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 Q2	$7.42M	Sell	117,689 -514,311	-81%	-$9.66M	5.2%	7
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 $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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

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) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Emmett Investment Management's WSR Position: Q2 2026 in Review

Emmett Investment Management reduced its Whitestone REIT (WSR) stake by 81% in Q2 2026, selling an estimated $9.66M and leaving 117,689 shares worth $7.42M. The position accounts for 5.2% of the portfolio, ranked #7.

Emmett Investment Management first reported a position in WSR in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.5M in Q4 2025. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

Emmett Investment Management held 117,689 shares of Whitestone REIT worth $7.42M as of Q2 2026.
Emmett Investment Management sold 514,311 Whitestone REIT shares in Q2 2026, an estimated $9.66M.
Whitestone REIT made up 5.2% of Emmett Investment Management's portfolio in Q2 2026, its #7 holding.
Emmett Investment Management first reported a position in Whitestone REIT in Q4 2024 and has held it in 7 quarters since.
Emmett Investment Management's Whitestone REIT position peaked at $17.5M in Q4 2025.
217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Emmett Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.