CPG
WSR

Cornerstone Planning Group’s Whitestone REIT WSR Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-50
Closed -$609 – 1770
2025
Q2 		$609 Hold
50
– – ﹤0.01% 1239
2025
Q1 		$660 Hold
50
– – ﹤0.01% 1223
2024
Q4 		$676 Hold
50
– – ﹤0.01% 1055
2024
Q3 		$708 Hold
50
– – ﹤0.01% 1019
2024
Q2 		$642 Buy
+50
New +$615 ﹤0.01% 1041

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
EIM
Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Cornerstone Planning Group's WSR Position: Q3 2025 in Review

Cornerstone Planning Group sold out of Whitestone REIT (WSR) in Q3 2025, closing a stake of 50 shares — an estimated $609 sold.

Cornerstone Planning Group first reported a position in WSR in Q2 2024 and held it in 5 quarters. The position peaked at $708 in Q3 2024. 207 funds tracked by Wall St. Rank hold WSR as of Q3 2025.

  • Cornerstone Planning Group reported no remaining Whitestone REIT position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 50 Whitestone REIT shares in Q3 2025, an estimated $609.
  • Cornerstone Planning Group first reported a position in Whitestone REIT in Q2 2024 and held it in 5 quarters.
  • Cornerstone Planning Group's Whitestone REIT position peaked at $708 in Q3 2024.
  • 207 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.