C
WSR

Covestor’s Whitestone REIT WSR Stock Holding History

Covestor’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 		$2K Buy
122
+14
+13% +$263 ﹤0.01% 2005
2026
Q1 		$2K Sell
108
-5,311
-98% -$80K ﹤0.01% 1957
2025
Q4 		$75K Sell
5,419
-274
-5% -$3.53K 0.04% 726
2025
Q3 		$70K Buy
5,693
+4,703
+475% +$59.2K 0.04% 757
2025
Q2 		$13K Buy
990
+464
+88% +$5.91K 0.01% 1437
2025
Q1 		$8K Hold
526
– – 0.01% 1649
2024
Q4 		$7K Hold
526
– – ﹤0.01% 1682
2024
Q3 		$7K Buy
526
+333
+173% +$4.47K ﹤0.01% 1699
2024
Q2 		$3K Buy
+193
New +$2.37K ﹤0.01% 1816
2024
Q1 		– Sell
-1
Closed – – 2805
2023
Q4 		$0 Hold
1
– – ﹤0.01% 2781
2023
Q3 		$0 Sell
1
-4
-80% -$40 ﹤0.01% 2776
2023
Q2 		$0 Buy
+5
New +$45 ﹤0.01% 2716

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

Covestor's WSR Position: Q2 2026 in Review

Covestor increased its Whitestone REIT (WSR) stake by 13% in Q2 2026, buying an estimated $263 and bringing the position to 122 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

Covestor first reported a position in WSR in Q2 2023 and has held it in 12 quarters since. The position peaked at $75K in Q4 2025. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Covestor held 122 shares of Whitestone REIT worth $2K as of Q2 2026.
  • Covestor bought 14 Whitestone REIT shares in Q2 2026, an estimated $263.
  • Whitestone REIT made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2005 holding.
  • Covestor first reported a position in Whitestone REIT in Q2 2023 and has held it in 12 quarters since.
  • Covestor's Whitestone REIT position peaked at $75K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.