AW
WSR

Avion Wealth’s Whitestone REIT WSR Stock Holding History

Avion Wealth’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 		$24K Hold
1,500
– – 0.01% 307
2025
Q4 		$20K Hold
1,500
– – ﹤0.01% 350
2025
Q3 		$18K Hold
1,500
– – ﹤0.01% 358
2025
Q2 		$18K Hold
1,500
– – ﹤0.01% 341
2025
Q1 		$21K Hold
1,500
– – 0.01% 284
2024
Q4 		$21K Hold
1,500
– – 0.01% 284
2024
Q3 		$20K Buy
+1,500
New +$20.1K 0.01% 259

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

Avion Wealth's WSR Position: Q1 2026 in Review

Avion Wealth held its Whitestone REIT (WSR) position steady in Q1 2026 at 1,500 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #307.

Avion Wealth first reported a position in WSR in Q3 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Avion Wealth held 1,500 shares of Whitestone REIT worth $24K as of Q1 2026.
  • Avion Wealth left its Whitestone REIT share count unchanged in Q1 2026.
  • Whitestone REIT made up 0.01% of Avion Wealth's portfolio in Q1 2026, its #307 holding.
  • Avion Wealth first reported a position in Whitestone REIT in Q3 2024 and has held it in 7 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.