Envestnet Asset Management
WSR

Envestnet Asset Management’s Whitestone REIT WSR Stock Holding History

Envestnet Asset 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 		$2.11M Sell
111,228
-225,726
-67% -$4.24M ﹤0.01% 3117
2026
Q1 		$5.44M Buy
336,954
+84,996
+34% +$1.28M ﹤0.01% 2265
2025
Q4 		$3.5M Buy
251,958
+98,699
+64% +$1.27M ﹤0.01% 2432
2025
Q3 		$1.88M Buy
153,259
+115,231
+303% +$1.45M ﹤0.01% 2914
2025
Q2 		$475K Buy
+38,028
New +$484K ﹤0.01% 3721
2014
Q2 		– Sell
-125
Closed -$2K – 2819
2014
Q1 		$2K Buy
+125
New +$1.75K ﹤0.01% 2331

Other funds holding WSR

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
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)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Envestnet Asset Management's WSR Position: Q2 2026 in Review

Envestnet Asset Management reduced its Whitestone REIT (WSR) stake by 67% in Q2 2026, selling an estimated $4.24M and leaving 111,228 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3117.

Envestnet Asset Management first reported a position in WSR in Q1 2014 and has held it in 6 quarters since. The position peaked at $5.44M in Q1 2026. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Envestnet Asset Management held 111,228 shares of Whitestone REIT worth $2.11M as of Q2 2026.
  • Envestnet Asset Management sold 225,726 Whitestone REIT shares in Q2 2026, an estimated $4.24M.
  • Whitestone REIT made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3117 holding.
  • Envestnet Asset Management first reported a position in Whitestone REIT in Q1 2014 and has held it in 6 quarters since.
  • Envestnet Asset Management's Whitestone REIT position peaked at $5.44M in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.