CAM
WSR

Cresset Asset Management’s Whitestone REIT WSR Stock Holding History

Cresset Asset Management’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 		– Sell
-24,636
Closed -$342K – 1805
2025
Q4 		$342K Buy
24,636
+4,891
+25% +$63K ﹤0.01% 1236
2025
Q3 		$242K Buy
19,745
+3,640
+23% +$45.8K ﹤0.01% 1344
2025
Q2 		$201K Buy
+16,105
New +$205K ﹤0.01% 1302
2019
Q2 		– Sell
-57
Closed -$1K – 1728
2019
Q1 		$1K Buy
+57
New +$754 ﹤0.01% 1894

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

Cresset Asset Management's WSR Position: Q1 2026 in Review

Cresset Asset Management sold out of Whitestone REIT (WSR) in Q1 2026, closing a stake of 24,636 shares — an estimated $342K sold.

Cresset Asset Management first reported a position in WSR in Q1 2019 and held it in 4 quarters. The position peaked at $342K in Q4 2025. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Cresset Asset Management reported no remaining Whitestone REIT position as of Q1 2026 after selling out during the quarter.
  • Cresset Asset Management sold 24,636 Whitestone REIT shares in Q1 2026, an estimated $342K.
  • Cresset Asset Management first reported a position in Whitestone REIT in Q1 2019 and held it in 4 quarters.
  • Cresset Asset Management's Whitestone REIT position peaked at $342K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.