Advisory Research’s Whitestone REIT WSR Stock Holding History

Advisory Research’s Portfolio WSR Stock Details WSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-66,829	Closed	-$928K	–	155
2025 Q4	$928K	Buy	66,829 +3,331	+5%	+$42.9K	0.12%	114
2025 Q3	$780K	Buy	63,498 +2,309	+4%	+$29.1K	0.1%	119
2025 Q2	$764K	Buy	61,189 +4,137	+7%	+$52.7K	0.12%	114
2025 Q1	$831K	Buy	57,052 +150	+0.3%	+$2.06K	0.15%	114
2024 Q4	$806K	Buy	56,902 +291	+0.5%	+$4.15K	0.13%	119
2024 Q3	$766K	Buy	56,611 +1,796	+3%	+$24.1K	0.14%	119
2024 Q2	$730K	Buy	54,815 +3,427	+7%	+$42.1K	0.14%	123
2024 Q1	$645K	Sell	51,388 -2,527	-5%	-$31.2K	0.13%	122
2023 Q4	$663K	Sell	53,915 -2,927	-5%	-$31.4K	0.1%	205
2023 Q3	$547K	Sell	56,842 -2,138	-4%	-$21.3K	0.08%	265
2023 Q2	$572K	Buy	58,980 +2,308	+4%	+$20.8K	0.07%	274
2023 Q1	$521K	Buy	56,672 +26,574	+88%	+$257K	0.09%	238
2022 Q4	$290K	Sell	30,098 -25,151	-46%	-$231K	0.03%	303
2022 Q3	$467K	Buy	55,249 +366	+0.7%	+$3.76K	0.05%	243
2022 Q2	$590K	Buy	54,883 +23,856	+77%	+$287K	0.06%	208
2022 Q1	$411K	Buy	+31,027	New	+$356K	0.03%	268

Other funds holding WSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return