EP
WSR

Essential Partners’s Whitestone REIT WSR Stock Holding History

Essential Partners’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 		$6.86K Hold
425
– – ﹤0.01% 1427
2025
Q4 		$5.9K Sell
425
-404
-49% -$5.21K ﹤0.01% 1361
2025
Q3 		$10.2K Buy
829
+676
+442% +$8.51K ﹤0.01% 1147
2025
Q2 		$1.91K Buy
+153
New +$1.95K ﹤0.01% 1332

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

Essential Partners's WSR Position: Q1 2026 in Review

Essential Partners held its Whitestone REIT (WSR) position steady in Q1 2026 at 425 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Essential Partners first reported a position in WSR in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.2K in Q3 2025. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Essential Partners held 425 shares of Whitestone REIT worth $6.86K as of Q1 2026.
  • Essential Partners left its Whitestone REIT share count unchanged in Q1 2026.
  • Whitestone REIT made up ﹤0.01% of Essential Partners's portfolio in Q1 2026, its #1427 holding.
  • Essential Partners first reported a position in Whitestone REIT in Q2 2025 and has held it in 4 quarters since.
  • Essential Partners's Whitestone REIT position peaked at $10.2K in Q3 2025.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.