ECM
WSR

Evergreen Capital Management’s Whitestone REIT WSR Stock Holding History

Evergreen Capital 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
2025
Q2 		– Sell
-10,324
Closed -$150K – 1266
2025
Q1 		$150K Buy
+10,324
New +$142K 0.01% 1036
2022
Q4 		– Sell
-12,422
Closed -$105K – 714
2022
Q3 		$105K Buy
+12,422
New +$128K 0.01% 596

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIM
Emmett Investment Management New York $131M AUM 25.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evergreen Capital Management's WSR Position: Q2 2025 in Review

Evergreen Capital Management sold out of Whitestone REIT (WSR) in Q2 2025, closing a stake of 10,324 shares — an estimated $150K sold.

Evergreen Capital Management first reported a position in WSR in Q3 2022 and held it in 2 quarters. The position peaked at $150K in Q1 2025. 200 funds tracked by Wall St. Rank hold WSR as of Q2 2025.

  • Evergreen Capital Management reported no remaining Whitestone REIT position as of Q2 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 10,324 Whitestone REIT shares in Q2 2025, an estimated $150K.
  • Evergreen Capital Management first reported a position in Whitestone REIT in Q3 2022 and held it in 2 quarters.
  • Evergreen Capital Management's Whitestone REIT position peaked at $150K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2025.

Based on Evergreen Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.