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
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 $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

Covestor's WSR Position: Q1 2026 in Review

Covestor reduced its Whitestone REIT (WSR) stake by 98% in Q1 2026, selling an estimated $80K and leaving 108 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Covestor first reported a position in WSR in Q2 2023 and has held it in 11 quarters since. The position peaked at $75K in Q4 2025. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Covestor held 108 shares of Whitestone REIT worth $2K as of Q1 2026.
  • Covestor sold 5,311 Whitestone REIT shares in Q1 2026, an estimated $80K.
  • Whitestone REIT made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #1957 holding.
  • Covestor first reported a position in Whitestone REIT in Q2 2023 and has held it in 11 quarters since.
  • Covestor's Whitestone REIT position peaked at $75K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.