EverSource Wealth Advisors’s Whitestone REIT WSR Stock Holding History

EverSource 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	$16.8K	Sell	1,042 -29	-3%	-$437	﹤0.01%	2615
2025 Q4	$14.9K	Sell	1,071 -433	-29%	-$5.58K	﹤0.01%	2578
2025 Q3	$18.5K	Buy	1,504 +78	+5%	+$982	﹤0.01%	2415
2025 Q2	$17.8K	Buy	1,426 +1,124	+372%	+$14.3K	﹤0.01%	2388
2025 Q1	$4.4K	Hold	302	–	–	﹤0.01%	2561
2024 Q4	$4.28K	Hold	302	–	–	﹤0.01%	2421
2024 Q3	$4.09K	Hold	302	–	–	﹤0.01%	2302
2024 Q2	$4.17K	Hold	302	–	–	﹤0.01%	2283
2024 Q1	$3.47K	Hold	302	–	–	﹤0.01%	2202
2023 Q4	$3.71K	Hold	302	–	–	﹤0.01%	1976
2023 Q3	$2.91K	Hold	302	–	–	﹤0.01%	1893
2023 Q2	$2.93K	Hold	302	–	–	﹤0.01%	1928
2023 Q1	$2.78K	Hold	302	–	–	﹤0.01%	1837
2022 Q4	$2.91K	Hold	302	–	–	﹤0.01%	1796
2022 Q3	$3K	Hold	302	–	–	﹤0.01%	1599
2022 Q2	$3K	Hold	302	–	–	﹤0.01%	1447
2022 Q1	$4K	Hold	302	–	–	﹤0.01%	1371
2021 Q4	$3K	Buy	+302	New	+$2.94K	﹤0.01%	1469

Other funds holding WSR

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 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 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 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

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

EverSource Wealth Advisors reduced its Whitestone REIT (WSR) stake by 2.7% in Q1 2026, selling an estimated $437 and leaving 1,042 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

EverSource Wealth Advisors first reported a position in WSR in Q4 2021 and has held it in 18 quarters since. The position peaked at $18.5K in Q3 2025. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

EverSource Wealth Advisors held 1,042 shares of Whitestone REIT worth $16.8K as of Q1 2026.
EverSource Wealth Advisors sold 29 Whitestone REIT shares in Q1 2026, an estimated $437.
Whitestone REIT made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2615 holding.
EverSource Wealth Advisors first reported a position in Whitestone REIT in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's Whitestone REIT position peaked at $18.5K in Q3 2025.
220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

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