Daiwa Securities Group’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $286K | Buy |
17,713
+859
| +5% | +$12.9K | ﹤0.01% | 986 |
|
|
2025
Q4 | $234K | Buy |
16,854
+1,019
| +6% | +$13.1K | ﹤0.01% | 985 |
|
|
2025
Q3 | $194K | Buy |
15,835
+29
| +0.2% | +$365 | ﹤0.01% | 985 |
|
|
2025
Q2 | $197K | Buy |
15,806
+615
| +4% | +$7.83K | ﹤0.01% | 961 |
|
|
2025
Q1 | $221K | Buy |
15,191
+400
| +3% | +$5.51K | ﹤0.01% | 919 |
|
|
2024
Q4 | $210K | Sell |
14,791
-471
| -3% | -$6.72K | ﹤0.01% | 939 |
|
|
2024
Q3 | $206K | Hold |
15,262
| – | – | ﹤0.01% | 957 |
|
|
2024
Q2 | $203K | Buy |
15,262
+600
| +4% | +$7.38K | ﹤0.01% | 967 |
|
|
2024
Q1 | $184K | Hold |
14,662
| – | – | ﹤0.01% | 997 |
|
|
2023
Q4 | $180K | Sell |
14,662
-222
| -1% | -$2.38K | ﹤0.01% | 968 |
|
|
2023
Q3 | $143K | Buy |
14,884
+948
| +7% | +$9.44K | ﹤0.01% | 995 |
|
|
2023
Q2 | $135K | Hold |
13,936
| – | – | ﹤0.01% | 978 |
|
|
2023
Q1 | $128K | Buy |
13,936
+1,017
| +8% | +$9.84K | ﹤0.01% | 972 |
|
|
2022
Q4 | $125K | Sell |
12,919
-176
| -1% | -$1.62K | ﹤0.01% | 976 |
|
|
2022
Q3 | $111K | Sell |
13,095
-207
| -2% | -$2.13K | ﹤0.01% | 999 |
|
|
2022
Q2 | $143K | Sell |
13,302
-739
| -5% | -$8.88K | ﹤0.01% | 991 |
|
|
2022
Q1 | $186K | Buy |
14,041
+1,104
| +9% | +$12.7K | ﹤0.01% | 978 |
|
|
2021
Q4 | $131K | Buy |
12,937
+1,209
| +10% | +$11.8K | ﹤0.01% | 994 |
|
|
2021
Q3 | $115K | Buy |
11,728
+2,846
| +32% | +$26.1K | ﹤0.01% | 986 |
|
|
2021
Q2 | $73K | Hold |
8,882
| – | – | ﹤0.01% | 969 |
|
|
2021
Q1 | $86K | Hold |
8,882
| – | – | ﹤0.01% | 966 |
|
|
2020
Q4 | $71K | Hold |
8,882
| – | – | ﹤0.01% | 935 |
|
|
2020
Q3 | $53K | Buy |
8,882
+182
| +2% | +$1.18K | ﹤0.01% | 938 |
|
|
2020
Q2 | $54K | Hold |
8,700
| – | – | ﹤0.01% | 911 |
|
|
2020
Q1 | $54K | Hold |
8,700
| – | – | ﹤0.01% | 963 |
|
|
2019
Q4 | $118K | Buy |
8,700
+2,700
| +45% | +$37.1K | ﹤0.01% | 941 |
|
|
2019
Q3 | $83K | Hold |
6,000
| – | – | ﹤0.01% | 940 |
|
|
2019
Q2 | $76K | Hold |
6,000
| – | – | ﹤0.01% | 948 |
|
|
2019
Q1 | $72K | Hold |
6,000
| – | – | ﹤0.01% | 935 |
|
|
2018
Q4 | $74K | Hold |
6,000
| – | – | ﹤0.01% | 915 |
|
|
2018
Q3 | $83K | Buy |
6,000
+1,400
| +30% | +$18.5K | ﹤0.01% | 937 |
|
|
2018
Q2 | $57K | Hold |
4,600
| – | – | ﹤0.01% | 976 |
|
|
2018
Q1 | $48K | Buy |
4,600
+1,400
| +44% | +$17.1K | ﹤0.01% | 956 |
|
|
2017
Q4 | $46K | Hold |
3,200
| – | – | ﹤0.01% | 968 |
|
|
2017
Q3 | $42K | Hold |
3,200
| – | – | ﹤0.01% | 948 |
|
|
2017
Q2 | $39K | Buy |
3,200
+1,000
| +45% | +$12.5K | ﹤0.01% | 970 |
|
|
2017
Q1 | $30K | Buy |
2,200
+700
| +47% | +$9.66K | ﹤0.01% | 959 |
|
|
2016
Q4 | $22K | Buy |
1,500
+500
| +50% | +$6.73K | ﹤0.01% | 1007 |
|
|
2016
Q3 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 948 |
|
|
2016
Q2 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 918 |
|
|
2016
Q1 | $13K | Buy |
1,000
+200
| +25% | +$2.24K | ﹤0.01% | 915 |
|
|
2015
Q4 | $10K | Hold |
800
| – | – | ﹤0.01% | 947 |
|
|
2015
Q3 | $9K | Hold |
800
| – | – | ﹤0.01% | 946 |
|
|
2015
Q2 | $10K | Hold |
800
| – | – | ﹤0.01% | 976 |
|
|
2015
Q1 | $13K | Buy |
800
+200
| +33% | +$3.14K | ﹤0.01% | 894 |
|
|
2014
Q4 | $9K | Hold |
600
| – | – | ﹤0.01% | 887 |
|
|
2014
Q3 | $8K | Hold |
600
| – | – | ﹤0.01% | 889 |
|
|
2014
Q2 | $9K | Buy |
600
+100
| +20% | +$1.42K | ﹤0.01% | 888 |
|
|
2014
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 897 |
|
|
2013
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 889 |
|
|
2013
Q3 | $7K | Hold |
500
| – | – | ﹤0.01% | 902 |
|
|
2013
Q2 | $8K | Buy |
+500
| New | +$8.15K | ﹤0.01% | 899 |
|
Other funds holding WSR
VPM
VCM
ICM
GKIM
NAM
CCM
Daiwa Securities Group's WSR Position: Q1 2026 in Review
Daiwa Securities Group increased its Whitestone REIT (WSR) stake by 5.1% in Q1 2026, buying an estimated $12.9K and bringing the position to 17,713 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #986.
Daiwa Securities Group first reported a position in WSR in Q2 2013 and has held it in 52 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.
- Daiwa Securities Group held 17,713 shares of Whitestone REIT worth $286K as of Q1 2026.
- Daiwa Securities Group bought 859 Whitestone REIT shares in Q1 2026, an estimated $12.9K.
- Whitestone REIT made up ﹤0.01% of Daiwa Securities Group's portfolio in Q1 2026, its #986 holding.
- Daiwa Securities Group first reported a position in Whitestone REIT in Q2 2013 and has held it in 52 quarters since.
- 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.
Based on Daiwa Securities Group's 13F filing for Q1 2026, filed 13 May 2026.