Asset Management One’s Whitestone REIT WSR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.05M Buy
65,025
+25
+0% +$377 ﹤0.01% 745
2025
Q4
$904K Buy
65,000
+3,812
+6% +$49.1K ﹤0.01% 762
2025
Q3
$751K Hold
61,188
﹤0.01% 772
2025
Q2
$764K Sell
61,188
-3,088
-5% -$39.3K ﹤0.01% 775
2025
Q1
$937K Sell
64,276
-2,537
-4% -$34.9K ﹤0.01% 776
2024
Q4
$936K Hold
66,813
﹤0.01% 803
2024
Q3
$904K Sell
66,813
-629
-0.9% -$8.44K ﹤0.01% 808
2024
Q2
$898K Hold
67,442
﹤0.01% 801
2024
Q1
$846K Sell
67,442
-7,824
-10% -$96.7K ﹤0.01% 818
2023
Q4
$939K Buy
75,266
+107
+0.1% +$1.15K ﹤0.01% 818
2023
Q3
$724K Buy
75,159
+1,488
+2% +$14.8K ﹤0.01% 841
2023
Q2
$715K Hold
73,671
﹤0.01% 854
2023
Q1
$678K Buy
73,671
+1,546
+2% +$15K ﹤0.01% 860
2022
Q4
$690K Sell
72,125
-2,612
-3% -$24K ﹤0.01% 855
2022
Q3
$632K Sell
74,737
-44
-0.1% -$452 ﹤0.01% 868
2022
Q2
$803K Buy
74,781
+7,884
+12% +$94.8K ﹤0.01% 855
2022
Q1
$886K Sell
66,897
-15,768
-19% -$181K ﹤0.01% 862
2021
Q4
$830K Buy
82,665
+20,040
+32% +$195K ﹤0.01% 878
2021
Q3
$612K Sell
62,625
-10,680
-15% -$97.9K ﹤0.01% 893
2021
Q2
$604K Sell
73,305
-18,827
-20% -$169K ﹤0.01% 910
2021
Q1
$893K Sell
92,132
-53,059
-37% -$475K ﹤0.01% 870
2020
Q4
$1.14M Buy
145,191
+2,240
+2% +$16.1K ﹤0.01% 833
2020
Q3
$857K Sell
142,951
-11,040
-7% -$71.8K ﹤0.01% 852
2020
Q2
$1.12M Buy
153,991
+84,860
+123% +$539K 0.01% 813
2020
Q1
$429K Sell
69,131
-12,115
-15% -$143K ﹤0.01% 898
2019
Q4
$1.11M Sell
81,246
-1,083
-1% -$14.9K 0.01% 861
2019
Q3
$1.13M Sell
82,329
-1,994
-2% -$25.6K 0.01% 852
2019
Q2
$1.07M Buy
84,323
+4,864
+6% +$61K 0.01% 882
2019
Q1
$955K Buy
79,459
+1,735
+2% +$22.9K 0.01% 880
2018
Q4
$964K Sell
77,724
-4,556
-6% -$61.8K ﹤0.01% 870
2018
Q3
$1.13M Buy
82,280
+1,299
+2% +$17.1K ﹤0.01% 876
2018
Q2
$1.01M Sell
80,981
-2,002
-2% -$23.1K ﹤0.01% 909
2018
Q1
$862K Buy
82,983
+833
+1% +$10.2K ﹤0.01% 896
2017
Q4
$1.2M Buy
82,150
+1,329
+2% +$18.8K ﹤0.01% 886
2017
Q3
$1.05M Buy
80,821
+1,076
+1% +$13.8K ﹤0.01% 882
2017
Q2
$997K Buy
79,745
+13,985
+21% +$175K ﹤0.01% 849
2017
Q1
$900K Buy
65,760
+1,054
+2% +$14.5K ﹤0.01% 862
2016
Q4
$930K Buy
64,706
+8,576
+15% +$115K ﹤0.01% 831
2016
Q3
$789K Sell
56,130
-7,059
-11% -$105K 0.01% 927
2016
Q2
$946K Hold
63,189
0.01% 859
2016
Q1
$792K Hold
63,189
0.01% 938
2015
Q4
$776K Buy
63,189
+1,320
+2% +$15.9K 0.01% 945
2015
Q3
$703K Buy
61,869
+4,563
+8% +$56.2K 0.01% 966
2015
Q2
$757K Sell
57,306
-4,623
-7% -$67.3K 0.01% 972
2015
Q1
$996K Sell
61,929
-1,157
-2% -$18.2K 0.01% 884
2014
Q4
$969K Sell
63,086
-8,150
-11% -$120K 0.01% 864
2014
Q3
$1M Sell
71,236
-1,537
-2% -$22.9K 0.01% 823
2014
Q2
$1.09M Hold
72,773
0.02% 734
2014
Q1
$1.06M Buy
72,773
+7,167
+11% +$100K 0.02% 705
2013
Q4
$862K Buy
65,606
+1,500
+2% +$20.2K 0.01% 788
2013
Q3
$951K Hold
64,106
0.01% 758
2013
Q2
$1.01M Buy
+64,106
New +$1.05M 0.02% 681

Other funds holding WSR

Asset Management One's WSR Position: Q1 2026 in Review

Asset Management One increased its Whitestone REIT (WSR) stake by 0.04% in Q1 2026, buying an estimated $377 and bringing the position to 65,025 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Asset Management One first reported a position in WSR in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.2M in Q4 2017. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Asset Management One held 65,025 shares of Whitestone REIT worth $1.05M as of Q1 2026.
  • Asset Management One bought 25 Whitestone REIT shares in Q1 2026, an estimated $377.
  • Whitestone REIT made up ﹤0.01% of Asset Management One's portfolio in Q1 2026, its #745 holding.
  • Asset Management One first reported a position in Whitestone REIT in Q2 2013 and has held it in 52 quarters since.
  • Asset Management One's Whitestone REIT position peaked at $1.2M in Q4 2017.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Asset Management One's 13F filing for Q1 2026, filed 8 May 2026.