CIBC World Markets’s Whitestone REIT WSR Stock Holding History

CIBC World Markets’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 Q2	–	Sell	-10,995	Closed	-$160K	–	1960
2025 Q1	$160K	Buy	+10,995	New	+$151K	﹤0.01%	1521

Other funds holding WSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIM

Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIBC World Markets's WSR Position: Q2 2025 in Review

CIBC World Markets sold out of Whitestone REIT (WSR) in Q2 2025, closing a stake of 10,995 shares — an estimated $160K sold.

CIBC World Markets first reported a position in WSR in Q1 2025 and held it in 1 quarter. The position peaked at $160K in Q1 2025. 200 funds tracked by Wall St. Rank hold WSR as of Q2 2025.

CIBC World Markets reported no remaining Whitestone REIT position as of Q2 2025 after selling out during the quarter.
CIBC World Markets sold 10,995 Whitestone REIT shares in Q2 2025, an estimated $160K.
CIBC World Markets first reported a position in Whitestone REIT in Q1 2025 and held it in 1 quarter.
CIBC World Markets's Whitestone REIT position peaked at $160K in Q1 2025.
200 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.