EWA
WSR

EP Wealth Advisors’s Whitestone REIT WSR Stock Holding History

EP Wealth Advisors’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 		$709K Buy
43,897
+11,961
+37% +$180K ﹤0.01% 759
2025
Q4 		$444K Buy
+31,936
New +$412K ﹤0.01% 940

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

EP Wealth Advisors's WSR Position: Q1 2026 in Review

EP Wealth Advisors increased its Whitestone REIT (WSR) stake by 37% in Q1 2026, buying an estimated $180K and bringing the position to 43,897 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

EP Wealth Advisors first reported a position in WSR in Q4 2025 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • EP Wealth Advisors held 43,897 shares of Whitestone REIT worth $709K as of Q1 2026.
  • EP Wealth Advisors bought 11,961 Whitestone REIT shares in Q1 2026, an estimated $180K.
  • Whitestone REIT made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #759 holding.
  • EP Wealth Advisors first reported a position in Whitestone REIT in Q4 2025 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.