Bank of New York Mellon’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.89M | Buy |
416,238
+8,680
| +2% | +$163K | ﹤0.01% | 2155 |
|
|
2026
Q1 | $6.58M | Sell |
407,558
-13,736
| -3% | -$207K | ﹤0.01% | 2161 |
|
|
2025
Q4 | $5.85M | Sell |
421,294
-893
| -0.2% | -$11.5K | ﹤0.01% | 2232 |
|
|
2025
Q3 | $5.18M | Sell |
422,187
-27,127
| -6% | -$342K | ﹤0.01% | 2291 |
|
|
2025
Q2 | $5.61M | Sell |
449,314
-9,660
| -2% | -$123K | ﹤0.01% | 2204 |
|
|
2025
Q1 | $6.69M | Sell |
458,974
-18,710
| -4% | -$258K | ﹤0.01% | 2062 |
|
|
2024
Q4 | $6.77M | Sell |
477,684
-17,643
| -4% | -$252K | ﹤0.01% | 2140 |
|
|
2024
Q3 | $6.7M | Sell |
495,327
-79,643
| -14% | -$1.07M | ﹤0.01% | 2136 |
|
|
2024
Q2 | $7.65M | Buy |
574,970
+1,292
| +0.2% | +$15.9K | ﹤0.01% | 2105 |
|
|
2024
Q1 | $7.2M | Sell |
573,678
-10,471
| -2% | -$129K | ﹤0.01% | 2143 |
|
|
2023
Q4 | $7.18M | Sell |
584,149
-10,875
| -2% | -$117K | ﹤0.01% | 2185 |
|
|
2023
Q3 | $5.73M | Sell |
595,024
-14,061
| -2% | -$140K | ﹤0.01% | 2242 |
|
|
2023
Q2 | $5.91M | Buy |
609,085
+32,448
| +6% | +$292K | ﹤0.01% | 2233 |
|
|
2023
Q1 | $5.31M | Buy |
576,637
+9,655
| +2% | +$93.4K | ﹤0.01% | 2273 |
|
|
2022
Q4 | $5.47M | Sell |
566,982
-49,870
| -8% | -$459K | ﹤0.01% | 2298 |
|
|
2022
Q3 | $5.22M | Buy |
616,852
+10,778
| +2% | +$111K | ﹤0.01% | 2268 |
|
|
2022
Q2 | $6.51M | Sell |
606,074
-31,603
| -5% | -$380K | ﹤0.01% | 2175 |
|
|
2022
Q1 | $8.45M | Buy |
637,677
+33,129
| +5% | +$380K | ﹤0.01% | 2159 |
|
|
2021
Q4 | $6.13M | Buy |
604,548
+128,577
| +27% | +$1.25M | ﹤0.01% | 2353 |
|
|
2021
Q3 | $4.65M | Buy |
475,971
+15,087
| +3% | +$138K | ﹤0.01% | 2527 |
|
|
2021
Q2 | $3.8M | Sell |
460,884
-10,509
| -2% | -$94.5K | ﹤0.01% | 2625 |
|
|
2021
Q1 | $4.57M | Sell |
471,393
-3,216
| -0.7% | -$28.8K | ﹤0.01% | 2484 |
|
|
2020
Q4 | $3.78M | Sell |
474,609
-117,784
| -20% | -$847K | ﹤0.01% | 2494 |
|
|
2020
Q3 | $3.56M | Sell |
592,393
-33,550
| -5% | -$218K | ﹤0.01% | 2394 |
|
|
2020
Q2 | $4.55M | Sell |
625,943
-49,104
| -7% | -$312K | ﹤0.01% | 2248 |
|
|
2020
Q1 | $4.19M | Sell |
675,047
-22,059
| -3% | -$260K | ﹤0.01% | 2165 |
|
|
2019
Q4 | $9.49M | Buy |
697,106
+42,443
| +6% | +$583K | ﹤0.01% | 2000 |
|
|
2019
Q3 | $9.01M | Sell |
654,663
-2,854
| -0.4% | -$36.6K | ﹤0.01% | 1987 |
|
|
2019
Q2 | $8.34M | Sell |
657,517
-4,432
| -0.7% | -$55.6K | ﹤0.01% | 2065 |
|
|
2019
Q1 | $7.96M | Buy |
661,949
+7,575
| +1% | +$100K | ﹤0.01% | 2086 |
|
|
2018
Q4 | $8.02M | Buy |
654,374
+215
| +0% | +$2.92K | ﹤0.01% | 2037 |
|
|
2018
Q3 | $9.08M | Buy |
654,159
+28,860
| +5% | +$381K | ﹤0.01% | 2073 |
|
|
2018
Q2 | $7.8M | Buy |
625,299
+9,513
| +2% | +$110K | ﹤0.01% | 2158 |
|
|
2018
Q1 | $6.4M | Buy |
615,786
+38,106
| +7% | +$465K | ﹤0.01% | 2219 |
|
|
2017
Q4 | $8.32M | Buy |
577,680
+2,878
| +0.5% | +$40.7K | ﹤0.01% | 2078 |
|
|
2017
Q3 | $7.5M | Buy |
574,802
+247,970
| +76% | +$3.17M | ﹤0.01% | 2141 |
|
|
2017
Q2 | $4M | Buy |
326,832
+55,350
| +20% | +$692K | ﹤0.01% | 2437 |
|
|
2017
Q1 | $3.76M | Buy |
271,482
+11,493
| +4% | +$159K | ﹤0.01% | 2475 |
|
|
2016
Q4 | $3.74M | Buy |
259,989
+32,616
| +14% | +$439K | ﹤0.01% | 2485 |
|
|
2016
Q3 | $3.16M | Buy |
227,373
+9,305
| +4% | +$139K | ﹤0.01% | 2483 |
|
|
2016
Q2 | $3.29M | Buy |
218,068
+9,310
| +4% | +$127K | ﹤0.01% | 2439 |
|
|
2016
Q1 | $2.62M | Sell |
208,758
-5,979
| -3% | -$67.1K | ﹤0.01% | 2510 |
|
|
2015
Q4 | $2.58M | Buy |
214,737
+20,928
| +11% | +$252K | ﹤0.01% | 2564 |
|
|
2015
Q3 | $2.23M | Sell |
193,809
-14,826
| -7% | -$183K | ﹤0.01% | 2673 |
|
|
2015
Q2 | $2.72M | Buy |
208,635
+10,173
| +5% | +$148K | ﹤0.01% | 2718 |
|
|
2015
Q1 | $3.15M | Buy |
198,462
+3,314
| +2% | +$52K | ﹤0.01% | 2575 |
|
|
2014
Q4 | $2.95M | Sell |
195,148
-539
| -0.3% | -$7.93K | ﹤0.01% | 2605 |
|
|
2014
Q3 | $2.73M | Sell |
195,687
-1,589
| -0.8% | -$23.7K | ﹤0.01% | 2664 |
|
|
2014
Q2 | $2.94M | Buy |
197,276
+12,794
| +7% | +$182K | ﹤0.01% | 2663 |
|
|
2014
Q1 | $2.66M | Buy |
184,482
+8,346
| +5% | +$117K | ﹤0.01% | 2698 |
|
|
2013
Q4 | $2.35M | Buy |
176,136
+40,606
| +30% | +$548K | ﹤0.01% | 2791 |
|
|
2013
Q3 | $2M | Buy |
135,530
+7,288
| +6% | +$113K | ﹤0.01% | 2851 |
|
|
2013
Q2 | $2.02M | Buy |
+128,242
| New | +$2.09M | ﹤0.01% | 2779 |
|
Other funds holding WSR
AAM
VI
TH
Bank of New York Mellon's WSR Position: Q2 2026 in Review
Bank of New York Mellon increased its Whitestone REIT (WSR) stake by 2.1% in Q2 2026, buying an estimated $163K and bringing the position to 416,238 shares worth $7.89M. The position accounts for ﹤0.01% of the portfolio, ranked #2155.
Bank of New York Mellon first reported a position in WSR in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.49M in Q4 2019. 124 funds tracked by Wall St. Rank hold WSR as of Q2 2026.
- Bank of New York Mellon held 416,238 shares of Whitestone REIT worth $7.89M as of Q2 2026.
- Bank of New York Mellon bought 8,680 Whitestone REIT shares in Q2 2026, an estimated $163K.
- Whitestone REIT made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2155 holding.
- Bank of New York Mellon first reported a position in Whitestone REIT in Q2 2013 and has held it in 53 quarters since.
- Bank of New York Mellon's Whitestone REIT position peaked at $9.49M in Q4 2019.
- 124 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.
Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.