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
Q2 		$720 Sell
38
-387
-91% -$7.27K ﹤0.01% 2376
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 $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

Essential Partners's WSR Position: Q2 2026 in Review

Essential Partners reduced its Whitestone REIT (WSR) stake by 91% in Q2 2026, selling an estimated $7.27K and leaving 38 shares worth $720. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

Essential Partners first reported a position in WSR in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.2K in Q3 2025. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Essential Partners held 38 shares of Whitestone REIT worth $720 as of Q2 2026.
  • Essential Partners sold 387 Whitestone REIT shares in Q2 2026, an estimated $7.27K.
  • Whitestone REIT made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2376 holding.
  • Essential Partners first reported a position in Whitestone REIT in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Whitestone REIT position peaked at $10.2K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.