AF
WSR

Allworth Financial’s Whitestone REIT WSR Stock Holding History

Allworth Financial’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 		$5.68K Buy
352
+37
+12% +$557 ﹤0.01% 3886
2025
Q4 		$4.38K Sell
315
-92
-23% -$1.19K ﹤0.01% 3795
2025
Q3 		$5K Sell
407
-106
-21% -$1.33K ﹤0.01% 3549
2025
Q2 		$6.4K Buy
513
+160
+45% +$2.04K ﹤0.01% 3133
2025
Q1 		$4.64K Buy
353
+71
+25% +$977 ﹤0.01% 2799
2024
Q4 		$3.77K Hold
282
– – ﹤0.01% 2882
2024
Q3 		$3.82K Hold
282
– – ﹤0.01% 2690
2024
Q2 		$3.93K Buy
282
+21
+8% +$258 ﹤0.01% 2625
2024
Q1 		$3.28K Hold
261
– – ﹤0.01% 2595
2023
Q4 		$3.21K Hold
261
– – ﹤0.01% 2463
2023
Q3 		$2.51K Buy
261
+86
+49% +$857 ﹤0.01% 2428
2023
Q2 		$1.7K Hold
175
– – ﹤0.01% 2545
2023
Q1 		$1.61K Hold
175
– – ﹤0.01% 2499
2022
Q4 		$1.69K Sell
175
-1,294
-88% -$11.9K ﹤0.01% 2300
2022
Q3 		$12K Buy
1,469
+1,294
+739% +$13.3K ﹤0.01% 1584
2022
Q2 		$2K Hold
175
– – ﹤0.01% 2046
2022
Q1 		$2K Hold
175
– – ﹤0.01% 1839
2021
Q4 		$2K Hold
175
– – ﹤0.01% 1760
2021
Q3 		$2K Buy
+175
New +$1.6K ﹤0.01% 1711

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICM
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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
NAM
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
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return