AR
WSR

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Advisory Research's WSR Position: Q1 2026 in Review

Advisory Research sold out of Whitestone REIT (WSR) in Q1 2026, closing a stake of 66,829 shares — an estimated $928K sold.

Advisory Research first reported a position in WSR in Q1 2022 and held it in 16 quarters. The position peaked at $928K in Q4 2025. 221 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Advisory Research reported no remaining Whitestone REIT position as of Q1 2026 after selling out during the quarter.
  • Advisory Research sold 66,829 Whitestone REIT shares in Q1 2026, an estimated $928K.
  • Advisory Research first reported a position in Whitestone REIT in Q1 2022 and held it in 16 quarters.
  • Advisory Research's Whitestone REIT position peaked at $928K in Q4 2025.
  • 221 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.