CA
WSR

CSM Advisors’s Whitestone REIT WSR Stock Holding History

CSM Advisors’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 		$7.76M Sell
409,155
-158,919
-28% -$2.99M 0.17% 150
2026
Q1 		$9.18M Sell
568,074
-3,241
-0.6% -$48.8K 0.23% 108
2025
Q4 		$7.93M Buy
571,315
+7,222
+1% +$93.1K 0.22% 98
2025
Q3 		$6.93M Sell
564,093
-17,074
-3% -$215K 0.19% 116
2025
Q2 		$7.25M Buy
+581,167
New +$7.4M 0.21% 121

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

CSM Advisors's WSR Position: Q2 2026 in Review

CSM Advisors reduced its Whitestone REIT (WSR) stake by 28% in Q2 2026, selling an estimated $2.99M and leaving 409,155 shares worth $7.76M. The position accounts for 0.17% of the portfolio, ranked #150.

CSM Advisors first reported a position in WSR in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.18M in Q1 2026. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • CSM Advisors held 409,155 shares of Whitestone REIT worth $7.76M as of Q2 2026.
  • CSM Advisors sold 158,919 Whitestone REIT shares in Q2 2026, an estimated $2.99M.
  • Whitestone REIT made up 0.17% of CSM Advisors's portfolio in Q2 2026, its #150 holding.
  • CSM Advisors first reported a position in Whitestone REIT in Q2 2025 and has held it in 5 quarters since.
  • CSM Advisors's Whitestone REIT position peaked at $9.18M in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.