Ameriprise
WSR

Ameriprise’s Whitestone REIT WSR Stock Holding History

Ameriprise’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 		$2.71M Sell
168,102
-23,747
-12% -$358K ﹤0.01% 2808
2025
Q4 		$2.66M Sell
191,849
-15,584
-8% -$201K ﹤0.01% 2847
2025
Q3 		$2.55M Sell
207,433
-30,690
-13% -$386K ﹤0.01% 2884
2025
Q2 		$2.97M Sell
238,123
-47,032
-16% -$599K ﹤0.01% 2726
2025
Q1 		$4.15M Sell
285,155
-8,772
-3% -$121K ﹤0.01% 2456
2024
Q4 		$4.16M Sell
293,927
-6,842
-2% -$97.6K ﹤0.01% 2484
2024
Q3 		$4.07M Buy
300,769
+24,085
+9% +$323K ﹤0.01% 2512
2024
Q2 		$3.68M Sell
276,684
-27,588
-9% -$339K ﹤0.01% 2525
2024
Q1 		$3.82M Sell
304,272
-3,317
-1% -$41K ﹤0.01% 2529
2023
Q4 		$3.78M Sell
307,589
-36,850
-11% -$395K ﹤0.01% 2543
2023
Q3 		$3.32M Sell
344,439
-20,096
-6% -$200K ﹤0.01% 2576
2023
Q2 		$3.54M Sell
364,535
-6,441
-2% -$58K ﹤0.01% 2587
2023
Q1 		$3.41M Buy
370,976
+1,391
+0.4% +$13.5K ﹤0.01% 2566
2022
Q4 		$3.56M Sell
369,585
-27,128
-7% -$250K ﹤0.01% 2512
2022
Q3 		$3.36M Buy
396,713
+3,687
+0.9% +$37.8K ﹤0.01% 2509
2022
Q2 		$4.22M Sell
393,026
-2,732
-0.7% -$32.8K ﹤0.01% 2402
2022
Q1 		$5.24M Sell
395,758
-15,928
-4% -$183K ﹤0.01% 2390
2021
Q4 		$4.17M Buy
411,686
+186,073
+82% +$1.81M ﹤0.01% 2590
2021
Q3 		$2.21M Buy
225,613
+11,725
+5% +$107K ﹤0.01% 2837
2021
Q2 		$1.76M Sell
213,888
-11,428
-5% -$103K ﹤0.01% 2983
2021
Q1 		$2.19M Buy
225,316
+10,547
+5% +$94.4K ﹤0.01% 2825
2020
Q4 		$1.71M Sell
214,769
-811
-0.4% -$5.83K ﹤0.01% 2868
2020
Q3 		$1.29M Sell
215,580
-18,538
-8% -$121K ﹤0.01% 2866
2020
Q2 		$1.7M Buy
234,118
+32,351
+16% +$206K ﹤0.01% 2691
2020
Q1 		$1.25M Sell
201,767
-7,790
-4% -$91.8K ﹤0.01% 2722
2019
Q4 		$2.85M Sell
209,557
-10,886
-5% -$149K ﹤0.01% 2552
2019
Q3 		$3.03M Sell
220,443
-1,542
-0.7% -$19.8K ﹤0.01% 2476
2019
Q2 		$2.82M Buy
221,985
+845
+0.4% +$10.6K ﹤0.01% 2563
2019
Q1 		$2.66M Sell
221,140
-6,451
-3% -$85.3K ﹤0.01% 2608
2018
Q4 		$2.79M Buy
227,591
+930
+0.4% +$12.6K ﹤0.01% 2488
2018
Q3 		$3.15M Buy
226,661
+6,210
+3% +$81.9K ﹤0.01% 2621
2018
Q2 		$2.75M Buy
220,451
+14,550
+7% +$168K ﹤0.01% 2590
2018
Q1 		$2.14M Buy
205,901
+8,585
+4% +$105K ﹤0.01% 2669
2017
Q4 		$2.84M Sell
197,316
-2,630
-1% -$37.2K ﹤0.01% 2469
2017
Q3 		$2.61M Buy
199,946
+181,347
+975% +$2.32M ﹤0.01% 2469
2017
Q2 		$229K Buy
+18,599
New +$233K ﹤0.01% 3516
2015
Q2 		– Sell
-234,737
Closed -$3.72M – 4076
2015
Q1 		$3.72M Buy
234,737
+1,130
+0.5% +$17.7K ﹤0.01% 2251
2014
Q4 		$3.53M Buy
233,607
+7,266
+3% +$107K ﹤0.01% 2269
2014
Q3 		$3.15M Buy
226,341
+470
+0.2% +$7.01K ﹤0.01% 2299
2014
Q2 		$3.36M Sell
225,871
-43,950
-16% -$626K ﹤0.01% 2307
2014
Q1 		$3.9M Sell
269,821
-200
-0.1% -$2.8K ﹤0.01% 2185
2013
Q4 		$3.6M Sell
270,021
-1,223
-0.5% -$16.5K ﹤0.01% 2194
2013
Q3 		$3.99M Buy
271,244
+69,282
+34% +$1.07M ﹤0.01% 2080
2013
Q2 		$3.17M Buy
+201,962
New +$3.29M ﹤0.01% 2139

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

Ameriprise's WSR Position: Q1 2026 in Review

Ameriprise reduced its Whitestone REIT (WSR) stake by 12% in Q1 2026, selling an estimated $358K and leaving 168,102 shares worth $2.71M. The position accounts for ﹤0.01% of the portfolio, ranked #2808.

Ameriprise first reported a position in WSR in Q2 2013 and has held it in 44 quarters since. The position peaked at $5.24M in Q1 2022. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Ameriprise held 168,102 shares of Whitestone REIT worth $2.71M as of Q1 2026.
  • Ameriprise sold 23,747 Whitestone REIT shares in Q1 2026, an estimated $358K.
  • Whitestone REIT made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2808 holding.
  • Ameriprise first reported a position in Whitestone REIT in Q2 2013 and has held it in 44 quarters since.
  • Ameriprise's Whitestone REIT position peaked at $5.24M in Q1 2022.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.