Cetera Investment Advisers
WSR

Cetera Investment Advisers’s Whitestone REIT WSR Stock Holding History

Cetera Investment Advisers’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 		$365K Buy
22,586
+2,175
+11% +$32.8K ﹤0.01% 3813
2025
Q4 		$284K Buy
20,411
+1,793
+10% +$23.1K ﹤0.01% 3946
2025
Q3 		$229K Buy
18,618
+3,937
+27% +$49.6K ﹤0.01% 4056
2025
Q2 		$183K Buy
14,681
+2,040
+16% +$26K ﹤0.01% 3746
2025
Q1 		$184K Buy
12,641
+2,068
+20% +$28.5K ﹤0.01% 3630
2024
Q4 		$150K Sell
10,573
-3,334
-24% -$47.6K ﹤0.01% 3505
2024
Q3 		$188K Buy
13,907
+305
+2% +$4.09K ﹤0.01% 3403
2024
Q2 		$181K Sell
13,602
-58
-0.4% -$713 ﹤0.01% 3387
2024
Q1 		$171K Buy
+13,660
New +$169K ﹤0.01% 3388

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

Cetera Investment Advisers's WSR Position: Q1 2026 in Review

Cetera Investment Advisers increased its Whitestone REIT (WSR) stake by 11% in Q1 2026, buying an estimated $32.8K and bringing the position to 22,586 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #3813.

Cetera Investment Advisers first reported a position in WSR in Q1 2024 and has held it in 9 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Cetera Investment Advisers held 22,586 shares of Whitestone REIT worth $365K as of Q1 2026.
  • Cetera Investment Advisers bought 2,175 Whitestone REIT shares in Q1 2026, an estimated $32.8K.
  • Whitestone REIT made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3813 holding.
  • Cetera Investment Advisers first reported a position in Whitestone REIT in Q1 2024 and has held it in 9 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.