Bessemer Group’s Whitestone REIT WSR Stock Holding History

Bessemer Group’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	$22K	Buy	1,387 +381	+38%	+$5.74K	﹤0.01%	1916
2025 Q4	$14K	Buy	1,006 +792	+370%	+$10.2K	﹤0.01%	2004
2025 Q3	$3K	Buy	214 +47	+28%	+$592	﹤0.01%	2271
2025 Q2	$2K	Hold	167	–	–	﹤0.01%	2253
2025 Q1	$2K	Buy	167 +17	+11%	+$234	﹤0.01%	2287
2024 Q4	$2K	Hold	150	–	–	﹤0.01%	2284
2024 Q3	$2K	Buy	+150	New	+$2.01K	﹤0.01%	2296
2023 Q1	–	Sell	-8,000	Closed	-$77K	–	2093
2022 Q4	$77K	Buy	+8,000	New	+$73.6K	﹤0.01%	1088
2020 Q3	–	Sell	-369	Closed	-$3K	–	1692
2020 Q2	$3K	Buy	+369	New	+$2.35K	﹤0.01%	1631

Other funds holding WSR

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 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 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 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

Bessemer Group's WSR Position: Q1 2026 in Review

Bessemer Group increased its Whitestone REIT (WSR) stake by 38% in Q1 2026, buying an estimated $5.74K and bringing the position to 1,387 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Bessemer Group first reported a position in WSR in Q2 2020 and has held it in 9 quarters since. The position peaked at $77K in Q4 2022. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

Bessemer Group held 1,387 shares of Whitestone REIT worth $22K as of Q1 2026.
Bessemer Group bought 381 Whitestone REIT shares in Q1 2026, an estimated $5.74K.
Whitestone REIT made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1916 holding.
Bessemer Group first reported a position in Whitestone REIT in Q2 2020 and has held it in 9 quarters since.
Bessemer Group's Whitestone REIT position peaked at $77K in Q4 2022.
220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.