453

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
450,663
+2.9%
$8.5M0.0%$18.96
28
2026-Q1
Increased
438,073
+0.1%
$7.1M0.0%$15.13
27
2025-Q4
Increased
437,539
+2.4%
$6.1M0.0%$13.90
28
2025-Q3
Increased
427,191
+1.2%
$5.2M0.0%$12.12
27
2025-Q2
Decreased
422,118
-1.8%
$5.3M0.0%$12.26
0
2025-Q1
Decreased
429,656
-2.5%
$6.3M0.0%$14.08
0
2024-Q4
Increased
440,791
+3.4%
$6.2M0.0%$13.53
28
2024-Q3
Increased
426,509
+130.7%
$5.8M0.0%$12.78
44
2024-Q2
Increased
184,840
+6.0%
$2.5M0.0%$12.54
28
2024-Q1
Increased
174,297
+1.8%
$2.2M0.0%$11.71
26
2023-Q4
Increased
171,272
+9.3%
$2.1M0.0%$11.35
28
2023-Q3
Increased
156,746
+6.5%
$1.5M0.0%$8.79
27
2023-Q2
Increased
147,216
+8.3%
$1.4M0.0%$8.79
28
2023-Q1
Increased
135,935
+4.6%
$1.3M0.0%$7.99
27
2022-Q4
Decreased
129,991
-61.5%
$1.3M0.0%$8.48
0
2022-Q3
Increased
337,485
+1.6%
$2.9M0.0%$7.32
27
2022-Q2
Increased
332,194
+52.6%
$3.6M0.0%$9.14
37
2022-Q1
Decreased
217,659
-0.5%
$2.9M0.0%$11.20
0
2021-Q4
Decreased
218,731
-38.2%
$2.2M0.0%$8.49
0
2021-Q3
Decreased
353,860
-43.3%
$3.5M0.0%$8.23
0
2021-Q2
Increased
624,337
+27.9%
$5.2M0.0%$6.82
34
2021-Q1
Increased
488,124
+19.1%
$4.7M0.0%$7.82
32
2020-Q4
Increased
410,022
+56.2%
$3.3M0.0%$6.26
38
2020-Q3
Decreased
262,513
-3.4%
$1.6M0.0%$4.73
0
2020-Q2
Increased
271,743
+8.8%
$2M0.0%$5.63
28
2020-Q1
Increased
249,797
+0.6%
$1.5M0.0%$4.53
26
2019-Q4
Increased
248,306
+5.4%
$3.4M0.0%$10.10
28
2019-Q3
Increased
235,587
+4.9%
$3.2M0.0%$10.11
28
2019-Q2
Increased
224,645
+2.2%
$2.9M0.0%$9.08
27
2019-Q1
Increased
219,722
+3.5%
$2.6M0.0%$8.40
27
2018-Q4
New
212,210
-
$2.6M0.0%$8.54
36

Other major holders of WSR: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc.

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