CCM
WSR

Copeland Capital Management’s Whitestone REIT WSR Stock Holding History

Copeland 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
2026
Q2 		– Sell
-5,533
Closed -$89.4K – 290
2026
Q1 		$89.4K Buy
5,533
+206
+4% +$3.1K ﹤0.01% 176
2025
Q4 		$74K Hold
5,327
– – ﹤0.01% 179
2025
Q3 		$65.4K Buy
5,327
+2,533
+91% +$31.9K ﹤0.01% 193
2025
Q2 		$34.9K Sell
2,794
-1,333
-32% -$17K ﹤0.01% 211
2025
Q1 		$60.1K Buy
4,127
+214
+5% +$2.95K ﹤0.01% 169
2024
Q4 		$55.4K Buy
+3,913
New +$55.8K ﹤0.01% 188

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

Copeland Capital Management's WSR Position: Q2 2026 in Review

Copeland Capital Management sold out of Whitestone REIT (WSR) in Q2 2026, closing a stake of 5,533 shares — an estimated $89.4K sold.

Copeland Capital Management first reported a position in WSR in Q4 2024 and held it in 6 quarters. The position peaked at $89.4K in Q1 2026. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Copeland Capital Management reported no remaining Whitestone REIT position as of Q2 2026 after selling out during the quarter.
  • Copeland Capital Management sold 5,533 Whitestone REIT shares in Q2 2026, an estimated $89.4K.
  • Copeland Capital Management first reported a position in Whitestone REIT in Q4 2024 and held it in 6 quarters.
  • Copeland Capital Management's Whitestone REIT position peaked at $89.4K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.