DA
WSR

Doliver Advisors’s Whitestone REIT WSR Stock Holding History

Doliver 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 		$292K Sell
15,400
-600
-4% -$11.3K 0.07% 164
2026
Q1 		$258K Hold
16,000
– – 0.06% 161
2025
Q4 		$222K Hold
16,000
– – 0.06% 164
2025
Q3 		$196K Buy
+16,000
New +$201K 0.05% 170

Other funds holding WSR

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Doliver Advisors's WSR Position: Q2 2026 in Review

Doliver Advisors reduced its Whitestone REIT (WSR) stake by 3.8% in Q2 2026, selling an estimated $11.3K and leaving 15,400 shares worth $292K. The position accounts for 0.07% of the portfolio, ranked #164.

Doliver Advisors first reported a position in WSR in Q3 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Doliver Advisors held 15,400 shares of Whitestone REIT worth $292K as of Q2 2026.
  • Doliver Advisors sold 600 Whitestone REIT shares in Q2 2026, an estimated $11.3K.
  • Whitestone REIT made up 0.07% of Doliver Advisors's portfolio in Q2 2026, its #164 holding.
  • Doliver Advisors first reported a position in Whitestone REIT in Q3 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.