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
Q2 		$265K Sell
13,980
-81
-0.6% -$1.52K ﹤0.01% 3671
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 $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

Creative Planning's WSR Position: Q2 2026 in Review

Creative Planning reduced its Whitestone REIT (WSR) stake by 0.58% in Q2 2026, selling an estimated $1.52K and leaving 13,980 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #3671.

Creative Planning first reported a position in WSR in Q1 2015 and has held it in 15 quarters since. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Creative Planning held 13,980 shares of Whitestone REIT worth $265K as of Q2 2026.
  • Creative Planning sold 81 Whitestone REIT shares in Q2 2026, an estimated $1.52K.
  • Whitestone REIT made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3671 holding.
  • Creative Planning first reported a position in Whitestone REIT in Q1 2015 and has held it in 15 quarters since.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.