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 Q2	$26K	Hold	1,387	–	–	﹤0.01%	1913
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 $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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 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) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Bessemer Group's WSR Position: Q2 2026 in Review

Bessemer Group held its Whitestone REIT (WSR) position steady in Q2 2026 at 1,387 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

Bessemer Group first reported a position in WSR in Q2 2020 and has held it in 10 quarters since. The position peaked at $77K in Q4 2022. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

Bessemer Group held 1,387 shares of Whitestone REIT worth $26K as of Q2 2026.
Bessemer Group left its Whitestone REIT share count unchanged in Q2 2026.
Whitestone REIT made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1913 holding.
Bessemer Group first reported a position in Whitestone REIT in Q2 2020 and has held it in 10 quarters since.
Bessemer Group's Whitestone REIT position peaked at $77K in Q4 2022.
217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.