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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
Geode Capital Management
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Copeland Capital Management's WSR Position: Q1 2026 in Review

Copeland Capital Management increased its Whitestone REIT (WSR) stake by 3.9% in Q1 2026, buying an estimated $3.1K and bringing the position to 5,533 shares worth $89.4K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

Copeland Capital Management first reported a position in WSR in Q4 2024 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Copeland Capital Management held 5,533 shares of Whitestone REIT worth $89.4K as of Q1 2026.
  • Copeland Capital Management bought 206 Whitestone REIT shares in Q1 2026, an estimated $3.1K.
  • Whitestone REIT made up ﹤0.01% of Copeland Capital Management's portfolio in Q1 2026, its #176 holding.
  • Copeland Capital Management first reported a position in Whitestone REIT in Q4 2024 and has held it in 6 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.