Clearstead Trust’s Whitestone REIT WSR Stock Holding History

Clearstead Trust’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	–	Sell	-34	Closed	-$418	–	1554
2025 Q3	$418	Hold	34	–	–	﹤0.01%	1404
2025 Q2	$425	Buy	+34	New	+$433	﹤0.01%	1365

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

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

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

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

Clearstead Trust's WSR Position: Q4 2025 in Review

Clearstead Trust sold out of Whitestone REIT (WSR) in Q4 2025, closing a stake of 34 shares — an estimated $418 sold.

Clearstead Trust first reported a position in WSR in Q2 2025 and held it in 2 quarters. The position peaked at $425 in Q2 2025. 211 funds tracked by Wall St. Rank hold WSR as of Q4 2025.

Clearstead Trust reported no remaining Whitestone REIT position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 34 Whitestone REIT shares in Q4 2025, an estimated $418.
Clearstead Trust first reported a position in Whitestone REIT in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Whitestone REIT position peaked at $425 in Q2 2025.
211 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.