Dimensional Fund Advisors
WSR

Dimensional Fund Advisors’s Whitestone REIT WSR Stock Holding History

Dimensional Fund 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 		$10.3M Buy
640,742
+19,127
+3% +$288K ﹤0.01% 2248
2025
Q4 		$8.63M Buy
621,615
+8,249
+1% +$106K ﹤0.01% 2333
2025
Q3 		$7.53M Buy
613,366
+21,215
+4% +$267K ﹤0.01% 2407
2025
Q2 		$7.39M Sell
592,151
-40,559
-6% -$516K ﹤0.01% 2396
2025
Q1 		$9.22M Sell
632,710
-21,993
-3% -$303K ﹤0.01% 2284
2024
Q4 		$9.28M Sell
654,703
-4,816
-0.7% -$68.7K ﹤0.01% 2342
2024
Q3 		$8.92M Sell
659,519
-20,037
-3% -$269K ﹤0.01% 2347
2024
Q2 		$9.04M Buy
679,556
+21,297
+3% +$262K ﹤0.01% 2307
2024
Q1 		$8.26M Buy
658,259
+15,168
+2% +$187K ﹤0.01% 2387
2023
Q4 		$7.9M Sell
643,091
-24,360
-4% -$261K ﹤0.01% 2410
2023
Q3 		$6.43M Buy
667,451
+16,669
+3% +$166K ﹤0.01% 2448
2023
Q2 		$6.31M Buy
650,782
+15,145
+2% +$136K ﹤0.01% 2448
2023
Q1 		$5.85M Buy
635,637
+10,102
+2% +$97.8K ﹤0.01% 2429
2022
Q4 		$6.03K Buy
625,535
+1,103
+0.2% +$10.2K ﹤0.01% 2387
2022
Q3 		$5.28M Sell
624,432
-34,177
-5% -$351K ﹤0.01% 2406
2022
Q2 		$7.08M Sell
658,609
-4,937
-0.7% -$59.3K ﹤0.01% 2342
2022
Q1 		$8.79M Buy
663,546
+7,555
+1% +$86.6K ﹤0.01% 2351
2021
Q4 		$6.64M Buy
655,991
+25,518
+4% +$249K ﹤0.01% 2472
2021
Q3 		$6.17M Buy
630,473
+23,465
+4% +$215K ﹤0.01% 2519
2021
Q2 		$5.01M Sell
607,008
-10,243
-2% -$92.1K ﹤0.01% 2610
2021
Q1 		$5.99M Sell
617,251
-20,515
-3% -$184K ﹤0.01% 2511
2020
Q4 		$5.08M Buy
637,766
+8,831
+1% +$63.5K ﹤0.01% 2521
2020
Q3 		$3.77M Buy
628,935
+40,643
+7% +$264K ﹤0.01% 2542
2020
Q2 		$4.28M Hold
588,292
– – ﹤0.01% 2531
2020
Q1 		$3.65M Buy
588,292
+7,249
+1% +$85.4K ﹤0.01% 2522
2019
Q4 		$7.91M Sell
581,043
-6,452
-1% -$88.6K ﹤0.01% 2441
2019
Q3 		$8.08M Buy
587,495
+12,528
+2% +$161K ﹤0.01% 2439
2019
Q2 		$7.3M Sell
574,967
-2,917
-0.5% -$36.6K ﹤0.01% 2511
2019
Q1 		$6.95M Buy
577,884
+2,475
+0.4% +$32.7K ﹤0.01% 2534
2018
Q4 		$7.05M Buy
575,409
+3,145
+0.5% +$42.6K ﹤0.01% 2487
2018
Q3 		$7.94M Buy
572,264
+2,543
+0.4% +$33.5K ﹤0.01% 2523
2018
Q2 		$7.11M Buy
569,721
+7,842
+1% +$90.5K ﹤0.01% 2547
2018
Q1 		$5.84M Buy
561,879
+16,028
+3% +$196K ﹤0.01% 2575
2017
Q4 		$7.87M Buy
545,851
+30,417
+6% +$430K ﹤0.01% 2460
2017
Q3 		$6.73M Buy
515,434
+62,884
+14% +$804K ﹤0.01% 2507
2017
Q2 		$5.54M Buy
452,550
+51,053
+13% +$638K ﹤0.01% 2544
2017
Q1 		$5.56M Buy
401,497
+18,205
+5% +$251K ﹤0.01% 2528
2016
Q4 		$5.51M Buy
383,292
+7,527
+2% +$101K ﹤0.01% 2516
2016
Q3 		$5.22M Buy
375,765
+13,545
+4% +$202K ﹤0.01% 2502
2016
Q2 		$5.46M Buy
362,220
+15,623
+5% +$214K ﹤0.01% 2465
2016
Q1 		$4.36M Buy
346,597
+16,882
+5% +$189K ﹤0.01% 2539
2015
Q4 		$3.96M Buy
329,715
+43,552
+15% +$524K ﹤0.01% 2607
2015
Q3 		$3.3M Buy
286,163
+80,588
+39% +$993K ﹤0.01% 2670
2015
Q2 		$2.68M Buy
205,575
+55,635
+37% +$810K ﹤0.01% 2772
2015
Q1 		$2.38M Buy
149,940
+17,614
+13% +$277K ﹤0.01% 2781
2014
Q4 		$2M Buy
132,326
+20,606
+18% +$303K ﹤0.01% 2837
2014
Q3 		$1.56M Buy
111,720
+27,931
+33% +$417K ﹤0.01% 2904
2014
Q2 		$1.25M Buy
83,789
+15,994
+24% +$228K ﹤0.01% 2991
2014
Q1 		$979K Buy
67,795
+8,744
+15% +$122K ﹤0.01% 3045
2013
Q4 		$789K Buy
59,051
+9,790
+20% +$132K ﹤0.01% 3075
2013
Q3 		$726K Buy
49,261
+4,300
+10% +$66.4K ﹤0.01% 3104
2013
Q2 		$709K Buy
+44,961
New +$733K ﹤0.01% 3087

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

Dimensional Fund Advisors's WSR Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Whitestone REIT (WSR) stake by 3.1% in Q1 2026, buying an estimated $288K and bringing the position to 640,742 shares worth $10.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

Dimensional Fund Advisors 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.

  • Dimensional Fund Advisors held 640,742 shares of Whitestone REIT worth $10.3M as of Q1 2026.
  • Dimensional Fund Advisors bought 19,127 Whitestone REIT shares in Q1 2026, an estimated $288K.
  • Whitestone REIT made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2248 holding.
  • Dimensional Fund Advisors 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 Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.