CAPTRUST Financial Advisors
WSR

CAPTRUST Financial Advisors’s Whitestone REIT WSR Stock Holding History

CAPTRUST Financial Advisors’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 		$163K Buy
+10,102
New +$152K ﹤0.01% 2731
2024
Q1 		– Sell
-23,781
Closed -$292K – 2680
2023
Q4 		$292K Sell
23,781
-5,153
-18% -$55.2K ﹤0.01% 2130
2023
Q3 		$279K Buy
28,934
+104
+0.4% +$1.04K ﹤0.01% 2038
2023
Q2 		$280K Buy
28,830
+3,423
+13% +$30.8K ﹤0.01% 2028
2023
Q1 		$234K Sell
25,407
-6,540
-20% -$63.3K ﹤0.01% 1945
2022
Q4 		$308K Buy
+31,947
New +$294K ﹤0.01% 1630

Other funds holding WSR

BlackRock
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
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
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
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

CAPTRUST Financial Advisors's WSR Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in Whitestone REIT (WSR) in Q1 2026: 10,102 shares worth $163K. The stake represents ﹤0.01% of the portfolio and ranks #2731 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in WSR as recently as Q4 2023.

CAPTRUST Financial Advisors first reported a position in WSR in Q4 2022 and has held it in 6 quarters since. The position peaked at $308K in Q4 2022. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • CAPTRUST Financial Advisors held 10,102 shares of Whitestone REIT worth $163K as of Q1 2026.
  • Whitestone REIT was a new CAPTRUST Financial Advisors position in Q1 2026.
  • Whitestone REIT made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2731 holding.
  • CAPTRUST Financial Advisors first reported a position in Whitestone REIT in Q4 2022 and has held it in 6 quarters since.
  • CAPTRUST Financial Advisors's Whitestone REIT position peaked at $308K in Q4 2022.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.