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
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 $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
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
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Envestnet Asset Management's WSR Position: Q1 2026 in Review

Envestnet Asset Management increased its Whitestone REIT (WSR) stake by 34% in Q1 2026, buying an estimated $1.28M and bringing the position to 336,954 shares worth $5.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2265.

Envestnet Asset Management first reported a position in WSR in Q1 2014 and has held it in 5 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Envestnet Asset Management held 336,954 shares of Whitestone REIT worth $5.44M as of Q1 2026.
  • Envestnet Asset Management bought 84,996 Whitestone REIT shares in Q1 2026, an estimated $1.28M.
  • Whitestone REIT made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2265 holding.
  • Envestnet Asset Management first reported a position in Whitestone REIT in Q1 2014 and has held it in 5 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.