Corient Private Wealth
WSR

Corient Private Wealth’s Whitestone REIT WSR Stock Holding History

Corient Private Wealth’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 		$236K Sell
14,613
-14,401
-50% -$217K ﹤0.01% 2457
2025
Q4 		$403K Buy
29,014
+13,318
+85% +$172K ﹤0.01% 2441
2025
Q3 		$193K Buy
15,696
+4,840
+45% +$60.9K ﹤0.01% 2355
2025
Q2 		$135K Buy
+10,856
New +$138K ﹤0.01% 2293
2025
Q1 		– Sell
-15,167
Closed -$215K – 2460
2024
Q4 		$215K Sell
15,167
-4,023
-21% -$57.4K ﹤0.01% 2077
2024
Q3 		$260K Sell
19,190
-175
-0.9% -$2.35K ﹤0.01% 2082
2024
Q2 		$258K Buy
19,365
+853
+5% +$10.5K ﹤0.01% 1997
2024
Q1 		$232K Sell
18,512
-1,401
-7% -$17.3K ﹤0.01% 2021
2023
Q4 		$245K Sell
19,913
-206
-1% -$2.21K ﹤0.01% 1972
2023
Q3 		$194K Sell
20,119
-434
-2% -$4.32K ﹤0.01% 1931
2023
Q2 		$199K Sell
20,553
-97
-0.5% -$874 ﹤0.01% 1877
2023
Q1 		$190K Buy
20,650
+4,713
+30% +$45.6K ﹤0.01% 1812
2022
Q4 		$154K Buy
+15,937
New +$147K ﹤0.01% 1524

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