AAP
WSR

Arax Advisory Partners’s Whitestone REIT WSR Stock Holding History

Arax Advisory Partners’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
2025
Q4 		– Sell
-3,155
Closed -$38.7K – 4571
2025
Q3 		$38.7K Buy
3,155
+3,089
+4,680% +$38.9K ﹤0.01% 1954
2025
Q2 		$824 Buy
+66
New +$840 ﹤0.01% 2844
2025
Q1 		– Sell
-535
Closed -$7.58K – 3078
2024
Q4 		$7.58K Hold
535
– – ﹤0.01% 1583
2024
Q3 		$7.24K Hold
535
– – ﹤0.01% 1547
2024
Q2 		$7.12K Buy
+535
New +$6.58K ﹤0.01% 1424

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Emmett Investment Management New York $131M AUM 25.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arax Advisory Partners's WSR Position: Q4 2025 in Review

Arax Advisory Partners sold out of Whitestone REIT (WSR) in Q4 2025, closing a stake of 3,155 shares — an estimated $38.7K sold.

Arax Advisory Partners first reported a position in WSR in Q2 2024 and held it in 5 quarters. The position peaked at $38.7K in Q3 2025. 211 funds tracked by Wall St. Rank hold WSR as of Q4 2025.

  • Arax Advisory Partners reported no remaining Whitestone REIT position as of Q4 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 3,155 Whitestone REIT shares in Q4 2025, an estimated $38.7K.
  • Arax Advisory Partners first reported a position in Whitestone REIT in Q2 2024 and held it in 5 quarters.
  • Arax Advisory Partners's Whitestone REIT position peaked at $38.7K in Q3 2025.
  • 211 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2025.

Based on Arax Advisory Partners's 13F filing for Q4 2025, filed 13 Feb 2026.