AssetMark Inc’s Whitestone REIT WSR Stock Holding History

AssetMark Inc’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	$9.69K	Buy	600 +569	+1,835%	+$8.57K	﹤0.01%	2324
2025 Q4	$431	Hold	31	–	–	﹤0.01%	3129
2025 Q3	$381	Sell	31 -22	-42%	-$277	﹤0.01%	2972
2025 Q2	$661	Hold	53	–	–	﹤0.01%	2690
2025 Q1	$772	Sell	53 -22,207	-100%	-$306K	﹤0.01%	2339
2024 Q4	$315K	Sell	22,260 -9,265	-29%	-$132K	﹤0.01%	1027
2024 Q3	$427K	Buy	31,525 +1,803	+6%	+$24.2K	﹤0.01%	912
2024 Q2	$396K	Sell	29,722 -99	-0.3%	-$1.22K	﹤0.01%	898
2024 Q1	$374K	Buy	29,821 +8,285	+38%	+$102K	﹤0.01%	861
2023 Q4	$265K	Buy	+21,536	New	+$231K	﹤0.01%	879
2022 Q3	–	Sell	-21,961	Closed	-$236K	–	1640
2022 Q2	$236K	Buy	+21,961	New	+$264K	﹤0.01%	721
2018 Q1	–	Sell	-13	Closed	–	–	2037
2017 Q4	$0	Buy	+13	New	+$184	﹤0.01%	2157

Other funds holding WSR

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 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 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 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

AssetMark Inc's WSR Position: Q1 2026 in Review

AssetMark Inc increased its Whitestone REIT (WSR) stake by 1,835% in Q1 2026, buying an estimated $8.57K and bringing the position to 600 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

AssetMark Inc first reported a position in WSR in Q4 2017 and has held it in 12 quarters since. The position peaked at $427K in Q3 2024. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

AssetMark Inc held 600 shares of Whitestone REIT worth $9.69K as of Q1 2026.
AssetMark Inc bought 569 Whitestone REIT shares in Q1 2026, an estimated $8.57K.
Whitestone REIT made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2324 holding.
AssetMark Inc first reported a position in Whitestone REIT in Q4 2017 and has held it in 12 quarters since.
AssetMark Inc's Whitestone REIT position peaked at $427K in Q3 2024.
220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.