BFS
WSR

Bare Financial Services’s Whitestone REIT WSR Stock Holding History

Bare Financial Services’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 		$683 Hold
36
– – ﹤0.01% 1530
2026
Q1 		$581 Hold
36
– – ﹤0.01% 1450
2025
Q4 		$500 Buy
+36
New +$464 ﹤0.01% 1401

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

Bare Financial Services's WSR Position: Q2 2026 in Review

Bare Financial Services held its Whitestone REIT (WSR) position steady in Q2 2026 at 36 shares worth $683. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Bare Financial Services first reported a position in WSR in Q4 2025 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Bare Financial Services held 36 shares of Whitestone REIT worth $683 as of Q2 2026.
  • Bare Financial Services left its Whitestone REIT share count unchanged in Q2 2026.
  • Whitestone REIT made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1530 holding.
  • Bare Financial Services first reported a position in Whitestone REIT in Q4 2025 and has held it in 3 quarters since.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.