DA
WSR

Denali Advisors’s Whitestone REIT WSR Stock Holding History

Denali 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
Q1 		$415K Sell
25,701
-13
-0.1% -$196 0.05% 249
2025
Q4 		$357K Sell
25,714
-7,086
-22% -$91.3K 0.04% 271
2025
Q3 		$403K Buy
+32,800
New +$413K 0.05% 247
2023
Q3 		– Sell
-12,300
Closed -$119K – 549
2023
Q2 		$119K Buy
+12,300
New +$111K 0.04% 255
2020
Q4 		– Sell
-4,130
Closed -$25K – 441
2020
Q3 		$25K Buy
+4,130
New +$26.9K 0.01% 321

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