AT
WSR

Avalon Trust’s Whitestone REIT WSR Stock Holding History

Avalon Trust’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 		$54.9K Buy
3,400
+200
+6% +$3.01K ﹤0.01% 273
2025
Q4 		$44.4K Buy
3,200
+1,100
+52% +$14.2K ﹤0.01% 291
2025
Q3 		$25.8K Buy
+2,100
New +$26.4K ﹤0.01% 377

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

Avalon Trust's WSR Position: Q1 2026 in Review

Avalon Trust increased its Whitestone REIT (WSR) stake by 6.3% in Q1 2026, buying an estimated $3.01K and bringing the position to 3,400 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Avalon Trust first reported a position in WSR in Q3 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Avalon Trust held 3,400 shares of Whitestone REIT worth $54.9K as of Q1 2026.
  • Avalon Trust bought 200 Whitestone REIT shares in Q1 2026, an estimated $3.01K.
  • Whitestone REIT made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #273 holding.
  • Avalon Trust first reported a position in Whitestone REIT in Q3 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.