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
Q2 		– Sell
-43,897
Closed -$709K – 1896
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 $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

EP Wealth Advisors's WSR Position: Q2 2026 in Review

EP Wealth Advisors sold out of Whitestone REIT (WSR) in Q2 2026, closing a stake of 43,897 shares — an estimated $709K sold.

EP Wealth Advisors first reported a position in WSR in Q4 2025 and held it in 2 quarters. The position peaked at $709K in Q1 2026. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • EP Wealth Advisors reported no remaining Whitestone REIT position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 43,897 Whitestone REIT shares in Q2 2026, an estimated $709K.
  • EP Wealth Advisors first reported a position in Whitestone REIT in Q4 2025 and held it in 2 quarters.
  • EP Wealth Advisors's Whitestone REIT position peaked at $709K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.