Emmett Investment Management’s Whitestone REIT WSR Stock Holding History

Emmett Investment Management’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	$10.2M	Sell	632,000 -634,543	-50%	-$9.56M	7.8%	1
2025 Q4	$17.5M	Buy	1,266,543 +3,900	+0.3%	+$50.3K	13.46%	1
2025 Q3	$15.4M	Buy	1,262,643 +117,438	+10%	+$1.48M	12.09%	1
2025 Q2	$14.3M	Buy	1,145,205 +343,687	+43%	+$4.37M	11.38%	1
2025 Q1	$11.7M	Buy	801,518 +173,205	+28%	+$2.38M	10.72%	1
2024 Q4	$8.9M	Buy	+628,313	New	+$8.97M	8%	2

Other funds holding WSR

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 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 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 New York $59.9B AUM 27.01% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Emmett Investment Management's WSR Position: Q1 2026 in Review

Emmett Investment Management reduced its Whitestone REIT (WSR) stake by 50% in Q1 2026, selling an estimated $9.56M and leaving 632,000 shares worth $10.2M. The position accounts for 7.8% of the portfolio, ranked #1.

Emmett Investment Management first reported a position in WSR in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.5M in Q4 2025. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

Emmett Investment Management held 632,000 shares of Whitestone REIT worth $10.2M as of Q1 2026.
Emmett Investment Management sold 634,543 Whitestone REIT shares in Q1 2026, an estimated $9.56M.
Whitestone REIT made up 7.8% of Emmett Investment Management's portfolio in Q1 2026, its #1 holding.
Emmett Investment Management first reported a position in Whitestone REIT in Q4 2024 and has held it in 6 quarters since.
Emmett Investment Management's Whitestone REIT position peaked at $17.5M in Q4 2025.
220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Emmett Investment Management's 13F filing for Q1 2026, filed 15 May 2026.