DF
WSR

Dunhill Financial’s Whitestone REIT WSR Stock Holding History

Dunhill Financial’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 		$21 Hold
1
– – ﹤0.01% 1765
2025
Q4 		$19 Buy
+1
New +$13 ﹤0.01% 1922
2025
Q1 		– Sell
-3
Closed -$47 – 1021
2024
Q4 		$47 Hold
3
– – ﹤0.01% 884
2024
Q3 		$45 Buy
+3
New +$40 ﹤0.01% 909

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

Dunhill Financial's WSR Position: Q1 2026 in Review

Dunhill Financial held its Whitestone REIT (WSR) position steady in Q1 2026 at 1 share worth $21. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

Dunhill Financial first reported a position in WSR in Q3 2024 and has held it in 4 quarters since. The position peaked at $47 in Q4 2024. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Dunhill Financial held 1 share of Whitestone REIT worth $21 as of Q1 2026.
  • Dunhill Financial left its Whitestone REIT share count unchanged in Q1 2026.
  • Whitestone REIT made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #1765 holding.
  • Dunhill Financial first reported a position in Whitestone REIT in Q3 2024 and has held it in 4 quarters since.
  • Dunhill Financial's Whitestone REIT position peaked at $47 in Q4 2024.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.