CIBC Private Wealth Group
WSR

CIBC Private Wealth Group’s Whitestone REIT WSR Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$48.9K Buy
3,523
+3,522
+352,200% +$45.4K ﹤0.01% 1793
2025
Q3 		$12 Buy
+1
New +$13 ﹤0.01% 3065
2024
Q4 		– Sell
-1,533
Closed -$20.7K – 3211
2024
Q3 		$20.7K Buy
+1,533
New +$20.6K ﹤0.01% 2143
2024
Q2 		– Sell
-1,043
Closed -$12.7K – 3308
2024
Q1 		$12.7K Buy
+1,043
New +$12.9K ﹤0.01% 2186
2018
Q3 		– Sell
-1,276
Closed -$16K – 1744
2018
Q2 		$16K Hold
1,276
– – ﹤0.01% 1466
2018
Q1 		$13K Hold
1,276
– – ﹤0.01% 1481
2017
Q4 		$18K Buy
+1,276
New +$18K ﹤0.01% 1430

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Emmett Investment Management New York $131M AUM 25.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIBC Private Wealth Group's WSR Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Whitestone REIT (WSR) stake by 352,200% in Q4 2025, buying an estimated $45.4K and bringing the position to 3,523 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

CIBC Private Wealth Group first reported a position in WSR in Q4 2017 and has held it in 7 quarters since. 211 funds tracked by Wall St. Rank hold WSR as of Q4 2025.

  • CIBC Private Wealth Group held 3,523 shares of Whitestone REIT worth $48.9K as of Q4 2025.
  • CIBC Private Wealth Group bought 3,522 Whitestone REIT shares in Q4 2025, an estimated $45.4K.
  • Whitestone REIT made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1793 holding.
  • CIBC Private Wealth Group first reported a position in Whitestone REIT in Q4 2017 and has held it in 7 quarters since.
  • 211 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.