BWL
WSR

Bogart Wealth LLC’s Whitestone REIT WSR Stock Holding History

Bogart Wealth LLC’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
2025
Q4 		– Sell
-4,289
Closed -$52.7K – 1688
2025
Q3 		$52.7K Hold
4,289
– – ﹤0.01% 449
2025
Q2 		$53.5K Hold
4,289
– – ﹤0.01% 439
2025
Q1 		$62.5K Hold
4,289
– – ﹤0.01% 382
2024
Q4 		$60.8K Hold
4,289
– – ﹤0.01% 375
2024
Q3 		$58K Hold
4,289
– – ﹤0.01% 383
2024
Q2 		$57.1K Buy
+4,289
New +$52.7K ﹤0.01% 381

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Emmett Investment Management New York $131M AUM 25.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bogart Wealth LLC's WSR Position: Q4 2025 in Review

Bogart Wealth LLC sold out of Whitestone REIT (WSR) in Q4 2025, closing a stake of 4,289 shares — an estimated $52.7K sold.

Bogart Wealth LLC first reported a position in WSR in Q2 2024 and held it in 6 quarters. The position peaked at $62.5K in Q1 2025. 211 funds tracked by Wall St. Rank hold WSR as of Q4 2025.

  • Bogart Wealth LLC reported no remaining Whitestone REIT position as of Q4 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 4,289 Whitestone REIT shares in Q4 2025, an estimated $52.7K.
  • Bogart Wealth LLC first reported a position in Whitestone REIT in Q2 2024 and held it in 6 quarters.
  • Bogart Wealth LLC's Whitestone REIT position peaked at $62.5K in Q1 2025.
  • 211 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.