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
Q2 		– Sell
-25,701
Closed -$415K – 347
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 $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

Denali Advisors's WSR Position: Q2 2026 in Review

Denali Advisors sold out of Whitestone REIT (WSR) in Q2 2026, closing a stake of 25,701 shares — an estimated $415K sold.

Denali Advisors first reported a position in WSR in Q3 2020 and held it in 5 quarters. The position peaked at $415K in Q1 2026. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Denali Advisors reported no remaining Whitestone REIT position as of Q2 2026 after selling out during the quarter.
  • Denali Advisors sold 25,701 Whitestone REIT shares in Q2 2026, an estimated $415K.
  • Denali Advisors first reported a position in Whitestone REIT in Q3 2020 and held it in 5 quarters.
  • Denali Advisors's Whitestone REIT position peaked at $415K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.