Empirical Wealth Management’s Whitestone REIT WSR Stock Holding History

Empirical Wealth 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	$410K	Sell	21,646 -112,414	-84%	-$2.11M	0.01%	758
2026 Q1	$2.17M	Buy	134,060 +12,930	+11%	+$195K	0.04%	244
2025 Q4	$1.68M	Buy	121,130 +1,268	+1%	+$16.3K	0.03%	264
2025 Q3	$1.47M	Buy	119,862 +7,116	+6%	+$89.6K	0.03%	277
2025 Q2	$1.41M	Buy	112,746 +1,217	+1%	+$15.5K	0.03%	270
2025 Q1	$1.62M	Buy	111,529 +4,744	+4%	+$65.3K	0.04%	239
2024 Q4	$1.51M	Buy	+106,785	New	+$1.52M	0.04%	229

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 $3.37T AUM 44.26% 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

Empirical Wealth Management's WSR Position: Q2 2026 in Review

Empirical Wealth Management reduced its Whitestone REIT (WSR) stake by 84% in Q2 2026, selling an estimated $2.11M and leaving 21,646 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #758.

Empirical Wealth Management first reported a position in WSR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.17M in Q1 2026. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

Empirical Wealth Management held 21,646 shares of Whitestone REIT worth $410K as of Q2 2026.
Empirical Wealth Management sold 112,414 Whitestone REIT shares in Q2 2026, an estimated $2.11M.
Whitestone REIT made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #758 holding.
Empirical Wealth Management first reported a position in Whitestone REIT in Q4 2024 and has held it in 7 quarters since.
Empirical Wealth Management's Whitestone REIT position peaked at $2.17M in Q1 2026.
217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.