Bank of America
WSR

Bank of America’s Whitestone REIT WSR Stock Holding History

Bank of America’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 		$2.63M Sell
162,744
-12,279
-7% -$185K ﹤0.01% 3928
2025
Q4 		$2.43M Buy
175,023
+43,578
+33% +$562K ﹤0.01% 3913
2025
Q3 		$1.61M Buy
131,445
+18,188
+16% +$229K ﹤0.01% 4987
2025
Q2 		$1.41M Sell
113,257
-51,432
-31% -$655K ﹤0.01% 5043
2025
Q1 		$2.4M Buy
164,689
+36,322
+28% +$500K ﹤0.01% 4520
2024
Q4 		$1.82M Buy
128,367
+1,983
+2% +$28.3K ﹤0.01% 4538
2024
Q3 		$1.71M Buy
126,384
+32,949
+35% +$442K ﹤0.01% 4678
2024
Q2 		$1.24M Buy
93,435
+19,013
+26% +$234K ﹤0.01% 4767
2024
Q1 		$934K Sell
74,422
-46,449
-38% -$574K ﹤0.01% 4973
2023
Q4 		$1.49M Buy
120,871
+19,191
+19% +$206K ﹤0.01% 4668
2023
Q3 		$979K Sell
101,680
-8,809
-8% -$87.7K ﹤0.01% 4831
2023
Q2 		$1.07M Sell
110,489
-8,895
-7% -$80.1K ﹤0.01% 4730
2023
Q1 		$1.1M Buy
119,384
+43,875
+58% +$425K ﹤0.01% 4830
2022
Q4 		$728K Buy
75,509
+22,401
+42% +$206K ﹤0.01% 5102
2022
Q3 		$449K Buy
53,108
+21
+0% +$216 ﹤0.01% 5488
2022
Q2 		$570K Sell
53,087
-33,134
-38% -$398K ﹤0.01% 5341
2022
Q1 		$1.14M Sell
86,221
-11,382
-12% -$131K ﹤0.01% 5110
2021
Q4 		$989K Buy
97,603
+8,308
+9% +$80.9K ﹤0.01% 5277
2021
Q3 		$873K Sell
89,295
-65,600
-42% -$601K ﹤0.01% 5202
2021
Q2 		$1.28M Buy
154,895
+893
+0.6% +$8.03K ﹤0.01% 4691
2021
Q1 		$1.49M Buy
154,002
+41,113
+36% +$368K ﹤0.01% 4495
2020
Q4 		$900K Buy
112,889
+64,851
+135% +$466K ﹤0.01% 4594
2020
Q3 		$287K Sell
48,038
-17,740
-27% -$115K ﹤0.01% 5074
2020
Q2 		$478K Buy
65,778
+18,496
+39% +$118K ﹤0.01% 4657
2020
Q1 		$293K Buy
47,282
+3,865
+9% +$45.5K ﹤0.01% 4862
2019
Q4 		$591K Sell
43,417
-17,562
-29% -$241K ﹤0.01% 4902
2019
Q3 		$839K Buy
60,979
+16,007
+36% +$205K ﹤0.01% 4675
2019
Q2 		$570K Buy
44,972
+13,321
+42% +$167K ﹤0.01% 4967
2019
Q1 		$381K Sell
31,651
-19,691
-38% -$260K ﹤0.01% 5191
2018
Q4 		$629K Buy
51,342
+32,795
+177% +$445K ﹤0.01% 4770
2018
Q3 		$258K Sell
18,547
-17,573
-49% -$232K ﹤0.01% 5345
2018
Q2 		$450K Sell
36,120
-6,176
-15% -$71.2K ﹤0.01% 4964
2018
Q1 		$440K Sell
42,296
-30,159
-42% -$368K ﹤0.01% 4912
2017
Q4 		$1.04M Sell
72,455
-19,031
-21% -$269K ﹤0.01% 4462
2017
Q3 		$1.19M Buy
91,486
+52,976
+138% +$678K ﹤0.01% 4388
2017
Q2 		$472K Sell
38,510
-11,316
-23% -$141K ﹤0.01% 4915
2017
Q1 		$690K Buy
49,826
+8,409
+20% +$116K ﹤0.01% 4672
2016
Q4 		$595K Buy
41,417
+6,252
+18% +$84.1K ﹤0.01% 4704
2016
Q3 		$488K Sell
35,165
-24,707
-41% -$369K ﹤0.01% 4638
2016
Q2 		$903K Sell
59,872
-12,323
-17% -$168K ﹤0.01% 4252
2016
Q1 		$907K Buy
72,195
+11,790
+20% +$132K ﹤0.01% 4177
2015
Q4 		$725K Sell
60,405
-7,163
-11% -$86.2K ﹤0.01% 4581
2015
Q3 		$779K Buy
67,568
+2,872
+4% +$35.4K ﹤0.01% 4515
2015
Q2 		$842K Buy
64,696
+7,062
+12% +$103K ﹤0.01% 4247
2015
Q1 		$915K Buy
57,634
+2,337
+4% +$36.7K ﹤0.01% 3843
2014
Q4 		$836K Buy
55,297
+18,374
+50% +$270K ﹤0.01% 4194
2014
Q3 		$515K Buy
36,923
+2,419
+7% +$36.1K ﹤0.01% 4560
2014
Q2 		$514K Buy
34,504
+3,291
+11% +$46.8K ﹤0.01% 4586
2014
Q1 		$451K Buy
31,213
+1,891
+6% +$26.5K ﹤0.01% 4703
2013
Q4 		$392K Buy
29,322
+28,900
+6,848% +$390K ﹤0.01% 4965
2013
Q3 		$6K Sell
422
-3,137
-88% -$48.5K ﹤0.01% 7340
2013
Q2 		$56K Buy
+3,559
New +$58K ﹤0.01% 6492

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

Bank of America's WSR Position: Q1 2026 in Review

Bank of America reduced its Whitestone REIT (WSR) stake by 7% in Q1 2026, selling an estimated $185K and leaving 162,744 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3928.

Bank of America first reported a position in WSR in Q2 2013 and has held it in 52 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Bank of America held 162,744 shares of Whitestone REIT worth $2.63M as of Q1 2026.
  • Bank of America sold 12,279 Whitestone REIT shares in Q1 2026, an estimated $185K.
  • Whitestone REIT made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3928 holding.
  • Bank of America first reported a position in Whitestone REIT in Q2 2013 and has held it in 52 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.