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
2026 Q2	$5.75K	Buy	+303	New	+$5.69K	﹤0.01%	4556
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 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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 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) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Arax Advisory Partners's WSR Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Whitestone REIT (WSR) in Q2 2026: 303 shares worth $5.75K. The stake represents ﹤0.01% of the portfolio and ranks #4556 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in WSR as recently as Q3 2025.

Arax Advisory Partners first reported a position in WSR in Q2 2024 and has held it in 6 quarters since. The position peaked at $38.7K in Q3 2025. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

Arax Advisory Partners held 303 shares of Whitestone REIT worth $5.75K as of Q2 2026.
Whitestone REIT was a new Arax Advisory Partners position in Q2 2026.
Whitestone REIT made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4556 holding.
Arax Advisory Partners first reported a position in Whitestone REIT in Q2 2024 and has held it in 6 quarters since.
Arax Advisory Partners's Whitestone REIT position peaked at $38.7K in Q3 2025.
217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.