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
Q2 		– Sell
-10,102
Closed -$163K – 3408
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 $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

CAPTRUST Financial Advisors's WSR Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of Whitestone REIT (WSR) in Q2 2026, closing a stake of 10,102 shares — an estimated $163K sold.

CAPTRUST Financial Advisors first reported a position in WSR in Q4 2022 and held it in 6 quarters. The position peaked at $308K in Q4 2022. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • CAPTRUST Financial Advisors reported no remaining Whitestone REIT position as of Q2 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 10,102 Whitestone REIT shares in Q2 2026, an estimated $163K.
  • CAPTRUST Financial Advisors first reported a position in Whitestone REIT in Q4 2022 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's Whitestone REIT position peaked at $308K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.