EWM
WSR

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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 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

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. 12 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.
  • 12 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.