CA
WSR

Clearstead Advisors’s Whitestone REIT WSR Stock Holding History

Clearstead 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 		$38 Buy
+2
New +$38 ﹤0.01% 3522
2025
Q3 		– Sell
-8
Closed -$100 – 3265
2025
Q2 		$100 Buy
+8
New +$102 ﹤0.01% 2623

Other funds holding WSR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Clearstead Advisors's WSR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Whitestone REIT (WSR) in Q2 2026: 2 shares worth $38. The stake represents ﹤0.01% of the portfolio and ranks #3522 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in WSR as recently as Q2 2025.

Clearstead Advisors first reported a position in WSR in Q2 2025 and has held it in 2 quarters since. The position peaked at $100 in Q2 2025. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Clearstead Advisors held 2 shares of Whitestone REIT worth $38 as of Q2 2026.
  • Whitestone REIT was a new Clearstead Advisors position in Q2 2026.
  • Whitestone REIT made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3522 holding.
  • Clearstead Advisors first reported a position in Whitestone REIT in Q2 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Whitestone REIT position peaked at $100 in Q2 2025.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.