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
Q2 		– Sell
-14,613
Closed -$236K – 3250
2026
Q1 		$236K Buy
14,613
+106
+0.7% +$1.6K ﹤0.01% 2457
2025
Q4 		$202K Sell
14,507
-1,189
-8% -$15.3K ﹤0.01% 2429
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 $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

Corient Private Wealth's WSR Position: Q2 2026 in Review

Corient Private Wealth sold out of Whitestone REIT (WSR) in Q2 2026, closing a stake of 14,613 shares — an estimated $236K sold.

Corient Private Wealth first reported a position in WSR in Q4 2022 and held it in 13 quarters. The position peaked at $260K in Q3 2024. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Corient Private Wealth reported no remaining Whitestone REIT position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 14,613 Whitestone REIT shares in Q2 2026, an estimated $236K.
  • Corient Private Wealth first reported a position in Whitestone REIT in Q4 2022 and held it in 13 quarters.
  • Corient Private Wealth's Whitestone REIT position peaked at $260K in Q3 2024.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.