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 Q2	–	Sell	-1,500	Closed	-$24K	–	1780
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 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

Avion Wealth's WSR Position: Q2 2026 in Review

Avion Wealth sold out of Whitestone REIT (WSR) in Q2 2026, closing a stake of 1,500 shares — an estimated $24K sold.

Avion Wealth first reported a position in WSR in Q3 2024 and held it in 7 quarters. The position peaked at $24K in Q1 2026. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

Avion Wealth reported no remaining Whitestone REIT position as of Q2 2026 after selling out during the quarter.
Avion Wealth sold 1,500 Whitestone REIT shares in Q2 2026, an estimated $24K.
Avion Wealth first reported a position in Whitestone REIT in Q3 2024 and held it in 7 quarters.
Avion Wealth's Whitestone REIT position peaked at $24K in Q1 2026.
217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.