AB
WSR

Amalgamated Bank’s Whitestone REIT WSR Stock Holding History

Amalgamated Bank’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 		$209K Sell
12,931
-55
-0.4% -$828 ﹤0.01% 1550
2025
Q4 		$180K Sell
12,986
-375
-3% -$4.83K ﹤0.01% 1590
2025
Q3 		$164K Buy
13,361
+478
+4% +$6.02K ﹤0.01% 1619
2025
Q2 		$161K Hold
12,883
– – ﹤0.01% 1606
2025
Q1 		$188K Sell
12,883
-110
-0.8% -$1.51K ﹤0.01% 1551
2024
Q4 		$184K Sell
12,993
-117
-0.9% -$1.67K ﹤0.01% 1597
2024
Q3 		$177K Sell
13,110
-1,308
-9% -$17.6K ﹤0.01% 1603
2024
Q2 		$192K Sell
14,418
-779
-5% -$9.58K ﹤0.01% 1589
2024
Q1 		$191K Sell
15,197
-2,634
-15% -$32.5K ﹤0.01% 1609
2023
Q4 		$219K Sell
17,831
-941
-5% -$10.1K ﹤0.01% 1771
2023
Q3 		$181K Hold
18,772
– – ﹤0.01% 1822
2023
Q2 		$182K Sell
18,772
-622
-3% -$5.6K ﹤0.01% 1858
2023
Q1 		$178K Sell
19,394
-1,545
-7% -$15K ﹤0.01% 1850
2022
Q4 		$202K Hold
20,939
– – ﹤0.01% 1863
2022
Q3 		$177K Buy
20,939
+153
+0.7% +$1.57K ﹤0.01% 1899
2022
Q2 		$223K Buy
20,786
+252
+1% +$3.03K ﹤0.01% 1829
2022
Q1 		$272K Sell
20,534
-1,043
-5% -$12K ﹤0.01% 1807
2021
Q4 		$219K Buy
21,577
+1,635
+8% +$15.9K ﹤0.01% 1947
2021
Q3 		$195K Buy
19,942
+162
+0.8% +$1.49K ﹤0.01% 1995
2021
Q2 		$163K Buy
+19,780
New +$178K ﹤0.01% 2063

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

Amalgamated Bank's WSR Position: Q1 2026 in Review

Amalgamated Bank reduced its Whitestone REIT (WSR) stake by 0.42% in Q1 2026, selling an estimated $828 and leaving 12,931 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Amalgamated Bank first reported a position in WSR in Q2 2021 and has held it in 20 quarters since. The position peaked at $272K in Q1 2022. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Amalgamated Bank held 12,931 shares of Whitestone REIT worth $209K as of Q1 2026.
  • Amalgamated Bank sold 55 Whitestone REIT shares in Q1 2026, an estimated $828.
  • Whitestone REIT made up ﹤0.01% of Amalgamated Bank's portfolio in Q1 2026, its #1550 holding.
  • Amalgamated Bank first reported a position in Whitestone REIT in Q2 2021 and has held it in 20 quarters since.
  • Amalgamated Bank's Whitestone REIT position peaked at $272K in Q1 2022.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.