SecurityWSR / Whitestone REIT
InstitutionIndependent Advisor Alliance
Shares14,818
Value $ 185,000

Independent Advisor Alliance reports 42.26% increase in ownership of WSR / Whitestone REIT

August 08, 2018 - Independent Advisor Alliance has filed a 13F-HR form disclosing ownership of 14,818 shares of Whitestone REIT (NYSE:WSR) with total holdings valued at $185,000 USD as of June 30, 2018. Independent Advisor Alliance had filed a previous 13F-HR on May 15, 2018 disclosing 10,416 shares of Whitestone REIT at a value of $106,000 USD. This represents a change in shares of 42.26 percent and a change in value of 74.53 percent during the quarter.

Other investors with positions similar to Independent Advisor Alliance include Mackenzie Financial Corp, Citigroup Inc, Boston Advisors Llc, Barclays Plc, BlackRock Advisors LLC, and Connor, Clark & Lunn Investment Management Ltd..

Whitestone REIT has declared a standard industrial code (sic) of 6798 which is the "Real Estate Investment Trusts" industry. Independent Advisor Alliance's top industries are "Agricultural Services" (sic 07), "Coal Mining" (sic 12), and "Building Construction General Contractors And Operative Builders" (sic 15).

13F Filings

The Security, Class, and CUSIP columns in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names and cusips.

In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Effective
Date
Form Security Class CUSIP Share
Price
Shares Change
(%)
Value
(x1000)
Change
(%)
Cost
(x1000)
Profit
(x1000)
Return
(%)
2018-06-30 13F-HR WHITESTONE REIT COM 966084204 11.33 14,818 42.26 185 74.53 50 29 27.47
2018-03-31 13F-HR WHITESTONE REIT COM 966084204 12.21 10,416 1.62 106 -27.40 2 -42 -28.79
2017-12-31 13F-HR WHITESTONE REIT COM 966084204 10,250 146 146 0
2017-03-31 13F-HR WHITESTONE REIT Common Stock 966084204 0 -100.00 0 -100.00 0 0
2016-12-31 13F-HR WHITESTONE REIT Common Stock 966084204 5,450 74,338

Related SEC Filings

WSR / Whitestone REIT / KBS Strategic Opportunity REIT, Inc. - SC 13D/A (Activist Investment)

2018-03-29 sec.gov
SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (1-0)

WSR / Whitestone REIT / KBS Strategic Opportunity REIT, Inc. - SC 13D/A (Activist Investment)

2018-03-29 sec.gov
SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (1-1)

WSR / Whitestone REIT / VANGUARD GROUP INC - 3G/A (Passive Investment)

2018-02-09 sec.gov
whitestonereit.htm - Generated by SEC Publisher for SEC Filing SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549   Schedule 13G   Under the Securities Exchange Act of 1934 (Amendment No.: 7 )*       Name of issuer:  Whitestone REIT     Title of Class of Securities:  REIT     CUSIP Number:  966084204     Date of Event Which Requires Filing of this Statement: December 31, 2017   Check the appropriate box to designate the rule pursuant to which this Schedule is filed:   (X) Rule 13d-1(b)   

WSR / Whitestone REIT / VANGUARD GROUP INC - 3G/A (Passive Investment)

2018-02-09 sec.gov
whitestonereit.htm - Generated by SEC Publisher for SEC Filing SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549   Schedule 13G   Under the Securities Exchange Act of 1934 (Amendment No.: 7 )*       Name of issuer:  Whitestone REIT     Title of Class of Securities:  REIT     CUSIP Number:  966084204     Date of Event Which Requires Filing of this Statement: December 31, 2017   Check the appropriate box to designate the rule pursuant to which this Schedule is filed:   (X) Rule 13d-1(b)   

WSR / Whitestone REIT / VANGUARD SPECIALIZED FUNDS - 3G/A (Passive Investment)

2018-02-02 sec.gov
whitestonereit.htm - Generated by SEC Publisher for SEC Filing SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549   Schedule 13G   Under the Securities Exchange Act of 1934 (Amendment No.:6 )*       Name of issuer:  Whitestone REIT     Title of Class of Securities:  REIT     CUSIP Number:  966084204     Date of Event Which Requires Filing of this Statement: December 31, 2017   Check the appropriate box to designate the rule pursuant to which this Schedule is filed:   (X) Rule 13d-1(b)   (

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CUSIP: 966084204