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
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 $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

Ballentine Partners's WSR Position: Q1 2026 in Review

Ballentine Partners increased its Whitestone REIT (WSR) stake by 1.8% in Q1 2026, buying an estimated $3.09K and bringing the position to 11,776 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Ballentine Partners first reported a position in WSR in Q2 2025 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Ballentine Partners held 11,776 shares of Whitestone REIT worth $190K as of Q1 2026.
  • Ballentine Partners bought 205 Whitestone REIT shares in Q1 2026, an estimated $3.09K.
  • Whitestone REIT made up ﹤0.01% of Ballentine Partners's portfolio in Q1 2026, its #947 holding.
  • Ballentine Partners first reported a position in Whitestone REIT in Q2 2025 and has held it in 4 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Ballentine Partners's 13F filing for Q1 2026, filed 14 May 2026.