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
Q2 		$26.7K Buy
1,407
+1,055
+300% +$19.8K ﹤0.01% 2966
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 $6.73T AUM 46.02% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 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
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Allworth Financial's WSR Position: Q2 2026 in Review

Allworth Financial increased its Whitestone REIT (WSR) stake by 300% in Q2 2026, buying an estimated $19.8K and bringing the position to 1,407 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2966.

Allworth Financial first reported a position in WSR in Q3 2021 and has held it in 20 quarters since. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Allworth Financial held 1,407 shares of Whitestone REIT worth $26.7K as of Q2 2026.
  • Allworth Financial bought 1,055 Whitestone REIT shares in Q2 2026, an estimated $19.8K.
  • Whitestone REIT made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2966 holding.
  • Allworth Financial first reported a position in Whitestone REIT in Q3 2021 and has held it in 20 quarters since.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.