CMA
WSR

Cedar Mountain Advisors’s Whitestone REIT WSR Stock Holding History

Cedar Mountain 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 		$739 Hold
39
– – ﹤0.01% 989
2026
Q1 		$630 Buy
+39
New +$587 ﹤0.01% 983

Other funds holding WSR

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cedar Mountain Advisors's WSR Position: Q2 2026 in Review

Cedar Mountain Advisors held its Whitestone REIT (WSR) position steady in Q2 2026 at 39 shares worth $739. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Cedar Mountain Advisors first reported a position in WSR in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Cedar Mountain Advisors held 39 shares of Whitestone REIT worth $739 as of Q2 2026.
  • Cedar Mountain Advisors left its Whitestone REIT share count unchanged in Q2 2026.
  • Whitestone REIT made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #989 holding.
  • Cedar Mountain Advisors first reported a position in Whitestone REIT in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.