Creative Planning
WSR

Creative Planning’s Whitestone REIT WSR Stock Holding History

Creative Planning’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 		$227K Buy
14,061
+1,111
+9% +$16.7K ﹤0.01% 3646
2025
Q4 		$180K Buy
12,950
+1,030
+9% +$13.3K ﹤0.01% 3587
2025
Q3 		$146K Buy
11,920
+380
+3% +$4.79K ﹤0.01% 3585
2025
Q2 		$144K Sell
11,540
-1,689
-13% -$21.5K ﹤0.01% 3345
2025
Q1 		$193K Buy
13,229
+1,541
+13% +$21.2K ﹤0.01% 3085
2024
Q4 		$166K Buy
11,688
+258
+2% +$3.68K ﹤0.01% 3029
2024
Q3 		$155K Buy
11,430
+521
+5% +$6.99K ﹤0.01% 2923
2024
Q2 		$145K Buy
+10,909
New +$134K ﹤0.01% 2762
2023
Q3 		– Sell
-11,604
Closed -$113K – 3056
2023
Q2 		$113K Buy
+11,604
New +$105K ﹤0.01% 2326
2017
Q3 		– Sell
-3,050
Closed -$37K – 3730
2017
Q2 		$37K Buy
+3,050
New +$38.1K ﹤0.01% 2762
2016
Q3 		– Sell
-295
Closed -$4K – 4753
2016
Q2 		$4K Buy
+295
New +$4.03K ﹤0.01% 3783
2016
Q1 		– Sell
-4
Closed – – 4559
2015
Q4 		$0 Sell
4
-511
-99% -$6.15K ﹤0.01% 4599
2015
Q3 		$6K Buy
+515
New +$6.34K ﹤0.01% 3540
2015
Q2 		– Sell
-1,004
Closed -$16K – 3038
2015
Q1 		$16K Buy
+1,004
New +$15.8K ﹤0.01% 2887

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

Creative Planning's WSR Position: Q1 2026 in Review

Creative Planning increased its Whitestone REIT (WSR) stake by 8.6% in Q1 2026, buying an estimated $16.7K and bringing the position to 14,061 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #3646.

Creative Planning first reported a position in WSR in Q1 2015 and has held it in 14 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Creative Planning held 14,061 shares of Whitestone REIT worth $227K as of Q1 2026.
  • Creative Planning bought 1,111 Whitestone REIT shares in Q1 2026, an estimated $16.7K.
  • Whitestone REIT made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3646 holding.
  • Creative Planning first reported a position in Whitestone REIT in Q1 2015 and has held it in 14 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.