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

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

EIM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

GKIM

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

Clearstead Advisors's WSR Position: Q3 2025 in Review

Clearstead Advisors sold out of Whitestone REIT (WSR) in Q3 2025, closing a stake of 8 shares — an estimated $100 sold.

Clearstead Advisors first reported a position in WSR in Q2 2025 and held it in 1 quarter. The position peaked at $100 in Q2 2025. 207 funds tracked by Wall St. Rank hold WSR as of Q3 2025.

Clearstead Advisors reported no remaining Whitestone REIT position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 8 Whitestone REIT shares in Q3 2025, an estimated $100.
Clearstead Advisors first reported a position in Whitestone REIT in Q2 2025 and held it in 1 quarter.
Clearstead Advisors's Whitestone REIT position peaked at $100 in Q2 2025.
207 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.