Charles Schwab
WSR

Charles Schwab’s Whitestone REIT WSR Stock Holding History

Charles Schwab’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 		$7.07M Buy
438,073
+534
+0.1% +$8.04K ﹤0.01% 2248
2025
Q4 		$6.08M Buy
437,539
+10,348
+2% +$133K ﹤0.01% 2360
2025
Q3 		$5.25M Buy
427,191
+5,073
+1% +$63.9K ﹤0.01% 2420
2025
Q2 		$5.27M Sell
422,118
-7,538
-2% -$95.9K ﹤0.01% 2318
2025
Q1 		$6.26M Sell
429,656
-11,135
-3% -$153K ﹤0.01% 2175
2024
Q4 		$6.25M Buy
440,791
+14,282
+3% +$204K ﹤0.01% 2238
2024
Q3 		$5.77M Buy
426,509
+241,669
+131% +$3.24M ﹤0.01% 2293
2024
Q2 		$2.46M Buy
184,840
+10,543
+6% +$130K ﹤0.01% 2634
2024
Q1 		$2.19M Buy
174,297
+3,025
+2% +$37.4K ﹤0.01% 2562
2023
Q4 		$2.1M Buy
171,272
+14,526
+9% +$156K ﹤0.01% 2602
2023
Q3 		$1.51M Buy
156,746
+9,530
+6% +$94.9K ﹤0.01% 2673
2023
Q2 		$1.43M Buy
147,216
+11,281
+8% +$102K ﹤0.01% 2659
2023
Q1 		$1.25M Buy
135,935
+5,944
+5% +$57.5K ﹤0.01% 2664
2022
Q4 		$1.25M Sell
129,991
-207,494
-61% -$1.91M ﹤0.01% 2708
2022
Q3 		$2.85M Buy
337,485
+5,291
+2% +$54.3K ﹤0.01% 2475
2022
Q2 		$3.57M Buy
332,194
+114,535
+53% +$1.38M ﹤0.01% 2337
2022
Q1 		$2.88M Sell
217,659
-1,072
-0.5% -$12.3K ﹤0.01% 2521
2021
Q4 		$2.22M Sell
218,731
-135,129
-38% -$1.32M ﹤0.01% 2675
2021
Q3 		$3.46M Sell
353,860
-270,477
-43% -$2.48M ﹤0.01% 2543
2021
Q2 		$5.15M Buy
624,337
+136,213
+28% +$1.22M ﹤0.01% 2339
2021
Q1 		$4.74M Buy
488,124
+78,102
+19% +$699K ﹤0.01% 2330
2020
Q4 		$3.27M Buy
410,022
+147,509
+56% +$1.06M ﹤0.01% 2428
2020
Q3 		$1.58M Sell
262,513
-9,230
-3% -$60.1K ﹤0.01% 2574
2020
Q2 		$1.98M Buy
271,743
+21,946
+9% +$140K ﹤0.01% 2432
2020
Q1 		$1.55M Buy
249,797
+1,491
+0.6% +$17.6K ﹤0.01% 2368
2019
Q4 		$3.38M Buy
248,306
+12,719
+5% +$175K ﹤0.01% 2218
2019
Q3 		$3.24M Buy
235,587
+10,942
+5% +$140K ﹤0.01% 2186
2019
Q2 		$2.85M Buy
224,645
+4,923
+2% +$61.7K ﹤0.01% 2234
2019
Q1 		$2.64M Buy
219,722
+7,512
+4% +$99.3K ﹤0.01% 2265
2018
Q4 		$2.6M Buy
212,210
+70
+0% +$949 ﹤0.01% 2226
2018
Q3 		$2.94M Buy
212,140
+17,752
+9% +$234K ﹤0.01% 2292
2018
Q2 		$2.43M Buy
194,388
+14,320
+8% +$165K ﹤0.01% 2316
2018
Q1 		$1.87M Buy
180,068
+5,440
+3% +$66.4K ﹤0.01% 2357
2017
Q4 		$2.52M Buy
174,628
+31,236
+22% +$441K ﹤0.01% 2226
2017
Q3 		$1.87M Sell
143,392
-63,341
-31% -$810K ﹤0.01% 2314
2017
Q2 		$2.53M Sell
206,733
-9,449
-4% -$118K ﹤0.01% 2141
2017
Q1 		$2.99M Buy
216,182
+4,959
+2% +$68.4K ﹤0.01% 2027
2016
Q4 		$3.04M Buy
211,223
+12,766
+6% +$172K ﹤0.01% 1991
2016
Q3 		$2.75M Buy
198,457
+113,046
+132% +$1.69M ﹤0.01% 1979
2016
Q2 		$1.29M Buy
85,411
+1,440
+2% +$19.7K ﹤0.01% 2259
2016
Q1 		$1.06M Buy
83,971
+1,664
+2% +$18.7K ﹤0.01% 2322
2015
Q4 		$989K Buy
82,307
+2,258
+3% +$27.2K ﹤0.01% 2391
2015
Q3 		$923K Buy
80,049
+15,829
+25% +$195K ﹤0.01% 2413
2015
Q2 		$837K Sell
64,220
-15,950
-20% -$232K ﹤0.01% 2495
2015
Q1 		$1.27M Buy
80,170
+26,054
+48% +$409K ﹤0.01% 2285
2014
Q4 		$818K Buy
54,116
+1,525
+3% +$22.4K ﹤0.01% 2438
2014
Q3 		$734K Buy
52,591
+1,219
+2% +$18.2K ﹤0.01% 2444
2014
Q2 		$766K Sell
51,372
-384
-0.7% -$5.47K ﹤0.01% 2446
2014
Q1 		$748K Buy
51,756
+1,440
+3% +$20.2K ﹤0.01% 2424
2013
Q4 		$673K Buy
50,316
+13,799
+38% +$186K ﹤0.01% 2458
2013
Q3 		$527K Sell
36,517
-807
-2% -$12.5K ﹤0.01% 2530
2013
Q2 		$584K Buy
+37,324
New +$609K ﹤0.01% 2451

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

Charles Schwab's WSR Position: Q1 2026 in Review

Charles Schwab increased its Whitestone REIT (WSR) stake by 0.12% in Q1 2026, buying an estimated $8.04K and bringing the position to 438,073 shares worth $7.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

Charles Schwab first reported a position in WSR in Q2 2013 and has held it in 52 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Charles Schwab held 438,073 shares of Whitestone REIT worth $7.07M as of Q1 2026.
  • Charles Schwab bought 534 Whitestone REIT shares in Q1 2026, an estimated $8.04K.
  • Whitestone REIT made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2248 holding.
  • Charles Schwab first reported a position in Whitestone REIT in Q2 2013 and has held it in 52 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.