BP
WSR

Ballentine Partners’s Whitestone REIT WSR Stock Holding History

Ballentine Partners’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 		$227K Buy
11,947
+171
+1% +$3.21K ﹤0.01% 956
2026
Q1 		$190K Buy
11,776
+205
+2% +$3.09K ﹤0.01% 947
2025
Q4 		$161K Sell
11,571
-255
-2% -$3.29K ﹤0.01% 938
2025
Q3 		$145K Buy
11,826
+385
+3% +$4.85K ﹤0.01% 953
2025
Q2 		$143K Buy
+11,441
New +$146K ﹤0.01% 915

Other funds holding WSR

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
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)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Ballentine Partners's WSR Position: Q2 2026 in Review

Ballentine Partners increased its Whitestone REIT (WSR) stake by 1.5% in Q2 2026, buying an estimated $3.21K and bringing the position to 11,947 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Ballentine Partners first reported a position in WSR in Q2 2025 and has held it in 5 quarters since. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Ballentine Partners held 11,947 shares of Whitestone REIT worth $227K as of Q2 2026.
  • Ballentine Partners bought 171 Whitestone REIT shares in Q2 2026, an estimated $3.21K.
  • Whitestone REIT made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #956 holding.
  • Ballentine Partners first reported a position in Whitestone REIT in Q2 2025 and has held it in 5 quarters since.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.