CCM
WSR

Coldstream Capital Management’s Whitestone REIT WSR Stock Holding History

Coldstream Capital Management’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
-4,269
Closed -$62.2K – 3381
2025
Q1 		$62.2K Buy
+4,269
New +$58.8K ﹤0.01% 1593

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
Geode Capital Management
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Coldstream Capital Management's WSR Position: Q2 2025 in Review

Coldstream Capital Management sold out of Whitestone REIT (WSR) in Q2 2025, closing a stake of 4,269 shares — an estimated $62.2K sold.

Coldstream Capital Management first reported a position in WSR in Q1 2025 and held it in 1 quarter. The position peaked at $62.2K in Q1 2025. 200 funds tracked by Wall St. Rank hold WSR as of Q2 2025.

  • Coldstream Capital Management reported no remaining Whitestone REIT position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 4,269 Whitestone REIT shares in Q2 2025, an estimated $62.2K.
  • Coldstream Capital Management first reported a position in Whitestone REIT in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Whitestone REIT position peaked at $62.2K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.